Use this article for Dutchie POS to help Dispensary Managers and Budtenders restrict discounts so they only apply to specific groups, such as Medical patients or Veterans.
What is the issue?
Without group restrictions, promotional discounts might apply to the wrong customers, leading to lost revenue or compliance issues. Proper configuration ensures that only eligible individuals receive targeted offers.
What’s causing the issue?
While there are a variety of reasons this may occur, the most common cause of a restricted discount failing to apply is that the customer's profile is not tagged with the matching group or segment at the time of the transaction.
How do I solve the issue?
- In the Backoffice, go to Marketing > Discounts.
- Click Create discount (or select an existing discount to edit it).
- Complete Step 1: Configure — enter your discount name and select an application method. Automatic discounts will automatically apply to customers who meet the criteria. Manual discounts must be applied at the Register and will only apply when the customer meets the requirements.
- Proceed to Step 2: Details. Under the Who is eligible section, select:
- Customer types — Select which customer types (e.g., Medical, Recreational) can receive the discount. Leave unselected to make it available to all types.
- Customer groups — Select one or more customer groups (also known as discount groups) to restrict the discount to customers who belong to those groups. Leave unselected to make it available to all customers regardless of group.
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Customer segments — Select one or more. Note that only some customer segments refresh instantaneously.
- Customers who qualify for a segment based on personal attributes or purchase events will be added to that segment typically within a few minutes. For example, if a new customer's age qualifies them for your "senior" segment, they'll be added to that segment right away so they can use any associated discounts on their first purchase.
- Customers who qualify for a segment based on their actions or predictive analytics will be added to that segment on a nightly basis. For example, if a customer makes a purchase that qualifies them for a segment, they won't be added to that segment until the following day.
- Optionally, configure additional eligibility restrictions:
- Limit per customer — Restrict how many times each customer can receive the discount.
- First time customer only — Restrict the discount to customers with no previous transaction history. Choose Per location (first visit at each location) or All locations (first visit anywhere).
- Redemption limit — (Code discounts only) Limit the total number of times the code can be redeemed.
- Require manager approval — (Manual discounts only) Require a manager PIN to apply the discount.
- Complete the remaining steps (How long will it run, Where will it be offered, Requirements, Rewards, Online details)
Additional causes
- Customer group is inactive or deleted: Inactive or deleted customer groups are not considered for the purpose of applying discounts. If someone deactivated the group, all discounts tied to it silently stop working.
- Customer type mismatch (Medical vs. Recreational): Discounts can be restricted to a customer type (Medical, Recreational) separately from a customer group. If the discount is restricted to Medical customers and a specific group, both must match.
- Discount is outside its valid date range: If the discount's start/end dates don't cover the current time, it won't apply regardless of group matching.
- Stacking conflict — If the group discount is non-stackable and another discount is already applied, the system's stacking logic may suppress it (only the "best deal" non-stacking discount wins).
- Customer does not meet the requirements — Look up the customer's profile in the Backoffice and make sure the customer is assigned to the correct customer type and customer groups, and that they meet the criteria for the required segment(s).
Commonly Asked Questions
- How do I set up a first-time customer discount?
- Why didn't the senior discount work for this customer?
- Can I limit a deal so only medical patients get it?
- How do I create a discount for medical-only customers?
- How do I set up a discount that only applies to recreational customers?
- How do I restrict a discount to a specific customer group?
- Can I target a discount to a customer segment?
- When are customers added to a segment that they become eligible for?
- What's the difference between Per location and All locations for first-time customer discounts?
Additional Resources