Focus Office: Adding a Discount
It is said that nothing is certain but death and taxes, but I think we can add Discounts to that list. At least with Focus Office, you can choose where and when you want to configure them. If you are new to adding Discounts through Focus Office or just need a refresher, this article is for you!
Required Job Rights (See Focus Local: Editing Job Rights or Focus Office: Editing Job Rights to see where to adjust Job Rights):
- Discounts - Allows the user to configure Discounts.
Related Job Rights:
- Discounts Approve - Allows the user to approve Discounts that have the ‘Require Approval’ option.
Adding a Discount
Step 1: Log into Focus Office
See How to Log In to Focus Office for details.
Step 2-5: Navigate to Order Entry > Discounts
- Choose a store from the store drop down menu (any store could be selected if Discounts are the same across all sites)
- Select an unused Discount slot
Step 6: Enter a name (up to 15 characters) & choose the appropriate options
- Choose 1 computation type.
- Subtotal %, Subtotal $, Item %, Item $, or Buy and Get.
- Choose 1 selection style.
- Selected Items, One Item, or All Items.
- Choose only the necessary options.
- Active will always be selected for Discounts in use.
- Use the Variable Rate option for open $ and open % discounts.
- Use Include Modifiers only if you want an % or $ discount to also apply to added modifiers
- If a discount is $6 and an item costs $5, then only $5 will be deducted. If that item had bacon added for a $1, then the discount would be $6 if Include Modifiers was selected.
- Use Apply to Subtotal with the Subtotal $ computation type to allow multiple discounts to be applied to the same items. For example, if you allow a Senior Discount on top of couponed items, then the Senior Discount would need the Apply to Subtotal option and Subtotal $ configuration.
- Item $ Minimum will reduce a selected item to the amount listed in the Amount field when using the Item $ computation.
- Use Item $ Allocate to avoid Subtotal Discounts or apply a single discount amount to a selected group of items. Think of Selected Items or Select All as a lasso. Item $ Allocate will subtract a single amount from the lassoed items. The selected and discounted items cannot be double discounted.
- Set some restrictions if desired
- Create Menu Item Filters and add the filters as Application Items. Employees will only be able to apply the Discount to the included application items. See Focus Office: Menu Item Filters [coming soon].
- Enter an amount in the Required Minimum field to make sure the check total reaches that threshold before the discount can be applied.
- Require Approval on any discounts needing manager authorization.
Complete List of Discount Fields & Options:
Section 1:
- Image File Name - The graphic that represents the Discount.
- Active Time - The Time Range the Discount is active.
- Reporting ID - A unique identifier for the Discount, up to 10 alphanumeric characters (ID Explicit). Field used to lookup Discount with ID Lookup Barcode.
- ID - A unique identifier for the Discount, up to 8 alphanumeric characters.
- Bar Code - The Bar Code used to identify the Discount when scanned or using ID Lookup Barcode and there is no Reporting ID.
- Loyalty Plan - The Loyalty Plan associated with the Discount.
- Required Minimum - The minimum dollar amount that must be on the check before the discount is active.
Section 2: Computation
- Subtotal % - The Discount is a percentage of the Subtotal Amount.
- Rate - A percentage between 0 and 100.00.
- Amount - The maximum dollar amount that may be Discounted.
- Subtotal $ - The Discount is a maximum dollar amount deducted from the Check Subtotal.
- Rate - Disabled
- Amount - The maximum dollar amount that may be Discounted for the entire check.
- Item % - The Discount is a percentage deducted from an Item Price.
- Rate - A percentage between 0 and 100.00.
- Amount - The maximum dollar amount that may be Discounted.
- Item $ - The Discount is a dollar amount deducted from an Item Price.
- Rate - Disabled
- Amount - The maximum dollar amount that may be Discounted from each item.
- Buy and Get - The Buy and Get Discount requires the purchase of specific items (Buy and Get Requirement Items) in order to apply a discount to eligible items (Application Items). Note: The Discount is applied to the lowest priced eligible item.
- Rate - The % applied to Application Items. For example, if the promotion is a Buy a Dinner - Get an Appetizer Free, the rate would be 100%. If the promotion is a Buy a Dinner - Get an Appetizer for Half Price, the rate would be 50%.
- Amount - The maximum dollar amount that may be Discounted.
Section 3: Item Selection (Not applicable to the Buy and Get Discount)
- Selected Items - The Discount is applied to the selected items on the On-Screen Check.
- One Item - The Discount is applied to the first eligible item on the On-Screen Check. Note: This option is not used by Subtotal $ or Subtotal % Discounts.
- All Items - The Discount is applied to all eligible items on the On-Screen Check.
Section 4: Options
- Active - The Discount is active.
- Variable Rate - The Discount rate is variable. The operator will be prompted to enter the discount % rate or dollar amount. If appropriate, a default percentage may be entered into the rate field. No percentage or dollar limit may be set for a variable rate.
- Enter Source - The user will be prompted to enter the source of the discount. For example, a coupon may have a code that identifies its origin, such as an advertisement or magazine. The Discount Report can be sorted by source.
- Customer Pays Tax - The tax is calculated on the pre-discounted value.
- Discount Order Type Charges - The Discount is applied to the Order Type Charge.
- Require Approval - The Discount requires the 'Discounts - Approve' Job Right.
- Include Modifiers - The Discount is applied to the item as well as its modifiers. For example, If a Cheeseburger is ordered for $5.95 and modified with Bacon for $0.50, the Discount is applied to the Cheeseburger and Bacon for a total of $6.45. The Buy and Get Discount will Discount the lowest price Application Item based on the total cost of the item including the modifiers.
- Apply to Subtotal - When selected the discount will apply directly to the subtotal, allowing the discount to be used regardless of other discounts. Should only be used with Subtotal $ discount type.
- Discount Gift Card - The Discount is applied to Gift Cards.
- Require Customer - The Discount requires a customer on the check.
- Item $ (Minimum) - The minimum price before an item may be discounted.
- Print Chit - Prints a discount chit after the discount is applied.
- MyFocus - The Discount is used with myFocus Loyalty. This field is used in conjunction with the ID field and the ID Explicit field established in the myFocus Loyalty Setup.
- Loyalty Eligible - Items that have been discounted will count towards points for myFocus Loyalty.
- Repeat Returns
- Fishbowl
- Discount Highest Price Item
- Item $ Allocate - When selected, the value of the discount will be deducted like a subtotal discount, to the entire check. The discount will reduce the price all the menu items in a round robin fashion. For example, a $5 discount using Item $ Allocate will reduce the check by $5 and reduce the cost of 5 menu items each by $1. The purpose is to remove the need for subtotal discounts for better menu item reporting. (V7.4 Build 17.8.22)
- Subtotal $ Taxes - The Taxes that are removed from the Subtotal $ Discount if the “Customer Pays Tax” option is off.
- Guest Check Name - The name displayed on the guest check when the discount is applied. (V7.4 Build 17.11.7).
- Buy and Get Requirement Items - Applies only to Buy and Get Discounts. The Menu Item Filters containing the items that must be ordered before the Discount can be applied to the items contained in the Application Items.
- Application Items - The Menu Item Filters that determine the items eligible to Discount. All items are eligible if a Filter is not selected.
Step 7: Add to Collection
- Select New Collection or Existing Collection if a collection has already been created
- If a New Collection is selected, add a Name and description
- Toggle on Include Images to download any uploaded images to the local directory
- Save
Step 8: Publish your Collection
- For more information on publishing a collection, visit Focus Office: Publishing a Collection.
Add a Discount to an Item Canvas
Step 9-12: Navigate to Menu > Canvas Designer
- Choose a store from the store drop down menu (any store could be selected if Canvases are the same across all sites)
- Select Add Canvas Collection to start a new one or choose an existing Canvas Collection
Step 13: Name & describe the Collection > Create Draft
Step 14: Find the desired Canvas
Step 15: Add a Discount using 1 of 2 options
- Select an existing Discount > Copy > Paste
- Select the new button and assign a Discount to the ITEM field
- Choose Add > Discount > Click on empty Canvas real estate
- Assign a Discount to the ITEM field
- Resize the added button W-width and H-height
Step 16: Adjust the button position as needed
- Multi-button selection
- Select an existing button > Hold down Shift > Select the new button (keyboard required)
- Click/press & drag to lasso and select a group of buttons
- The 1st button in the selection will be the reference button for all alignment options
- Sorting and alignment options
- Sort H - Horizontally sort rows of items alphabetically
- Sort V - Vertically sort columns of items alphabetically
- Align Left, Center, & Right - All buttons will align with the Left, Center, or Right of the first button selected
- Distribute Vertical - Evenly space buttons in a selected column (up and down)
- Align Top, Middle, & Bottom - All buttons will align with the Top, Middle, & Bottom of the first button selected
- Distribute Horizontal - Evenly space buttons in a selected row (left to right)
- X - Canvas orientation of the left side of a selected button
- Y - Canvas orientation of the top side of a selected button
Step 17: Save Draft Changes & select the back button in the top left
Step 18: Publish your Collection
- For more information on publishing a collection, visit Focus Office: Publishing a Collection
For any questions/issues regarding adding a Discount through Focus Office, please contact our support staff at support@alphapos.net.
Comments
0 comments
Please sign in to leave a comment.