Setting Up Discounts in Toast
This guide walks through creating and publishing a new discount in Toast — covering discount types, what the discount applies to, and the advanced options that control how it behaves on the POS.
Step 1: Open Discounts settings
From the Toast admin home screen, click Finance in the left sidebar.
In the left sidebar, under the RELATED section, expand Settings, then scroll down and click Discounts & promo codes.
Step 2: Review the current list
This opens the Discounts page, listing every discount currently configured, along with its Type, what it Applies to, its Value, and whether it's Active.
Step 3: Start a new discount
Click + Add a Discount. This opens a blank Add a Discount form starting with the Name of discount field, followed by Discount type, Limit to Dining Options, and Promo Codes.
Step 4: Name it and choose a discount type
Enter a clear, descriptive name — in this example, "Stream Open Discount - Check Level." Then open the Discount type dropdown, select Open $ Off
Step 5: Set what the discount applies to
Under Applies to, choose Entire check
Step 6: Configure Advanced Settings (optional)
Further down the form, Expand Advanced Settings and select 'Allow with other discounts'
Step 7: Save
Click Save (top right). Toast confirms with a green "Discount saved successfully. Publish Now." banner, and generates a Number of discount along with a Copy Discount option for quickly duplicating it.
Step 8: Publish the change
Click Publish Now to push the configuration live. Toast confirms with a "Configuration published successfully" banner.
Note: This demo repeated Steps 3–8 to add a second discount, "Stream Open Discount - Item Level," this time with Applies to set to Any item instead of Entire check
Once published, the new discount appears in the Discounts list and is available for staff to apply on the POS.