Create an Order-Level Discount

An order-level discount is applied to an eligible order.

To create an order-level discount:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Discounts.

  3. From the Disounts menu, select Discount List.

  4. Select New Discount Definition to create a new discount.

  5. Configure the record as needed.

Define General Settings for an Order-Level Discount

Xenial Portal Data Management Ordering Settings Discounts Discount List

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Fields on the Discount List editor marked with a red asterisk are required.

To define general discount settings:

  1. From the pane on the left, open the General page of the discount record.

  2. Locate the General section at the top of the page.

  3. In the Discount Name field, type a name for the discount.

  4. In the Discount Code field, type a code to identify the discount.

  5. From the Discount Type dropdown, select the term that best describes the discount type.

  6. From the Discount Method dropdown, select the method used to discount the price of an eligible order.

    • % Off – Fixed percent. In the Value field, type the percent.

    • $ Off – Fixed dollar amount. In the Value field, type the dollar amount.

    • % Off (prompt) – Variable percent. The order taker is prompted to type the discount percent when the discount is applied. In the Max Value field, type the maximum discount percent.

    • $ Off (prompt) – Variable dollar amount. The order taker is prompted to type the dollar amount when the discount is applied. In the Max Value field, type the maximum dollar amount.

    • Forced Price – The regular price is replaced with a new price. In the Value field, type the new price.

  7. From the Availability field, select the Ordering application screen(s) where the discount is available for selection.

  8. Set the Use Loyalty toggle to On if the discount is processed through a loyalty engine.

    • Enable this option when using an integrated loyalty engine, such as the Mobile API.

Define Employee Discount Settings

To define settings for an employee discount:

  1. Locate the Employee Discount section.

  2. Set the Employee Discount toggle to On to identify the discount as an employee discount.

    • Set the Lookup by Name toggle to On to allow the cashier to lookup the employee receiving the discount by their name.

    • Set the Clocked in Employees Only toggle to On to only allow the application of this discount for employees who are currently clocked in.

Create Alternate PLUs

To allow an order taker to add this discount to an order using alternate PLUs:

  1. Locate the Alternate PLUs section of the General page of the discount record.

  2. Select Create to create a new Alternate PLU.

  3. In the provided field, scan or type the PLU barcode information.

  4. Select Done.

Define Availability Settings for a Discount

To define availability settings for a discount:

Xenial Portal Data Management Ordering Settings Discounts Discount List

  1. Open the Availability page of the discount record.

  2. Locate the Availability section.

  3. Set the Active toggle to Active if the discount is active and available for use at the site.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

Schedule a Discount

To define the dates when the discount is available to customers:

Xenial Portal Data Management Ordering Settings Discounts Discount List

  1. Open the Schedule page of the discount record.

  2. In the Start Date field, type the first date when the discount is available.

    • Type the date in mm/dd/yyyy format –OR–

    • Select the date from the dropdown calendar.

  3. In the End Date field, type the last date when the discount is available.

    • Type the date in mm/dd/yyyy format –OR–

    • Select the date from the dropdown calendar.

  4. In the Start Time field, type the time of day when the discount promotion begins.

    • Type the time in HH/MM/SS AM/PM format –OR–

    • Select the time from the popup clock.

  5. In the End Time field, type the time of day when the discount promotion ends.

    • Type the time in HH/MM/SS AM/PM format –OR–

    • Select the time from the popup clock.

Define Rules for an Order-Level Discount

Xenial Portal Data Management Ordering Settings Discounts Discount List

To define rules that govern the application of an order-level discount at the Ordering application:

  1. Open the Rules page of the discount record.

  2. In the Priority field, type the priority to assign to the discount in relation to other active discounts.

    • If multiple discounts are available, the priority value determines which discount to apply first. A discount with a priority of 1 is applied before a discount with a priority of 2.

  3. In the Max Discount Amount field, type the maximum currency amount that can be discounted from the order total.

  4. In the Minimum Order Subtotal field, type the minimum subtotal required for an order to qualify for the discount.

  5. From the Amount Application Rule dropdown, select the desired option:

    • Gross Item Amount - (default) Discount the gross amount of the item price.

    • Net Item Amount - Discount the net amount of the item price.

  6. From the Discount Application Method dropdown, select the desired option.

    • Manual - The cashier applies the discount to an order.

    • Automatic - The Ordering application automatically applies the discount to an eligible order. Automatic discounts are applied when the cashier selects:

      • The Total Order button to proceed to the tender screen.

      • The Send button to send the order to the kitchen.

      • The Save button to save the order.

  7. Select the desired Exclusive Options:

    • Exclusive Before – Do not apply the discount if another discount is already applied.

    • Exclusive After – Do not allow other discounts (including customer loyalty) once the discount is applied.

  8. Set the Applies to Modifiers toggle to On if the discount is applicable to item modifiers.

    • Negatively-priced item modifiers are not discounted.

    • If this rule is toggled Off, modifier prices are excluded from the discount calculation when the discount is applied.

  9. Set the Applies to Child Items toggle to On if the discount is applicable to child items.

    • If this rule is toggled Off, child item prices are excluded from the discount calculation when the discount is applied.

  10. Set the Apply Post Tax toggle to On to apply the discount AFTER all applicable taxes are applied and calculate.

Define Customer Information for a Discount

Follow these steps if a discount is only eligible for specific customers (e.g. military personnel, students, police officers).

To define customer information for a discount:

Xenial Portal Data Management Ordering Settings Discounts Discount List

  1. Open the Rules page of the discount record.

  2. Locate the Customer info section at the bottom of the page.

  3. Select Add item.

  4. In the Name field, type the name or description of the customer type.

  5. In the Prompt field, type a message to display to the cashier when this discount is applied.

    • For example, remind the cashier that the customer must show their ID to receive the discount.

Define the Application Type for an Order-Level Discount

Xenial Portal Data Management Ordering Settings Discounts Discount List

To define application criteria for a discount:

  1. From the pane on the left, open the Apply Criteria page of the discount record.

  2. Locate the Apply Type section at the top of the page.

  3. From the Apply Type field, select Order to indicate the discount is applied to the order total.

  4. Set the Apply To Liability Items toggle to Yes if gift cards and gift certificates are eligible for the discount.

Define the Criteria for a Discount

Xenial Portal Data Management Ordering Settings Discounts Discount List

The following describes how to define the criteria an order must meet at the Ordering application to qualify for a discount.

To identify the items an order must include:

  1. From the pane on the left, open the Qualify Criteria page of the discount record.

  2. Locate the Inclusive Criteria section.

  3. From the Application Method dropdown, select the desired method for applying the discount criteria. The criteria can include items that must be present in the order, but are not discounted.

    • Purchase All in List – The order must include all the identified items to qualify for the discount.

    • Purchase Any in List – The order must include at least one of the identified items to qualify for the discount.

  4. Locate the Required Items section.

  5. Select Create to create a set of two or more items that are eligible for the discount. From the Add Item Set popup window, perform the following steps:

    • In the Quantity to discount field, type the number of items in the set that are discounted.

    • (Optional) From the Items with Tags dropdown, select the applicable product tags. All items associated with the identified tags are eligible for the discount.

    • In the Selected Items section, select the items that are eligible for the discount.

      • Select Add Items.

      • From the Add Items popup window, select the items.

      • Select Add # Items.

    • Select Save Set.

  6. Repeat step 5 to add additional item sets (if necessary).

(Optional) To identify items that disqualify an order for a discount:

  1. Locate the Exclusive Criteria section.

  2. From the Tags dropdown, select the product tags that disqualify the order. If a customer's order contains any item that is associated with the selected tag(s), the order is NOT eligible for the discount.

Restrict Discount Permissions by Xenial Role

Xenial Portal Data Management Ordering Settings Discounts Discount List

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If restrictions are not defined, all Xenial roles have permission to apply the discount.

To restrict permission to apply the discount:

  1. Open the Roles page of the discount record.

  2. Set the Restrict By Roles toggle to On.

  3. Identify the roles that have permission to apply the discount.

    • From the Available column, select a role.

    • Select the right arrow to move the role to the Included column.

    • Select the left arrow to remove a selected role from the Included column.