Discounts — Paloma POS 2

This article is about Paloma POS 2 — the new Paloma point-of-sale app. It covers how to apply a discount to a whole order or to a single line, how to pick from a customer's discounts, how scheduled discounts and per-item service charge behave, and why the register won't accept a percent over 100. If you're not sure which product you have, start with How to tell you have Paloma POS 2.

Overview

Discounts are applied from an open order. Each order line has an «Apply discount» action for a line-level discount. A whole-check discount opens from the order action «Discount» — the «Order discount» dialog. You can pick from the configured catalog or enter one by hand with «Custom».

• A discount is either a percent or an amount.
• The percent cannot exceed 100 — the register will not confirm it.
• In the order totals a discount shows as «Discount», and the service charge as «Service charge».
• In the order list, a discounted check is flagged, and the «With discount» filter shows only those.

The discount catalog comes from the back office on sync. If it fails to load, the register shows «Не удалось загрузить скидки. Используйте «Произвольная», чтобы ввести вручную.» — enter the discount by hand and sync later.

Line discount

1. On the order line, tap «Apply discount».
2. Pick a discount from the list, or tap «Custom».
3. For a custom discount choose the kind (amount or percent) and enter the value. The register hints the cap: «≤ {max}» for an amount, «≤ 100%» for a percent.
4. Confirm. The line gets the discount and the total recalculates.

A line discount can later be edited or removed.

Whole-order discount

1. In the order, tap the «Discount» action — the «Order discount» dialog opens.
2. Pick a catalog discount or tap «Custom» and enter your own. The register hints «Выберите скидку или нажмите «Произвольная».».
3. For a custom discount set the kind, value, and if needed a reason.
4. Confirm. A «Discount» line appears in the totals.

When the order already has a discount, re-opening the dialog shows a read-only «Current discount» banner. You can change the value or remove it. While editing, a preview line «{from} → {to} · save {amount}» appears and the button reads «Update».

A customer with several discounts

If the order has a customer (see Customers) who qualifies for more than one discount, the register does not choose for you — it opens a chooser and hints «This customer has several discounts — pick one to apply.». Pick the one you want so you never apply the wrong discount by mistake.

Scheduled discounts

A discount configured in the back office can be limited by a schedule — days and time. On the register this is automatic:

• The discount is offered only while its schedule window is open.
• While the window is closed, it isn't in the list — that's the schedule, not an error.
• If it has several windows, any one open window is enough.

If a discount is missing, check its schedule and allowed workplaces in the back office.

Per-item service charge

The service charge is usually taken on the whole order, but a discount may have per-item service enabled: some items carry their own service rate and the rest inherit the order rate. On the register the charge is computed automatically and shown as «Service charge» in the totals. See Tips and service charge.

Discounts in the order list

In the order list, a discounted check is flagged with a tooltip. The filters include a «Discount» section with «With discount» / without — a quick way to pull discounted checks.

Configuring discounts (back office on the register)

Discounts are configured under settings «Discounts». Each row carries a status chip that tells you at a glance whether it will be offered here and now:

• «Active here» — available at this workplace.
• «Customers only» — offered only when a customer with this discount is selected.
• «Not at this point» — enabled, but not for this workplace.
• «Inactive» — disabled or outside its schedule.

When creating or editing a discount you set the kind, the scope — «Whole order» or «Specific item» — and optionally customer bindings, workplaces, a «Schedule», and «Per-item service charge».

Common problems

• "Скидка не найдена." — the discount was deleted or has not reached the device.
• "Не удалось загрузить скидки…" / "Не удалось сохранить скидку" — the list or the edit did not go through; retry.
• «Percent cannot exceed 100%.» — the percent is over 100. While the value is invalid the confirm button is disabled and the savings preview is hidden; enter 100 or less and both return.
• «Amount cannot exceed {max}.» — the discount amount is larger than the base it applies to. Lower it.
• «Введите значение больше 0.» — the discount is zero or empty. Enter a positive number.
• The discount isn't in the list — it may be outside its schedule, not allowed at this workplace, or reserved for a customer. Check its settings in the back office.
• Catalog didn't load — enter the discount with «Custom» and sync later.

FAQ

How do I discount one dish instead of the whole check?

Tap «Apply discount» on that order line. A whole-order discount is the separate «Discount» action (the «Order discount» dialog).

Why won't the register accept a discount over 100%?

It would push the order below zero. The register shows «Percent cannot exceed 100%.», disables confirm, and hides the savings preview until the value is valid.

A customer has several discounts — which one is applied?

None automatically. The register shows «This customer has several discounts — pick one to apply.» and opens a list — you choose.

A configured discount is missing from the chooser. Why?

Usually it's outside its schedule, not allowed at this workplace, or reserved for specific customers. Under settings «Discounts» the status chip shows this: «Active here», «Customers only», «Not at this point», or «Inactive».