Setting Up Discount Cards
Follow these instructions to set up discount cards, such as membership discount cards for restaurants, or to apply employee discounts.
- Create a card rule. Card Rule Configuration Reference contains information and instructions for setting up the set of cards.
- Create an eligibility rule to require at least one purchase. Eligibility Rule Configuration Reference contains
more information about eligibility rules.
- Create a Use with Loyalty Rule eligibility rule.
- Select the Num Items in Transaction item rule type, and then enter 1 as the Item Quantity.
- 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.
- Configure the discount. Loyalty Rule Configuration Reference contains more information about loyalty rules.
- Create a Points Awards Rule loyalty rule.
- Select the Eligibility Rule you created.
- On the Awards tab, select Points Balance Total from Balance Use Type.
- Enter 0 in Point Threshold.
- Select Issue Immediate Discount from Award Type.
- Configure the discount by selecting the Award Discount Type, and then entering the Discount & Award Amount or Discount Percentage based on the selected type.
- Enter 0 in Point Cost.
- If you want the receipt to print with a message about the discount, enter the message in POS Print Text.
- Select Require Customer Info to require that the customer have an account before they can begin using the discounts.
- Set up the loyalty program. Loyalty Programs Configuration Reference contains
more information about loyalty programs.
- Create a Loyalty program.
- 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.
- Set up the card accounts for the discount card program:
- 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.
Parent topic: Card Programs