---
title: "Discounts: How to Create a Discount"
description: Create a discount for all guests to redeem each time they place an order.
---

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2. [Cart Rules, Segments & Loyalty/Memberships](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en)
3. [Discounts](https://success.gotab.io/knowledge/cart-rules-segments-loyalty-memberships?hsLang=en#discounts)

# Discounts: How to Create a Discount

## Create a discount for all guests to redeem each time they place an order.

- Navigate to your [Cart Rules](https://manager.gotab.io/manager/displays?pick_loc=1) page
- Hit the **+** to create a discount

![](https://success.gotab.io/hs-fs/hubfs/image-png-May-19-2025-05-22-06-8079-PM.png?width=688&height=372&name=image-png-May-19-2025-05-22-06-8079-PM.png)

- Select Custom Discount under template selection
- **Step 1 of 12:** Name the discount for internal use

- **Step 2 of 12:** Name the discount for external use (this is what the customer will see in their cart)

- Choose if the discount is "Autograt exempt" or "tip exempt" 

- - **Autograt exempt**: Ensures autograt (created in location settings \> service fees) is based on the total before discounts. 
    - **Tip exempt**: Ensures tip percentages (tip scale set in zones) is based on the total before discounts. 

- **Step 3 of 12:** Choose whether you want the discount to apply to the tab (all orders within a tab) or order (each time a new set of products are ordered by the guest or sent on the POS on the tab)
- **Step 4 of 12:** Choose if the discount affects a specific product 
    - If the discount affects a specific product(s), add a tag for the product then be sure to tag the product(s) afterwards. 
    - If the discount affects multiple products, add the same tag to all 
- **Step 5 of 12:** Choose the discount amount in % or $ 
- **Step 6 of 12:** Choose if the discount requires a specific product to take effect (think BOGO deals where you must purchase something in order to get a discount on something else. If this is just a regular discount and not a BOGO, select no)
- **Step 7 of 12:** Choose if guests must meet a Minimum Subtotal for this discount to take effect
- **Step 8 of 12:** Choose if there is a Maximum Discount Value
- **Step 9 of 12:** Limit the number of times this discount can be applied (note: limits will only work on discounts set for the Order, not the Tab - see step 3)
- **Step 10 of 12:** Decide if the discount can be combined with other order rules (if not, be mindful of the discount ranking\*)
- **Step 11 of 12:** Choose if it is limited to a specific zone (this can be used to allow tabs from certain zones to get the discount while all others will not - think patio discounts vs. dine-in or bar vs. table)
- **Step 12 of 12:** Choose if it requires a customer segment (segments need to be created first in order to attach it to a discount and can be used to grant certain guests discounts automatically or allow staff to manually add certain discounts. See [here](https://success.gotab.io/knowledge/segments?hsLang=en) for more information on segments and their different use cases.)
- Select Create 

***Note: New cart rules are defaulted to OFF to allow time to read/review the order rule. Toggle on if immediately ready to utilize your new cart rule. ***

After creating your discount, you can adjust the time the discount is applied, which can be a great way to set up specific happy hour deals. You can also choose a start and end date for your discount if you'd like it to only be offered for a limited time. *![Screen Shot 2021-04-28 at 3.45.39 PM](https://success.gotab.io/hs-fs/hubfs/Screen%20Shot%202021-04-28%20at%203.45.39%20PM.png?width=688&name=Screen%20Shot%202021-04-28%20at%203.45.39%20PM.png)*

**Note:** If a discount does not have a Zone or Segment selected in steps 11 or 12, the discount will automatically apply any time the other criteria are met (specific product ordered on a tab, minimum requirements, etc.).  

***Discount Entire Order ***

- **Step 1 & 2: **Name the discount (Snow Day Discount, Spring Time Promo, Fourth of July Promo, Flash Sale, On the House Discount, Takeout Discount) 
- **Step 3: **Click "Tab" 
- **Step 4:** Click "No"
- **Step 5: **Set **%** or** $** amount 
- **Step 6:** Click "No" 
- **Step 7: **You may choose to set a minimum 
- **Step 8:** If the discount is % based, you may choose to set a maximum discount value
- **Step 9: **Click "No" 
- **Step 10:** You may choose if this discount can be combined with other discounts
- **Step 11:** You may choose to limit the discount to specific zones
- **Step 12:** You may choose to limit the discount to specific segments

Refresh the page, toggle on the rule, and TEST!

 

***Discount a Specific Product ***

- **Step 1 & 2: **Name the discount (Flight Discount, Chocolate Discount, Wine Discount, etc.) 
- **Step 3: **Click "Tab" or "Order" (order should be used if you'd like to limit the amount of times the discount can be applied to one tab - see step 9)
- **Step 4: **Click "Yes," type in or select the tag associated with the product(s) and set the discount quantity to unlimited (only set a quantity to limit the number of products discounted on one Tab, or in the case of a BOGO deal where you buy 1 burger and get 2 fries, for example)
- **Step 5: **Set **%** or $ amount 
- **Step 6:** Click "No" (only used for BOGO deals)
- **Step 7: **You may choose to set a minimum 
- **Step 8:** If the discount is % based, you may choose to set a maximum discount value
- **Step 9:** You may choose to limit how many times the customer can apply the discount (only set if you choose a specific quantity in **step 4).** Note: **do not** set a maximum discount value (step 8) and set this limit
- **Step 10:** You may choose if this discount can be combined with other discounts
- **Step 11:** You may choose to limit the "Discount" to specific zones
- **Step 12:** You may choose to limit the discount to specific segments

Refresh the page and **toggle on** the rule 

- Lastly, in the **product catalog**, click on the specific product, and add the **same tag** used in the order rule - move the product to the top of the menu to highlight it

TEST

![Screen Shot 2021-05-03 at 9.49.28 AM](https://success.gotab.io/hs-fs/hubfs/Screen%20Shot%202021-05-03%20at%209.49.28%20AM.png?width=688&height=62&name=Screen%20Shot%202021-05-03%20at%209.49.28%20AM.png)

 

\*Note: Our discounts apply based on their ranking. To update a discounts ranking, click the 1\>9 option on the top right of your screen and update the ranking. 

![](https://success.gotab.io/hubfs/Screen%20Shot%202022-10-11%20at%203-43-42%20PM-png.png)

 

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