Adding a discount or a service charge

  1. Select Editors > Tenders, Discounts, etc. > Manage Discounts.
  2. Click Add Discount.
  3. Specify this information:
    Description
    Specify a name for the discount or service charge.
    By %
    Select this check box to set the discount or service charge as a percentage of the discount amount.
    Amount
    If you are adding a discount, specify a negative value. If you are adding a service charge, specify a positive value.
    Maximum
    If you are adding a discount, specify the maximum value limit of the discount. For example, specify 5 to set the value limit at five for a menu item costing 20 with a 50% discount. Optionally, leave this field blank if you are adding a service charge.
    Down To
    Clear the By % check box, Amount field, and Maximum field to enable this field. Then, specify a fixed value for the discount. Optionally, if you are adding a service charge, leave this field blank.
    Multi
    Select one of these:
    • Only Once

      Select this option to limit the use of the discount to one menu item in a transaction.

    • Multi-Unlimited

      Select this option to set no limit to the discount for multiple menu items in a transaction.

    • Multi-Limited

      Select this option to set a limited amount of uses to the discount in a transaction. Clicking this option enables the Limit field.

    Limit
    Specify the amount of uses for a Multi-Limited discount.
    Type
    Select Discount for applying a discount to a menu item. Optionally, select Service Chg / Discount All for applying a discount to a check or for adding a service charge.
    Tax Settings
    Select one of these:
    • Pre-Tax and Taxable

      Select this option to apply the discount or service charge before taxes are applied. Also, tax values are affected by the discount or service charge.

    • Pre-Tax and Non-Taxable

      Select this option to apply the discount or service charge before taxes are applied. Also, tax values are not affected by the discount or service charge.

    • Post-tax and Non-Taxable

      Select this option to apply the discount or service charge after taxes are applied. Also, tax values are not affected by the discount or service charge.

    Exclusive
    If this check box is selected, the discount cannot be combined with other discounts for menu items or checks.
    Active
    Select this check box to enable the discount or service charge in the selected revenue center.
    Auto Authorize All Family Groups
    Select this check box to apply the discount to all family groups. This check box is enabled when Discount is selected in the Type field.
  4. Click Next.
  5. If applicable, specify the Family Group Permissions and the Job Code Permissions.
    For more information, see Adding a family group to a discount and Adding a job code to a discount or service charge.
  6. Click Save.