Create a Discount by Payment Type

Create a Discount that becomes available when a selected Payment Type is used in Oolio One back office. For example, configure a 5% Discount that staff can apply when a customer pays by cash.

First enable the required Payment Types, then create a Standard Discount and configure its availability.

Step 1: Enable the Payment Types

Enable Surcharge Prompt for each Payment Type that should make the Discount available.

1. Go to Back Office > Settings > Payment Types.
2. Find the required Payment Type.
3. Enable Surcharge Prompt. (which is also used for discounts)
4. Repeat for any other eligible Payment Types.
5. Select Save.

Enabling Surcharge Prompt allows the Discount prompt to appear in Oolio One when the Payment Type is selected.

Step 2: Create the Discount

Create a Standard Discount and enter the Discount details.

1. Go to Back Office > CRM > Discounts.
2. Select Create.
3. Select Standard Discount.
4. Complete the required Details:
   • Name: Enter a name that clearly identifies the Discount.
   • Shown on Receipt as: Enter alternative text to display on the customer's receipt, if required.
   • Method: Select Manual.
   • Group: Select the reporting group used to group the Discount for reporting.
   • Amount: Enter the Discount amount and select whether it is a dollar value or percentage.

Step 3: Configure Availability

Select where the Discount can be used and which Payment Types qualify.

1. Open Availability.
2. Configure the required options:
   • Locations: Select the Locations where the Discount is available.
   • Sales Channels: Select the Sales Channels where the Discount can be used.
   • Order Types: Select the Order Types where the Discount can apply.
   • Customer Groups: Restrict the Discount to a Loyalty Customer Group, if required.
   • Roles: Select which Roles can apply the Discount.
3. Enable Allow on Payment Type.
4. Select the Payment Types that qualify for the Discount.
5. If required, enable Set Usage Limits and configure:
   • Minimum Spend
   • Max Discount Value per Order

Step 4: Apply the Discount

When an eligible Payment Type is selected in Oolio One, the Discount becomes available on the payment screen.

1. Create the order and select Pay.
2. Select an eligible Payment Type.
3. For a cash payment, select a Cash payment button or enter the Tendered amount.
4. Select the available Discount.
5. Check the discounted total.
6. Complete the payment.