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        • Add restrictions to discount usage (Discount 1.0)
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Table of Contents

Create an item discount (Discount 2.0)

Learn how to create discounts that apply to selected items using Discount 2.0.

An “Item Discount” can be used to deduct a certain percentage or a fixed amount from an item’s price, set the price of an item as free, or offer a complimentary item to eligible customers. Sample discounts that you can create under this discount type include: 

  • Percentage off (Get 10% off when you reach $100 on a certain item)
  • Amount off (Get $10 off when you spend $100 on a certain item)
  • Free (Get a free sandwich on your birthday)
  • Complimentary Item (Buy 1 Get 1 Free)

For more information on the other discount types that you can create, refer to Set up discounts (Discount 2.0).

In this article, you'll learn how to create an item discount. 

Before you start

  • Ensure your discount settings have been migrated to the new “Discount 2.0” on the Merchant Portal. For more information about discount migration, refer to Migrate to Discount 2.0. 
  • Discount 2.0 is supported on the POS version 2.73 or later.
  • Creating a discount using Discount 2.0 is currently only available on the Merchant Portal 2.0.
  • Ensure that you've created at least one discount folder and discount tags before creating an item discount. For more information, refer to Set up discounts (Discount 2.0).

Create an item discount

To set up an item discount, follow the steps below:

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Discount.
  3. At the top right, click on +Add Discount.
  4. Select Item Discount as the discount type.
  5. Configure the discount to your preferred settings.
  6. At the top right, click on Save to confirm.

You can configure the following settings:

Basic Information

Language

Click on the respective language tab to add discount information per language. 

Delete

Note: To add another language, go to System PreferencesPortal Configuration. Then, select the languages that you want to add. For more information, refer to Manage System Preferences.

Delete

Discount Name

Enter a name for the discount. This is the discount name that appears on relevant modules, including the Eats365 POS, Branded Online Store, and the Self Order Kiosk.

Delete

Display Name

Enter a display name for the discount. This is the discount name that appears on printed tickets and receipts.

Delete

Discount Description

Add the discount’s description. This description will appear on consumer-facing modules such as the Branded Online Store and the Self Order Kiosk.

Delete

Terms and Conditions

Add the terms and conditions that apply to the discount.

Delete

Upload Image

Add an image to make the discount easily identifiable.

Delete

Status

Select whether the discount becomes “Active” or remains “Inactive” upon creating the discount.

  • Active - The discount automatically becomes available for use. 
  • Inactive - The discount is created but won’t be available for use.

Summary

View a summary of the discount configuration.

Discount Details

Exclude Bundle Discount Item

Enable this setting to restrict the discount from being applied to items already included in a bundle discount.

Delete

Auto Apply

Enable this setting to allow the system to apply the discount to eligible orders automatically.

Delete

Limit Discount Usage Per Order

Enable this setting to limit the number of times the discount can be used in the same order. For more information on limiting discount usage per order, refer to Add restrictions to discount usage (Discount 2.0).

Delete

Discount Code

Add the code to associate with the discount. The “Discount Code” can be used to apply discounts on relevant modules easily or associate a discount coupon with a specific discount.

Delete

Note: 

  • You can use the discount code to search for a specific discount on the Eats365 POS.
  • If the discount can be used for online ordering, the “Discount Code” is what customers will enter in the Branded Online Store to apply the discount to their orders. 
  • To enable applying discounts on the Branded Online Store using discount codes, you must turn on “Enable Apply Discount Code” in the Branded Online Store settings.
  • If “Allow Redemption through API” is enabled, the "Discount Code" becomes a mandatory field.

Available Quantity

Delete

Note: This is an optional setting. To configure the available quantity for discounts, click on Add Available Quantity.

Add the available quantity for the discount. This option can be used to create limited-quantity discounts. 

Delete

Item Code (Reporting)

Delete

Note: This is an optional setting. To set up an item code for reporting purposes, click on Add Available Quantity.

Set a specific reporting ID for the discount. This allows the system to group discounts with the same reporting ID as the same discount for consolidated analysis.

Delete

Discount Tags

Add tags to associate with the discount. The “Discount Tag" can be used to quickly search for a discount on the POS.

Add to Folder

Select the discount folder where the discount will be filed under. 

Condition

Requirement

Set the condition that customers must meet to be eligible for the discount. You can add multiple conditions to the same discount. To add another condition, click on +Add New Condition.

  • None - Select this option to allow the system to apply the discount to all orders at any time.
  • Order Value - Set the total order amount that customers must meet to avail of the discount. 
    Note: 
    • The total order amount excludes the price of complimentary items and excluded items.
    • To restrict specific items from being included in the discount, tick the box next to “Exclude Items” and select the items that you want to exclude.
  • Order Quantity - Set the required order quantity that customers must purchase to get the discount. You can set the order quantity to apply to all items or configure the setting to apply to specific items.
  • Party Size - Set the minimum party size required to be eligible for the discount. You can set the party size to apply to a specific party size range or an age group.
Delete

Offer

Depending on the discount type you’re creating, the default offer type changes. For example, if you’re creating an item discount, “Item Discount” is set as the default offer type. You must fill out this section first before adding another offer type. To add more offers, click on +Add New Offer. For more information on other offer types, refer to Create an order discount and Create a zero-value discount.

Use the guide below to learn how to create different item discount offers:

Item Discount - Percentage Off

To create an item discount that deducts a certain percentage from the item price, follow the steps below:

  1. Under “Discount Value,” select Percentage Off (%). 
  2. Enter the percentage to be deducted from the item price.
  3. Enable Maximum Discount Amount to set a limit on the discount amount that can be added to the item.
  4. Next to “Applies to,” select the specific items where the discount applies.
  5. Enable Exclude Item to exclude specific items from receiving the discount.
  6. Next to “Discount Behavior,” select how the discount applies to eligible items. You can choose from the following options: 
    • Applies to selected items - Select this option to apply the item discount to the selected items.
    • Limit Item Quantity - Select this option to apply the item discount on a limited quantity basis.
  7. Next to “Discount to,” select whether the discount applies to “Higher-Priced Items(s)” or “Lower-Priced Item(s)”.
    Note: This option becomes available if “Limit Item Quantity” is selected as the discount behavior.
Delete

Item Discount - Amount Off

To create an item discount that deducts a fixed amount from the item price, follow the steps below:

  1. Under “Discount Value,” select Amount Off ($).
  2. Enter the amount to be deducted from the item price.
  3. Next to “Applies to,” select the specific items where the discount applies.
  4. Enable Exclude Item to exclude specific items from receiving the discount.
  5. Next to “Discount Behavior,” select how the discount applies to eligible items. You can choose from the following options: 
    • Discount to each Selected Items - Select this option to apply the item discount to all selected items.
    • Limit Item Quantity - Select this option to apply the item discount on a limited quantity basis. For example, if you add "2" as the item quantity limit, then the discount will apply to two eligible items only. When this is selected, the system will apply the discount to either higher-priced items or lower-priced items, depending on the configuration.
    • Capped Amount Off - Select this option to set a limit on the maximum amount that can be deducted from an order using the discount. For example, if you set the "Amount Off" value to $10, the maximum amount that can be discounted from the order price using the discount is $10.
  6. Next to “Discount to,” select whether the discount applies to “Higher-Priced Items(s)” or “Lower-Priced Item(s)”.
    Note: This option becomes available if “Limit Item Quantity” is selected as the discount behavior.
Delete

Item Discount - Free

This offer applies to existing items already added to the order. When applied, an item’s price becomes free.

To create an item discount that adds selected items to the order free of charge, follow the steps below:

  1. Under “Discount Value,” select Free.
  2. Next to “Applies to,” select which items can become a free item upon receiving the discount.
  3. Next to “Quantity,” select how many items can be tagged as free upon applying the discount.
  4. Enable Exclude Item to exclude specific items from receiving the discount.
  5. Next to “Discount to,” select whether the discount applies to “Higher-Priced Item(s)” or “Lower-Priced Item(s)”.
Delete

Item Discount - Complimentary Item

This offer entitles a customer to a complimentary item. When the discount is applied, a complimentary item will be added to the order.

To create an item discount that entitles a customer to a complimentary item, follow the steps below:

  1. Under “Discount Value,” select Complimentary Item.
  2. Next to “Applies to,” select the complimentary item that the customer receives.
    Note: You can only select one complimentary item.
  3. Next to “Quantity,” select how many complimentary items can be added upon applying the discount.
  4. Next to “Discount Value,” select how the value of the complimentary item appears on the POS. You can select from the following options: 
    • With Discount Value - The complimentary item price appears as a discounted item on the POS.
    • No Discount Value - The complimentary item becomes a zero-priced item on the POS.
Delete

Recursive

Delete

Important: 

  • To enable “Recursive,” you must have a condition already set for the discount.
  • “Recursive” isn't available when the discount behavior applies to selected items.

Enable this setting to allow the discount offer to be applied multiple times within the same order if the specified conditions are met repeatedly. 
For example, with a “Buy 1 Get 1” promotion, enabling “Recursive” would allow a customer who buys two of the same item to receive two additional items for free, effectively creating a “Buy 2 Get 2” offer.

Competitive

Configure how discounts are applied when multiple discounts are present on the same order. You can choose between applying all eligible discounts or applying only the discount with the highest value.

  • Non-competitive: Select this option to allow the discount to apply with other discounts, including competitive discounts. All non-competitive discounts will be applied to the order.
  • Competitive: Select this option if the discount is similar to or could overlap with another discount. When “Competitive” is selected, the system will automatically apply only the discount with the greatest value to the order. 
    Note: 
    • Only one competitive discount can remain on the order. However, a competitive discount can be placed together with non-competitive discounts.
    • The “Offer” value must be set to “Percentage Off” to enable the “Competitive” option.
    • The discount behavior must be set to “Applies to selected items” to select “Competitive.”

Eligibility

Customer Eligibility

Select whether the discount applies to all customers or is exclusive to specific member plans. You can choose from the following options: 

  • All - Select this option if the discount applies to all customers, regardless of membership plan. 
  • Specific Member Plans- Select this option if the discount applies to specific membership plans. The eligible membermust be associated with the order to apply the discount.
    • Eats365 membership plans - To apply a discount to an Eats365 membership plan, click on Browse, then choose from the list of available membership plans.
    • Third-Party membership plans - To apply a discount to a third-party membership plan, click on the checkbox next to "Third-Party CRM Member Plan Code. Then, click on +Add New Member Code and enter the code associated with the membership plan.
Delete

Discount Availability

Available Dining Modes 

Select the dining mode where the discount will be available for use. 

Delete

Tip: Tick the checkbox next to “Available Dining Modes” to select all options simultaneously.

Delete

Available for Pre-order

Enable this setting to allow the discount to be applied to the next operation period pre-orders.

Delete

Available Dates

Select the start and end date for the availability of the discount.


Delete

Time Slots

Select the days and time when the discount can be applied to an order.

Delete

Note: If "Date Group" is available, you can also customize the discount to appear during “Special Handling Dates” or define “Unavailable Dates.” For more information about Date Group, refer to Create and manage Date Groups.

Delete

Available Modules

Select the modules where the discount can be applied. You can configure the discount to apply to selected merchant-facing or customer-facing modules. 

To restrict the discount from appearing on a module's discount list, toggle on Hide from Discount List . When this is enabled, the discount remains available for use, however, users won't be able to view the discount on the specific module. 

Delete

Tip: You may select this option to restrict users from manually adding discounts to orders.

Roles & Permissions

Select which roles can access and apply the discount.

Use an existing discount to create a new discount

When creating a discount with details and settings that are similar to an already existing one, you can create a copy of the existing discount and use it to create a new discount. Duplicating a discount copies the original information of the discount into a new discount, reducing the effort needed to create it from scratch. 

To duplicate an existing discount, follow the steps below:

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on DiscountDiscount.
  3. Next to the discount you’d like to duplicate, click on Copy. This creates a new discount with the same information as the original discount.
  4. Configure the discount settings to fit the new discount. 
  5. At the top right, click on Save to confirm.
item discount discount 2.0 set up item discount discount per item

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Related Articles

  • Compare Discount 1.0 and Discount 2.0 functions
  • Migrate to Discount 2.0
  • Create and manage discounts (Discount 1.0)
  • Set up discounts (Discount 2.0)
  • Create an order discount (Discount 2.0)
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