Preset creation and editing
New preset, name, value, order, active / inactive toggle
Preset creation
On preset management page see all presets (active + inactive), perform create/edit/deactivate.
Where to find it
Settings → Discounts → + New preset.
New preset fields
Basics
- Name (e.g., "Loyalty 10%", "Black Friday 30%", "Welcome 500 HUF")
- Type: Percentage (%) or Fixed amount (HUF)
- Value: discount amount
Example values
- Percentage: 0-100 (e.g., 10, 20, 25, 30)
- Fixed amount: any positive (e.g., 500, 1000, 5000 HUF)
Order
Order in checkout dropdown. Default: creation order.
Active / inactive
- Active: visible in checkout dropdown, applicable
- Inactive: past applications preserved, no new application
Description (optional)
Internal note, what preset is for.
Validation
System checks:
- Percentage: 0-100
- Fixed amount: positive
- Name: not empty, max 100 chars
- Unique name: unique within salon (no duplicates)
Editing
Modifying existing preset:
- Name change: dropdown shows new name
- Value change: applies to future uses (past unchanged)
- Active → inactive: disappears from dropdown
Soft-delete logic
"Delete" operation works two ways:
Hard-delete
If preset never used, delete is permanent.
Soft-delete (deactivate)
If preset was ever used, "delete" deactivates:
- Existing sales records keep discount info (audit trail)
- Dropdown hides
- Can reactivate later (or leave inactive)
Bulk actions
On preset list:
- Bulk activate / deactivate (multiple at once)
- Order rearrange (drag-and-drop)
When to use it
Scenario 1, new salon discount system setup Create 3 base presets:
- "Loyalty 10%"
- "Welcome 500 HUF"
- "Black Friday 25%"
Scenario 2, promo period launch "Black Friday 25%" preset deactivated → activate for 1 week. End: deactivate.
Scenario 3, name change Rename "Black Friday 25%" to "Cyber Monday 25%" for next month. Value same.
Scenario 4, preset overload Salon has 30+ presets (colleagues randomly created). Bulk deactivate → 6 main presets stay active.
Scenario 5, order priority Most-used preset goes first. "Loyalty 10%" → order 1, "Welcome 500 HUF" → 2, etc.
Tips
- Preset name descriptive, fixed format (e.g., "Loyalty 10%").
- Order by frequent use, not alphabet.
- Inactive preset safer than hard-delete, audit purpose.
- Bulk deactivate is cautious, think before clicking.
- Fixed-value preset is clearer than relative for promos: "500 HUF" beats "10%".
- Don't make duplicates, "Loyalty 10%" and "10% Loyalty" is confusing.