Hello! This is the step by step guide on how to setup Discounts and Comps on BACON! You can also watch this how-to video:
First is to go to your "Settings" page for your BACON account.
Then make sure to toggle the "Discounts and Comps" option on your settings. This setting will be off by default.
Once the discounts and comps option has been turned on, go to your "Accounts" page and we're gonna create a new account. To create one go ahead and click on the Add button
On creating the account you will need to select the type, since we're doing a Discounts and Comps account, select that option from the drop-down menu.
For now, we'll name this account as "Coupons" and we will add this expense to "Marketing" as an example.
Below the "add expense" option will be a toggle button to enable your comps automatically every time you enter your Daily Sales. If you don't do comps very often you may want to keep this option off and but for now we'll turn it on. Click SAVE when you're done.
We have now setup Discounts and Comps to be enabled and we can now apply it to our Daily Sales. When you go ahead and create a new Sales entry, the "Discounts and Comps" tab will appear on your Sales.
You can set what account/category you would like your discount or coupon to be deducted to (like Wine, Food, etc) but this has to be set manually. In this example we have $2000 in Food sales and $200 in Wine sales. Our coupons are set to deduct $50 from Food and $40 from Wine. It will all calculate automatically and be saved. (NOTE: The deductions are not yet fully integrated in the reports but will be in the future.)