The Standard Discount function permits restaurant owners/managers to establish specific customer discounts.
- Includes scheduling feature for precise control over discount availability.
- Discounts can be linked to promo codes for effective tracking and promotion.
- Allows measurement of discount strategy effects on sales and customer engagement.
To Add a New Standard Discount:
1. Navigate to the Settings section in the Bridge and select Payments > Standard Discounts
2. Click + New Standard Discount to bring up the New Standard Discount Configuration page
3. Configure the standard discount:
- In the name field, enter the Name of the discount
-
Select a Discount Reason from the drop-down menu. You may select multiple reasons
To create a new discount reason, select + New Discount Reason, and a pop-up window will open for you to name one. After enabling and then saving the reason, it will appear in the drop-down menu
- Select if the discount should apply to a line item or the whole Check from the Applies To drop-down menu. (If you choose Item Level, follow the instructions for setting up Menu Item Restrictions at this link.)
- Select the Type of Discount from the drop-down menu. Choosing an 'Open' Type will change the following field to 'Limit.' Choosing a 'Fixed' Type will change the following field to 'Value'
- In this field, enter the Value or Limit for the discount based on the following guidelines for the Discount Type you chose in Step D:
- Fixed Percentage: Input the desired discount rate (%) in the Value field. This percentage will be subtracted from the item's price or the total bill at checkout. The rate is fixed and cannot be modified during checkout.
- Fixed Amount: Input the discount amount in the Value field. This specific amount will be subtracted from the item's price or total bill. The amount is fixed and cannot be altered during checkout.
- Open Percent: Key in the maximum permissible discount rate for this particular discount in the Limit field. At checkout, users can specify a custom discount rate to be subtracted from the price of the item or the total bill. However, the rate must not exceed the maximum percentage defined in the 'Limit' field.
- Open Amount: Input the highest allowable discount amount for this particular discount in the 'Limit' field. At checkout, users can specify a custom discount amount to be subtracted from the price of the item or the total bill. However, this custom amount must not exceed the maximum amount defined in the Limit field.
The Options Section
In the 'Options' section of the 'Standard Discount Configuration' interface, you'll have the opportunity to further specify the handling of the discount, along with other essential parameters.
1. Select the Enabled option button if the discount should be available in the Point of Sale (POS) system
2. Select the Auto Apply option, if the discount should be applied to the Check without the operator having to add it manually
3. Select the Taxable option if the discount should be applied after taxes are applied to the entire subtotal
4. Enter an amount in the Min Check $ Amount field. This discount cannot be applied to a check with a total amount less than the entry in this field
Example: The Min Check field is set to $15.00. This means the buyer must spend $15.00 or more to take advantage of the discount.
5. Enter an amount in the Max Check $ Amount field. This discount cannot be applied to a check with a total amount greater than the entry in this field
Example: The Max Check field is set to $20.00. This means the buyer will not receive the discount if their check exceeds $20.00.
6. Enter how the discount name should appear on the POS system in the POS Name field.
If you leave the field blank, the system will apply what has been entered in the Name field.
7. Enter how the name of the discount should appear on the receipt in the Receipt Name field
8. Select a color for how the button appears in the POS using the Select Button Color option; a pop-up box opens. After you select a color, the Color Button Preview updates so you can review the change
9. Click the Save to save your changes and create the discount
The discount can now be selected and applied to a check. For instructions on Restricting Discounts by Menu Items, click here.
To Edit a Standard Discount:
1. Navigate to the Settings section in the Bridge and select Payments > Standard Discounts
2. Click the row of the Standard Discount you wish to edit, select Edit, and repeat the steps above
Comments
0 comments
Please sign in to leave a comment.