Setting up Deals

Setting up Deals

Deals are used when the quantity of items ordered affects the final price.
For example, where there is a 2 for 1 special, or buy 2 get 1 free.


Setting up deals is a two-part process where you:
  1. Use Office Menu Editor to add a breakdown category to menu items that qualify for the deal.
  2. Use POSbiz to setup the deal based on that breakdown categories.
In this example we will set up a buy 2 get 1 free special for pizza.

Setting up the Breakdown Categories

The deals are controlled using breakdown categories, which are added in the menu editor.

Decide on a name to use for your deal, and add that name to the list of available categories.
It helps to put them in a separate category group of Deals, or Discounts, which helps you later on to generate reports relating to them.

Then click on your category name ie Deals and then click on "New Category" and add the name of the deal which in this example is "Buy2 Get1 Free"



You can then add that category name into the Breakdown Categories list, on each item that will be in that deal. Here we are adding it to each Pizza. This is done by clicking on the price of the pizza then choosing the "Categories" Tab. You will then get a list to choose from and select your deal. It will then appear as a "Breakdown Category" for this item.


Tip: If the breakdown categories are intended to be identical for every item in a course (such as the Pizza's course here), you can use the Sync button to copy the Breakdown Categories of one item to all of the other items in that course.
Commit those changes to the database, and we can head back to POSbiz to set up the deal.

Setting up the Deal

The deals are found in POSbiz > Maintenance > Deals
Here is one that has been added for the Buy2 get1 free deal.


  1. Name: Has a max size of 15 characters, so you might want to be creative with spacing in the name.
  2. Priority: If you have multiple deals that can apply to an item, you can set the priority so that only one of them wins out. Smaller numbers are a higher priority than larger numbers.
  3. Category: This is the breakdown category that is assigned to items in the menu. Other categories do not apply. It's only items with breakdown categories that qualify for deals.
  4. Price Levels: This is where you set the special price for your deals, based on the quantity of purchased items in that category.

Setting Price Levels

In the Price Levels, you can add the different quantities where the price changes. In this case the pizza are $16 each, so for buy 2 get 1 free, 3 of them will be $32 in total.


It's usually a good idea to avoid entering in quantities where the price doesn't change, such as 1 and 2 in this case, and only enter in the quantities where the price varies from normal.

Using the Deal

With that deal set up for pizza, when multiple of them are ordered the deal then automatically applies.


And, the deal appears on the receipt as a discount.


If the deal does not automatically apply please check:
  1. Did you apply the discount code to the correct item?
  2. Is it exactly the same breakdown category against the item and the deal?
  3. If you do not give the deal top priority (which is 0) then is another deal/combo/discount/happy hour price currently overriding the deal?
Feel free to contact our Technical Support team on 03 365-7301 if any assistance is wanted about setting up Deals. We're here to help.

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