Discounts & Rounding

1 Module Introduction

The Discount and Rounding Module is a core functional component of the Catering Management System. It integrates multiple payment methods, end-to-end discount plan management, and multi-scenario rounding rule configuration capabilities. It helps merchants balance marketing effectiveness and operational standardization, reduce manual operation costs, and achieve precise revenue control.

1.1 In-store Payment Methods

1.1.1 Adding a Payment Method

Step 1: Switch Perspective: Select the group, brand, or store for which you want to configure the payment method.

Step 2: Navigate to the Restaurant Management > Payment Methods > Payment Method Management / In-store Payment Methods page.

Step 3: On the Payment Method Management / In-store Payment Methods page, fill in the following fields and save:

Configuration Item	Configuration Description
Payment Method Icon	Icon used to display the payment method
Payment Method Name	Name of the payment method
Payment Method Code	Unique code for distinguishing payment methods
Payment Type	Third-party Partner Voucher Cash Offline Card Payment Others Custom Voucher Offline Transfer
Active Status	Whether the payment method takes effect immediately
Revenue Recognition Rule	Recognize as Actual Revenue Recognize as Discount
Invoicing Eligibility for Actual Revenue	Allowed- Not Allowed
Tax Code	Tax code corresponding to the payment method
Payment & Collection Scenarios	Group/Brand Collection Store Collection- Store Payment Distribution Center Collection Distribution Center Payment

1.1.2 Sorting Payment Methods

Step 1: Switch Perspective: Select the group for which you want to sort payment methods.

Step 2: Navigate to the Restaurant Management > Payment Methods > Payment Method Management page and click Sort to rearrange existing payment methods.

1.1.3 Distributing Payment Methods and Viewing Records

Step 1: Switch Perspective: Select the group or brand to which the payment method to be distributed belongs.

Step 2: Navigate to the Restaurant Management > Payment Methods > Payment Method Management page and click Distribute to Stores / Distribution Centers.

Step 3: On the Distribute Payment Methods page, select the payment methods to distribute and target stores, then click Distribute.

Step 4: View distribution records on the Payment Method Management page.

1.2 In-store Discount Plans

1.2.1 Adding an In-store Discount Plan

Step 1: Switch Perspective: Select the store for which you want to configure the discount plan.

Step 2: Navigate to the Restaurant Management > Payment Methods > In-store Discount Methods page and click Add New.

Step 3: On the In-store Discount Methods page, fill in the following fields and save:

Configuration Item	Configuration Description
Discount Plan Name	Name of the discount plan
Discount Plan Code	Unique code for distinguishing discount plans
Discount Type	Percentage-based: Discount by percentage Amount-based: Discount by fixed amount
Discount Scope	Unrestricted- Fixed Discount Percentage/Amount Maximum Discount Percentage/Amount
Mandatory Discount Reason	Whether a discount reason must be filled in when using the plan
Active Status	Whether the discount plan takes effect immediately
Discount Applicable Object	Entire Order: Apply discount to the full order Individual Dishes: Apply discount to single dishes
Product Scope	All Products By Product By Menu Group
Applicable Roles	Roles eligible to use the discount in the store, e.g., Store Manager, Server
Accounting Subject	Corresponding accounting subject for financial recording

1.2.2 Editing and Archiving In-store Discount Plans

Step 1: Switch Perspective: Select the store for which you want to edit the discount plan.

Step 2: Navigate to the Restaurant Management > Payment Methods > In-store Discount Methods page and click Edit or Archive in the operation column.

Note: Only discount plans created at the same level can be modified. For example, stores can only modify discount plans added by themselves; discount plans distributed to stores by the group must be modified under the group perspective.

1.2.3 Distributing Discount Plans

Step 1: Switch Perspective: Select the group or brand that wants to publish the discount plan.

Step 2: Navigate to the Restaurant Management > Payment Methods > Discount Plan Management page, select the target discount plan in the operation column, click Distribute, and then select the stores to receive the plan on the Distribute Discount Plans page.

1.3 Checkout Rounding Rules

(Store Perspective)

1.3.1 Regional Rounding Rules

Core Region	Representative Country/Region	Mainstream Rounding Rule	Rounding Unit (Currency)	Supplementary Notes (Including Compliance & Practical Features)
North America	United States (USD)	No mandatory rounding; precise settlement by default. Cash payments allow negotiable rounding.	0.01 (Cent)	Menu prices are pre-tax; consumption tax (5%-15%) is added at checkout and settled to the cent.2. Electronic payments are settled at the exact amount. For cash payments of $25.03, customers can pay $25 or $25.05 (no fixed rule).3. Tips are calculated separately and excluded from rounding.
North America	Canada (CAD)	No mandatory rounding; precise settlement by default. Voluntary rounding is allowed in provinces with scarce small change.	0.01 (Cent)	Same as US rules: pre-tax pricing with provincial consumption tax (5%-15%) added.2. In remote provinces with limited cent circulation, merchants may suggest paying $13 for a $12.98 bill (the difference is non-mandatory and requires customer consent).
Europe	Eurozone (EUR, e.g., Germany, France, Italy)	Mandatory rounding is prohibited; voluntary rounding (mostly for charitable donations) is supported in some countries.	0.01 (Euro Cent)	Menu prices are all-inclusive (including VAT) and precise to the cent.2. Voluntary rounding (e.g., paying €13 for a €12.98 bill, with the difference donated to charity) is common in the Netherlands and Belgium; merchants cannot enforce it.3. Laws mandate precise settlement; violations are subject to complaints.
	United Kingdom (GBP)	No mandatory rounding; precise settlement by default. Manual rounding is allowed for small-value transactions.	0.01 (Penny)	Prices are all-inclusive. Small change is widely used; both cash and electronic payments are settled precisely.2. For small transactions below £5, some small shops may voluntarily round £3.02 down to £3 (merchant-discretionary behavior).
	Sweden (SEK, non-Eurozone)	No mandatory rounding; precise settlement by default.	0.01 (Swedish Öre)	Although Swedish öre has low circulation, laws require precise pricing.2. Electronic payments are prevalent; most transactions are settled at the exact amount. Cash payments allow negotiable rounding.
Southeast Asia	Singapore (SGD)	No mandatory rounding; precise settlement by default.	0.01 (Singapore Cent)	Prices are all-inclusive (including 7% GST); all payment methods require cent-precise settlement.2. Strict financial regulations prohibit merchants from rounding amounts without authorization; settlements must follow the exact value.
	Malaysia (MYR)	Precise settlement by default; cash payments can be rounded down to the nearest 0.1 Ringgit.	0.01 (Sen); cash often rounded to 0.1 Ringgit	Prices are all-inclusive; electronic payments are settled to the sen.2. For cash transactions, MYR 15.32 can be rounded down to MYR 15.3, and MYR 15.37 can be negotiated to MYR 15.4 (rounded in 0.1 Ringgit increments).
	Thailand (THB)	No mandatory rounding; precise settlement by default. Small amounts can be rounded to the nearest 1 Baht.	0.01 (Satang); practically rounded to 1 Baht	Satang is the smallest denomination (1 Baht = 100 Satang) but has minimal circulation.2. Most menu prices are whole Baht. At checkout, THB 89.2 is rounded down to THB 89, and THB 89.6 is rounded up to THB 90 (industry practice).
	Indonesia (IDR)	Mandatory whole-number settlement; rounding up/down by default.	1 (Indonesian Rupiah)	No small change; the smallest denomination is 1 Rupiah.2. All prices and settlements are whole numbers. If decimals arise (e.g., after discounts), the amount is automatically rounded to the nearest whole number.
East Asia & Greater China	Mainland China (CNY)	No mandatory rounding; electronic payments are settled precisely. Manual rounding (mostly downward) is allowed for cash payments.	0.01 (Fen); cash often rounded to 1 Yuan	Most menu prices are non-whole numbers (e.g., ¥19.9, ¥29.8); electronic payments follow the exact amount.2. For cash payments, ¥35.2 is often rounded down to ¥35, and ¥35.9 can be negotiated to ¥36. Cashiers are generally authorized to apply rounding.
	Japan (JPY)	Mandatory whole-number settlement; no rounding required (prices are whole numbers by default).	1 (Japanese Yen)	No small change; all catering prices are whole Yen and include 10% consumption tax.2. Cashier systems do not process decimals; settlements are made exactly as per the menu price (no rounding needed).
	South Korea (KRW)	Mandatory whole-number settlement; no rounding required (prices are whole numbers by default).	1 (South Korean Won)	No small change; prices are whole Won and include 10% VAT.2. Pricing is commonly denominated in thousands of Won (e.g., ₩15,000); settlements are made in whole numbers with no rounding practice.
Oceania	Australia (AUD)	No mandatory rounding; precise settlement by default. Some merchants support "cashless rounding" to the nearest 0.05 AUD.	0.01 (Australian Cent); optional rounding to 0.05 AUD	Prices are all-inclusive (including 10% GST); electronic payments are settled to the cent.2. Due to the withdrawal of cent coins below 5 cents, some merchants offer rounding options (e.g., $14.93 rounded up to $14.95) with customer consent.
Oceania	New Zealand (NZD)	No mandatory rounding; precise settlement by default. Cash payments are often rounded to the nearest 0.05 NZD.	0.01 (New Zealand Cent); cash rounded to 0.05 NZD	Prices are all-inclusive; electronic payments are settled precisely.2. 1-cent and 2-cent coins are no longer in circulation. Cash payments follow the "round to nearest 0.05" rule (e.g., $22.42 → $22.40; $22.43 → $22.45).

1.3.2 Configuring Checkout Rounding Rules

Step 1: Switch Perspective: Select the store for which you want to configure rounding rules.

Step 2: Navigate to the Restaurant Management > Discount & Rounding > Checkout Rounding Rules page.

Step 3: On the Checkout Rounding Rules page, fill in the following fields and save:

Effective for Current Store: The configuration takes effect immediately for the store upon saving.
Auto-execution: Automatically applies when the corresponding payment method is used for checkout.
Rounding Method: Supports multiple rounding methods (taking rounding to 1 Yuan as an example):
- Round Half Up
Original Amount
Retained Unit (Yuan)
Next Digit
Rounded Result

¥28.3
8
3（＜5）
¥28

¥28.6
8
6（≥5）
¥29

¥28.5
8
5（≥5）
¥29

💡

Thailand: A THB 89.4 transaction (rounded to 1 Baht) → rounded down to THB 89; a THB 89.6 transaction → rounded up to THB 90.

New Zealand: A NZD 22.43 cash transaction (rounded to 0.05 NZD) → 0.43 is closer to 0.45 → rounded up to NZD 22.45.

- Round Down

Original Amount
Retained Unit (Yuan)
Rounded Result

¥32.1
32
¥32

¥32.9
32
¥32

¥32.99
32
¥32
💡
- Mainland China cash payment: A ¥45.9 transaction → manually rounded down to ¥45; a ¥45.1 transaction is also rounded down to ¥45.
- Malaysia cash payment: A MYR 18.37 transaction (rounded to 0.1 Ringgit) → 0.07 is truncated → rounded down to MYR 18.3.
- Round Up

Original Amount
Retained Unit (Yuan)
Rounded Result

¥32.1
32
¥32

¥32.9
32
¥32

¥32.99
32
¥32
💡
- Australia cash payment: An AUD 15.91 transaction (rounded to 0.05 AUD) → rounded up to AUD 15.95 due to the withdrawal of low-denomination coins.
- EU charitable rounding: A €12.92 transaction → customers voluntarily round up to €13, with the difference donated to local charities.
- Custom Rule - Custom Formula
Rounding Unit: The target unit to which the amount is rounded.
Specify Payment Methods: When disabled, tips can be accepted for all payment methods; when enabled, tips are only accepted for specified payment methods.
- Payment Methods: Select in-store payment methods to which the rounding rule applies.
Financial Accounting Subject

Original Amount	Retained Unit (Yuan)	Next Digit	Rounded Result
¥28.3	8	3（＜5）	¥28
¥28.6	8	6（≥5）	¥29
¥28.5	8	5（≥5）	¥29