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Back Office Discounts in Restaurant Solution

January 29, 2024

Description

How to add, duplicate, edit and remove discounts in the Back Office of Restaurant Solution

What's in this article?

Add a discount

You can set up item and ticket-level discounts. This allows employees to apply a single discount to each item and an overall discount to an entire sale in the Point of Sale app. With our system, your discounts will “stack”, allowing both types of discounts to be applied to an item. Item-level discounts will always be applied first, followed by ticket-level discounts. 

IMPORTANT! 
You can only assign one item-level discount to an item, and you can only assign one ticket-level discount to a ticket. You can assign an item-level discount to item(s) and a ticket-level discount to the same ticket.

To setup a discount
  1. In the Back Office , select the Menu tab.
  2. Select Discounts subtab.
  3. Click Add a Discount.

  4. Type a name for the discount. For discounts you plan to include in barcodes as part of email marketing, the name cannot contain any spaces.

  5. (Optional) Type an external ID for the discount. You can leave this field blank and the system will automatically assign an external ID to the discount when you save the record.
  6. Type a description for the discount.
  7. (Optional) Clear POS Active to deactivate the discount on the POS. By default, all new discounts are active.
  8. (Optional) Clear Show discount on Activity Summary charts to not have the discount calculated as part of the totals on the Activity Summary page.
    For example, you may not want to have Employee Discounts appear as part of the Discounts and Promotions calculation on the Activity Summary page to give you a more accurate reflection of the effectiveness of your discounts and promotions.
  9. Select the discount type from the dropdown list:
    Table listing discount type options
    OptionDescription
    Set Item PriceCreate a discount price to apply to an item. You must type the item price for the discount. For example, if you sell many types of beers with different prices, you can create a special such as "All Bottled Beer, $3.00 All Day Tuesday.
    AmountA fixed dollar discount amount.
    PercentA fixed discount percentage. 
    Prompted AmountPrompts for a discounted amount during a sale.
    Prompted PercentPrompt for the discount percentage during the sale.

  10. Type the amount or percentage for the discount.
  11. (Optional) Select Approval Needed for a manager to authorize the discount on the Point of Sale app.
  12. (Optional) Enter a Barcode Range, providing the start and end range for the discount. The following apply to the barcode range:
    • The barcode range must involve at least 1 alphanumeric character and no more than 20.
    • The length of the start and end of the barcode strings must be the same.
    • The barcode end range must be the same or greater than the barcode start range.
    • The barcode ranges do not need to be unique across promotions.
  13. Select either Item or Ticket, to specify the level at which to apply the discount.

  14. Do one of the following:
    • If this is an item discount, type the minimum item price required to apply the discount.
    • If this is a ticket discount, type the minimum sale amount required to apply the discount.
    • If a minimum item price or sale amount is not required to apply the discount, leave the amount as $0.00.
  15. Select Email Offer Only to use the discount in your email marketing feature.
  16. Click Save.


Duplicate a discount

Quickly duplicate existing discounts on a company or store level. 

To duplicate a discount
  1. In the Back Office, select the Menu tab.
  2. Select Discounts subtab.
  3. Select a discount that you want to duplicate. 

  4. Click Duplicate. The newly created discount will have all the fields pre populated except for the name and external ID.
  5. Edit the details for the discount and click Save.


Edit or remove a discount

You can edit an existing discount or remove a discount you no longer want to maintain.

To edit or remove a discount
  1. In the Back Office, select the Menu tab.
  2. Select Discounts subtab.
  3. Select the discount that you want to edit or remove.
  4. Do one of the following:
    • Edit the discount as desired, then click Save. 
    • Select Delete Discount and confirm the removal. If the selected discount is tied to a marketing email, the system will let you know, so that you can determine if you still want to remove the discount.  Removing a discount is a "soft delete". This means that although the discount is removed from your view, all the data and activity associated with that discount is still shown in reports, transactions, etc.

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