Create an Order-Level Discount

Create a discount a customer can redeem at the Ordering application when their order meets certain criteria. 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. Select Discount List.

  4. Select New Discount Definition.

  5. Configure the record as needed.

Define General Settings for an Order-Level Discount

Note

Fields with a red asterisk are required.

To define general discount settings:

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount List

  1. Open the General page of the discount record.

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

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

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

  5. From the Discount Method dropdown, select the method used to discount an eligible order.

    • % off – Discount the price by a fixed percent. In the Value field, type the percent.

    • $ off – Discount the price by a fixed dollar amount. Type the dollar amount in the Value field.

    • % off (prompt) – Discount the price by a variable percent. The order taker is prompted to type the discount percent when the discount is applied. Type the maximum discount percent in the Max Value field.

    • $ off (prompt) – Discount the price by a variable dollar amount. The order taker is prompted to type the dollar amount when the discount is applied. Type the maximum dollar amount in the Max Value field.

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

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

  7. From the Apply Type dropdown, select Orders.

  8. Set the Apply To Liability Items toggle to On if liability items (e.g. gift cards, gift certificates) are eligible for the discount.

  9. 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 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 currently available 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.

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

Note

Type the Start Time and End Time in 24-hour clock format.

Define Rules for an Order-Level Discount

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

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount List

  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.

    • A discount with a priority of 1 is applied to an order before a discount with a priority of 2.

  3. In the Max discount amount $ field, type the maximum dollar amount to discount from an order total when this discount is applied.

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

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

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

      • This minimizes the value of the discount.

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

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

      • This maximizes the value of the discount.

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

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

  6. 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.

  7. 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.

  8. 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.

  9. 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 Criteria for a Discount

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:

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount List

  1. Open the 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 from List – The order must include at least one of the identified items to qualify for the discount.

  4. Select Add Items To Discount to open the Add Items To Discount window.

  5. From the Discount Scope Type dropdown menu, select the application option:

    • Products - Select specific products that are eligible for the discount.

    • Tags - Select specific product tags for the discount. All products associated with the selected tag(s) are considered eligible for the discount.

    • Both - Select both products and tags.

  6. Select the products and/or tags that are eligible for the discount.

  7. In the Quantity Required field, type the number of items the customer's order must include to qualify for the discount.

  8. Select Save.

  9. Repeat steps 4-7 to add additional sets of products and/or tags as needed.

(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 product that is associated with the selected tag(s), the order is NOT eligible for the discount.

Restrict Discount Edit Permissions by Xenial Role

Note

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

To restrict permission to edit a discount record to specific Xenial roles:

Xenial PortalData ManagementOrdering SettingsDiscountsDiscount List

  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 edit the discount record.

    • 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.