Apply discounts in the Helcim POS | Using the Helcim POS

The Helcim POS makes it easy to offer discounts to your customers, whether you want to discount specific items or provide a discount on the entire order. This guide will walk you through how to allow discounts and apply them to an order.

In this article

Allow discounts in your settings

Before you can add discounts to items or an order, you need to ensure that discounts are turned on in your account settings.

Note: Discounts need to be turned on for each individual device. Repeat these steps for each device you use the Helcim app on.

Mobile app

Select More
Select Settings
Select App device settings
Select Discounts
Use the toggles to turn on any of the following settings:
- Allow Discount Codes
- Allow Manual Discounts
- Set Maximum Discount Amount

Settings button in the Helcim POS app

Desktop app

Select More
Select Settings
Select Discounts
Click the toggles to turn on any of the following settings:
- Allow Discount Codes
- Allow Manual Discounts
- Set Maximum Discount Amount

Discount setting for the Helcim POS desktop app.

Add discounts to an order

To apply a discount to an entire order:

Ensure Allow Discount Codes is turned on in your discount settings.
Add items to your cart.
Open the cart
- Mobile: tap Review to open the cart
- Desktop: the cart should be fixed on the right-hand side of the screen (select the two arrow icon to expand it)
Click on the + icon next to Discounts in the cart.
Select a discount from your account presets, or select Manual to enter a manual discount.
- Tip: use the % or $ icons to choose a percentage or dollar discount
Select Add to add the discount to your cart
You will now see the discount applied in your cart underneath the subtotal.

Adding a discount in the Helcim POS desktop app

Removing a discount from an order

If you applied a discount on your whole order by mistake:

Select the discount label
Select Remove

Apply discounts to individual items

You can also apply a discount to an individual item from the POS:

Select an item in your cart.
Click on Apply discount.
Use the % or $ icons to choose a percentage or dollar discount.
Enter the discount amount, then select Apply.
If everything looks correct, click on Update.

Once you're done applying discounts to the order, select Charge to complete the transaction.

Apply discount button on individual item

Next Steps

Now that you know how to add discounts from within the Helcim POS, here are a few more things that will streamline your workflow even more.

FAQ

Can I set a maximum discount amount?

Use the Set Maximum Discount Amount toggle in your discount settings to establish a limit on the discount amount that can be applied. This can be a helpful way to control discounting practices for your staff and protect your profit margins.

You can set a maximum percentage or a maximum dollar amount, depending on your needs.