Discounts allow you to apply a reduction to specific products, to the order total, or both.
You can create predefined discounts from the back-office and use them later from the app, or apply custom discounts directly during a sale.
Define where the discount can be applied, if it will be a percentage or an amount, and what items to include.
1. BACK-OFFICE CONFIGURATION
Configure the discounts that will be available for Revo XEF users.
Check the image or review the explanation for each field.
Order: only on the order total.
Both: on products and the order.
Check the different ways to apply a discount and how to remove it when necessary.
2. APPLY AND REMOVE DISCOUNTS IN THE APP
Select the action you want to perform:
Select a way to apply the discount to view the steps and the corresponding image.
1From the Discounts buttonApplies a general discount to the order.
Click Discounts from the order and select the discount you want to apply.
2Selecting a productApplies the discount only to a single line.
Select the product and click Discounts to apply a reduction only to that line.
3From product actionsAccess the discount from the actions menu.
Swipe the product to the right, open its actions, and click Discounts.
4To multiple productsApplies the same discount to a multiple selection.
Use multiple selection, check the products, click the more options button, and select Discounts.
5Custom discountCreate a one-time discount indicating name, amount or percentage.
6Apply a 100% discountFully reduces the amount it applies to from the order checkout.
A 100% discount fully reduces the amount it applies to. To offer it during checkout, first create a predefined discount in Configuration → Discounts: enable Discount percentage and enter 100 as the value. Also define if it will apply to the order, to products, or both, depending on the intended use.
Next, set up a payment method of type 100% Discount. This payment method allows you to choose, from the app, among the 100% discounts you have created.
In the app: open the order checkout, select Payment method → 100% Discount and choose the corresponding discount. The app applies the discount, leaves the pending amount at €0, and closes the order with the selected payment method.
The 100% Discount and the Accounting 100% Discount are two different payment method types. The accounting variant is not an option that should be selected simply because the discount percentage is 100%; only use it when the accounting or tax setup of your operation requires it. To learn more, you can check the article on Payment Methods.
Select how you want to remove the discount.
1Cancel the discount Remove it from the discounts menu.
Click Discounts and select Cancel discount.
2Remove it from the orderUse the swipe gesture over the discount.
Swipe the discount completely to the left or click Delete when the option appears.
Review common setups for amount and percentage discounts.
3. PRACTICAL EXAMPLES
Select an example and expand only the step you need to check.
€5 DISCOUNT ON THE ORDER
Use this configuration to discount a fixed amount from the total of an order managed directly in Revo XEF.
1Configure the discount
Access the back-office, go to Configuration → Discounts, click + New and configure a €5 discount applicable to the order.
2Apply it in the app
Add the products, click the discounts button, and select Disc €5.
10% DISCOUNT ON PRODUCTS
In this example, the discount does not include the product's extras or supplements.
1Configure the discount
Access the back-office, go to Configuration → Discounts and create a 10% discount applicable to products. Leave the With extras option disabled.
2Apply it in the app
Select the product, click Discount and choose Disc 10%.
15% DISCOUNT ON PRODUCTS OR ORDER
Use the Both option to apply the same discount to specific products or to the order total.
1Configure the discount
Access the back-office, go to Configuration → Discounts, create a 15% discount and select Both in Apply to.
2Apply it in the app
Select the product and apply Disc 15%. The same discount will also be available for the entire order.
Check short answers about configuring and using discounts.
4. FREQUENTLY ASKED QUESTIONS
CAN I APPLY A DISCOUNT TO A PRODUCT AND THEN TO THE WHOLE ORDER?
Yes. First the discount applied to the product is calculated. Then, the order discount is calculated on the final price remaining after applying the first discount.
WHY DOES A DISCOUNT NOT APPEAR IN THE APP?
Check that it is active and that the Apply to field allows it to be used in the action you are performing. Also make sure you have saved the changes and updated the configuration in the app.
HOW DO I SEE THE REASON FOR A MANDATORY REASON DISCOUNT?
If a discount has the Mandatory reason option enabled, upon selecting it in the app you will necessarily have to type a reason before continuing. You can later review this text in the back-office discounts list and in the CSV export.
| ID | TYPE | DISCOUNT | REASON | USER | TOTAL |
|---|---|---|---|---|---|
| 3307 | Product | 50% Discount | testtttttt | Revo Systems | €5.02 |
| 3312 | Order | VIP Discount | Invitation for incident | Manager | €18.40 |
HOW DO I KNOW IF THE DISCOUNT INCLUDES EXTRAS?
Check the With extras option in the discount configuration. If enabled, the discount applied to the product will also include its extras. This option is only available for product discounts.
CAN I CREATE A DISCOUNT ONLY FOR ONE SALE?
Yes. Use Custom discount from the app. You can change the name, add information, and choose whether it will be an amount or a percentage.
IS IT BETTER TO DELETE OR DISABLE A DISCOUNT?
Enable it if you think you will use it again. Delete it only when it is no longer necessary to keep it.
Distinguish when XEF only needs to distribute the discount among the lines and when the discount cannot be applied.
5. TROUBLESHOOTING
WARNINGTHERE IS A GENERAL DISCOUNT. TO CONTINUE IT IS NECESSARY TO APPLY IT TO EACH LINE
This message is a warning, not an error. It may appear in delivery or pickup orders without a table and in orders with the Keep orders open option.
When entering payment mode, Revo XEF needs to distribute the general discount among the products to keep the order amounts consistent.
When it appears:
ERRORTHE GENERAL DISCOUNT IS NOT BY PERCENTAGE AND CANNOT BE APPLIED TO EACH LINE
This message indicates that the discount cannot be applied. In cases where XEF needs to distribute a general discount among the lines, the order discount must be percentage-based.
A percentage can be distributed proportionally among the products. On the other hand, a fixed amount cannot be applied as a general order discount when XEF needs to carry out this distribution.
Configure the discount according to the case:
