Discounts, promotions and coupons

Discount reasons and schemes, who may give how much, promotions and their approval, single-use coupon codes, and one report for every discount given.

Hayat keeps every discount under control, wherever it is given — the till, the online shop, sales invoices, and the hotel, travel, school and hospital desks:

• Manual discounts need to stay within the user's limit and the reason's cap, or get a supervisor's approval.
• Promotions are set up once, approved, and then applied automatically (or by a coupon code).
• Bank card offers and loyalty points are covered in Bank card offers and Loyalty programme.
• The discount report shows all of them together.

Who does what

Reasons and schemes

Sales → Discount reasons lists why a discount may be given. Each reason has a default % (a scheme — it fills the discount for you), a highest % (0 = no cap), the channels it is used in and whether it needs supervisor approval. These are ready the first time you open the list:

Add, change or switch off reasons as you like.

Limits and approval

How Hayat decides:

• The reason's highest % always applies, even with approval.
• Within the reason's default % (a scheme like Staff 10%) the user's own limit does not matter.
• Otherwise the discount must be within the user's limit, or approved.
• Every manual discount is written to the discount log with who gave it, the reason, who approved and the customer.

Promotions

Sales → Promotions → + New sets a discount that applies by itself.

For each promotion choose the dates and times (a daily happy hour if you like), the channel (all, till, online shop, sales invoices & orders, hotel, travel, school or hospital), company and branches, customer classes, loyalty members only, items and categories it applies to (or excludes), priority and whether it combines with others, a budget and max uses per customer. A supplier-funded promotion records the supplier and the % they pay back; Promotions → Supplier claims shows what to claim.

Coupon codes

A promotion can be coupon only — tick Needs a coupon code. Either give it one shared code (e.g. EID26) or generate single-use codes:

The counts show how many are active, used and cancelled — click one to filter. Cancel stops a single code. A code used on a sale is released again if the whole sale is returned or the order cancelled.

Where coupons are typed: the Coupon code box on the till, the cart in the online shop, Coupon code + 🎯 Apply promotions on sales invoices and orders, and the promo code box at hotel check-out, travel invoices and seat sales, school vouchers and admissions, and hospital bills.

Discount report and log

Sales → Discount report: choose the dates, channel and branch and group by kind, reason, user, channel, branch or day, then Show. One table holds every kind of discount:

Export downloads it as a CSV file for Excel. Discount log lists each manual discount with the user, reason, approver and customer.

Workflow

The diagrams above show how a manual discount is checked and how a promotion goes live.

Where the money goes

Discounts reduce sales: they post to 4090 Sales discounts & promotions, which the profit and loss shows under income. See How every module reaches the accounts.