Enterprise - Discounts Overview

Appetize Academy - Discounts

Want to learn more about Discounts on Connect? Check out our course for Discounts in Appetize Academy.

Overview

To access Discounts in Connect, navigate to the Discounts section.

Discount Page Overview

Once a Discount is created, it will be visible on the Discounts page. For details on the various types of reductions that can be configured, please see Discount Types.

• Search Filters 
  • Search by Name or Reference ID
  • Filter by Start Date
  • Filter by End Date
  • Filter by Combinable Yes/No
  • Filter by Status Activated/Deactivated
• Create New:  Create a new Discount.
• Ref ID:  Discount Reference ID
• Name:  Name of Discount.
• Status:  Status indicates if the discount is Active or Deactivated.
• Start Date:  The Start Date of the discount.
• End Date:  The End Date of the discount.
• Is Combinable:  Indicates if the discount is combinable with other discounts.)
• Priority:  The priority ranking assigned to a discount indicates the order the discount should be applied to the transaction.
• Ellipsis Functions:
  • Edit:  Allows the user to edit the discount.
  • Clone:  Allows the user to copy the discount.
  • Deactivate:  Allows the user to deactivate the discount.
  • Delete:  Allows the user to delete the discount. 

Create Discount

1. Select Create New.
2. Enter the Discount details on the Basic Info tab. 
   Note: * indicates a required field. 
   
   • Name (Internal Use)*:  Internal Discount Name 
   • Display Name*:  Customer Facing/Terminal Discount Display Name
   • Discount Details*:  Add additional details as the Description.
   • Reference ID*: The Discount Reference ID can include numbers and letters. 
   • Reference Tag(s): Optional Tags can be added for Reporting.
   • Activation Date Time*:  Discount Start Time 
   • Expiration Date Time*:  Discount End Time
     
     
     
     
   • Does this promotion repeat weekly?:  If yes, configure the day(s) of the week it will repeat and the timeframe. 
   • Priority*:  Priority dictates the order in which multiple discounts are applied to a transaction.
     • The lower the number the higher the priority.
   • Combinable   
     • Yes:  Allows the discount to be combined with other discounts on a transaction.
     • No:  Discount cannot be combined with other discounts on a transaction.
   • Dining Plan Eligible: Allow Discount to apply to Dining Plan transactions.
   • Auto Apply:   
     • Yes:  Automatically apply the discount to a transaction if discount rules are satisfied.
     •  No:  User manually applies the discount.
   • Is Promotion Removable During Transaction:  
     • Yes: Allows the operator to remove the promotion during the transaction.
     • No: Users cannot remove the promotion during the transaction.
   • Removal of this discount or Promotion Requires Approval:
     • Yes: Discount can only be removed with a Manager Override. 
     • No: Discount does not require approval and the operator can remove the discount on the transaction.
   • Requires Data Validation: Utilized with external discount/promotion integrations to verify the discount's validity. 
     
     
3. Select the Discount Rules tab to enter additional required data. 
   Note: * indicates a required field. 
   • Type*: The Discount or Promotion that will be used.
     • For more information on each option, see Discount Types.
   • Discount Logic*:  How the discount will work based on the chosen template.
   • Promotion Usage Limit*:  Set whether the Promotion can be used unlimited times or only X times per transaction.
   • Application Usage Limit*: Enter the number of how many eligible items/grouping of items a Promotion can be applied to per transaction. 
   • Rounding Type*:  How the discount will round towards the total.
     • Standard
     • Up
     • Down
     • Truncate
   • Award Rules
     • Best for Customer: When there are multiple discounts available, the one that provides the greatest discount for the customer is applied to the cart. 
     • Best for Merchant: When there are multiple discounts available, the one that retains the most revenue for the store will be applied to the cart. 
   • Discount Type:  Set the discount to apply to the Item, Order, or Both.
   • Reward Limit: Set a threshold for maximum $ amount the promotion can apply to the transaction.
   • Automatic Linked Discount: Auto-Assign additional discounts/promotions to apply when the parent discount/promotion is selected.
4. Once all Required fields have been completed, select Save to finish creating the Discount. 
   
   

Configure Discount

Assign Vendors

1. Select the Discount to edit.
2. Click the Assigned Vendors tab. 
3. Select Add Vendor.
4. Use the Assign button to add to Vendors.
5. Select Unassign to remove the vendor.
   
   

Tender Restriction

1. Select the Tender Restriction tab.
2. Toggle Enable Tender Restrictions? to Yes if not all tenders are eligible to use the Discount.
3. Set the available tenders to Active or Inactive.
4. Use the Activate All, De-activate All, or Reset All options for mass updates. 
   
   
5. When Custom Tender is set to Inactive, specific Custom Tenders can be set to Active.
   • Click the Select Allowed Custom Tenders to make individual tenders Active.
     
     

Card Restriction

Enable Card Restrictions to allow the discount to work only with specific Card Types. A Restriction Config must be entered to enable.

Codes

Codes can be added to use with the Discount.

1. Select Add Code.
   
   • Code: Enter the code that will be used at the terminal.
   • Usage Limit: Determine how many times the code can be used for the venue.
     
     • Set to 0 for unlimited use.
   • Per user use limit: Determine how many times the code can be used per transaction.
     • Set to 0 for unlimited use.
2. Select Save to add the code.
3. Select the dropdown Arrow icon to Export and Import Codes. 
   

History

The History tab will display any updates that were made to the Discount.