Getting Started with Auto Discount

Auto Discount lets you offer discounted pricing on specific items, automatically applied at checkout when quantity, date, and location conditions are met. This guide walks through creating your first promotion and explains how the app decides when a discount applies.

Follow the steps below to create a new promotion:

1. From the Promotions page, click + Create Promotion.
2. Under Basic Info, enter a Name for the promotion and the Discounted Price.
3. Use the Active toggle to control whether the promotion is live. When off, the promotion is saved but won't apply at checkout.
4. Choose a Match Type to determine how items are matched to this promotion: Name, SKU, or Code.
5. Enter a Minimum quantity — the number of matching items a customer must purchase for the discount to apply.
6. Optionally set a Maximum quantity to cap how many units the discount applies to.
7. Optionally set a Start date and End date to limit the promotion to a specific time window. Leave these blank to run the promotion indefinitely.
   • Note: If no start or end date is set, the promotion is active as soon as it's saved (and Active is toggled on).
8. Under Items, search your Clover inventory by Name, SKU, or Code and select the items this promotion applies to.
   • Selected items will appear in the list with their Name, SKU, or Code for confirmation.
9. Under Apply to Locations, search and select which store locations this promotion should apply to.
   • Your HQ Location is listed by default and can be included or excluded like any other location.
10. Once all fields are set, click Save to create the promotion.
11. Your promotion is now live at your HQ location and will begin processing for your additional locations. Refresh the Promotions page to check status:

• Yellow — the promotion is still processing.
• Green — the promotion has been applied successfully.
• Red — the location is missing the selected item(s). Edit the promotion and follow the prompts to update inventory before it can apply here. Additional instructions can be found here.

How promotions apply at checkout

When a customer's order matches a promotion's conditions, the discount is applied automatically — no code entry needed. A promotion applies when:

• The item(s) in the cart match the items assigned to the promotion
• The order quantity meets the Minimum quantity. If a Maximum quantity is set, the discount applies only up to that cap — any units beyond it are charged at regular price.
  • For example, with a "2 for $5" promotion and a Maximum quantity of 2: a customer buying 3 units gets the discount on 2 of them, and the 3rd is charged at regular price.
• The current date falls within the promotion's Start and End dates, if set
• The order is placed at a location included under Apply to Locations
• The promotion is Active

If any condition isn't met, the item is charged at its regular price.

If you need any assistance, reach out to our team at help@abreezetech.com — we're happy to help.