Things to consider

• Discounts configured in Dutchie POS automatically sync to Dutchie E-Commerce, with some exceptions. Learn more about Discount Sync.
• Check your local cannabis regulations to make sure your discounts and promotions are compliant. Consider enabling these settings in the Backoffice under Settings > Location:
  • Only Discount Cannabis Items to a Minimum of $0.01 may be required to keep "buy one, get one" deals compliant in states that prohibit giving away free cannabis items.
  • Only Discount Items to their Cost prevents discounting any item below cost.
• Permissions: Creating or editing discounts requires both View discounts and Edit discounts permissions. The Override discounts permission enables a user to manually edit percent-off and amount-off discounts and change the distribution of discounts in the register. Learn more about permissions.
• By default, discounts are shared across all your locations, though you can restrict specific discounts to certain locations.
• Automatic discounts will apply in addition to any savings customers receive as part of a pricing tier. Discounts and price tiers function separately. The tiered price becomes the baseline price from which automatic discounts are deducted.
• Discounts in Dutchie POS can be configured to include or exclude products that are assigned to a pricing tier; however, this feature is not supported for discount sync to Dutchie E-Commerce.
• You can restrict discounts to certain customers by creating Customer groups and Customer segments before creating discounts.

Table of contents

• Create and edit discounts
  • 1. Configure
    • Discount details
    • How will it initiate
  • 2. Details
    • Who is eligible
    • How long will it run
    • Where will it be offered
  • 3. Requirements
    • Conditions
    • Filters
    • Multiple requirements
  • 4. Rewards
    • How will it be applied
    • Stacking
    • Net taxes
    • Reward products
  • 5. Online details
  • 6. Summary
• Archive a discount
• Copy a discount
• Settings that affect discounts

Interactive tutorial

Create and edit discounts

1. Go to Marketing > Discounts.
2. Click Create discount, or select an existing discount to edit it.
3. Follow the sequence of prompts to create a new discount, or click one of the numbered steps along the top of the screen to edit.

1. Configure

Discount details

Discount name

Name the discount something distinct and easy to understand and identify.

Discount names also appear on customer receipts if the Itemize discounts setting is on. You can change this under Settings > Receipts.

Code

Required only if you make the discount applicable by code (see below). Customers can enter this code online in Dutchie E-Commerce checkout, or budtenders can enter it in the Register or scan it from a barcode or QR code to apply the discount to an order. 

If using a scannable code, enter the QR code or barcode's text output in the Code field, then apply it in the Register by scanning the code instead of typing it.

How will it initiate

From the Application method dropdown, select:

• Automatic: Apply the discount when certain conditions are met. You'll set up these conditions in later steps.
• Manual: Apply the discount by selecting it from a list. These discounts can also be configured to require a manager PIN.
• Code: Apply the discount by entering or scanning the code from above.
• Springbig (if integrated): Use the dropdown to select the corresponding Offer/reward that you created in Springbig. The Springbig discount ID you entered for the offer in Springbig automatically populates.
• Alpine IQ (if integrated): Enter the corresponding Alpine IQ discount ID.
• Loyalty: If you've set up a Dutchie Loyalty program and chosen the redemption method Apply loyalty as discounts, select this option to create a discount that can only be applied in exchange for loyalty points, then enter the number of Loyalty points to redeem
  • This value must be greater than 0, otherwise the loyalty discount/reward will not appear in online checkout.
  • If you want to offer your loyalty members a discount or reward that doesn't cost points to redeem, instead create a customer segment that includes all loyalty members, then create a manual or automatic discount restricted to that customer segment (see below for details on configuring customer eligibility requirements).

2. Details

Who is eligible

Select which customer types, customer groups (also known as discount groups), and customer segments can receive the discount. 

You can also enforce a Limit per customer to restrict the number of times each customer can receive the discount. If you select Yes, enter a Limit.

First time customer only allows you to restrict the discount to customers with no previous transaction history. Select Per location to allow customers to receive the discount on their first purchase at each of your locations. Select All locations to allow customers to receive the discount only on their first purchase at any location.

Require manager approval appears only for manual discounts. If set to Yes, a user with the POS Manager permission must enter their PIN to apply the discount.

How long will it run

Specify when the discount will be available:

• Start - by default, this is today's date at midnight, and the discount is available as soon as you save it, but you can enter a future date and time.
• End - by default, discounts never end. Check the box for Specify end date to enter a date and time when the discount will no longer be available.
• Restrict availability by day of week or time of day - select Yes to display additional options for restricting the discount to certain days and times.

Where will it be offered

Limit the discount to specific locations, and select whether it should be available online in Dutchie E-Commerce. 

If you make the discount available online, you can also specify which Order sources it will apply to: Kiosk, Mobile (app), or Online Menu (web). 

Note: If a discount at the Register with no error message, the Order Source setting is the most likely cause.

Understanding the Order Source setting

Order Source controls which sales channels are eligible for a discount. The available options are Mobile, Online Menu, and Kiosk. There is no Dutchie POS or Register option.

• Select a combination of Order Source options to restrict discounts to online channels only.
• Leave the Order Source field blank (no options selected) makes the discount eligible across all channels, including the Register.

Fix a discount that is silently failing at the Register

If a discount is not applying at POS and no error message appears, follow these steps to check and correct the Order Source configuration.

1. Open Dutchie POS Backoffice and navigate to Specials or Admin > Promote.
2. Open the affected discount.
3. Navigate to the Discount Wizard and scroll to the Order Source section.
4. Deselect all selected options under Order Source, leaving the field blank.
5. Click Save.

After saving with no Order Source options selected, the discount will apply correctly across all channels, including the Register.

Workaround: Apply a discount to both a specific online channel and Dutchie POS

Because there is no way to include the Register alongside a specific online channel in a single discount, use the following workaround.

1. Create one discount restricted to the desired online channel (for example, Mobile) using the Order Source setting.
2. Create a second discount with Order Source left blank, so it applies across all channels including the Register.
3. Configure both discounts with the same eligibility rules and amounts.

Consumers using the online channel will receive the first discount, and staff applying the discount at POS will use the second

3. Requirements

Set the eligible products and conditions a cart must meet for the discount.

Conditions

Conditions only apply if the Application method is Automatic. Choose from these Conditions:

No condition: The discount applies to any and all eligible products, regardless of quantity.

Total items: The discount requires a certain number of eligible products. Selecting this populates a Cart contains dropdown:

Total spend: The discount applies only if the cart subtotal reaches a minimum dollar amount.

Total weight: The discount applies only if the cart contains a minimum total weight in grams.

Filters

Click Edit filters to define which products are eligible for the discount. If you don't apply any filters, the discount will apply to all products in your inventory.

You can filter eligible products based on any combination of the following:

• Strain
• Weight
• Category
• Tags (including manually applied product or inventory tags, or smart tags)
• Pricing tier
• Brand
• Vendor
• Specific products

Within each filter, choose a Selection type:

• Only include products matching the filter
• Exclude products matching the filter and include all others

You can also check or uncheck the following options:

• Require same product: When this box is checked, only multiples or total weight of the same product can satisfy the conditions you set. For example, if you check this box and set Total items = Exactly 3, a customer has to buy 3 of the same product to get the discount. Otherwise, the customer can get the discount with any combination of 3 eligible products.
• Include non-cannabis items: This box is checked by default. Un-check it to limit the discount to only cannabis items.

Multiple requirements

Click + Add another requirement to add a second set of conditions and filters. Repeat to add as many requirements as you need.

Click the trash icon to remove a set of conditions and filters.

4. Rewards

How will it be applied

Choose a Discount method:

• Amount off - each item (a dollar amount off each eligible item)
• Amount off - total amount (a dollar amount off the order total)
• Percent off (a percentage off each eligible item). 
  • Note that percent-off discounts are shown as a calculated dollar amount in the Register and Dutchie E-Commerce menus.
  • For example, a 20% discount on a $10 item will appear as $2.00 off rather than 20% off.
• Price to amount - each item (set the price of each eligible item to a specified amount, regardless of its original price)
• Price to amount - total amount (set the total price of eligible items to a specified amount)
• Price to cost plus percent (set each eligible item to its wholesale price plus a percentage to preserve a minimum profit margin)
• Loyalty multiplier (customer receives bonus loyalty points instead of a discount - i.e., 2x, 3x, etc.)

Choose what to Apply discount to:

• The same products specified in requirements: The discount applies to all eligible products that meet the requirements conditions. Applicable to all requirements conditions.
• A different set of products: The discount applies to the products you specify in the Reward products section below, with the same conditions and eligible product filters as in the Requirements.
  • For example, a customer must buy 2 items from the set of required products to get 1 discounted item from the set of rewards products.
  • For Total items conditions, the same Every or Exactly conditions apply here. 
    • If you want to discount 1 reward product for every 2 required products, choose Every = 2 in the requirements and Every = 1 in the reward products.
    • If you want to discount 1 reward product for only the first 2 required products and don't want the discount to apply to a second reward product if the customer buys 4 required products, choose Exactly = 2 in the requirements and Exactly = 1 in the reward products.
  • Applicable to Total items, Total spend, or Total weight requirements.
• The highest priced item from the set of required products. Applicable to Total items requirements only.
• The lowest priced item from the set of required products. Applicable to Total items requirements only.

Stacking

Choose whether to Allow stacking. 

• Selecting Yes means this discount will always apply to eligible carts regardless of other discounts.
• Selecting No means this discount cannot stack on other discounts. It does not mean other discounts are prevented from stacking on this discount.

When discounts are allowed to stack, they are applied according to this logic:

• Non-stacking discounts will “compete” with each other, and only the best one will apply. Then any stacking discounts will apply on top.
• If a manual non-stacking discount is added, it will only apply if it is a better deal for the customer than any automatic non-stacking discount already applied.
• Carts will not recalculate automatic discounts when a user manually adds a stacking discount, preventing the reapplication of removed discounts.
• Automatic discounts will always apply before manual, code, and loyalty discounts.
• Manual, code, and loyalty discounts apply in the order that a user added them to a cart.
• Automatic stacking discounts apply in this order:
  • "Price To Amount"
  • "Percent Off"
  • "Amount Off"

Net taxes

Choose whether to Ignore net taxes. 

• If Yes, each discounted item is taxed based on its full price. For example, assuming 20% total tax, a $10 full-price item discounted to $5 will still have $2 tax applied, for a total of $7.
• If No, each discounted item is taxed based on its discounted price. In the same example as above, the 20% tax is applied to the $5 discounted price, or $1 tax and a total of $6.
• Check your local regulations to determine whether and when this setting is appropriate.

Reward products

If you selected Apply discount to: A different set of products, specify the products and quantities that the discount can be applied to in the Reward products section.

This uses the same set of conditions and filters as in the Requirements step, with the additional option to specify whether the reward applies to all eligible items, highest priced item, or lowest price item.

5. Online details

Customize how this discount will appear on your integrated online menu (if marked Available online in the Details section not restricted in a way that prevents it from displaying online such as customer group requirements).

6. Summary

Review your discount to make sure it looks good. Click Edit next to any section header to go back and make changes.

If everything looks good, click Create discount.

Archive a discount

A discount is considered Expired and automatically removed from the Register if its end date has passed. Use the Status filter to see Active, Expired, or Upcoming discounts.

You can also archive a discount to remove it from Registers and the Backoffice permanently. This cannot be undone.

1. Go to Marketing > Discounts.
2. Click the 3 dots next to the discount you want to remove.
3. Click Archive.

Copy a discount

Save time creating similar discounts by copying and modifying a discount.

1. Go to Marketing > Discounts.
2. Click the 3 dots next to the discount you want to copy.
3. The discount configuration panel opens at the Summary step. Edit the discount as needed and click Done.

By default, the copied discount uses the same name as the original with "COPY" appended to it. Note, however, that copied discounts will use the same online display name as the original discount, so be sure to edit the online details accordingly.

Settings that affect discounts

The following options are located in the Backoffice under Settings > Location:

• Only Discount Cannabis Items to a Minimum of $0.01 may be required to keep "buy one, get one" deals compliant in states that prohibit giving away free cannabis items.
• Only Discount Items to their Cost prevents discounting any item below cost.
• Show Product Auto Discount Setting allows you to show or hide the Allow automatic discounts setting on products in the Catalog, which allows you to exclude a product from automatic discounts.
• Round Percent Discounts rounds the dollar amount of a percentage-based discount to the nearest dollar. This is meant for dispensaries that want to keep transaction totals at even-dollar amounts and minimize the use of coins. For example, with this setting enabled:
  • A $15.00 item with a 10% ($1.50) discount becomes $13.00 because the discount amount is rounded up to $2.00 (or 13.33%).
  • A $15.00 item with a 9% ($1.35) discount becomes $14.00 because the discount amount is rounded down to $1.00 (or 6.67%).
  • This setting does not affect a user's ability to change the amount, percentage, or applicability of a manual discount.

If you use Dutchie Loyalty, discount application can also be influenced by your redemption settings.

What’s next?

• Learn how to apply discounts at the POS
• Create a loyalty program to encourage repeat customers
• Set up Customer Groups
• Show discounted prices as if they are regular prices in Dutchie E-Commerce