Applying Discounts & Surcharges
There are several different ways to apply discounts or surcharges to the price for a product or whole order.
Pro Tip - Keep your team accountable - enable the adjustments add-on to track your teams use of Discounts & Surcharges and reduce cash loss.
If you need a workflow for automatic adjustments, then you should consider the Price Lists add-on which will automatically change the price of your menu based on the hour of the day or day of the week - such as a happy hour special or a public holiday surcharge
You can also use option sets to create meal combos with a variety of options for each part of the combo.
What's in this guide?
Apply discount to product or order
To discount (or surcharge) an individual product - open it from the order summary and change the unit price or, add a line item adjustment.
Then Apply to save your changes
Select the order total at the bottom of the screen to add a discount or surcharge for the whole order.
Then, simply check out as per normal.
Pro Tip - If you have not yet set up your adjustment reasons, you can also enter a custom adjustment either in dollar amounts or by percentage
View discounts report
You can track your discounts and surcharges from the Adjustments report in the back office to ensure all your price changes are above board.
If you have any questions, simply ask your manager or, select help on any page in Kounta to reach our 24-Hour Support Team
Frequently Asked Questions
Which type of discount or surcharge set up should I use?
There are three ways that you can set up discounts/surcharges on Kounta.
What we have covered in this guide is Price Adjustments (If you still haven't set this up, you can check out our Setting Up Price Adjustments guide.) This function is great for credit card surcharge, VIP discounts, and Senior Citizen discounts - which are not based on seasonality or bundle deals.
So what are the other two options?
First, if you need a workflow for automatic adjustments, then you should consider the Price Lists add-on. This automatically changes the price of your menu based on the hour of the day or day of the week - such as a happy hour special or a public holiday surcharge. It acts like an alternative pricing set that can be activated automatically based on set parameters.
Lastly, there is the add-on Automatic Promotion which can be used in a variety of situations such as a buy one get one free or for a coffee and cake combo. This promotion is triggered by the nature of the purchase or by customer tags.
What if I get stuck?
What's my next step?
Next, let's brush up on finalising your end of day takings.
Or, if you are looking to track your Petty Cash & Float in Kounta then we have a guide for that too.