Configure Discounts

Select the Enterprise, click Configuration, and then click Discounts.

Click the Insert icon (

) on the toolbar.

In the Insert Record dialog, enter the Record Name, and then click OK.

Double-click the new discount record.

On the General tab, enter the customer-facing service charge name that will appear in Simphony Transaction Services Gen 2 in the Consumer Display Name field.

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)

(Optional) Enter the minimum menu item subtotal required on a check to apply the discount in the Min Amount field.

To configure a manual discount, enter the following information. Otherwise, skip this step.

To use a percent discount, enter the percentage in the Percent field.
If configuring an open-priced discount (this prompts for the amount or percentage on the POS), select option 1 - ON = Open; OFF = Preset and then enter the maximum amount allowed for the discount in the Max Amount field.
If configuring a preset amount discount, select option 2 - ON = Amount; OFF = Percentage and then enter the amount of the discount in the Amount field.

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

You can turn off temporary discounts by deselecting Enabled.

Select the Tax Class to use for the discount.

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.

Select the method to determine how condiment menu items are discounted from the Condiment Discountability drop-down list.

Condiments typically provide details to the cook preparing the menu item, such as a rare steak and peppercorn sauce. The steak is the parent; the meat temperature and sauce are the condiments.

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.

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.

Select the Print Class to associate with the discount.

Introduction to Print Class Output contains more information.

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 10-2 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 workstation. 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 workstation 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
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 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

Click the Menu Levels tab.

In the Menu Level Configuration section, select the Active On Main Levels and Active On Sub Levels on which the discount is active.

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.

Click the Effectivity tab, and then select the dates, days, and times for the discount to be in effect.

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. Configure Effectivity Groups contains more information.

Click the Add Effectivity Record link.

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.

Click Save.

To set an automatic discount to apply to the revenue center:

Select the revenue center, click Setup, and then click RVC Parameters.
Click the Options tab.
Select 48 - Enable Automatic Discounts by Default.
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
Click Save.