How to Use Offers on an Order
Purpose
Use this tutorial when a cashier or server needs to apply an available discount or combo offer to an active order, review the offers already applied, or remove an offer before checkout.
Before You Start
- Open an existing order or create a new order from the Menu screen.
- Add the required menu items to the order before applying an item-based or combo offer.
- Confirm the order is still editable and has not already moved too far into payment.
- If the POS shows a combo offer selection panel, apply or skip that combo offer before checkout, sending to kitchen, adding seats, or editing cart items.
Steps to Apply an Offer
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Open the active order on the Menu screen and add the item required by the offer. For this example, add Classic Garlic Bread (1 person) because the discount offer requires it.
- Tap the offer icon at the lower-left of the order area. The green badge on the icon shows the number of selected or applied offers.
- On Discount and Combo Offers, select the offer type tab. For this example, select Discount 1.
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Confirm the offer description matches the item in the cart. The Apply button turns purple when the order qualifies.
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Tap Apply.
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If an Offer List prompt opens for optional combo offers, tap Apply to add the combo item or Skip to continue without it.
- Review the order total and confirm the discount amount appears in the total section.
- Confirm the offer badge count increased. In this example, the badge changes to 1.
Steps to Review Applied Offers
- Open the active order on the Menu screen.
- Tap the offer icon.
- In Discount and Combo Offers, review the Applied Offers panel on the left.
- If no offers are applied, the POS shows No data and Currently, the order does not include any offers.
- Close the offer screen to return to the order.
Steps to Remove an Offer
- Open the active order on the Menu screen.
- Tap the offer icon.
- In Applied Offers, find the offer that should be removed.
- Tap Remove.
- When Remove Applied Offer? appears, review the warning message.
- Tap Done to remove the offer, or tap Cancel to keep it.
- Return to the Menu screen.
- Review the order total and confirm the offer discount was removed or recalculated.
- Confirm the offer badge count decreased. If all offers were removed, the badge should show 0.
Expected Result
The selected offer is applied to the order only when the order qualifies for it. The order total updates with the offer discount, and applied offers are visible in Applied Offers. Removing an offer recalculates the order and removes any included discount or free item from that offer.
Troubleshooting
- Apply is disabled or the offer does not apply: The order may not meet the offer requirements. Check the exact item, size, quantity, category, spend amount, and offer type.
- This Offer is Not Applicable appears: Add the required items or choose another eligible offer.
- You can't apply more than one offer at a time appears: Some offer types cannot be combined. Remove the current offer before applying another one.
- Offer Item Is Out of Stock appears: The item included in the offer is not available in stock. Choose another offer or ask a manager to check item availability.
- The following items are not available for sale appears: One or more offer items are blocked by selling availability or display-time setup. Choose another offer or ask a manager to check item availability.
- Not enough available purchase item quantity for this combo offer appears: The same purchase item quantity is already being used by another combo offer. Add more qualifying quantity or remove the existing combo offer.
- The cart shows an Offer List prompt after applying a discount: Tap Apply to add the combo item or Skip to continue without it before checkout, send to kitchen, seat changes, or cart edits.
- The discount total does not look right: Stop before payment and ask a manager or support user to review the order and applied offers.
Common Questions
- Can I apply an offer before adding items? Usually no. Item and spend-based offers need the qualifying items, including the correct size when required, or the required order amount before the POS can apply them.
- Can more than one offer be applied to the same order? Only when the POS allows it. Some offers are single-offer only and show an error if another offer is already applied.
- Can I view offer details before applying? Yes. Tap More Details on the offer card.
- What happens when I remove a combo or free-item offer? The POS removes the offer effect from the order. The removal dialog warns which discount or included item will no longer be included.
- Can I continue checkout while a combo offer prompt is open? No. Apply or skip the combo offer first.
Notes
- The offer icon is shown as a lower-left icon button on the Menu screen in the captured tablet layout. Verify the exact position with QA for each mobile layout used by the restaurant.
- Offer names, requirements, and availability depend on restaurant setup.
- Assumption: staff have permission to edit the active order before payment is completed.