Configuring Discounts

  1. Select the Enterprise, property, or zone, click Configuration, and then click Discounts.
  2. Insert a record for a discount or double-click a record to select it.
  3. On the General tab, select the type of discount from the Activation Type drop-down list:

    • 0 - Manual (Manually entered and applied)

    • 1 - Automatic (Automatically applied, operator cannot enter)

    • 2 - Coupon (Automatically applied, operator must enter)

  4. (Optional) Enter the minimum menu item subtotal required on a check to apply the discount in the Min Amount field.
  5. To configure a manual discount, enter the following information. Otherwise, skip this step.
    1. To use a percent discount, enter the percentage in the Percent field.
    2. If configuring an open-priced discount, enter the maximum amount allowed for the discount in the Max Amount field.
    3. If configuring a preset amount discount, enter the amount of the discount in the Amount field.

      This field works with options 7 - Limit Discount to Value in Amount Field and 8 - If No Amount is Entered, Use the Full Discountable Amount.

    4. From the Trigger MI Group drop-down list, select the menu item group that triggers the discount.

      This is an alternative and preferred method to using discount itemizers. The discount applies to only those qualifying menu items based on the selected Trigger MI Group, Trigger Condiment Group, and other discount configurations.

  6. To make the discount available to the workstation operator, select Enabled.

    You can turn off temporary discounts by deselecting Enabled.

  7. Select the Tax Class to use for the discount.
  8. Select a Privilege Group to restrict the discount to only employees who are linked to the same privilege group. Set the Privilege Group to 0 to allow all employees to use the discount.
  9. Select the method to determine how condiment menu items are discounted from the Condiment Discountability drop-down list.

    If you select 0 - Use MI Class Option, the discounts only apply to parent items unless you enable the Menu Item Class option 55 - Discounts Apply to Priced Condiments.

  10. Select the Report Group to associate with the discount.

    Report groups are subcategories that allow reports to show similar discounts grouped together. You can set report groups from the Report Groups module, in the Reporting section of the Property tab.

  11. Select the appropriate options for the discount. The following table describes the options and indicates the Activation Types (Manual, Automatic, Coupon) that are available for each option.

    Table 13-9 Discount Options

    Option Description Manual Automatic Coupon

    1 - ON = Open; OFF = Preset

    Select this option to make the discount open. The workstation prompts the workstation operator to enter the amount or percentage.

    Deselect this option to use a preset amount or preset percentage for the discount.

    Yes

    No

    Yes

    2 - ON = Amount; OFF = Percentage

    Select this option to make the discount an amount. Deselect this option to make the discount a percentage.

    Yes

    No

    No

    3 - This is an Item Discount

    Select this option to calculate the discount based on the price of the last menu item entered. Deselect this option to calculate the discount based on the discountable transaction subtotal.

    For automatic discounts, this option controls the discount sorting and consolidation on a check. When set, each item in the Menu Item Award Group shows the discounted amount on customer receipts and on the POS client. When deselected, all items in the Menu Item Award Group show a combined discounted amount as one entry.

    Yes

    Yes

    Yes

    4 - Employee Meal

    Select this option to set the discount as an Employee Discount. The POS client prompts the workstation operator to enter the employee number or ID of the employee receiving the discount.

    Yes

    No

    Yes

    5 - Reference Entry Required

    Select this option to require the workstation operator to enter a name or number when using the discount.

    Yes

    No

    Yes

    6 - Validation Required

    Select this option to print a validation chit when the discount is applied.

    Yes

    No

    Yes

    7 - Limit Discount to Value in Amount Field

    Select this option to limit the amount of a discount. Enter an amount in the Max Amount field, which represents the highest discount possible when setting this option.

    Yes

    No

    Yes

    8 - If No Amount is Entered, Use the Full Discountable Amount
    Select this option to control the open amount discount calculation if the workstation operator does not enter an amount before pressing the Discount button. In short, this option allows you to set a discount as:

    • A 100% discount (if the workstation operator does not enter an amount before selecting the Discount button)

    • An open amount discount (if the workstation operator enters an amount before selecting the Discount button)

    You must select option 2 - ON = Amount; OFF = Percentage to activate this option.

    Yes

    No

    No

    9 - Simple Item Exclusivity

    Select this option to apply the discount to only one menu item. This setting imposes a limit of one discount per item and prevents individual items from receiving a discount more than once.

    Deselect this option to have the Exclusivity tab settings determine how the discount interacts with other discounts.

    Yes

    Yes

    Yes

    10 - Tender Required (Only for Subtotal Discounts)

    Select this option to require workstation operators to tender the transaction after applying a subtotal discount. You must also deselect option 3 - This is an Item Discount.

    Yes

    No

    No

    11 - Affects Auto Service Charge (Only Subtotal Discounts)

    Select this option to apply the discount to Menu Item Itemizers that allow Auto Service Charges. This results in an adjusted Auto Service Charge value based on the Itemizers discounted. Deselect to keep the Auto Service Charge unchanged.

    Yes

    No

    No

    14 - Do Not Allow Subtotal Discount While Seat Filter is Active

    Select this option to disallow subtotal discounts while seat filtering is active. Deselect for item discounts or when not using seat handling.

    Yes

    No

    No

    23 - Simple Transaction Exclusivity

    Select this option to have the discount apply to a single transaction. This setting prevents the transaction from receiving a discount more than once.

    Yes

    Yes

    Yes

    24 - Discount is Final

    Select this option to prevent workstation operators from applying additional discounts to the transaction after the discount is posted.

    No

    Yes

    No

    25 - Discount Combo Meal Group Items

    Select this option to discount combo group menu items when the Allow Discounts option is set for the combo group.

    Yes

    Yes

    No

    28 - Apply to Returned or Direct-Voided Menu Items

    Select this option to allow the discount to be applied to returned and voided items.

    No

    Yes

    Yes

    29 - Menu item to use check open time

    Select this option to have a menu item use the check’s open time (instead of using the current time) to determine effectivity of the discount.

    Yes

    Yes

    Yes

    30 - Selected menu item to include parent menu item in discount

    Select this option to include a parent menu item in the discount when the workstation operator selects a child menu item for the discount.

    Yes

    Yes

    Yes

    31 - Net Automatic Service Charge Itemizer

    Select this option to post the net value of the menu item to the Automatic Service Charge Itemizer, reducing the Automatic Service Charge after the discount is applied.

    This option is available when you set option 3 - This is an Item Discount (above) and option 12 - Add to Automatic Service Charge Itemizer from the Menu Item Classes module.

    No

    Yes

    Yes

    32 - Limit Discount value to value of Discountable Item

    Select this option to limit the discountable amount to the item or award when the Amount Off exceeds the item or award. For example, if the Amount Off is $5.00 and the item or award is $4.00, the discount is limited to $4.00.

    Yes

    Yes

    No

    33 - Cash Management Transaction Item

    Select this option to include the discount in Enterprise Cash Management (ECM) tracking and reports.

    Yes

    No

    Yes
  12. Click the RVC Type tab.
  13. Select the revenue centers that can have the discount available.
  14. Click the Menu Levels tab.
  15. In the Menu Level Configuration section, select the Active On Main Levels and Active On Sub Levels on which the discount is active.
  16. In the Main Level Popup and Sub Level Popup sections, select Transaction Default to return the transaction to the default Main Level or Sub Level after the discount is pressed, select 0 - Stay Down to keep the current transaction levels, or select one of the levels 1-8 to become active. Deselect Transaction Default to make the other levels active for selection.
  17. (Optional) If you are using NLUs or SLUs, click the NLU/SLU tab.
  18. (Optional) Enter the unique NLU number for the discount (0 to 255).
  19. (Optional) Select a screen lookup key for the discount from the SLU drop-down list.

    The SLU is configured by selecting the Enterprise or property, clicking Descriptors, and then clicking Discounts.

  20. (Optional) From the MMH SLU drop-down list, select a Mobile MICROS screen lookup key for the discount.
  21. (Optional) From the Icon drop-down list, select an icon to assign to the discount key.
  22. Click the Effectivity tab.
  23. Select the dates, days, and times for the discount to be in effect.
  24. To configure manual discount printing output, click the Output tab, and then select the order devices that will show the discount. Otherwise, skip this step.

    Automatic Discounts and Coupons are excluded from Order Device output.

  25. Click the Effectivity Groups tab.

    Effectivity groups allow you to configure and package promotions so that the menu items and their discounts are only available for a fixed period of time. If effectivity groups do not exist, you must create one or more in the Effectivity Groups module. Configuring Effectivity Groups contains more information.

  26. Click the Add Effectivity Record link.
  27. Click the Select link adjacent to Effectivity Group, select the effectivity group, and then click OK twice. The new effectivity record shows the discount name, Effectivity Status (for example, Active or Future), Date Start, and Date End.
  28. Click Save.
  29. To set an automatic discount to apply to a revenue center:
    1. Select the revenue center, click Setup, and then click RVC Parameters.
    2. Click the Options tab.
    3. Select 48 - Enable Automatic Discounts by Default. If you do not select this option, workstation operators must activate automatic discounts per transaction using one of the following function keys:

      • 655 - Auto Discount Toggle: Switch the automatic discounts for the transaction

      • 656 - Auto Discount Apply: Apply all discounts possible

      • 657 - Auto Discount Remove: Remove all discounts from the transaction

      Examples of the types of discounts that are available with this option include:

      • All appetizers are 25% off

      • All domestic beers are $3.00 during Happy Hour

      • Buy an appetizer, get another one for 50% off

      • Buy an entrée, get $2.00 off a dessert

    4. Click Save.
  30. To configure an Item Price Substitution Discount, see Configuring an Item Price Substitution Discount.
  31. To configure a Quantity Threshold Discount, see Configuring a Quantity Threshold Discount.
  32. To configure a Total Price Threshold Discount, see Configuring a Total Price Threshold Discount.
  33. To configure a Combination Pricing Discount, see Configuring a Combination Pricing Discount.
  34. To configure a Sales Price Discount, see Configuring a Sales Price Discount.

Related Topics

Parent topic: Discounts