Create custom discounts

SwipeSimple users can create discounts, and apply them to a transaction when creating a sale. Once the discount(s) is selected, it will be applied to the transaction as a whole, and are always applied before sales tax (if enabled) is calculated.

Discount information will be displayed on both digital and printed receipts.

  

To create a discount, an admin user will create it on the SwipeSimple mobile app or web dashboard. Once created, users sharing the same merchant account will be able to access it.

To view the list of available discounts, tap on the Catalog tab, and Discounts on the left panel.

 

Create a new discount

Go to the Catalog tab and tap on the “New” button located at the top.

Select “Create Discount” to add a new discount.

Assign a Discount Name by entering it in the input field.

Toggle between “$” or “%” to create a dollar off or percentage discount respectively.

Enter the value of the discount in the input field, and tap on “Create Discount” to add the discount to your Catalog.

 

Applying discounts to a transaction

Tap on the “Items” tab in your sale builder on the right.

Select the discount you wish to apply to the transaction by tapping on the discount name.
Your list of available discounts will be displayed below your existing list of items. To perform a quick search, pull and release the list of items to reveal the search bar.

When successfully applied, the discount name will be displayed below the list of items in your cart, and above sales tax.

 

Applying multiple discounts:

To apply multiple discounts to the transaction, select your discounts by tapping on the discount names.

Multiple discounts are applied in the order in which they are added.

 

 

Applying a discount to an item:

Item-level discounts can be applied to any items that have been added to the Cart.

Select the item which you wish to apply a discount to by tapping on the item name.

Tap on “Manage Discounts” to view your list of available discounts.

 
 

Select the discount you wish to apply to the item by tapping on the discount name:

 

When successfully applied, the discount name will be displayed in gray below the selected item.

To remove a discount:

Tap on the item in the Cart in which you wish to remove a discount from.

Tap on “Manage Discounts”.

Tap on “Remove Discount” and “Confirm Remove Discount” to remove discount from selected item. 

 

Create item-level discounts

You can apply a discount or multiple discounts to a transaction when creating a sale.

Note: You'll need admin access to create a new discount, modify, or remove an existing discount on the web dashboard.

Updates to discounts will be reflected in the SwipeSimple app when successfully saved on the web dashboard.

View and manage discounts:

View your existing list of discounts by clicking on the Discounts tab from the Items page.

To search for a specific discount, use the search bar on the right.

Create a new discount:

Select the discount that you wish to modify or delete by clicking on the discount name

  • Discount name
  • Discount type – percentage or dollar off discount
  • Amount

Click on “Create Discount” to create the discount.

Modify or remove an existing discount:

You may modify the existing discount by editing:

  • Discount name
  • Discount type – percentage or dollar off discount
  • Amount

Click on “Update Discount” to save the changes.

To remove an existing discount, click on “Delete Discount“.

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