Overview

This article describes recent changes in creating discounts, adjustments, and promotions. In the Admin Console, we have consolidated the setup screens for these records into two new screens with a clearer purpose for each. You can now easily identify the right screen to create what you need by differentiating them not as price modifications to either whole tickets or specific menu items (as in previous version), but as price modifications of either a positive or negative amount (applied to tickets or specific menu items).

The new Discounts/Promotions screen includes all of the settings necessary to create a record that applies a negative price change (a reduction) to a total. This screen allows you to create a record that reduces the price of either a whole ticket or a menu item. Previously, you were required to create a discount record to reduce an item’s price or an adjustment record to reduce an entire ticket’s price. Merchants can now use the same screen to create discounts applicable to both individual items and whole tickets.

After creating a discount, you can then associate it with one or more promotion codes directly in the same screen, thereby replacing the dedicated Promotions screen in previous versions.

The new Service Charges/Fees screen includes all of the settings necessary to create a record that applies a positive price change (an addition) to a total. This screen allows you to create a record that increases the price of a ticket, such as an auto-gratuity. Merchants will always use this screen to create any type of fee applied to a ticket.

Creating a Discount or Promotion

1. In the Admin Console’s Main Menu, click Account Menu, then click Discounts/Promotions.
2. In the Discounts/Promotions screen, click NEW.
   
   The New Discount / Promotion panel will open.
3. In the Item or Ticket Level list, select the appropriate level for the discount or promotion.
   To create a discount or promotion for a specific menu item, select Item. To create a discount or promotion that modifies an entire ticket, select Ticket.
   
   If you select Item, the panel will display the same settings as the dedicated Discounts screen in previous versions.
   
   If you select Ticket, the panel will display the same settings as the dedicated Adjustments screen in previous versions.
   
   NOTE: The Charge check box, previously available in the Adjustments screen, is not available in this panel because it is no longer necessary. In this screen, you can only create records (discounts and promotions) that impose a negative price change on items or tickets. To create a charge, you must access the Service Charges/Fees screen (described below).
4. To finish creating the discount or promotion (either item or ticket level), enter the remaining settings in the panel.
5. Once complete, hit Save.
   
   When you save the record, the program will display the new Promotions area at the bottom of the panel. The Promotions area includes controls that enable you to associate the record with one or more promotion codes.
6. In the Promotions area, click NEW.
   
   When you click NEW, the program will display settings for a new promotional code. You can add multiple promo codes to a promotion record.
7. In the Promo Code box, enter an appropriate code for the promotion.
8. If you want customers to be able to use this promo code in the Online Ordering website, select the Available Online check box. 
9. If you want customers to be able to use this promo code in Kiosk or Skip the Line service, select the In-Store E-Commerce check box.
   
10. Click Save, then click Publish to publish the new discount or promotion to the POS.  

Creating a Service Charge or Fee

1. In the Admin Console’s Main Menu, click Account Menu, then click Service Charges/Fees.
2. In the Service Charges/Fees screen, click NEW.
   
   The New Service Charge/Fee panel will open. It includes all the same settings as the dedicated Adjustments screen in previous versions. (The example below features the settings of a typical auto-gratuity charge.) 
   
   NOTE: The Charge check box, previously available in the Adjustments screen, is not available in this panel because it is no longer necessary. In this screen, you can only create records (charges and fees) that impose a positive price change on items or tickets.
3. To finish creating the service charge or fee, enter the remaining settings in the panel.
4. Click Save, then click Publish to publish the new charge or fee to the POS.  

Notes

• The functionality for creating these records remains precisely the same as earlier versions; all settings still work the same, and the data is still stored the same. 
• No data conversion is required for this feature.
• The program will list existing discounts in the Discounts/Promotions screen.
• The program will also list other existing negative price adjustments in the Discounts/Promotions screen.
• When viewing the list of records in the Discounts/Promotions screen, the program will label each one as applicable to either items or tickets, as well as its associated promo codes (if any).
• The program will list all existing positive price adjustments in the Service Charges/Fees screen.