Discounts & Coupons

Overview

FoodBucket has one of the best Discounts & Coupons Management systems that any POS allows. Upon constant feedback from our customers, we have improvised every step and made it immensely easy for managers to apply discounts without causing damage to company revenue due to our strict workflows and access limitation.

Our System Made and User Made discounts allow Restaurant owners to identify what's being applied. with our Unpaid and Paid Invoices, Customers always know what they are paying for and eventually eliminate any flaws.

Before we take a start. Let’s understand the difference between discounts & coupons

Difference Between Discounts & Coupons

Discounts

Discounts are applied via POS Manually or Automatically and on the Website if there are any matched criteria, automatic discounts are applied.

We have two different types of Discounts

• System Discounts: That is system generated, pre-defined, and automatically applies. Managers cannot change its value or criteria.

• Manual Discounts: These are manually created when accepting payment, they are logged in the backend and are created against a Customer’s name and Restaurant owners can also see who created the discount.

From POS only managers who have permissions can apply Manual discounts while System Discounts are automatically applied.

Here is a screenshot where you can see discounts on POS:

Click on Add Discount button to see Add Discount Window

• System Discount will show all available discounts

• Add new individual discount

• New will create a new system discount (depending on permission).

• The manual will show all previously created discounts by the logged-in manager

Coupons

Coupons are the same as discounts, they are only used for the website.

Add a New Discount

To create a new discount, follow the steps given below:

1. Login to your Admin Area/Backend

2. Go to Sales > Discounts from the left menu

3. Here you will see the + New button, click on it and the discount form will appear

4. Fill out the form, as explained below.

5. Click “Save & Close” to create a new discount

Discount Details

Here you will fill the complete form as per your need. Following are the fields and their purpose and what to put.

• Name | Name of the discount e.g. Brunch Offer. Type | Whether to subtract a Fixed amount or Percentage from order total. Discount | Enter amount of discount in percentage or currency. Status | Enable or Disable the discount. Scope | Whether to make Discount | Manual: This is a discount applied manually. Authentication is required. | System: This discount is applied automatically. No Authentication is required.

Criteria Form

• Order Type: Choose between:

  • Take Away

  • Dine or Delivery Orders.

• Payment Method: Select which payment methods are applicable.

• Validity:

  • Forever: Discount will stay active forever.

  • Fixed: Set to and from time of the day e.g. set expiry date to future date or leave blank for no expiry. Enter 4 p.m. to 5 p.m. for applicable time.

  • Period: Discount will stay active between the selected Start and End dates.

  • Recurring: Set specific days of the week and specific time of the day. For example, you want to set happy hours from 4 p.m. to 6 p.m. on weekends you will set in the following way:

• Min Threshold: Min amount required to apply discount. 0 means no threshold.

• Max Threshold: Max amount required to apply discount. 0 means no threshold.

Menu Criteria

You can also apply further criteria on order based on your menu items. For example, you want to apply discounts only on specific drinks during the happy hour, you will configure it as image shown below:

• Enable Menu Criteria: Enable or disable the criteria.

• Filter Type: Whether to include added menu Items or exclude.

• Menu Items: List of Items that you want to add in the criteria.

Discount History

You can see discount history by following the steps given below:

1. Go to Sales > Discounts from the left menu

2. Click on the name of the discount you want to see history of

3. Here you will see a History Tab, click on it

4. You will be able to see all existing discount usages order by date applied

Edit Discount

To edit discount, follow the steps below:

1. Login to Admin Area/Backend

2. Go to Sales > Discount from the left menu

3. There you will see all discounts created, you can filter or search discounts from the top right box

4. Click on the ‘pencil‘ icon to edit the discount

5. Once you are done making changes, click on ‘Save & Close‘ button to save changes

Delete Discount

To delete discount, follow the steps below:

1. Login to Admin Area/Backend

2. Go to Sales > Discount from the left menu

3. There you will see all discounts created, you can filter or search discounts from the top right box

4. Click on the check box next to discount you want to delete

5. Click on the red “Delete” button on the top and click ‘OK‘ to confirm delete.

Add a new Coupon

Follow to steps below to add a new Coupon:

1. Login to Admin Area/Backend

2. Go to Sales > Coupons from the left menu

3. Here you will see + New button. Click on it and discount form will appear

4. Fill out the form, as explained below.

5. Click “Save & Close” to create new discount

Coupon Form

• Coupon Name: Set a name of your Coupon.

• Code: Coupon code is used to redeem the code on the website.

• Type: Whether to subtract a fixed amount or percentage from order total.

• Discount: Total amount or percentage to give discount.

• Redemptions: The total number of times this coupon can be redeem. Enter 0 for unlimited redemptions.

• Customer Redemptions: The number of times a specific customer can redeem this coupon. Enter 0 for unlimited redemptions.

• Minimum Total: Minimum amount required to apply coupon on.

• Validity:

  • Forever: Discount will stay active forever.

  • Fixed: Set to and from time of the day e.g. set expiry date to future date or leave blank for no expiry. Enter 4 p.m. to 5 p.m. for applicable time.

  • Period: Discount will stay active between the selected Start and End dates.

  • Recurring: Set specific days of the week and specific time of the day. For example, you want to set happy hours from 4 p.m. to 6 p.m. on weekends you will set in the following way:

• Order Restriction: Limit Coupons to Delivery or Takeaway.

• Description: Brief description of the coupon.

• Status: Enable or disable coupon.

Coupon History

You can see discount history by following the steps given below:

1. Go to Sales > Coupons from the left menu

2. Click on the name of the coupon you want to see history of

3. Here you will see a History tab, click on it

4. You will be able to see all existing coupon usages order by date applied

Edit Coupon

To edit coupon, follow the steps below:

1. Login to Admin Area/Backend

2. Go to Sales > Coupon from the left menu

3. There you will see all coupons created, you can filter or search coupons from the top right box

4. Click on the ‘pencil‘ icon to edit the coupon

5. Once you are done making changes, click on ‘Save & Close‘ button to save changes

Delete Coupon

To delete coupon, follow the steps below:

1. Login to Admin Area/Backend

2. Go to Sales > Coupon from the left menu

3. There you will see all discounts created, you can filter or search discounts from the top right box

4. Click on the check box next to coupon you want to delete

5. Click on the red “Delete” button on the top and click ‘OK‘ to confirm delete.