Discount Rules

How rules apply

Every product belongs to a category, and every category has one discount rule. When a processor scans a barcode, the tool finds the product’s category, applies that category’s rule to the reference retail price, and rounds to your pricing convention.

That is the whole system. There is no hierarchy to reason about and nothing to resolve in your head, which matters on a busy truck day: if a price looks wrong, you check the category, then you check its rule.

Setting up during onboarding

New stores start with the industry template, a set of default category discounts based on typical outlet pricing patterns. Apply it during onboarding, then customise. For example, you might run Grocery at 40% off retail and Health & Beauty at 30%.

Template rates are starting points, not recommendations. Your store’s rates depend on your market, your competition, and your margin targets. Most owners adjust several categories away from the template within their first month.

Adjusting rules

To change a rule, go to Settings → Discount Rules. Each category shows its current discount percentage. Update the number, save, and the change takes effect on the next scan.

Existing prices don’t update automatically when a rule changes. The new rule applies to future scans and future price refreshes. If you want prices already on the shelf to reflect a new rule, refresh them individually, or in bulk on Managed plans.

This is deliberate. A rule change that silently repriced thousands of items would leave your shelves disagreeing with your register until someone walked the floor.

When a category rate doesn’t fit

Sometimes one slice of a category behaves differently from the rest: it moves slower, or your competition prices it differently, and the category rate produces prices that sit too long. Signs you have one are easy to spot:

• Processors consistently override prices for the same kind of product
• A slice of a category sells far faster or slower than the rest of it
• A nearby store prices that slice differently from the broader category

Today the rule is per category, so you have two options: adjust the whole category’s rate if the slice is large enough to matter, or let processors override those items at the station. Overrides are logged, so a pattern of them on the same kind of product is useful evidence rather than noise. Per-subcategory rules are on the roadmap for exactly this case.

What good discount rules look like

There’s no universal right answer. But good rules share three traits.

They match how your store actually moves inventory. Fast-moving categories can hold more margin. Slow-moving categories need deeper discounts to clear.

They’re stable enough to plan around. Changing rules weekly makes pricing feel arbitrary to processors and customers alike. Adjust when patterns are clear, not on impulse.

They reflect your competition. Nearby outlet stores set the ceiling for what your prices can be. Rules that produce prices above the local competition move slower.

Review your rules quarterly, and adjust when a category’s velocity or margin doesn’t match what you expected.

Who can change rules

Owners and managers can adjust discount rules. Processors cannot. This keeps the pricing floor stable across shifts: a processor can override an individual price when a situation calls for judgment, but they can’t change the rule that governs every future scan in a category.

To change who has manager access, go to Settings → Team, covered in Team Management.