Create an Item-Level Discount

An item-level discount is applied to one or more eligible items selected from an order.

To create an item-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 Item-Level Discount

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount List

Note

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 eligible order items.

    • % 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. Set the Distribute Across Scope toggle to On to distribute the discount amount evenly across each of the eligible items on the order.

    Set the toggle to Off to apply the full discount amount to each eligible item on the order.

    • This toggle is only available for:

      • Item-level discounts (Items must be selected from the Apply Type page).

      • The following Discount Methods:

        • $ Off

        • $ Off (Prompt)

        • Forced Price

  8. In the Value field, type the discount value. This value corresponds to the Discount Method selected in step 6. For example, for a $1 Off discount, type 1 in the provided field.

    • This field is only available for the following Discount Methods:

      • % Off

      • $ Off

      • Forced Price

  9. In the Max Value field, type the maximum discount value. This value corresponds to the Discount Method selected in step 6. For example, if the maximum discount value is $1 Off, type 1 in the provided field.

    • This field is only available for the following Discount Methods:

      • % Off (Prompt)

      • $ Off (Prompt)

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

  11. 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 PortalData ManagementOrdering SettingsDiscountsDiscount 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 PortalData ManagementOrdering SettingsDiscountsDiscount 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 Item-Level Discount

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount List

To define rules that govern the application of an item-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 item price.

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

  5. From the Discount Application Setting dropdown, select the desired option.

    • Lowest Priced Item – (default) Apply the discount to the order item with the lowest price.

      • If the discount is applied to more than one item, select this option to apply the discount to the item with the lowest price first.

      • This minimizes the discount value.

    • Highest Priced Item – Apply the discount to the order item with the highest price.

      • If the discount is applied to more than one item, select this option to apply the discount to the item with the highest price first.

      • This maximizes the discount value.

    • Next Highest Priced Item – Apply the discount to the second-highest priced order item when more than one item qualifies.

      • Select this option if the purchase of a higher-priced item is required to qualify for a discount on a lower-priced item.

      • This option is only available for item-level discounts.

  6. 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.

  7. From the When Discount Added, Apply dropdown, select the rule for discounts that are automatically applied.

    • Once - Apply the discount to one eligible item.

    • To everything applicable - Apply the discount to all eligible items on the order.

    • Up to <n> Number of Times - Specify the maximum number of times to apply the discount when the order includes multiple eligible items.

      • Type the maximum number times in the # of times field.

      • For example, if the # of times field value is 2, the discount is only applied to two items no matter how many eligible items are on the order. If the order includes only one eligible item, the discount is applied once.

  8. From the Discount can be applied manually dropdown, select the rule for discounts that are manually applied.

    • Once - Apply the discount to one eligible item.

    • Unlimited number of times - Apply the discount to all eligible items no matter how many are included on the order.

    • Specified number of times - Specify the maximum number of times the cashier may apply the discount when the order includes multiple eligible items.

      • Type the maximum number times in the Number of times field.

  9. From the Discount Application Method dropdown, select the method for applying the discount.

    • Manual - The cashier applies the discount.

    • Automatic - The Ordering application automatically applies the discount to eligible order items. 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.

  10. 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.

  11. 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 to the parent item.

  12. 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 to the parent item.

  13. 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 PortalData ManagementOrdering SettingsDiscountsDiscount 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 Item-Level Discount

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount 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 Item(s) to indicate the discount is applied to one or more eligible items on an order.

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

Identify Eligible Items

This section describes how to identify the items that are eligible for the discount.

To identify a single set of items:

  1. Locate the Items section on the page.

  2. Set the Multiple sets of items to Off.

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

  4. (Optional) From the Tag(s) dropdown, select the applicable product tags. All items associated with the identified tags are eligible for the discount.

  5. From the Condition dropdown, select the applicable option:

    • Only the Following - Only the item(s) identified in the Applied Items section below are eligible for the discount.

    • Exclude the Following - The item(s) identified in the Applied Items section below are NOT eligible for the discount.

  6. In the Applied Items section, select the items that are either eligible or NOT eligible for the discount. The eligibility of the selected items is determined by the option selected from the Condition dropdown in step 4.

    • Select Add Products.

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

    • Select Add # Items.

To identify multiple sets of items:

  1. Locate the Items section on the page.

  2. Set the Multiple sets of items to On.

  3. From the Applies to dropdown, select the desired option:

    • All In List - The order must satisfy all of the listed item sets to qualify for the discount.

    • Any from List - The order qualifies for the discount if any of the listed item sets are satisfied.

  4. Locate the Applied Item Sets 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.

    • From the Condition dropdown, select the applicable option:

      • Only the Following - Only the item(s) identified in the Selected Items section below are eligible for the discount.

      • Exclude the Following - The item(s) identified in the Selected Items section below are NOT eligible for the discount.

    • (Optional) From the Tag(s) 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 either eligible or NOT eligible for the discount. The eligibility of the selected items is determined by the option selected from the Condition dropdown.

      • 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).

Define the Criteria for a Discount

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount 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 PortalData ManagementOrdering SettingsDiscountsDiscount List

Note

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.