Configure Discounts in Canopy 2.0

Updated July 21, 2026 19:42

Description: Learn to configure rule-based discounts for orders and items in Canopy 2.0 Menu Manager.

Overview

The Discounts feature in Canopy 2.0 lets you create rule-based discounts for orders and eligible items. From one screen, you can control:

Where a discount applies
When it is available
How it is redeemed
Which items qualify
Whether it can be combined with other discounts
The order in which multiple discounts are calculated

Discounts can be:

Automatic: Applied automatically when an order meets the configured requirements.
Manual: Selected by a cashier at the point of sale.

Discounts can also be limited to specific venues, revenue centers, menus, dates, days of the week, and customer Affiliations.

Before You Begin

Affiliations

Use Affiliations to limit a discount to eligible customer groups. Affiliations are created and managed in the Loyalty App.

Note: Affiliation Groups are not supported in Canopy 2.0.

Discountable Items

Discounts apply only to Global Items with the Discountable checkbox selected. Selecting an entire category does not override an item that is not discountable.

Use Display Categories when choosing qualified items. Reporting Categories are used for reporting only and do not control POS visibility or discount eligibility.

Manual Discounts and Promo Codes

Select Manual when staff should choose the discount from the discount list at the POS.

Enter a Promo Code when guests will redeem the discount through Ordering Web. Depending on your venue workflow, staff may also use the same code at the POS.

Access Discounts

Open Canopy 2.0.
Go to Menu Manager > Discounts.
Select the Overview tab to view existing discounts.
Use the search bar or filters to find a specific discount.

Create a Discount

Select the + button, then complete each section below.

1. Basic Information

Configure the names and descriptions associated with the discount.

Name (External): Enter the guest-facing name of the discount. This name may appear on the POS, receipts, mobile orders, and kiosk orders.
Name (Internal): Enter an internal reporting name. Guests will not see this value.
Short and Long Description: Enter guest-facing information about the discount, including any eligibility requirements, restrictions, exclusions, or disclaimers.

2. Availability

Define where and when the discount can be used.

Time Zone: Select the venue's correct time zone to ensure the discount schedule is applied accurately.
Start and End Dates: Set the date range during which the discount is available. A start date is required. Leave the end date blank to run the discount indefinitely.
Days of the Week: Select every day the discount should be active. Selected days are highlighted.
Assignments: Select the venues, revenue centers, menus, Display Categories, or items where the discount should be available.

Note: Items that are not marked Discountable are visually flagged and remain excluded, even when their entire category is selected.

Select one or more Affiliations to limit the discount to eligible guests. Leave the selection empty when the discount should be available to all guests. Affiliations are created and managed in the Loyalty App.

3. Redemption Settings

Choose how the discount is triggered and how often it may be used.

Redemption Method:
- Auto: The discount is applied automatically when the configured requirements are met.
- Manual: A cashier selects the discount from the discount list at the POS.
Promo Code: Enter a Promo Code when the discount will be redeemed through Ordering Web. Depending on your venue workflow, staff may also use the same code at the POS.
Manager Approval: For Manual discounts, you can require manager approval before the discount is applied at the POS.
Maximum Number of Uses:
- Limited Use: Enter the maximum number of redemptions allowed.
- Unlimited Use: Keep the discount available until it is disabled or reaches its end date.
Stackability: Choose whether the discount can be combined with another discount affecting the same item or check.

Note: Non-stackable item-level discounts can coexist on one order when they apply to different items. They cannot be combined on the same item, or on the same check when applied at the Entire Check level.

4. Adjustment Rules

Define the order requirements and discount value.

Minimum and Maximum Check Amount: Set the minimum or maximum check total required to qualify. Set the maximum check amount to No Max if you do not want to limit the qualifying order total.
Minimum Item Count: Set the minimum number of qualifying items required before the discount is triggered.
Adjustment Amount: Enter either a fixed dollar amount or a percentage discount.

Note: The Adjustment Amount must be greater than zero. Discounts cannot be saved with a value of $0 or 0%.

Optionally, create multiple discount tiers. For example:

Spend $50 and receive 10% off.
Spend $100 and receive 15% off.
Spend $150 and receive 20% off.

Adjustment Level: Choose how the discount is applied.

Entire Check: The discount is applied across all discountable items on the order.
Each Qualified Item: The discount is applied only to individual items that meet the eligibility requirements.

5. Priority

Priority determines which discount is evaluated first when more than one discount qualifies for the same item or check. Discounts are evaluated in ascending Priority order: the lowest Priority number is evaluated first, followed by the next-lowest number. Additional discounts are applied only when Stackability allows them to be combined.

Priority appears as a column on the Discounts page. Select Sort, drag discounts into the desired order, then select Done. When competing discounts cannot be combined, the higher-priority discount takes precedence.

6. Save and Enable the Discount

Select the Save button at the bottom of the form.

At minimum, the following fields are required:

Internal Name
External Name
Long Description
At least one Day of the Week
At least one assignment
Start Date
An Adjustment Amount greater than zero

If required information is missing, the discount will not save. An error message identifies the fields that need attention.

Important: For the discount to apply at the POS, confirm that each qualifying Global Item is marked Discountable and included through the correct assignment.

Return to the Discounts page and use the Status control to enable the discount.

Note: Disabling a discount does not delete its configuration.

Example: Create an Automatic 15% Discount

The following example creates a simple 15% discount that applies automatically when an order meets its requirements.

Basic Information

Go to Menu Manager > Discounts.
Select the + button.
Enter an External Name, such as 15% Off.
Enter an Internal Name, such as STANDARD15.
Add a clear Long Description and any required disclaimers.

Availability

Set the Start Date.
Leave the End Date blank to run the discount indefinitely.
Under Assignments, select the applicable venues, revenue centers, menus, Display Categories, or items.
Select every Day of the Week the discount should be available.

Redemption Settings

Set the Redemption Method to Auto.
Set Maximum Number of Uses to Unlimited Use.
Configure Stackability as needed.

Note: No Promo Code is needed for this automatic example.

Adjustment Rules

Set the Adjustment Amount to 15%.
Set the Adjustment Level to Entire Check.
Leave the minimum and maximum check amounts, and the minimum item count, blank.

Saving

Select the Save button.
Return to the Discounts page and confirm 15% Off is enabled using the Status control.

The discount applies automatically when an order meets its availability and adjustment requirements.

Manage Existing Discounts

From the Discounts index page, you can search and filter discounts using:

Internal Name
Type: Auto or Manual
Start Date
End Date
Status
Priority

For each existing discount, you can:

Enable or Disable: Turn the discount on or off without losing its configuration.
Duplicate: Create a new discount using an existing discount as the starting point.
Delete: Permanently remove the discount from use.

About Legacy Discounts

Discounts created in Canopy 1.0 are labeled Legacy on the Canopy 2.0 Discounts page. In Canopy 2.0, Legacy discounts can be viewed, enabled, or disabled, but they cannot be edited.

Note: For help changing a Legacy discount, contact your administrator or Shift4 Venue Support.

View Discounts as a Guest

Once a discount is applied, it appears beneath the relevant item or items so guests and staff can see how the total was calculated.

Item-Level Discounts: The item displays the number of discounted units and the total discount amount for that item.
Order-Level Discounts: The discount is distributed across all qualifying items, and each item displays its allocated share of the total discount.

Troubleshoot a Discount Not Applying

If a discount is not applying at the POS, confirm all of the following:

The applicable Global Items are marked Discountable and use the correct Display Category.
The current date falls within the configured Start and End Dates.
The current day of the week is selected.
The order meets the minimum check amount and does not exceed the maximum check amount.
The order meets the minimum item count.
The correct venue, revenue center, menu, category, and items are included in Assignments.
The discount is enabled from the Discounts page.
The included items are present on the order.
Any required Affiliation is associated with the guest.
When Ordering Web redemption is used, the guest entered the correct Promo Code.
Stackability and Priority settings are not preventing the discount from applying.

Frequently Asked Questions

Why is my discount not applying at the POS?

Confirm that the item is marked Discountable, uses the correct Display Category, is included in the discount assignments, and meets the configured date, day, check amount, and item-count requirements.

Can multiple discounts be applied to the same order?

Yes. Stackability is evaluated for discounts affecting the same item or the Entire Check. Non-stackable item-level discounts can coexist when they apply to different items, but they cannot be combined on the same item. Non-stackable Entire Check discounts cannot be combined on the same check. A discount cannot be applied more than once to the same item or check.

Can I limit a discount to a specific customer group?

Yes. Under Availability, select one or more Affiliations. Only guests associated with a selected Affiliation are eligible. Affiliations are created and managed in the Loyalty App. Affiliation Groups are no longer supported in Canopy 2.0.

What happens when two discounts qualify for the same check?

Discounts are evaluated in ascending Priority order, so the lowest Priority number is evaluated first. When discounts can be combined, the next qualifying discount is evaluated afterward. When competing discounts cannot be combined, the higher-priority discount takes precedence.

What does the Legacy label mean?

Legacy identifies a discount that was created in Canopy 1.0. In Canopy 2.0, you can view, enable, or disable a Legacy discount, but you cannot edit its configuration. Contact your administrator or Shift4 Venue Support if a Legacy discount needs to be changed.

Configure Discounts in Canopy 2.0

Overview