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Applying a Transaction Discount

Apply a percent or dollar discount to every eligible item on a transaction at once.

A transaction discount lets you apply a percent or dollar discount to all eligible items on a transaction at once, instead of discounting each line one at a time.

📌 Note: Transaction discounts must be enabled for your account. To turn this feature on, contact support@getcrystal.com.

Apply a Transaction Discount

  1. Open or create a transaction and add the items to the Point of Sale tab.

  2. In the sidebar, go to the Payment section and find the Transaction Discount row.

  3. Choose Percent or Amount.

  4. Enter the discount value and apply it.

Crystal applies the discount across all eligible items on the transaction.

Which Items Are Eligible

  • Items that already have a discount are skipped. If you've already applied an item-level discount to a line, the transaction discount won't be added on top of it.

  • Maximum discount rules still apply. Each item's maximum discount (for example, a max discount set on its stock category) is still enforced.

  • Manager approval rules still apply. If a user's role requires manager approval for discounts, they'll still be prompted for approval.

When the Order Changes

If the order changes after a dollar (Amount) discount is applied, such as adding an item or changing a quantity, Crystal automatically re-splits the dollar discount across the eligible items.

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