Merchant guide
Learn onboarding, operations, redemption, and settlement workflows.
Create and edit a deal
Field-level guidance in user language—exact validation messages come from the live app.
Description
Manager: follow your organization’s pricing approval rules before publishing. Staff: if you only edit drafts, leave financial fields to an authorized lead unless policy says otherwise.
Steps
- From Deals, tap Create or New deal (label varies).
- Choose deal type if prompted (fixed basket, monetary credit, menu bundle—names match product).
- Enter title and subtitle as customers will read them—avoid misleading scarcity claims.
- Add media: hero image plus optional gallery—follow content guidelines your onboarding email listed.
- Set pricing: list price, deal price, tax behavior if applicable—confirm math against your POS policy.
- Configure quantity limits per customer or total redemptions if fields exist—prevents overselling during spikes.
- Choose valid dates with start and end time zones aligned to your store clock.
- Link menu items or SKUs when required so redemption matches what you can prepare—see Menu and categories.
- Preview the customer-facing layout if a preview mode exists; send a test link only if your build supports internal QA.
- Tap Submit, Publish, or Request review per workflow. Note any pending state and check notifications (Notifications).
Screenshot: schedule picker with timezone noted.
If something goes wrong
- Submit blocked: scroll to the first red inline message; often missing image or illegal characters in title.
- Wrong store attached: switch store before saving—see Store selector.
- Publish succeeded but deal invisible: confirm start time is not future, or deal may still be scheduled—read status on list screen.