Auto-Apply Discount is a suitable tool for inspiring Patients to make more purchases, and for preventing staff members from overusing the discount functionality (applying discounts whenever and to whoever they want).

How to create an Auto-Apply Discount

Go to Marketing -> Discounts.

On the Discount List page click the New button.

Overview

Select Auto-Apply as the discount type.
Select the In-Store and/or Potify Order Source. You can choose to select one of the order sources and create a discount that will be used either on Indica POS or Potify. Or you can select both and have the same discounts within two platforms.

Please note that the Order Source field cannot be edited once the discount has been saved.

If you choose to Auto-Apply a discount as Item Discount, all the product items that fit the set of conditions will be discounted, even newly created.
If you choose to apply it as Cart Discount, the subtotal of the entire order will be discounted.
Enter the Discount Name. Discount Name is a unique internal IndicaOnline name.
Enter the Display Name (available if Potify Order Source is selected). Display Name is a name that may be displayed on Potify Dispensary Promo page.
Enable the Set As Specials On Potify toggle (available if Potify Order Source is selected). Discount will be displayed on Product Tile and as Specials Filter on Potify. If disabled, then Discount will not be displayed on Product Tile and in Specials filter on Potify, but Discount would still be available on Potify for applying on the checkout.
Please note that if Set As Specials On Potify toggle is enabled, the Limit Per Discount settings would not be available.
To see how Specials filter is displayed on Potify, see the Displaying on Potify section of this article.
Set the discount value as either a percentage or a dollar amount as a discount value.
Set the status to Active if you want the discount preset to be auto-applied once conditions are met in the Cart, or Inactive if you want to disable it.
The Exclude Items On Special toggle is inactive by default. You can enable it, if you do not want an Auto-Apply discount to give the items with special price an additional discount.
The Individual Use Only toggle is inactive by default. You can enable it, if you want an Auto-Apply discount to be the only discount in the order, so it will be non-stackable (no other promo codes, manual, auto-apply, or BOGO discounts can be applied).

Limit per Discount

Limit per Discount Section allows setting up discount re-use limitation in relation to one Patient individually or a number of Patients. Please note that if Set As Specials On Potify toggle is enabled, the Limit Per Discount settings would not be available.
- Enable the Number of Uses toggle and set the desired amount of applications of an Auto-Apply discount. Number of Uses (Left) may be changed at any time, but as soon as Left value reaches zero, the discount application will be disabled immediately
- Enable Once per Patient toggle to limit application of an Auto-Apply discount once per each Patient. This setting is disabled by default
- Enable the First Time Patient toggle for Patients that never had any orders in your Company. This toggle cannot be enabled if Potify Order Source is selected

Duration

Set the start and end date of an Auto-Apply discount availability. Select the Ongoing checkbox for an Auto-Apply discount to be active all the time, unless specified otherwise.

Click on the Starts On or Expires On fields and select the desired month and day using the calendar.

For the Happy Days setting, select the checkboxes next to the days you want an Auto-Apply discount to be active. You cannot uncheck all days, because it will make an Auto-Apply discount inactive.

Set the Happy Hours setting for an Auto-Apply discount to be applicable within certain time periods. By default, it is set to 24 hours.

Click on the Happy Hours From or To fields and drag the Hour and Minute sliders to specify the time. Click Done to confirm.

Click the button to add additional Happy Hours. Click the button to delete additional Happy Hours.

Conditions

Specify the conditions for your Auto-Apply discount.

For both Cart Discount and Item Discount, the following conditions are available:

Office. All offices are selected by default, or you can specify the offices that this discount will be available at
Patient Group. Discount is applied to all Patients by default, but you can specify Patient Groups you want Discount to be available for. See this article for more information about adding Patients to Patient Groups
Patient Type. All Patient Types are selected by default, but you can specify the Discount's availability for a certain Patient Type
Minimum Spend. Specify the order subtotal amount that should be reached by the Patient in order to get either Cart or Item Discount
Maximum Spend. Specify the order subtotal amount that, once reached, will disable the Auto-Apply of discount

For item discounts, Product Conditions are available and function similarly to Filters. Filter the Products that you want your Auto-Apply discount to be available for.

Available Product Conditions are:

Product
Product Category
Brand
Strain Type
Product Tag
Vendor

Do you want specific products to be discounted? Just select Product condition, click on the Enter Name field, and it will display a dropdown list with all available Products. You can select multiple Products from the dropdown.

Want to choose all pre-rolls from STIIIZY? You do not have to pick them manually from the Product List.

You can simply choose condition Brand is STIIIZY, then click the Add Condition and specify Product Category is Pre Rolls (in the same Condition Block).
If you add a new product that falls under the existing discount conditions, then this product will be automatically discounted. For example, you have a discount for STIIIZY Pre Rolls. When you add a new Pre Roll of STIIIZY brand to IndicaOnline, it will fall under your discount conditions and will be automatically discounted.

If you want to select not only STIIIZY Pre Rolls, but also STIIIZY Pods, then add Pods into the same Product Category field as Pre Rolls (using multiselect).

And if you would like to select not only STIIIZY Pre Rolls and Pods, but also BLOOM Vape Pens, you can add additional Condition Block by clicking the Add Condition Block button. And then specify Brand is Bloom, and Product Category is Vape Pens.

You can select the filter is or isn't, which works as an inclusive/exclusive filter.

Please note, that if you select the Product Category condition and select the category (i.e. Edibles), then only products from the Edibles category will be discounted. Product from Edibles Sub-categories would not be added.

You can delete conditions inside the block by clicking the button, or delete condition blocks by clicking the Delete Block button.

Clicking the Save button will save all the discount settings and sync the newly created Auto-Apply discount to either POS, Potify, or both for further application.

Displaying on Potify

Specials

All discounts with the enabled Set As Specials On Potify toggle are displayed on the Specials filter menu on Potify.

On the Specials filter menu, Customers can switch between Discounts by clicking on the Discount name (i.e. "10% Off All Concentrates" and "20% Daily Special with Promo Code..." etc) and leave the Specials filter menu by clicking the Clear button.