Background in Back Office

Implementation in POS

1. Select a Menu Item, then select Check Options.
   
2. Select the Option field, and the Discount pop-up appears.
   
3. Select Open Check. The Open Discount pop-up appears.
   
   
   
1. Charge Type - Select the type that will apply to this discount (Amount or Percentage).
   
1. If Amount, enter the Amount in the field 
   
2. If Percentage, set the Percentage in the field.
   
   
2. Enter a Reason (mandatory). The entered Reason will appear in Notes.
   
   
3. Select whether the Discount will apply Before or After Tax.
   
   
1. Before - The discount will be applied to the Menu Item before Tax is added.
   
1. Example:
   The Menu Item value is $10 and the Open Check Discount applied is $5 (50%)
   The Tax (10%) is calculated based on the formula [Menu Item ($10) – Open Check Discount ($5)] = $0.50
   Therefore, the Total = Menu Item ($5) + Tax ($0.50) = $5.50
   Any new Discount, Gratuity, etc. extends to the Total and Tax calculated after the Discount.
   
   
2. After - The discount will be applied to the Menu Item after adding Tax to it.
   
1. Example:
   

   The Menu Item value is $10 and the Open Check Discount applied is $5 (50%)

   The Tax (10%) is calculated based on $10 Menu Item = $1

   The Total = [Menu Item + Tax ($11)] – Discount ($5) = $6

   Any new Discount, Gratuity, etc. extends to the Total and Tax calculated after the Discount

   
   
2. Note: Even if Before Tax is selected in BO, After Tax can still be chosen in POS and the calculations will be based on the value set in POS.
   
   
4. Click Apply.
   
1. If the button is clicked without having entered a value in one of the Open Discount fields, an alert message will appear.

Open Check Discount Scenario - Multiple Menu Items

Safety Limit

Safety Limit Percentage – When the entered Discount value has passed the Safety Limit % set in BO, the ‘Discount Exceeds the Safety Limit’ pop-up appears in POS.

1. The Safety Limit Percentage is calculated based on the Discount entered for the Open Discount with the Total of the Check.
   
   
2. Once the Safety Limit condition is satisfied with the Discount value entered, the Discount will be applied to the Check.
   
1. Note: Even though the Safety Limit condition is satisfied with the Discount value entered, the Discount entered should be with the within the Discount Range set in BO.
   
   
3. When a Before Tax Open Check Discount is selected, the Safety Limit will be calculated only based on the value of the Menu Item (exclude Tax value for calculating Discount).
   

1. Only the Roles configured in BO will have the permission to apply an Open Check Discount in POS.
   
   
2. If a role which does not have access to apply the discount: the open check discount field won’t appear for the role (the Open Check Discount option should not be available in POS for the user).
   
   
3. If a user has multiple Roles, only the Roles the user is currently logged-in as will be considered.
   
1. Example: a user has 2 Roles (Manager [has discount access] and Cook [no discount access]. When logged in via Manager, the Discount field will be available while not the case for Cook.
   
   
4. If the Combine With Other Discount is Enabled, more Discounts can be added (Item Based, Check Based, etc.).
   
1. If Disabled, an Open Check Discount cannot be combined with other Discounts.
   
   
   
5. If Amount is disabled for the Discount, the Amount field will be greyed out.
   
6. If Amount is disabled for the Open Check Discount, the Percentage field will be enabled by default for the Open Check Discount.
   

Customer Attach Condition

1. A Customer must be attached to the Check in POS for the Discount to be applied.
   
   
   
2. The Customer must also be attached to the Membership Plan selected for the Discount configured in BO.
   
   

Open Discount Removal

1. An Open Check Discount cannot be deleted from a Check. When attempting to, a pop-up appears.
   
   
2. An Open Check Discount can be removed by clicking it.
   
1. The Open Discount window appears.
   
2. Select Remove, and the Discount applied to the Check is removed.
   

Note

1. Dual Pricing cannot be enabled for Open Check Discounts. This will break the pricing.
   
   
2. When the Customer tries to split the Check:
   
1. The previously applied Open Check amount will be removed.
   
2. The already applied open check discount should be applicable even after moving the Menu item to the new seat.
   
   
3. When the Customer tries to split the Check with Open Check Discount - when the Menu Item is split from whole number to decimals (1 to 0.5) the applied Discount will be removed.