Admin: Creating Coupons

Admin: Creating Coupons

This is a comprehensive guide for creating coupons and promotional codes through the back office. For any assistance, please contact our support team at  1-855-673-3700
Intended for advanced users

Step 1: 
Log into the back office. Under 'System Settings' > 'General Settings' sub-group > Select the 'Promotions' menu.


Step 2: 
Select an addition arrow to add a new coupon either above  the current line, or below  the current line.



Step 3: General Settings

RED-  Coupon Information:
  1. Adjust the name of the coupon under 'Name'
  2. Add an optional image to appear with the coupon under 'Image File'
  3. Add a description of the coupon details under 'Description'.
GREEN-  Coupon Code:
  1. Add an optional promotion code to access the coupon online under 'Coupon Code'
BLUE-  Qualifying Amounts:
  1. 'Minimum Purchase (W/O Tax)' will force the total bill to reach a certain value before allowing the coupon to be activated.
  2. 'Minimum Qualifying Item' will force an individual item the coupon affects to reach a certain price before activation.
  3. 'Total Qualifier Values' forces the total value of any and all qualifying items to reach a certain price before activating.



Step 4: Promotion Details

RED-  Discount Type:
  1. Select the type of discount to perform under 'Discount Type'.
    1. Cash Discount - Example: $5 off of a $30 purchase.
    2. Percentage Off - Example: 50% off employee discount.
    3. Fixed Pricing - Example: All Draft Beers $3 between 5-7 PM.
  2. Allow tax to be discounted with the field 'Discount Tax'.
  3. Set the cash amount to be discounted under 'Cash Discount'.
  4. Set the percentage off of all qualifying items under 'Percentage Off'.
  5. Change the total of each qualifying item to a set number under 'Fixed Pricing'. This number can include/exclude up-charges from modifiers.

GREEN-  Coupon Redemption:
  1. Allow the coupon to be used in conjunction with other coupons via the 'Could be combined with other promotions' box.
  2. Allow the coupon to be automatically applied to an order via the 'Auto Redeem Coupon' box. Un-checking this box will require the coupon to be manually applied by staff.
  3. Choose which order types the coupon could be applied to: Carry Out, Dine In, or Delivery

BLUE- Loyalty Related:
  1. Change the minimum loyalty level needed to redeem the coupon (eg. Gold, Platinum, Diamond, etc.) under 'Required Loyalty Level'.
  2. Adjust the amount of loyalty points needed to redeem the coupon under 'Loyalty Points Cost'.

PURPLE- Redemption Limits:
  1. 'Maximum Discount' defines the maxium amount of money that can be discounted by the coupon.
    1. Example:  Setting an employee discount to allow up to $10 off of any item. 
  2. 'Redemption Limit' allows the coupon to be used a set number of times before deactivating.
  3. 'User Redemption Limit' allows the coupon to be used a set amount of times by an individual.



Step 5: POS Related

RED- Miscellaneous:
  1. Require a coupon code on the POS by selecting 'Point of Sale Requires Coupon Code'.
  2. Require manager approval to apply the coupon on the POS by selecting 'Requires Manager Approval'.

GREEN- Employee Usage:
  1. Define the coupon as an employee discount for reporting purposes by selecting 'Employee Discount'.
  2. Force employees to be clocked-in before adding the coupon by selecting 'Employee Must Be Clocked In'.
  3. Limit how often an employee would be able to use the coupon daily by inputting a number.

BLUE-  Station Availability:
  1. Deselect the box 'Available On All Stations' if you would like to specify which POS stations are allowed to administer the discount.
  2. Under 'Station Names', enter in the individual station names to enforce which terminals can use the discount.
    1. Example: Inside Bar, Patio Bar, Takeout Station



Step 6: Time Settings*

'TIME SETTINGS' is one of the core functions of promotion setup. It allows you to customize when the coupon can be used. 
An example would be Happy Hour, Mon-Fri 4pm-6pm. 
  1. The 'Begin Date' and 'End Date' fields let you choose when the coupon will start being applied and when it will expire. A calender will appear to help select these dates.
  2. 'No Time Constraints' is the default setting. To set custom times, you will need to de-select it.
  3. After de-selecting it, you will be able to use the 'Begin Time', 'End Time', and 'Days of the Week' tabs.



Step 7: Other Settings
  1. Here you can set the coupon to act as a fundraiser. This means that it will notify the customer on their receipt that their money was donated to the currently promoted fundraiser/charity.
  2. You can also set how many times the coupon can be applied to a single order by use of the 'Redeem Up To...' drop down menu.
  3. 'Active' and 'Inactive' are used to enable and disable the coupon. Inactive status will remove it from all platforms.




Step 8: Qualifiers*

'QUALIFIERS' is the most important function of the promotions menu. It defines which items can/must be used to activate the coupon. 
     
RULES- 
  1. The first drop down allows you to control how many items on the list below must be added for the coupon to qualify. 
  2. The second drop down menu determines whether or not the user must select the item to discount.
  3. The third drop down menu (on the left) lets you choose how many multiples of the discounted item can have the coupon applied to them (provided there are multiple items that fit the criteria).
  4. The third drop down menu (on the right) works in conjunction with the one adjacent to it allowing you to discount items specifically inside a predetermined sub group.
  5. The check box called 'Discount Based On Equal or Lesser Value of Max Qualifier', if turned on, will discount the least expensive item that fits the criteria if the coupon can only be placed once per order (provided there are multiple items that fit the criteria).
     
ITEMS- 
  1. The  is used to add another item to the rule.
  2. The  is used to remove an item from the rule.
  3. 'Menu Group' allows you to choose the menu group you would like to search in for the promoted item(s).
  4. 'Menu Item' allows you to select either a specific item inside the chosen menu group OR select the menu group as a whole.
  5. The 'Excluded' box allows you to exclude certain items from coupons. This is useful when you want a coupon to apply to all but one item in a menu group. To do this, you would have to apply the whole menu group and then specifically exclude individual items.
  6. 'Quantity' is used to force a certain quantity of an item to be chosen. "Sub Group" is used to further divide items into predetermined groups.
     
SUB GROUPS- 

An example of when to use sub groups is a coupon for 'Buy 1 Pizza, Get 1 Dozen Wings Half Off': 
  1. Select 'Pizza' from the Menu Group drop down and enter 'Any Menu Item' in the Menu Item drop down. Label this as Sub Group 1.
  2. Next, select 'Wings' from the Menu Group drop down and chose 'Dozen Wings' in the Menu Item drop down. Label this as Sub Group 2.
  3. Then, above the items, select 'Discount All Qualifying Items' in one drop down and 'In Sub Group 2' in the one next to it.
  4. This will make it so that if you get one of any kind of pizza and one order of 12 wings, the 12 wings will be discounted 50% off (provided you have already set the discount in the above sections to 50% off).













Step 9: Add to Cart

'ADD TO CART' is a feature that is currently only accessible by users of our Online Ordering.
  1. Upon redeeming the coupon, it will automatically add all items defined in this section to the customer's cart.



Step 10: Save Your Work

  1. Once you are finished editing the promotion/coupon, make sure to hit 'SAVE'.
  2. Always remember to thoroughly test the coupon.

If you have any questions, please do not hesitate to call  1-855-673-3700 or email us at support@precisionpos.com.