Deals

Use this page to create and manage promotional deals per outlet — bundles, combo meals, BOGO-style offers, and limits by date, time, weekday, platform, and order type.

Open the screen: Sidebar → Locations Management → Deals

Restaurant first

Add New Deal stays disabled until you select a Restaurant in the list filters. The first outlet may be selected automatically on load.

---

Deals list

What it does

Shows deals for one restaurant with drag-to-reorder, filters, pagination, and view/edit/delete actions.

Step-by-step

1. Open Locations Management → Deals.
2. Select Restaurant in the filter bar (first outlet may auto-select).
3. Optionally set Deal Type, Search, Active Only, or Current Only.
4. Read the table — drag handle, ID, Name, Deal Type, Date Range, Status, Platform, Order Type, Actions.
5. Drag a row by the grip to change display order (auto-saves).
6. Tap Refresh, Add New Deal (+), or row actions.
7. Use pagination at the bottom to change page or rows per page.

Filters and toolbar

Control	What it does
Restaurant	Which outlet’s deals you view. Changing it reloads the list.
Deal Type	All Deal Types or one type (Combo, BOGO, Bundle, etc.).
Search	Filters by deal name as you type.
Active Only	When on, shows only Active deals.
Current Only	When on, shows only deals whose start/end dates include today.
Refresh	Reloads the list from the server.
Add New Deal (+)	Opens Create New Deal. Disabled until a restaurant is selected.

Changing any filter returns you to the first page.

What the table shows

Column	Meaning
Drag handle	Reorder how deals appear at this outlet.
ID	Internal reference number.
Name	Deal title.
Deal Type	Type label (e.g. Combo, BOGO, Bundle).
Date Range	Start and end dates, or - if not set.
Status	Active (green) or Inactive (red).
Platform	POS, Kiosk, etc., or All if not restricted.
Order Type	Dine-in, Takeaway, Delivery badges, or All.
Actions	View, Edit, Delete.

Loading: Loading deals...
Empty: No deals found.

Row actions

Action	What it does
View (eye)	Opens View Deal in read-only mode.
Edit (pencil)	Opens Edit Deal.
Delete (trash)	Confirms: Are you sure you want to delete the deal "{name}"? This action cannot be undone.

Reorder deals

1. Drag a row by the grip to a new position.
2. Order saves automatically — success: Deal sequence has been updated successfully.
3. On failure: Failed to update deal sequence. Please try again.

Test on POS

After saving, test with the same outlet, date, platform, and order type you configured on the deal.

Common mistakes / FAQs

• I see “No deals found”. Clear Search, turn off Active Only / Current Only, or pick another Restaurant.
• Add New Deal (+) disabled. Select a Restaurant first.
• Reorder failed. Tap Refresh and drag again.

---

Add a deal

What it does

Creates a new deal in a four-tab dialog: Basic Info → Products → Media & Tags → Half n Half Rules (last tab only after the deal is saved).

Step-by-step

1. Tap Add New Deal (+) with a Restaurant selected.
2. On Basic Info, enter name, type, dates, and other limits → tap Next.
3. On Products, add product lines or build a Combo Product (for Combo Meal) → tap Next.
4. On Media & Tags, add image and tags → tap Create Deal (or Next to Half n Half Rules if editing a saved deal).
5. On success: Deal created successfully — dialog closes and list refreshes.

Dialog tabs

Tab	Purpose
Basic Info	Name, type, location, categories, tax, platforms, dates, times, price (some types), active switch
Products	Product lines for most types, or Combo Product builder for Combo Meal
Media & Tags	Deal image and tags
Half n Half Rules	Extra pricing when customers mix two categories in a half-and-half deal (saved deals only)

Footer buttons

When you are on	Buttons
Basic Info	Next — validates name, deal type, dates → Products
Products	Back, Next → Media & Tags
Media & Tags	Back; Next → Half n Half Rules (saved deals); Cancel; Create Deal
Half n Half Rules	Back, Cancel, Update Deal

Basic Info — fields

Field	Required?	Notes
Deal Name	Yes	Empty → Name is required
Deal Type	Yes	Chooses how Products tab works. Empty → Deal type is required
Location	Yes	Outlet where deal applies — usually matches list filter
Deal Categories	No	Deal grouping for reporting/menus (not menu Categories). Picking a new one replaces the current pick — this field holds a single category, not several
Tax Group (Optional)	No	Item-level tax groups only — not order-wide groups
Available on Platform	No	POS, Web POS, Customer Website, Mobile App, Kiosk, Uber Eats — empty = all platforms
Available for Order Type	No	Dine In, Takeaway, Delivery — empty = all order types
Description	No	Optional staff or customer-facing copy
Start Date / End Date	Yes	End on or after start; past dates may be blocked on create
Active Days (Optional)	No	Tick Mon–Sun for weekday-only deals; all unchecked = every day
Start Time / End Time	No	Optional daily time window (24-hour picker)
Price	Bundle & Combo Meal	Fixed deal price — must be > 0
Active	No	Switch off = deal Inactive on POS and online

How limits combine: A deal only shows when Active, within Start/End dates, on a ticked Active Day (if any), inside Start/End Time (if set), on a listed Platform (if any), and for a listed Order Type (if any).

Create or rename a Deal Category without leaving this dialog

1. Tap the + button next to Deal Categories.
2. Type a name and tap Add — the category is created and selected immediately.
3. To rename an existing category, tap its pencil icon in the dropdown, edit the name, and tap Save. The rename applies everywhere that category is used, not just this deal.

Deal types — behaviour

Deal type	Basic Info	Products tab
Bundle	Price required	Product lines — at least one before save
Combo Meal	Price required	Combo Product builder (not standard lines)
BOGO and others	Usually no fixed Price	Standard product lines — at least one

Products tab — product lines (most types)

Shown for all deal types except Combo Meal.

Step-by-step

1. Tap Add Product — new line appears (default min 1, max 1).
2. Choose Component Type* — defines the discount/selection rule.
3. Choose Selection Type — Product (specific items) or Category (customer picks from category).
4. Pick product(s) or category/categories in the selector (multi-select types allow several). For a single Product, search by name or barcode — a barcode-scan button sits inside the search box, and scanning/typing a UPC-E code auto-converts it to UPC-A on Enter.
5. Set Min Quantity and Max Quantity — how many picks from this line.
6. Fill extra fields for your component type (discount %, price adjustment, etc.).
7. Optional: expand Multi-Variant Selection when one product has sizes/options.
8. Tap Remove on a line to delete it. At least one line required before save.

Field	Required?	Notes
Component Type	Yes	Empty → Component Type is required
Selection Type	After type	Product or Category
Select Product(s) / Category	Yes	One or many depending on type
Min / Max Quantity	Usually	Min/max picks for this component

Component types — detail

Type	How it works	Extra fields
Discounted Item	One product or one category gets a discount	Percent (%) 1–100 or Amount in currency
Price Adjusted Item	One product or category — price shifted up/down	Price Adjustment (+ or − amount)
Multi-Selection Item	Customer picks from several products/categories	Min/max quantity; multi-select list
Lowest Price Discount	Discount applies to cheapest item in a multi-select set	Percent or amount discount

Multi-Variant Selection (optional)

When you pick a single product with variants (Small, Large, etc.) and the type is not multi-select:

1. Expand Multi-Variant Selection (Optional).
2. Tick which variants are included — Select All / Deselect All shortcuts.
3. Optional Price Override per variant; turn variants on/off for this deal.
4. If none selected, all variants may still be offered at normal prices (warning on screen).

Discountable Configurations (Lowest Price Discount only)

After picking the product(s)/category(ies) for a Lowest Price Discount line, an extra Discountable Configurations section appears — separate from Multi-Variant Selection above:

1. The available attribute values load automatically for whatever you selected.
2. Tap each value chip to include it in the discount calculation.
3. Leave all chips unselected to discount the full item price, including any upgrades/add-ons.

Products tab — Combo Meal

Replaces standard product lines. Deal Name and Description on Basic Info sync with the combo builder.

Step-by-step

1. On Basic Info, set Deal Type = Combo Meal and enter Price (fixed combo price).
2. On Products, open Combo Product section.
3. Set Attribute Value Price checkbox (see table below).
4. Tap Add Category Item for each step of the combo (e.g. “choose main”, “choose drink”) — at least one block.
5. In each block: pick Categories, set Min/Max Quantity, tick Allowed Products, optional Attributes.
6. Tap Create Deal / Update Deal — combo saves with the deal (no separate save button).

Attribute Value Price

Checkbox	Meaning
Checked	Each attribute value uses its own price (base or your price adjustment per value) — customer pays add-ons on top
Unchecked	Attribute choices are included in the fixed Price on Basic Info — all-inclusive combo

Each Category Item block

Field	Required?	Notes
Categories	Yes	Menu categories customer picks from
Description	No	Step label — e.g. “Choose your pizza”
Min Quantity	Yes	≥ 1 and ≤ max
Max Quantity	Yes	Max picks from this step
Attributes	No	Add Attribute → pick attribute → tick Values → optional Price per value
Allowed Products	Yes	Tick products (or Select All); Price Adjustment per product optional

Attributes in combo (optional)

1. Tap Add Attribute inside a category block.
2. Choose Attribute from dropdown.
3. Tick allowed Values — at least one required per attribute row.
4. Enter Price next to each value when Attribute Value Price is checked.
5. Remove row with X.

Allowed products table: Select, Name, Variants, Price, Price Adjustment. Manage Variants for size/option inclusion and price override.

Common errors: Add at least one Item Category, select at least one category, select at least one allowed product, quantity errors naming Item Category 1, Item Category 2, etc.

Media & Tags tab

Deal image

Rule	Detail
Upload	Click dashed area — JPG or PNG, max 5MB
Size	Recommended ~800×600 px
Replace	New image replaces old on deal save
Delete	Trash on preview removes image

Image uploads when you save the deal, not when you leave the tab.

Tags — searchable multi-select from tags already in your system. Optional — helps filter or group deals elsewhere.

Half n Half Rules tab

Different from Locations → Half n Half screen. This tab adds extra price when a half-and-half is sold under this deal (e.g. Traditional + Gourmet on Large = +$5).

When available

Situation	What you see
New deal (unsaved)	Tab disabled — Please save the deal first to add half-n-half pricing rules.
Saved deal (edit)	Active — Add Rule, rules table, Refresh

Outlet should have Half n Half product configured; attribute options come from that product’s sizes/options.

Rules table

Column	Meaning
Category 1 / Category 2	The two halves’ menu categories (not the Half n Half category itself)
Attributes	Size/option values, or All
Price Adjustment	+ surcharge or − discount
Status	On / Off — toggle without deleting
Actions	Edit, Delete

Add or edit a rule — step-by-step

1. Tap Add Rule (or Edit on a row).
2. Category 1* — first half’s category.
3. Category 2* — second half’s category.
4. Price Adjustment* — positive = surcharge (e.g. 5.00), negative = discount (e.g. -2.00). Helper: Positive for surcharge, negative for discount.
5. Attributes (Optional) — tick size/option values from the outlet’s Half n Half product. Leave all unticked = rule applies to every size for that category pair. Each attribute (e.g. Size) may cap how many of its values you can tick at once — once you hit that attribute's limit, its remaining values grey out until you untick one.
6. Tap Create Rule / save edit. Use Status switch on the table to pause a rule.

Field	Required?
Category 1, Category 2, Price Adjustment	Yes
Attributes	No — empty = all sizes/options

Common mistakes / FAQs

• Half n Half Rules tab disabled. Save the deal first.
• Combo Meal will not save. Complete every Item Category block.
• Bundle/Combo without price. Price is required and must be greater than 0
• Categories missing in rule form. Pick real menu categories — Half n Half category is excluded from the list.

---

Edit or view a deal

What it does

Opens Edit Deal or View Deal with the same four-tab layout as create.

Step-by-step

1. Tap Edit (pencil) or View (eye) on a row.
2. Change fields on any tab (edit only).
3. Tap Update Deal on Media & Tags or Half n Half Rules, or Close in view-only mode.
4. On success: Deal updated successfully — dialog closes and list refreshes.

View vs edit

View shows all tabs read-only with Close only. Use Edit to change and save.

Common mistakes / FAQs

• Deal not on POS. Check Active, Start/End dates, platform, order type, and that deal items are Active at that location.
• Tax group warning after save. Deal may still save — fix tax group under Tax Groups if needed.

---

Delete a deal

What it does

Permanently removes a deal from the selected restaurant.

Step-by-step

1. Tap Delete (trash) on the row.
2. Confirm: Are you sure you want to delete the deal "{name}"? This action cannot be undone.
3. On success: The deal has been deleted successfully. — list refreshes.

Permanent

Deletion cannot be undone. Set Active off instead if you may need the deal again.

---

Save — validation messages

Situation	Message
Missing name	Name is required
Missing deal type	Deal type is required
End date before start	End date must be after start date
Bundle/Combo without price	Price is required and must be greater than 0
No product lines	Please add at least one product to this deal
Combo incomplete	Please complete combo product configuration / Failed to save combo product
Save failed	Failed to save deal
Tax group linked	Deal created/updated and added to tax group successfully

---

Permissions

What you need	Why
DEALS module permission	Open Deals
CREATE	Add New Deal (+)
UPDATE	Edit, drag reorder, save deal
DELETE	Delete (trash)
READ	View (eye) and list access

---

Related

• Locations Management overview
• Location Items
• Half n Half
• Categories
• POS Deals

---

Common mistakes / FAQs (whole screen)

• Add New Deal is disabled. Select a Restaurant in the list filter first.
• Deal not on POS. Check Active, dates, platform, order type, and location item status.
• Half n Half Rules tab disabled. Save the deal first.
• Combo Meal will not save. Complete every Item Category with categories, products, and quantities.
• Reorder failed. Refresh and drag again.
• Delete is permanent. Use Inactive on Basic Info to pause instead.