Introducing Discount 2.0, a more flexible and improved discounting structure for your restaurant. While the existing discount feature (now termed Discount 1.0) remains accessible, upgrading to Discount 2.0 and migrating your current discounts is necessary to benefit from new functionalities and enhanced discount management capabilities. 

In this article, you’ll learn how to perform the migration from Discount 1.0 to Discount 2.0.

Before you start

Key considerations for migration

• Not reversible: Upgrading the discounts feature from Discount 1.0 to Discount 2.0 is irreversible. Once you’ve migrated to the new system, you can no longer go back to the old system.
• Organization-wide change: The migration applies to the whole organization. If the restaurant you want to upgrade the discount feature for is part of an organization with multiple restaurants, it’s important to ensure all stakeholders agree with the upgrade before proceeding.
• Recreating Menu Templates: If you have Menu Templates with discounts created using the Discount 1.0 structure, you must convert them using the Discount 2.0 structure after migration and adjust the template as needed.

To learn about what happens to your discount setup after migrating to Discount 2.0, refer to Compare Discount 1.0 and Discount 2.0 functions.

Requirements to upgrade

Before you can initiate the migration, you must first complete the requirements below. Once done, you can then get started on the migration process.

1. Remove existing Online Ordering Discounts

Before migrating to Discount 2.0, it is essential to remove all existing Online Ordering Discounts (also referred to as “User App Discounts”) from the POS system. This specific functionality of the discounts feature is not supported in Discount 2.0.

To learn how to delete Online Ordering Discounts on the Eats365 POS or Merchant Portal, refer to Create and manage discounts.

2. Update POS software

Ensure that all POS devices across the organization are updated to app version 2.73 or later. To update the POS app, follow the steps below:

1. On the iPad where the POS app is installed, open the App Store .
2. Search for “Eats365 POS.” 
3. If there’s a pending update, you’ll find an “Update” button. Tap it and wait for the update to finish.
   

3. Cancel scheduled Menu Templates

If you have existing Menu Templates that are scheduled for automatic application at a future date, you must cancel the scheduled application before migrating to Discount 2.0. Existing menu templates, which utilize the Discount 1.0 structure, are incompatible with the new discounting structure.

Following the upgrade to Discount 2.0, any pre-existing Menu Templates will display a “Migration Needed” status. To use Menu Templates with discounts after migrating, you must convert and adjust them to align with the Discount 2.0 structure. Refer to Migrate a Menu Template to Discount 2.0 to learn more.

Migrate from Discount 1.0 to Discount 2.0

Once you’ve completed the requirements, you can get started on the migration process. To do this, follow the steps below:

1. Log in to the Merchant Portal.
2. On the left panel, click on Discount. Then, select any discount.
   
3. On the banner, click on Migrate to Discount 2.0.
   
4. Select Migrate to Discount 2.0 again to proceed.
   
5. On the “Upgrade Compatibility Checklist” prompt, click on Continue with Upgrade. 
   Note: The “Continue with upgrade” button will only be active once all the necessary pre-migration steps have been completed. Refer to the checklist on the screen or in the “Requirements to upgrade” section above to ensure all required action(s) are addressed before proceeding.
   
6. To confirm the upgrade, place a check mark on “l acknowledge and understand that this migration is irreversible.” Then, click on Confirm Upgrade.
   

Upon completion of the migration process, the Merchant Portal will automatically refresh and display the new Discount 2.0 user interface.