Setting Up Discount Cards

Follow these instructions to set up discount cards, such as membership discount cards for restaurants, or to apply employee discounts.

1. Create a card rule. Card Rule Configuration Reference contains information and instructions for setting up the set of cards.
2. Create an eligibility rule to require at least one purchase. Eligibility Rule Configuration Reference contains more information about eligibility rules.
   1. Create a Use with Loyalty Rule eligibility rule.
   2. Select the Num Items in Transaction item rule type, and then enter 1 as the Item Quantity.
   3. If the discount should be based on items instead of the check subtotal, click Save, select the eligibility rule, click Edit Item Rules, and then configure the list of eligible items.
3. Configure the discount. Loyalty Rule Configuration Reference contains more information about loyalty rules.
   1. Create a Points Awards Rule loyalty rule.
   2. Select the Eligibility Rule you created.
   3. On the Awards tab, select Points Balance Total from Balance Use Type.
   4. Enter 0 in Point Threshold.
   5. Select Issue Immediate Discount from Award Type.
   6. Configure the discount by selecting the Award Discount Type, and then entering the Discount & Award Amount or Discount Percentage based on the selected type.
   7. Enter 0 in Point Cost.
   8. If you want the receipt to print with a message about the discount, enter the message in POS Print Text.
   9. Select Require Customer Info to require that the customer have an account before they can begin using the discounts.
4. Set up the loyalty program. Loyalty Programs Configuration Reference contains more information about loyalty programs.
   1. Create a Loyalty program.
   2. On the Loyalty Programs tab, select Auto Create Loyalty Accounts to allow Gift and Loyalty to create a loyalty account for a customer being issued points for the first time. Do not select the option if you want to require customers create an account prior to the transaction.
5. Set up the card accounts for the discount card program:
   1. Create the card rules depending on whether you are using Oracle MICROS Gift and Loyalty iCards or a third-party card:

      • Creating Card Rules for iCard

      • Creating Card Rules for Third-Party Cards

   2. Assign one or more card rules to the program and specify the applicable locations.
   3. Create card numbers for the program and card rule, and then have the cards printed.
6. Configure the Issue Points Point-of-Sale touchscreen keys. For this program, the key requires a tender and a discount. Configuring Point-of-Sale Touchscreen Keys contains more information about the Point-of-Sale touchscreen keys.