Deals — create, edit, manage

Menu: Locations Management → Deals

Create and manage promotional deals for each outlet. Deals control what customers can order at a special price or structure: fixed-price bundles, combo meals with pick-your-own groups, BOGO-style offers, and other types shown in your Deal Type dropdown. Each deal can be limited by date, time, weekdays, platform (POS, web, kiosk, etc.), and order type (dine-in, takeaway, delivery).

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Before you start

• You need permission to manage Deals for the outlets you work on.
• Pick the correct Restaurant in the list filters first — Add New Deal stays disabled until a restaurant is selected.
• Deal type and component type labels come from your organisation’s setup; names on screen are the ones to follow.

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List screen

Filters and toolbar

Control	What it does
Restaurant	Which outlet’s deals you are viewing. The first outlet is usually selected automatically when the page opens. Changing it reloads the list.
Deal Type	All Deal Types or one type (Combo, BOGO, Bundle, etc.).
Search	Filters the list by deal name as you type.
Active Only	When on, shows only deals marked Active.
Current Only	When on, shows only deals whose start/end dates include today.
Refresh (circular arrows)	Reloads the list from the server. You should see a short “refreshing” message.
Add New Deal (+)	Opens Create New Deal. Disabled until a restaurant is selected. Only shown if your role may add deals.

Changing any filter returns you to the first page of results.

Table columns

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

Loading: spinner with Loading deals...
Empty: No deals found.

Row actions

Action	What it does
View (eye)	Opens the deal in read-only mode (View Deal).
Edit (pencil)	Opens Edit Deal so you can change and save.
Delete (trash)	Asks you to confirm: Are you sure you want to delete the deal "{name}"? This action cannot be undone. After confirm, the deal is removed and the list updates.

Reorder deals (drag and drop)

1. Drag a row by the grip icon to a new position.
2. The new order is saved automatically.
3. Success message: Deal sequence has been updated successfully.
4. If it fails: Failed to update deal sequence. Please try again.

Pagination

When there are many deals, use page size and next/previous at the bottom of the table.

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Create or edit deal — dialog overview

Open from Add New Deal, Edit, or View. The title is Create New Deal, Edit Deal, or View Deal.

The form has four tabs:

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

Footer buttons (edit/create)

When you are on	Buttons
Basic Info	Next — checks name, deal type, and dates, then opens Products.
Products	Back, Next → Media & Tags.
Media & Tags	Back; if the deal already exists, Next → Half n Half Rules; Cancel; Create Deal or Update Deal.
Half n Half Rules	Back, Cancel, Update Deal.
View only	Close only.

After a successful save you should see Deal created successfully or Deal updated successfully (or a message that the deal was saved but the tax group could not be updated). The dialog closes and the list refreshes.

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Basic Info tab — every field

Field	Required?	Notes
Deal Name	Yes	Clear name staff will recognise. Error if empty: Name is required.
Deal Type	Yes	Chooses how the Products tab works (combo builder vs product lines). Error if not chosen: Deal type is required.
Location	Yes	Outlet where this deal applies. Usually matches the restaurant you picked on the list.
Deal Categories	No	Groups this deal for reporting or menus. These are deal categories, not the same as menu Categories for individual items.
Tax Group (Optional)	No	Links the deal to a tax group for checkout. Only item-level tax groups appear (not order-wide or surcharge-only groups). Help text: manage groups from the Tax Groups screen.
Available on Platform	No	Limit to POS, Web POS, Customer Website, Mobile App, Kiosk, Uber Eats. Leave empty for all platforms.
Available for Order Type	No	Limit to Dine In, Takeaway, Delivery. Leave empty for all order types.
Description	No	Optional text for staff or customer-facing copy.
Start Date	Yes (with end)	Calendar; dates before today may be blocked in the picker.
End Date	Yes (with start)	Must be on or after start date — End date must be after start date.
Active Days (Optional)	No	Tick Mon–Sun for weekday-only deals. Leave all unchecked for every day.
Start Time	No	Optional time-of-day start (24-hour style picker).
End Time	No	Optional time-of-day end.
Price	For Bundle & Combo Meal	Shown only for deal types that use a fixed deal price. Must be greater than zero — Price is required and must be greater than 0. For Combo Meal, this is the price customers pay for the whole combo.
Active	—	Switch on = deal is active; off = inactive.

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Deal types — how they behave

Exact names depend on your setup. Common patterns:

Deal type (on screen)	Basic Info	Products tab
Bundle	Price is required (fixed bundle price).	Add one or more product lines (components). At least one line required before save.
Combo Meal	Price is required.	Combo Product builder (pick categories, products, attributes) — not the standard product-line cards.
BOGO and others	Usually no fixed Price on Basic Info.	Standard product lines — at least one line required.

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Products tab — product lines (most deal types)

Shown for all deal types except Combo Meal.

Add and remove lines

• Add Product — adds another product line (defaults: min quantity 1, max quantity 1).
• Remove — removes that line from the deal.
• You must have at least one product line before save — Please add at least one product to this deal.

Each line is one component of the deal (what the customer must pick or what gets discounted).

Fields on every product line

Field	Required?	Notes
Component Type	Yes	Defines the rule (discounted item, multi-select, price adjustment, etc.). Red message if empty: Component Type is required.
Selection Type	After type chosen	Product — pick specific menu items. Category — pick a whole category (customer chooses from that category).
Select Product / Products or Select Category / Categories	Yes in practice	One item or many, depending on component type (see below).
Min Quantity	Usually	Minimum picks for this line.
Max Quantity	Usually	Maximum picks for this line.

When choosing a single category, you can search categories in the dropdown.

Component types — what each one adds

Labels come from your Component Type dropdown. Typical types:

Component type (label)	How selection works	Extra fields
Discounted Item	One product or one category	Discount Type: Percent (%) between 1 and 100, or Amount in your currency (must be greater than zero).
Price Adjusted Item	One product or one category	Price Adjustment — add or subtract an amount from the item price (can be negative).
Multi-Selection Item	Several products or categories	Customer can choose from the list you tick. Min/max quantity apply.
Lowest Price Discount	Several products or categories	Same multi-select as above, plus Percent or Amount discount. Min/max quantity may be optional.

If your list shows other component type names, use the on-screen label and the Selection Type / quantity fields as guides.

Variants on a product line (optional)

When you pick a single product that has sizes or options (variants), and the component type is not a multi-select type:

1. A Multi-Variant Selection (Optional) section appears.
2. Expand it to see each variant (e.g. Small, Large).
3. Use Select All / Deselect All, or tick variants individually.
4. Optionally set a Price Override per variant and turn variants on or off for this deal.
5. If you select none, all variants may still be offered at their normal prices (warning on screen).
6. Variant choices are saved when you save the deal.

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Products tab — Combo Meal

For Combo Meal deals, the Combo Product section replaces product lines. Deal Name and Description on Basic Info stay in sync with the combo.

The combo is saved when you click Create Deal or Update Deal — there is no separate save button on the combo block.

Combo settings

Area	What to do
Attribute Value Price	Controls whether attribute add-ons are charged on top of the deal price or included in it — see below.
Item Categories	Click Add Category Item for each step of the combo (e.g. “choose a main”, “choose a drink”). You need at least one block.
Deal price	Set Price on the Basic Info tab.

Attribute Value Price — include or charge separately?

This checkbox appears at the top of the Combo Product section (label: Attribute Value Price). On-screen help explains:

Checkbox	What happens
Checked	Each selected attribute value uses its own price — the attribute’s base price, or the price adjustment you enter for that value in the attribute row. Customers pay those amounts in addition to how you configured the combo.
Unchecked	Attribute prices are bundled into the deal price you set on Basic Info. Customers do not pay separate attribute surcharges; sizing/topping costs are absorbed in the fixed deal Price.

Use checked when add-ons (e.g. extra toppings, premium bases) should change what the customer pays. Use unchecked when the deal Price is all-inclusive and attributes are only for choice, not extra charges.

Each “Category Item” block

Field	Required?	Notes
Categories	Yes	Which menu categories the customer picks from.
Description	No	Short label for this step (e.g. “Choose your pizza”).
Min Quantity	Yes	Minimum items from this step (must be at least 1 and not more than max).
Max Quantity	Yes	Maximum items from this step.
Attributes	Optional	See Attribute selection in combo below.
Allowed Products	Yes	Tick which products are allowed (or Select All). Set Price Adjustment per product if needed.

Attribute selection in combo (optional)

For each Category Item you can add one or more attribute rows (e.g. size, crust, extras):

1. Click Add Attribute inside that category block.
2. Choose an Attribute from the dropdown (options come from your product attributes setup).
3. Under Values, tick which values customers may pick (multi-select).
4. For each selected value, you can enter a Price adjustment in the small amount field next to the value name — used when Attribute Value Price is checked (or to override the default attribute price).
5. Remove an attribute row with the X on that row.

Validation: each attribute row must have an attribute chosen and at least one value ticked, or save will show an error for that Item Category.

Allowed products table: Select, Name, Variants, Price, Price Adjustment.

For products with variants, click Manage Variants to choose which sizes/options are included and any price override.

Typical validation messages: Add at least one Item Category, select at least one category, select at least one allowed product, or quantity errors naming Item Category 1, Item Category 2, etc.

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Media & Tags tab

Deal image

Rule	Detail
Upload	Click the dashed area; JPG or PNG; maximum 5MB.
Recommended	On-screen hint: about 800×600 pixels.
Replace	Choose a new image before saving the deal; the old image is replaced on save.
Delete	Use the trash icon on the preview to remove the image.

The image is uploaded when you save the deal, not when you leave the tab.

Tags

• Searchable multi-select of tags already set up in your system.
• Optional — deals work without tags.
• Tags help filter or group deals in other parts of the product where tags are used.

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Half n Half Rules tab

Yes — you can add half-and-half pricing inside a deal. This is a separate fourth tab (Half n Half Rules), not the same as the Half n Half screen under Locations (that screen sets up the half-and-half product; this tab sets extra pricing rules for that product when it is sold as part of this deal).

When is this tab available?

Situation	What you see
New deal (not saved yet)	Tab is disabled. Message: Please save the deal first to add half-n-half pricing rules.
Saved deal (edit mode)	Tab is active. Open it from Media & Tags via Next, or after creating the deal use Edit → Half n Half Rules.

Your outlet should already have a Half n Half product configured; attribute options on this tab come from that product’s sizes/options (e.g. Small, Medium, Large).

What these rules do

When a customer orders a half-and-half item under this deal (one half from Category 1, one half from Category 2), the system can add an extra Price Adjustment — a surcharge or discount for that pair. You can limit the rule to certain attribute values (sizes/options) or leave attributes empty so the rule applies to all combinations.

On-screen example: Category A + Category B + Large = +$5 — customers pay $5 more when they pick that category pair on a Large half-and-half under this deal.

Rules table

Column	Meaning
Category 1 / Category 2	The two menu categories that form the half-and-half (e.g. “Traditional” + “Gourmet”). The menu category named Half n Half itself is not listed — pick the two halves’ categories.
Attributes	Which size/option values this rule applies to, shown by name. All means every size/option.
Price Adjustment	Amount added or removed for this combination (shown as + or − in the table).
Status	On = rule is active; Off = rule is ignored at checkout.
Actions	Edit or Delete the rule.

Refresh reloads the list. Add Rule opens the create form.

Add or edit a rule — step by step

1. Click Add Rule (or Edit on an existing row).
2. Category 1 — choose the first half’s category (required).
3. Category 2 — choose the second half’s category (required).
4. Price Adjustment — enter the dollar amount (required):
   • Positive (e.g. 5.00) = surcharge added to the order for this pair.
   • Negative (e.g. -2.00) = discount taken off for this pair.
   • Helper on screen: Positive for surcharge, negative for discount.
5. Attributes (Optional) — optional attribute selection for this rule only:
   • Attributes listed here are loaded from your outlet’s Half n Half product options (e.g. size choices).
   • Tick one or more values under each attribute name. Some attributes allow only a limited number of selections (when the limit is reached, other values grey out).
   • Leave all attribute boxes unticked to apply this Price Adjustment to every size/option for that category pair.
   • When you tick values, the footer shows how many attribute(s) are selected.
6. Click Create Rule or save the edit. Use the Status switch on the table later to turn a rule on or off without deleting it.

Field	Required?	Summary
Category 1	Yes	First half category.
Category 2	Yes	Second half category.
Price Adjustment	Yes	Extra charge (+) or discount (−) for this pair.
Attributes	No	Optional; restrict to specific sizes/options, or leave empty for all.

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Save — common messages

Situation	Message you may see
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 or Failed to save combo product
Other field errors	Please fix highlighted errors
Save failed	Failed to save deal
Tax group linked	Deal created/updated and added to tax group successfully
Tax group problem	Deal saved, but tax group could not be updated

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Permissions

Action	Who can use it
Add deal	Roles allowed to create deals
Edit deal	Roles allowed to change deals
Delete deal	Roles allowed to delete deals
View	Anyone who can open the Deals page

If a button is missing or greyed out, ask your administrator to check your role for that outlet.

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Practical setup checklist

1. Select the correct Restaurant on the list.
2. Add New Deal → Basic Info: name, type, dates, platforms and order types if needed, Active on.
3. For Bundle or Combo Meal, enter Price greater than zero.
4. Products: add product lines, or build the Combo Product for Combo Meal.
5. Media & Tags: add image and tags if you use them online or on kiosk.
6. Create Deal or Update Deal.
7. For Combo Meal, set Attribute Value Price: checked = charge for attribute choices; unchecked = include attributes in the fixed deal price.
8. Edit the deal again → Half n Half Rules if this deal sells half-and-half: add Category 1 + Category 2 pairs, optional attribute ticks, and Price Adjustment (surcharge or discount).
9. Drag rows on the list to set the order deals appear on POS or menus.
10. Test on POS with the same outlet, date, platform, and order type — including half-and-half combinations and combo attribute pricing if you use them.

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Related screens

• Location Items — items must be active and priced at the outlet.
• Half n Half — half-and-half product setup (separate from per-deal pricing rules on this tab).
• Categories — menu categories used when picking products for deals.