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 Overview

Businesses occasionally offer promotions for their products at a discounted price as a strategy to increase sales. The kinds of discounts a business may offer may vary greatly, from a simple, Employee 20% Discount, to a more complex Buy 2 get the 3rd 50% off Discount. Revel Systems is equipped to handle a wide range of these kinds of discounts, all which will be set up in the management console for use on the point of sale station itself.

Creating a Standard Discount 

To access and create Discounts, log into your management console, and click on the Products tab. On the left-hand side, click on Discounts. This will display all Discounts that are currently available on your system.

To create a basic discount, enter a name for the discount in the Name field, and then select a discount type. Then, fill in the percentage or amount value.

Discount Type

  • Amount – the dollar value that will be discounted. E.g. 2.00 for $2.00 off.
  • Percentage – the percentage that will be discounted. Note: use whole numbers to fill this field, i.e. 10.00 for a 10% discount, NOT 0.10.
  • Re-Price – the dollar value to which the product price is lowered. E.g. a coffee regularly priced at $3.00 will be brought down to $2.00 if the Amount field is set to 2.00.
  • Alt Price – short for Alternate Price. Denotes the dollar value that the product will be charged for depending on the Alt. Price amount set in the Product Details.

Qualification Type

Next, select a Qualification Type. This will define how the discount will be applied in an order scenario. The options are All, Item, and Order:

  • Item – select Item if this discount should only be applied at the Item level. This will make the discount available on the POS only if an employee taps on a product on the order screen to bring up the Product Details, and then tap on Discount Item.
  • Order – select Order if this discount should only be applied at the Order level. This will make the discount available on the POS only if an employee taps on the Discount Order button at the bottom of the order screen.
  • All – select All if you want this discount to be available for all of the above options.

If the Qualification Type Order or Item is selected, you have the option to select if the discount only pertains to specific products. The options are as follows: 

  • Product– select Product if this discount should apply to a single Product on your menu. Then, enter the product name in the next field marked Qualifying Data.
  • Group – select Group if this discount should apply only to specific Product Groups. Then, enter the Group or Groups in the adjacent Qualifying Data field.
  • Class – select Class if this discount should apply only to specific Product Classes. Then, enter the Class or Classes in the adjacent Qualifying Data field.

Note: If Qualification Type Order is selected, the discount will be placed at item level for qualifying products.

Qualifying Data

Depending on the Qualification Type/Sub-Type selected in the previous field, enter the corresponding Product/Group/Class that pertains to the discount. This means, the discount can only apply to specific set of products or individual products.

Discount at Item Level

For Group and Class, there will be an additional checkbox for Discount at Item Level. Check the box if you would like the discounts to apply individually across all products on the order that belong to that Group or Class. Leave the box unchecked if you want the discount to just be taken off of the entire amount of the order.

Taxed

The Taxed box is meant for cases in which tax is assessed against post discount price or pre-discount price. If checked on, tax is calculated based on new total. If checked off, tax is calculated based on pre-discount price.

A taxed 100% order discount will allow the customer to leave without paying. An untaxed 100% order discount will require the customer to pay the taxes on the order.

Once you've entered in the required fields, click the '+' Plus icon to the right to add this Discount.

Editing Discounts

To edit the advanced details for this discount, click the three horizontal-lined details button to the right.

Discount Details

This screen will allow you to edit any of the original details of the discount in addition to the following:

Barcode – if the discount should be scanned by barcode, enter the discount's barcode here
Discount Code – if the discount requires entering a unique discount code, check the corresponding box. Then, use the Import Discount Codes function at the bottom of the page to upload the sheet of codes
Active – dictates whether the discount is available to be applied at all
Brand Level – dictates whether the discount is available to other establishments within the same Brand - should only be for order or class discounts.
Display on iPad – makes the discount available to be applied manually on the POS app. Keep this checked if using barcoded discounts or discount codes
Password Required – makes the discount require a managerial pin. This action will be logged into the Action Log report.
Auto Apply – automatically applies this discount to an order if the discount rule conditions are met
How Often Apply – how many times the discount can be applied to a single order. The options are:

  • Once per order – discount can only ever be applied to a single product
  • Once per user selection – discount will be applied again each time the user selects it
  • To all applicable items – discount will be applied every time the qualification rules are met 

Basic Discount Rules

Wholesale — A wholesale discount will change the actual price of the product. It will not appear as a discount on the order, on receipts or on reports.
Effective Dates/Times – the days of the week and/or times of day when this discount is applicable. Use this for discounts like Happy Hours or limited time offers
Maximum off — the maximum dollar amount that can be discounted with this discount
Minimum amount — enter a value here to enforce a minimum purchase before applying the selected discount
Apply to Base Product Only – discount will be calculated based off the base product price only. This does not take into account any additional charge that may have been levied by adding modifiers 

Advanced Discount Rules

Advanced Discount Rules will populate if the Qualification Type is set to any option other than All. The options are:

Number of Products Required to Earn Discount – the number of products of a class or group that a customer must purchase before earning the discount. Once this number has been reached, the discount will apply according to the other rules selected
Apply to All Qualifying Products/Class/Group – applies the discount to the entire qualifying class/group, whichever you selected in the Basic Discount Rules. For example, purchase 3 shirts, get 10% off ALL shirts.
Apply to All Products Required to Earn Discount - applies the discount to each product required to earn the discount. For example, purchase 3 shirts to get 10% off those 3 shirts but any additional shirt will not receive the discount. If you want the discount to be applied to one, additional product/group/class, leave this unchecked
Discount Applies To – populates if Apply to All Qualifying Products/Class/Group is left unchecked. Select the discount application from the dropdown — the discount will apply to same as the qualifying products, or different product, group, or class.

 

Specific Discounts Examples

Any discounts below can be adjusted to be percentage, amount, re-price, or alternative price. For example, instead of buy one, get one 50% off, it could be one buy, get one $5 off. For the examples below, they are specific to themselves.

Volume-Based Discounts

Volume-Based Discounts are discounts that are based off of quantity of products purchased. Examples include Buy one, get one free; Buy two, get one half off; Buy five bottles, get 25% off.

Buy one, get one free

Let’s start with an example and say that the desired discount is Buy one drink, get one free. First, create the desired discount following the instructions outlined in Creating a Basic Discount. Since the “discount” will be one beverage at no cost, set the Type as Percentage, and Amount at 100.

Since this discount applies to all drinks (not just one product under Drinks), indicate Item/Order-Class/Group as the qualification type (depending on how your products are categorized) and then enter the appropriate Class or Group in the next field.

After adding the discount, click the Details button. On this page, uncheck “Display on iPad” and check “Auto apply”.

Under Basic Discount Rules, the qualification type and data fields should match the text entered when creating the discount.

Last, enter the appropriate data under Advanced Discount Rules. For this discount, enter the number of products required to earn as 1, since one drinks must be placed on the order for the second one to be discounted. Select Same as Qualifying Product/Group/Class from the dropdown to apply this discount to items within the qualifying data set. When done, click the Save icon in the top right. Now, any time two drinks are added to an order, the second drink added will be discounted by 100%.

Buy two, get one half off

For the next example, let’s say that the desired discount is Buy two shirts, get one shirt half off. First, create the desired discount following the instructions outlined in Creating a Basic Discount. Since the discount will remove 50% from the third item, set the Type as Percentage, and Amount at 50.

Since this discount applies to all shirts (not just one product under Shirts), indicate Item/Order-Class/Group as the qualification type (depending on how your products are categorized) and then enter the appropriate Class or Group in the next field.

After adding the discount, click the Details button. On this page, uncheck “Display on iPad” and check “Auto apply”.

Under Basic Discount Rules, the qualification type and data fields should match the text entered when creating the discount.

Last, enter the appropriate data under Advanced Discount Rules. For this discount, enter the number of products required to earn as 2, since two shirts must be placed on the order for the third one to be discounted. Select Same as Qualifying Product/Group/Class from the dropdown to apply this discount to items within the qualifying data set. When done, click the Save icon in the top right. Now, any time three shirts are added to an order, the third shirt added will be discounted by 50%.

Buy two for $10 on Tuesdays

For the last example, let’s say that the desired discount is Buy two appetizers for $10 on Tuesdays. First, create the desired discount following the instructions outlined in Creating a Basic Discount. Since the discount will require both appetizers to be re-priced to $5 each to come to $10 regardless of the appetizer’s original price, set the Type as Re-Price, and Amount to 5.

Since this discount applies to all appetizers (not just one product under Appetizers), indicate Item/Order-Class/Group as the qualification type (depending on how your products are categorized) and then enter the appropriate Class or Group in the next field.

After adding the discount, click the Details button. On this page, uncheck “Display on iPad” and check “Auto apply”. 

Under Basic Discount Rules, the qualification type and data fields should match the text entered when creating the discount.

Last, enter the appropriate data under Advanced Discount Rules. For this discount, enter the number of products required to earn as 2, since two appetizers must be placed on the order for the both items to be discounted. Check the box for Apply to Entire Qualifying Group. When done, click the Save icon in the top right. Now, any time two appetizers are added to an order, both will be reduced to $5 each to add up to $10 total added.

Happy Hour

Happy Hours can be set with the Effective Dates/Time setting under the Discount Details. However, note that there are several options in terms of how happy hour items can be discounted. For a detailed happy hour guide, click here.

To input the Effective Dates/Times, select "Edit Timeslot" then choose the days and time for each Happy Hour. There can be multiple time slots per day as well.

First, create a new Discount with the name Happy Hour. For type:

  • Select Amount if the discount is something like “$2 off all Beers”
    • Set the Amount to $2. This will remove $2 off all beers
  • Select Re-Price if the discount is something like “All Beers $2” AND Beers all have different pricing
    • Set the Amount to $2. This will bring all beers to $2 regardless of their original price
  • Select Alt-Price if each drink/beer has their own individual happy hour price (i.e Coors Bottle for $3.50, Bud Bottle for $3.75)

Set the qualification type to Order, and the sub-type to Group or Class. For the Qualifying Data, input the Group or Class that you would like this discount to apply to (here, probably Beers). Check Discount at Item Level. After adding the discount, open the Details page.

If qualification type is set to "All" and "Alt-Price", it will apply the alternative price (aka the Happy Hour price) for all products with alt prices. It is possible to set the happy hour discount to only affect specific products or product groups.

On this page, check “Auto apply” and uncheck “Display on iPad”. When "Display on iPad" is unchecked, employees cannot manually Under the Basic Discount Rules section, click Edit Timeslot to indicate the days and times that the Happy Hour discount should apply. When done, click the Save icon in the top right.

Now, when you add this product to an order during the days and times specified within the discount, it will be automatically discounted to the price indicated in the product record.


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