Applying Retail Discounts and Promo Codes

Purpose

Apply a discount to a customer's order in Retail POS or Flourish Web to reduce the price of a single line item or the full purchase. Use this when a customer qualifies for a promotion, price adjustment, or loyalty offer. Promo codes use the same line or order scope as a standard discount, but staff must enter the code before Flourish applies it.

Prerequisites

Before you apply a discount, confirm:

• The discount is created in Manage Settings > Retail > Discounts.
• The customer, items, facility, order type, and time meet the discount rules.
• Whether the discount applies to one line item or the full order.

Apply a Discount in Retail POS

1. Open the customer's order.
2. Select the discount tag icon next to the line item to open Manage Line, or below the subtotal to open Order Discounts.
3. Locate the eligible discount.
4. Toggle the discount on.
5. Complete any required reason or manager approval.
6. Close the discount window.
7. Confirm the discount and updated total in the cart.

Apply a Discount in Flourish Web

1. Open the retail purchase.
2. Select Edit Purchase.
3. Select the dollar-sign icon next to a line item for a line discount, or below the subtotal for an order discount.
4. Toggle the eligible discount on and select Apply.
5. Save the purchase.
6. Confirm the updated order total.

Apply a Promo Code in Retail POS

1. Select the discount tag icon for the line or order scope that matches the promo code.
2. Enter the code in the Promo Code field.
3. Select Check Code.
4. Confirm the discount and total.

Apply a Promo Code in Flourish Web

1. Select Edit Purchase.
2. Enter the code in the Promo Code field.
3. Select outside the field to apply the code.
4. Confirm the discount, then save the purchase.

Expected Result

The discount appears on the intended line item or order and changes the total as expected. If a code doesn't apply, check that it's entered correctly, still available, and — for single-use codes — not already redeemed. If an order-level discount fails, try applying it at the line level instead.

POS Video

Check out this video on how to apply a promo code in the POS.

Related Articles

• Create or edit a retail discount
• Retail Discounts Overview
• Common Retail Discounts
• Retail Discounts - Customer Attributes
• Retail Discounts - Order Attributes