Custom notes for item discounts allow you to record specific justifications or additional context for price adjustments directly at the POS. These freeform entries map back to the Discount Detail Report in the Bridge, ensuring that administrative and accounting teams have visibility into the exact circumstances surrounding every discount applied during service. This feature allows you to:
Enter unique, order-specific details when applying a discount to a menu item.
Improve the audit trail for managers reviewing the Discount Detail Report.
Standardize communication between floor staff and reporting administrators.
To Add a Custom Note to a Discounted Item Using the List of Standard Discounts
1. Once logged into the POS, navigate to the Check Menu by tapping Check from the selection screen
2. Tap on the desired check in the list view to select it for a discount
3. Tap the Item to be discounted in the Check View on the left
4. Tap the Discounts button to bring up the list of your restaurant's discounts
5. Tap the toggle switch next to the desired Discount to add it to the item
6. Based on the assigned Discount Type, follow the corresponding procedure for the Promo Code:
- If the Discount is a Fixed Amount or Fixed Percentage, tap the desired Reason for the Discount.
- Tap inside the Custom Note field to enter your text
- Tap inside the Custom Note field to enter your text
- If the Discount is an Open Amount or Open Percentage, enter the Discount Amount, and select the Discount Reason
- After selecting the discount reason, scroll down and tap inside the Custom Note field to enter your text
- After selecting the discount reason, scroll down and tap inside the Custom Note field to enter your text
7. Tap the Save button
8. To edit the note:
- Tap the menu item in the check details on the left
- Tap the applied discount in the menu item details panel on the right
- Tap the applied discount in the discount list
- Tap inside the Custom Note field to edit your text
- Tap Save
- Tap Done
To Add a Custom Note to a Discounted Item Using a Promo Code
1. Once logged into the POS, navigate to the Check Menu by tapping Check from the selection screen
2. Tap on the desired check in the list view to select it for a discount
3. Tap the Item to be discounted in the Check View on the left
4. Tap the Discounts button to bring up the list of your restaurant's discounts
5. Enter the Promo Code and tap Apply
6. Based on the assigned Discount Type, follow the corresponding procedure for the Promo Code:
- If the Discount is a Fixed Amount or Fixed Percentage, tap the desired Reason for the Discount
- Tap inside the Custom Note field to enter your text
- Tap inside the Custom Note field to enter your text
- If the Discount is an Open Amount or Open Percentage, enter the Discount Amount, and select the Discount Reason
- After selecting the discount reason, scroll down and tap inside the Custom Note field to enter your text
- After selecting the discount reason, scroll down and tap inside the Custom Note field to enter your text
7. Tap the Save button
8. To edit the note:
- Tap the menu item in the check details on the left
- Tap the applied discount in the menu item details panel on the right
- Tap the applied discount in the discount list
- Tap inside the Custom Note field to edit your text
- Tap Save
- Tap Done
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