Vouchers

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Create and manage discount coupons

Learn how to create Discount Coupons that can be used by customers dining in your restaurant.

Discount Coupons are scannable vouchers that can be used to quickly apply existing restaurant discounts. In this article, you’ll learn how to create discount coupons, and how to use them on the Eats365 POS.

This article only discusses how to create a Discount Coupon. For more information on how to create a discount, refer to Create and manage discounts.

Before you start

A Discount Coupon license is required to be able to set up the Discount Coupon feature on the POS. You may reach out to a Channel Partner or to an Eats365 Sales Agent to purchase a license.

Enable the Discount Coupon feature

Once a license has been created, you or the Channel Partner can turn on the Discount Coupon feature on the Merchant Portal. To turn on the Discount Coupon feature, follow the steps below:

Note: You must have access to group or organization permissions to enable the Discount Coupon feature and access its settings.

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Setting.
Turn on Enable Coupon . Then, under Group Accepting Coupon, turn on Enable All .
At the top right, click on Save.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then General.
Under Enable Coupon, turn on the Discount Coupon feature . Then, under Shops Accepting Discount Coupon, toggle Enable All or turn on the setting individually for each restaurant that accepts discount coupons.
At the top right, tap Save.

Set shared settings for discount coupons

Before generating a discount coupon, you can create presets for Campaign, Account, and Shop Group, these options help you organize and even group-related promotions when creating a discount coupon. To create presets, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Select which Global Setting preset you’d like to add:

Campaign

When your business holds an event where discount coupons will be issued, create a campaign for that event to be able to select it when creating the discount coupons issued for or during the event.

Note: When generating discount coupon codes, adding a Campaign is optional.

At the top right, click on +Campaign.
Enter the Campaign Name.
Next to the Campaign Name field, set the language or keep the language option as Default.
At the top right, click on Add.

Account

For reporting purposes, create an account to be able to specify the account you want the discount coupons you’re creating to appear under.

Note: When generating discount coupon codes, adding an Account is optional.

At the top right, click on +Account.
Enter the Account Name and Account Code.
At the top right, click on Add.

Shop Group

Shop Group determines which restaurants can accept the discount coupons you create. For example, if your business has more than one branch, you can create a shop group with just one branch and another with multiple branches. When creating discount coupons, it’s important to select the correct shop group because the discount coupons you create will be valid at all the branches included in the shop group you choose.

Click on + Add Group.
Set the language or keep the language option as Default.
Next to the language option, enter the Shop Group name. Then, next to the name field, click on Save.
If you’d like to exclude shops from this Shop Group, click on + Add Excluded Shops.
From the drop-down, select the shops you’d like to exclude. Then, next to the drop-down, click on Save.
Once you’re done, click on Save.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Select which Shared Setting preset you’d like to add:

Campaign

When your business holds an event where discount coupons will be issued, create a campaign for that event to be able to select it when creating the discount coupons issued for or during the event.

Note: When generating discount coupon codes, adding a Campaign is optional.

At the top right, click on + Campaign.
Enter the Campaign Name. You can set a different name per language.
At the top right, click on Save.

Account

For reporting purposes, create an account to be able to specify the account you want the discount coupons you’re creating to appear under.

Note: When generating discount coupon codes, adding an Account is optional.

At the top right, click on + Account.
Enter the Account Name and Account ID.
At the top right, click on Save.

Shop Group

Shop Group determines which restaurants can accept the discount coupons you create. For example, if your business has more than one branch, you can create a shop group with just one branch and another with multiple branches. When creating discount coupons, it’s important to select the correct shop group because the discount coupons you create will be valid at all the branches included in the shop group you choose.

Click on + Group.
Enter the Shop Group name. You can set a different name per language.
Next to Available Groups, click on the drop-down to select All Groups or Specified Groups.
1. If you selected Specified Groups, next to Specified Groups, select the specific group in the drop-down list.
If you’d like to exclude shops from this Shop Group, next to Excluded Shops, click on the drop-down and select the shops you’d like to include.
Once you’re done, click on Save.

Create discount coupons

To create a discount coupons, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Coupon.
At the top, enter the quantity of the discount coupon that you’d like to generate. Then, click on Issue.
Enter the Discount Coupon name.
Add the Terms & Conditions of the discount.
Select or add the following information:
- Account
- Campaign
- Type
- Discount Code
  Tip: The Discount Code is the same as the code that you entered when you created the discount.
Set the Start and End date for the Redemption Period.
Next to Serialization Method, select how you want to generate the serial code for your discount coupon. You can choose from the following:
- System Generated - The system generates sequential IDs that follow a pre-defined format that can be used for the coupon. For example: 002-2300000000038, 002-2300000000039.
- User Defined - Select this option to use your own sequential ID that you’d like to use for your discount coupon. To do this, you must download the template file, fill in the Sequential ID column, then re-upload the template file.
- System Generated (Verification Code) - This serialization method is similar to the original System Generated option, however, an additional four-digit verification code is added at the end of the sequential ID for security purposes. For example: 002-2300000000038-uykb, 002-2300000000039-csht.
Under Availability, select a Shop Group.
At the top right, click on Save. A prompt appears where you can enter a password to protect the file. Enter your preferred password, then click on OK. You can also skip this step by leaving the text field blank and then clicking on OK.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then Discount Coupon.
At the top, enter the quantity of the discount coupon that you’d like to generate. Then, click on Issue.
Enter the Discount Coupon name.
Add the Terms & Conditions of the discount.
Select or add the following information:
- Account
- Campaign
- Type
- Discount Code
  Tip: The Discount Code is the same as the code that you entered when you created the discount.
Set the Start and End date for the Redemption Period.
Next to Serialization Method, select how you want to generate the serial code for your discount coupon. You can choose from the following:
- System Generated - The system generates sequential IDs that follow a pre-defined format that can be used for the coupon. For example: 002-2300000000038, 002-2300000000039.
- User Defined - Select this option to use your own sequential ID that you’d like to use for your discount coupon. To do this, you must download the template file, fill in the Sequential ID column, then re-upload the template file.
- System Generated (Verification Code) - This serialization method is similar to the original System Generated option, however, an additional four-digit verification code is added at the end of the sequential ID for security purposes. For example: 002-2300000000038-uykb, 002-2300000000039-csht.
Under Availability, select a Shop Group.
At the top right, click on Save. A prompt appears where you can enter a password to protect the file. Enter your preferred password, then click on OK. You can also skip this step by leaving the text field blank and then clicking on OK.

Once done, an Excel file with the list of sequential ID numbers of discount coupons is automatically created and downloaded to your computer. You can use the sequential numbers when generating QR codes for discount coupons.

Delete Discount Coupons

You can delete Discount Coupons individually or in bulk.

Delete coupons individually

To delete Discount Coupons individually, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Coupon.
Next to the Discount Coupon that you want to delete, click on Delete . A prompt appears to confirm if you want to delete the coupons.
Click on OK to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then Discount Coupon.
Next to the Discount Coupon that you want to delete, click on Delete . A prompt appears to confirm if you want to delete the coupons.
Click on Confirm to delete.

Delete coupons by batch

Note: This is only available on Merchant Portal 2.0.

To delete a whole batch of Discount Coupons, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then Discount Coupon.
Click on Generation History.
Next to the batch of coupons you’d like to delete, click on Delete . A prompt appears to confirm if you want to delete the coupons.
Click on Confirm to delete.

“Deleted” should appear once the batch of coupons has been deleted.

Enable Discount Coupon permission

Once the Discount Coupon has been created, you must enable your staff’s permission to process Discount Coupons on the Eats365 POS.

To enable Discount Coupon permission, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under Staff, tap Users and Permissions. Then, select Role Permission.
Select the role that you want to grant permission to process discount coupons.
Under Discount Permission, turn on Discount Coupon .
At the top right, tap Update to save the changes.

Apply Discount Coupon as payment

To apply a Discount Coupon as payment to an order, follow the steps below:

From the order-taking screen or the payment screen, tap Discount .
Select Discount Coupon.
Scan the code printed on the Discount Coupon.

For more information on how to apply discounts to orders, refer to Apply discounts to an order.

coupons discount