Discounts / Coupons

iQ-POS includes a powerful discounting feature. Users can track discounts, apply discounts on an item-by-item level, and create a list of pre-defined discounts. Each discount can have its own restrictions, options, and security features to help management control how discounts are applied.

For example, each discount:

• Can be set to percent or amount.

• Can be configured to show the discount amount applied to a specific line item or off the total check amount on the guest receipt.

• Can be made available for use by all staff, or only by Manager/Supervisor.

• Can be restricted to specific outlet(s), item classification(s), and/or specific item numbers.

• Can be limited to maximum dollar values and maximum uses per seat and per check.

• Can be configured with a “strategy” for applying the discount: apply to least expensive first or most expensive item first.

Full audit details are available on a discount-by-discount basis, and discount reporting can be created using the Quick Reports feature in iQ-POS.

To create discounts, select Maintenance > Configuration and Settings > Global Settings > Accounts/Discounts > Discounts and Coupons.

General

Discount Information

Description - Enter a description to display on the terminal screen.

POS Receipt - Enter a description to print on the detail receipt.

Display Index - Enter a number to position where in the list of discounts this discount will appear. Lower numbers appear first and should be used for discounts that are used more often.

Discount Type

Percent or Amount - Select whether the discount will be based on a percentage or be a flat amount.

Prompt for Amount Override - When checked, the user is prompted to enter the percentage or amount of discount to be applied. Otherwise, the default amount is applied automatically.

Amount - Enter the percentage or amount of the discount. For $10 off, enter 10. For a 50% discount, enter 50. For a Free Drink Coupon, enter 100 to give a 100% discount.

Show Discount Amounts on Receipt

This is where you can choose how the discount is displayed on the Detail Receipt.

Reduce actual line item by discount amount - The discounted amount of the item is printed on the receipt. For example, for a lobster dinner at $39.95 with a $10 off coupon, on the receipt a single line for $29.95 would be printed.

Show full price of line item and then each discount - With this option, the discounted price is printed as a line item with the discount amount printed as a notation. Using the same example as above, on the Detail receipt, a line for the lobster dinner would print for $29.95 and below it a notation showing the $10 discount.

Show full price of item and total discount before total - This option will print the full price of the item being discounted then a second line item for the discount. Continuing our example, on the Detail Receipt, a line for the lobster dinner would print for $39.95 and another line item for the discount would print showing the $10 discount.

Applied as one total as new line item (VAT/GST Only) - The discount will be applied as a new line item based on the final check total.

important

This should only be used in a VAT/GST environment since the amount is discounted on the AFTER TAX AMOUNT.

Be sure you understand the ramifications of your accounts being updated differently in each of these options.

Apply Discount also to Modifier Items - Check this option to apply the discount to any modifiers that have a charge. Unchecked only the amount of the item will be discounted.

Manager/Supervisor Only - This discount will only display for users with security access set to Manager or Supervisor.

Disable - Check this option to not allow a discount to be used, but not delete it. Use this for a seasonal discount so you do not have to recreated the discount each time it is needed.

Restrictions

POS Outlets - Check the outlet(s) where the discount is can be used. Workstations with the Outlet set to 0 will show all discounts.

Classifications - This allows you to only apply discounts to a certain group of items such as only Drink Items in the case of a Free-Drink coupon.

Item - Enter the Item Number if the discount only applies to one particular item such as a "Free Pool Pass" where it will only apply if that particular inventory item is used on the guest check.

Limitations

Maximum Check Values

Maximum Dollar Value per Seat - Enter the maximum amount that can be applied to each seat on a check. For example, for a coupon that gives a 10% discount with a maximum value of $20, enter 20. Even if the guest bill for this seat is $250, the amount of the discount applied would be $20.

Max Uses per Seat - Enter the maximum number of times the discount can be applied per seat. With one(1) entered, the discount can only be applied once per seat on a check. For example, for a table of four, each with a 10% off coupon, the check should be split into four seats and the discount applied once to each seat.

Max Uses per Check - Enter the maximum number of times the discount can be applied on a check. Set to two(2), the discount would only be allowed twice. For example, for a table of four, each with a 10% off coupon, the discount could only be applied twice, regardless of how many seats the check is split into.

Note: Zero(0) entered for any of the above options means no limit is placed on the option.

Discount Applying Strategy

Lowest Value Item to Highest Value Item - Select this strategy to discount the lowest value item first, then the next lowest value item if another discount is applied. For example, if a gift shop runs a 50% off items of equal or lesser value, use this option to make sure the discount is always taken off the lowest value item.

Highest Value Item to Lowest Value Item - Select this strategy to discount the highest value item first, then the next highest value item if another discount is applied.

User Prompted and Picks which Items to Apply discount - This option allows the server to choose the items to be discounted. An example for this option is "Write Off - Customer Complaint" which it would be 100% and the user would pick which items are being written off.

Audit Details

Information on the total amount of discount given along with how many times the discount was applied by audit date is displayed.

Display as Chart

Select this option to display how many of each Discount were used for a time frame. Press Display as Chart then select a time frame from the drop down box and press OK. The chart will display the number of times each discount was used. In the Chart Data section, use the drop down box to select to display the total value for the month for each discount.

For more information on viewing different data on a chart, see the Displaying Data section in the roomMaster help text under Charts and Graphs.