Item-Level Discount
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To create an item-level discount:
From the upper-right of the Discount Definition List screen, select New Discount Definition.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Discount List editor.
Page
Description
Define general settings about a discount including an alternate code or code range.
Define availability settings by site, order source, time period, and order destination.
Schedule when the discount is available for use at the POS.
Define rules that govern the application of the discount at the POS.
Define the criteria an order must meet at the POS to qualify for the discount.
Identify the items that are eligible for the discount.
Identify the Xenial roles that have permission to apply the discount at the POS.
General
From the General page of the Discount List editor, define general settings about a discount, including the discount name, type, and discount method.
From the General page, locate the General section.
From the General section, define the following:
Field
Description
Discount Name
Type a name for the discount.
Discount Code
Type a code to identify the discount.
Discount Type
From the dropdown, select the term that best describes the discount type.
Discount Method
From the dropdown, select the method to discount eligible order items:
% Off
Fixed Percent
In the Value field, type the discount percent.
$ Off
Fixed Amount
In the Value field, type the currency amount of the discount.
% Off (prompt)
Variable Percent
The cashier is prompted to type the discount percent.
In the Max Value field, type the maximum discount percent.
$ Off (prompt)
Variable Amount
The cashier is prompted to type the currency amount.
In the Max Value field, type the maximum currency amount.
Forced Price
The regular price is replaced with a new price.
In the Value field, type the new price.
Use Alternative Item Price
Toggle On to use the defined price of a selected item as the discount value.
From the Select Alternative Product dropdown, select the item. The price of this item is used to determine the discount value.
Anmerkung
This option is only available for the following Discount Methods:
$ Off
Forced Price
Distribute Across Scope
Toggle On to distribute the discount amount evenly across the eligible order items.
Toggle Off to apply the total discount amount to each eligible order item on the order.
This toggle is only available for the following Discount Methods:
$ Off
$ Off (Prompt)
Forced Price
Value
Type the discount value. This value corresponds to the selected Discount Method.
For example, to configure a $1 Off discount, type 1 in the provided field.
This field is only available for the following Discount Methods:
% Off
$ Off
Forced Price
Max Value
Type the maximum discount value. This value corresponds to the selected Discount Method.
For example, to define a maximum discount value of $1 Off, type 1 in the provided field.
This field is only available for the following Discount Methods:
% Off (Prompt)
$ Off (Prompt)
Availability
Select the Ordering screens where the discount is available:
Amount Tender Screen - The Discount menu accessible from the Tender screen.
Barcode Scan - Allow the cashier to apply the discount using a barcode scanner.
Order Entry - The Discount menu accessible from the Order Entry screen.
Use Loyalty
Toggle On if the discount is processed through a loyalty engine.
Enable this toggle when using an integrated loyalty engine, such as the Mobile API.
Printing
To define printing settings for the discount:
From the General page, locate the Printing section.
Toggle Print Discount Receipt to On to always print a separate copy of the discount receipt at the POS.
Employee Discount
To define settings for an employee discount:
From the General page, locate the Employee Discount section.
Toggle Employee Discount to On to identify the discount as an employee discount:
Toggle
Description
Lookup by Name
Toggle On to enable the cashier to lookup the employee receiving the discount by their name.
Clocked in Employees Only
Toggle On to only allow this discount for employees who are clocked in.
Alternate Discount Codes
To enable the order taker to add the discount using alternate codes:
Single Code - Assign a single alternate code to the discount.
Code Range - Define a range of alternate codes to assign to the discount.
Single Code
From the General page, locate the Alternate Discount Codes section.
Select Add Alternate Discount Code.
From the Type dropdown, select the applicable Code.
In the Code field, scan or type the PLU barcode information.
From the lower-right of the Alternate Discount Code window, select Done.
Code Range
From the General page, locate the Alternate Discount Codes section.
Select Add Alternate Discount Code.
From the Type dropdown, select the applicable Code Range.
In the Range Start field, type the first PLU barcode in the range.
In the Range End field, type the last PLU barcode in the range.
From the lower-right of the Alternate Discount Code window, select Done.
Availability
From the Availability page of the Discount List editor, define availability settings for a discount.
From the Availability page, locate the Availability section.
Toggle Active to Active if the discount is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
From the Availability Conditions section, define availability settings for order sources, time periods, and order destinations.
Order Sources
Identify the order sources that are eligible for the discount:
From the Availability Conditions section, locate the Order Sources line.
To the far-right of the Order Sources line, select Edit from the 3-dot menu.
From the Condition dropdown, select the applicable option:
Option
Description
All
(Default) The discount is available for all order sources.
Only the Following
The discount is only available for the selected order sources.
Select Add Order Sources.
From the Add Order Sources window, select the order sources.
From the lower-right, select Add # Order Sources.
From the lower-right, select Add Condition.
Excluding the Following
The discount is available for all order sources EXCEPT for the selected order sources.
Select Add Order Sources.
From the Add Order Sources window, select the order sources.
From the lower-right, select Add # Order Sources.
From the lower-right, select Add Condition.
Time Periods
Identify the time periods that are eligible for the discount:
From the Availability Conditions section, locate the Time Periods line.
To the far-right of the Time Periods line, select the 3-dot menu, and then select Edit from the dropdown.
From the Condition dropdown, select the applicable option:
Option
Description
All
(Default) The discount is available for all time periods.
Only the Following
The discount is only available for the selected time periods.
Select Add Time Periods.
From the Add Time Periods window, select the time periods.
From the lower-right, select Add # Time Periods.
From the lower-right, select Add Condition.
Excluding the Following
The discount is available for all time periods EXCEPT for the selected time periods.
Select Add Time Periods.
From the Add Time Periods window, select the time periods.
From the lower-right, select Add # Time Periods.
From the lower-right, select Add Condition.
Destinations
Identify the order destinations that are eligible for the discount:
From the Availability Conditions section, locate the Destinations line.
To the far-right of the Destinations line, select Edit from the 3-dot menu.
From the Condition dropdown, select the applicable option:
Option
Description
All
(Default) The discount is available for all order destinations.
Only the Following
The discount is only available for the selected order destinations.
Select Add Destinations.
From the Add Destinations window, select the order destinations.
From the lower-right, select Add # Order Destinations.
From the lower-right, select Add Condition.
Excluding the Following
The discount is available for all order destinations EXCEPT for the selected order destinations.
Select Add Destinations.
From the Add Destinations window, select the order destinations.
From the lower-right, select Add # Order Destinations.
From the lower-right, select Add Condition.
Schedule
From the Schedule page of the Discount List editor, schedule the availability of the discount.
Field | Description |
|---|---|
Start Date | Type the first date when the discount is available. |
End Date | Type the last date when the discount is available. |
Start Time | Type the time of day when the discount promotion begins. |
End Time | Type the time of day when the discount promotion ends. |
Anmerkung
Type the date in MM/DD/YYYY format -OR- Select the date from the dropdown calendar.
Type the time in HH/MM/SS AM/PM format -OR- Select the time from the popup clock.
Rules (Item-Level)
From the Rules page of the Discount List editor, define rules that govern the application of the discount:
From the Rules section, define the following:
Rule | Description | ||||||
|---|---|---|---|---|---|---|---|
Priority | Type the priority to assign to the discount in relation to other active discounts. If multiple discounts are available, the priority value determines which discount to apply first. A discount with a priority of 1 is applied before a discount with a priority of 2. | ||||||
Max Discount Amount | Type the maximum currency amount that can be discounted from the item price. | ||||||
Minimum Order Subtotal | Type the minimum subtotal required for an order to qualify for the discount. | ||||||
Discount Application Setting | From the Rules section, define the following:
| ||||||
Amount Application Rule | Select the desired option:
| ||||||
When Discount Added, Apply | From the dropdown, select the rule for discounts that are automatically applied:
| ||||||
Discount can be applied manually | From the dropdown, select the rule for discounts that are manually applied:
| ||||||
Discount Application Method | From the dropdown, select the method for applying the discount:
| ||||||
Exclusive Options | Select the desired option(s):
| ||||||
Apply Post Tax | Toggle On to apply the discount AFTER all applicable taxes are applied and calculate. |
Customer Information
Follow these steps if a discount is only eligible for specific customers (e.g. military personnel, students, police officers).
To define customer information for a discount:
From the Rules page, locate the Customer Info section.
From the Customer Info section, select Add Item.
In the Name field, type the name or description of the customer type.
In the Prompt field, type a message to display to the cashier when this discount is applied.
For example, add a message to remind the cashier that the customer must show their ID to receive the discount.
Qualify Criteria
From the Qualify Criteria page of the Discount List editor, define the criteria the guest's order must meet to qualify for the discount.
From the Qualify Criteria page, locate the Inclusive Criteria section.
From the Application Method field, select the desired method for applying the discount criteria. The criteria can include items that must be present in the order, but are not discounted.
Method
Description
Purchase All in List
The order must include all the identified items to qualify for the discount.
Purchase Any in List
The order must include at least one of the identified items to qualify for the discount.
From the Required Items section, select Add Item Set.
From the Add Item Set window, create a set of eligible items for the discount:
Field
Description
Quantity to Discount
Type the number of items in the set to discount.
Items with Tags
(Optional) Select the applicable product tags. All items associated with the identified tags are eligible for the discount
Selected Items
Select the items that are eligible for the discount:
Select Add Items.
From the Add Items window, select the eligible items.
From the lower-right, select Add # Items.
From the Add Item Set window, select Save Set.
Repeat steps 3-5 to add additional item sets (if necessary).
(Optional) To identify items that disqualify an order for a discount:
From the Qualify Criteria page, locate the Exclusive Criteria section.
From the Tags dropdown, select the product tags that disqualify the order.
If a guest's order contains any item that is associated with the selected tags, the order is NOT eligible for the discount.
Apply Criteria (Item-Level)
From the Apply Criteria page of the Discount List editor, define application criteria for a discount.
From the Apply Criteria page, locate the Apply Criteria section.
From the Apply Criteria section, define the following settings:
Setting
Description
Apply Type
Select Item(s) to indicate the discount is applied to one or more eligible items on an order.
Qualify/Apply Child Items Independently
Toggle Yes to apply the discount to child items independently from their parent item.
Apply to Liability Items
Toggle Yes if gift cards and gift certificates are eligible for the discount.
Apply to
Select the applicable options:
Child Items - The discount is applied to child items.
If this option is NOT selected, child item prices are excluded from the discount calculation when the discount is applied to the parent item.
Modifiers - The discount is applied to item modifiers. Negatively-priced item modifiers are not discounted.
If this option is NOT selected, modifier prices are excluded from the discount calculation when the discount is applied to the parent item.
Identify Eligible Items
The following describes how to identify the items that are eligible for the discount. Identify a single of items or multiple sets.
Single Set of Items
From the Apply Criteria page, locate the Items section.
From the Items section, define the following:
Field
Description
Multiple Sets of Items
Toggle to No.
Quantity to Discount
Type the number of items in the set to discount.
Condition
From the dropdown, select the applicable option:
Only the Following - The items identified in the Applied Items section are eligible for the discount.
Exclude the Following - The items identified in the Applied Items section are NOT eligible for the discount.
Tags
(Optional) From the dropdown, select the applicable product tags.
All items associated with the identified tags are eligible for the discount.
From the Applied Items section, identify the items for the discount. The eligibility of the selected items is determined by the option selected from the Condition dropdown above.
Select Add Items.
From the Add Items popup window, select the items.
From the lower-right of the window, select Add # Items.
Multiple Sets of Items
From the Apply Criteria page, locate the Items section.
From the Items section, define the following:
Field
Description
Multiple Sets of Items
Toggle to Yes.
Apply Condition
From the dropdown, select the applicable option:
All Sets - The order must satisfy all item sets to qualify for the discount.
Any from Lis - The order must satisfy at least one item set to qualify for the discount.
Create a set of two or more items that are eligible for the discount:
From the Items section, locate the Applied Item Sets section.
Select Add Item Set.
From the Add Item Set window, define the following:
Field
Description
Quantity to Discount
Type the number of items in the set to discount.
Condition
From the dropdown, select the applicable option:
Only the Following - The items identified in the Selected Items section are eligible for the discount.
Exclude the Following - The items identified in the Selected Items section are NOT eligible for the discount.
Tags
(Optional) From the dropdown, select the applicable product tags.
All items associated with the identified tags are eligible for the discount.
From the Selected Items section, identify the items for the discount. The eligibility of the selected items is determined by the option selected from the Condition dropdown above.
Select Add Items.
From the Add Items popup window, select the items.
From the lower-right of the window, select Add # Items.
Repeat these steps to add additional item sets (as needed).
Roles
From the Roles page of the Discount List editor, define role restrictions for the discount.
Wichtig
If role restrictions are not defined, all Xenial roles have permission to apply the discount.
From the Roles page, locate the Roles section.
Toggle Restrict By Roles to On.
Identify the roles that have permission to apply the discount:
From the Available column, select a role.
Select the right arrow to move the role to the Included column.
Select the left arrow to remove a selected role from the Included column.