Check Based Discount in Online Ordering (OLO)

Pre Requisite in BO

The Tax Round Off and Auto Discount toggle must be set to YES.

For more information: see the Check Based Discounts Knowledge Article.

Implementation in Back Office

Navigation: My Stores > Products/Items > Discounts > Check Discount

When the Coupon Only toggle is enabled during the creation of a new Discount, the Coupon Code field will be included.

Implementation in Online Ordering (OLO)

Calculation for Before Tax and After Tax 

Sample Calculation for Different Discount Types

Percentage Discount

1. If menu item Pizza for $120 is selected, then the check discount percentage is 10% (set in BO) and Tax Percentage is 11%.
1. Calculation:
   
1. Menu item: $120
   
2. Tax: $11
   
3. Check Discount: 10%(120*10%=12)
   
4. Total = 120+11-12=119
   

1. Menu Item = $130
   
2. Tax = 8.540%
   
3. Check Discount = (For total of 100$ discount percentage is 10%)
4. Item Based Auto Discount = 5%
   
   
5. Calculation (Discount created with Before Tax type):
   
1. Menu Item = $130
   
2. Item Auto Discount = $6.50 ($130 * 5%)
   
3. Check Discount = $12.35 (($130 - $6.50) *10%)
   
4. Tax = ($130 - $18.85) * Tax
   = $111.15 * 8.540%
   = $9.49
   
5. Total = $111.15 + $9.49 = $120.64
   

SCENARIO 2: The menu item has two discounts: an Item-Based Auto Discount and a Check Discount. However, since the item's price is $67, only the Item-Based Auto Discount is applied. The Check Discount is not applied.

1. Menu Item = $130
2. Tax = 8.540%
3. Check Discount = for total of $100, the discount percentage is 10%
4. Calculation: (Discount Created with Before Tax type)
5. Menu Item = $130
6. Check Discount = $13 (130*10%)
7. Tax = ($130 - $13) * Tax
   = $117 * 8.540%
   = $9.99
8. Total = $117 + $9.99 = $126.99
   

Amount Discount

Set Price Discount

1. Example: If Check total is $100, and the discount amount is $99. If menu item Pizza for $100 is selected, then the auto discount amount is $99 & tax percentage is 11%.
   
2. Calculation:
   
1. Menu item: $100
   
2. Tax: $11
   
3. Auto Discount: $100 - $1 = $99 (Since set price is $1 for check total $100)
   
4. Total = $100 + $11 - $99 = $12
   
   

Free Item Discount

1. Example: If Check total is $100, then free item is Diet Coke. If menu item Pizza for $100 is selected, then Free Item is selected. Diet Coke is then added, free of cost.
   
2. Calculation:
   
1. Menu item: $100
   
2. Tax: $11
   
3. Check Discount: Free item diet coke
   
4. Total = $100 + $11 = $111
   

Implementation in Online Ordering

1. Log in to the Online Ordering page, select a Store then select Order Type (Pickup or Delivery).
   
   
2. On the Schedule Your Order pop-up: select ASAP or FUTURE.
   
   
   
3. Choose the Category, select the Menu Item then click Add to Cart.
   
   
   
4. The Menu item price, Subtotal, tax and total amount will appear with the Check Out button.
   
   
   
5. Upon clicking on Check out, the Payment screen appears (or can Continue as Guest or Create a new Account).
   
   
6. On the Payment screen, the Apply promo code field will be available for entering a Promo Code (Discount) which was created in BO. The discounted value will appear below the Tax row as Discount.
   
   
   
7. After completing the payment, order will be received in the POS & the email confirmation will be received with discount details.
   
   
8. By default the Promo Code will not appear in Online Ordering. When any coupon code is applied, then validation takes place.
   
1. If valid for the applied check then the discount will be applied manually.
   
2. If the check total does not meet the configured amount/percentage, then the 'Please enter a valid promo code' message appears. This will be configured in Back Office. settings.
   
   
   
9. One Time Usage Coupon Code: A Coupon Code can be applied once for an Order. If attempting to apply more than once, the message 'Coupon Code Already Used' appears.
10. Remove Code: To remove an applied Coupon Code, click Remove.
    
11. Check Based Discounts also apply to Guest Customers.
    

Implementation in Call Center

1. Log in to the Call Center page, select an existing customer (or create a new one), and choose the order type.
   
   
2. Select the Order's Type and Time.
   
   
   
3. Select a store, then click on Order.
   
   
   
4. Choose the Category and a Menu Item with an Auto Discount (which was created in BO), then click (+) (Add to Cart).
   
   
   
5. After clicking on Add to Cart, the Check discount will appear in the order details on the right-side with Price details. This applies only if the created Check Discount is an auto discount.
   
   
   
6. Upon clicking on Check out, the Payment screen appears (or the customer can Continue as Guest or Create a new Account).
   
   
7. On the Payment screen: the Check discount will appear as per name set in BO and the discounted value will appear below the Tax row as Discount.

For Coupon Discount

1. After clicking Add to Cart, the created Check Discount will appear in the Payment Details section, as the Select Discount option.
   
   
   
2. Upon clicking Select Discount, the created Check Discount(s) will appear under Check Discount section.
   
   
   
3. Upon selecting a Check Discount, it will be applied with the amount appearing under the Order Summary section.
   
   
   
4. On the Payment screen, the Check discount will appear as per the name set in BO and discounted value will appear below the Tax row as Discount.
   

Impacts in POS

1. Existing functionality remains unchanged.
2. The check will be received in POS, if the customer completes the payment in Online ordering.
3. In POS, Discount details will be shown upon opening check, and payment can be done to close the sale.

Special Notes

1. The receipt/print functionality remain unchanged.
2. Check Tax also applies to OLO.
3. Promo Code calculation will be similar to Auto discount calculation as per the different Discount types.
4. Check Discount will be considered based on the subtotal after discount.
5. There are no impacts to Reporting.