Overview
In this article, we explain how to create the most commonly used discount options in the Admin dashboard (New Admin). For instructions on creating these discounts in Old Admin, refer to the separate article linked here.
Loyalty Discount Requirement
All Coupons tied to loyalty require the use of :redeemable: at the start of CLUs (coupon lookup code) /discount codes.
CLU/Discount Code Examples:
:redeemable:loyaltycredit
:redeemable:birthdayreward
:redeembale:signupreward
:redeemable:tier1
:redeemable:tier2
:redeemable:tier3
IMPORTANT NOTE: It is recommended that you test the coupon at each step of the way on the front end. This way, we can fix any issues before we get to the end. Otherwise, it will take a long time to determine where the error lies, as there will be a lot more variables
Open $ Loyalty Discount
IMPORTANT NOTE: Coupon Banks are not needed for this coupon type because it isn’t exclusive to certain items/categories.
This coupon will be set up by your onboarding team in preparation for launching Lunchbox Loyalty and should never be touched. To create the open $ Loyalty Credit coupon:
Step 1: Navigate to Coupons and Click Create Coupon.
Step 2: Enter the required information into the Coupon section:
Coupon
Name: CHAIN NAME Rewards Dollars
CLU: :redeemable:loyaltycredit
Description Disclaimer: Rewards Credits that can be spent over time and do not expire
POS Reference: GUID or UUID of the lunchbox loyalty discount
Restrict to Location: Master Restaurant
Start Date: Use the date of Coupon Creation
Expiry Date: Leave Blank
Value Details
Coupon Type: select Deduct Dollar Amount (e.g. $5 off)
Amount: Set to what the reward amount should be. Do not enter a decimal value or special characters; enter a number (e.g., enter 5 if the reward value is $5)
Limit Details
Minimum Purchase Amount: Leave Blank
Maximum Discount per Order Amount: Leave Blank
Use Limit per Order: Leave Blank
Use Limit per Location: Leave Blank
Use Limit per Customer: 0
Use Limit for Coupon: 0
Options
In this section, we customize coupon options. Set toggle to active by the following options:
Is Open Value
Is Rewards Dollars
Include Children
Send Value to POS
Find instructions and definitions for each option in Enter Additional Coupon Options
Service Types
Select Apply to All Service Types
Modes
Select Apply to All Modes
Select the Save button to create this coupon.
Deduct Percentage of Order Subtotal
To create a Deduct % of Order Subtotal coupon:
Coupon
Enter the required information into the Coupon section, as described here.
If we are creating a discount for a POS chain, we must enter the POS Reference for the coupon to be passed down correctly.
Here's an example:
Value Details
In the Value section, you will need to enter the following:
Coupon Type: Deduct Percentage
Amount: Enter the percentage that you wish to deduct
When entering values, be sure to use decimal points. Do not use symbols (e.g. $, %).
e.g., 15% would be entered as 15. Enter any restrictions that you wish to apply to the coupon in the Limits section.
Limit Details
If we need to set limitations, we can find definitions for each option in Enter Limit Details
Options
In case we need to set options, we can find instructions and definitions for each option in Enter Additional Coupon Options
In this example, we set toggles to active and made the discount Exclusive. Additionally, we allowed the discount to be applied to child items, and we've chosen to send value to the POS, which should always be selected for the restaurants operating with a POS system.
Service Types
Select any or all service types for which this coupon should be available.
In this case, we limited the coupon code usage to online ordering and excluded Dine-in and Drive-thru.
Enabling this coupon for Dine-in and Drive-thru service types will enable customers to use this coupon on the premises.
Modes
Select any or all Modes in which this coupon should be available
Select the Save button to create a Deduct % of Order Subtotal coupon
Deduct Dollar Amount from Order Subtotal
To create a Deduct $ from Order Subtotal coupon:
Step 1: Enter the required information into the Coupon section.
If working with a POS chain, we must enter the POS Reference for the coupon to be passed down correctly.
If the coupon needs to be applicable to all locations, select Master Restaurant from the Select Location drop-down list
Enter the required information into the Coupon section, as described here.
Here's a Burger Joint example of the Deduct Dollar Amount from Order Subtotal coupon
Step 2: In the Value details section, we need to enter the following:
Coupon Type: Deduct Dollar Amount
Amount: Enter the dollar amount that you wish to deduct. When entering values, use only decimal points. Do not use symbols (e.g. $, %). Ex: $5 would be entered as 5
Step 3: In the Limit Details, enter any restrictions that you wish to apply to the coupon (e.g., Minimum purchase amount, Use Limit Per Order, etc.)
In this example, where the discount is $16, the Minimum purchase amount is set to $21. As in the previous amount input, when entering values, use only decimal points. Do not use symbols (e.g. $, %).
The limit per order is set to 1, as well as the limit per customer, so that this coupon can only be used once
Step 4: Under Options, we can enable options for the coupon
It's important to keep Apply to Total inactive, because it would break the coupon logic
For this example, the Exclusive toggle and the Send Value to POS toggle are set to active.
Find instructions and definitions for each option in Enter Additional Coupon Options
Step 5: Service types
Select any or all service types for which this coupon should be available
Usually, these types of coupons are set to be available for online ordering via Lunchbox ordering platforms
In our example for this case, Dine-in, Lunchbox Delivery, and Lunchbox Takeout are service types this coupon can be applied to, making it unavailable for 3PD ordering, Catering, Curbside pickup, and Drive-thru
Step 6: Select the Menu Modes the coupon should be applicable to
Usually, there is no limitation regarding the menu mode, but sometimes an exception can be made (e.g., when the client doesn't want the coupon to apply to Alcohol items or Premium items)
In this case, the coupon can be applied to All Modes
Step 7: Select the Save button to complete the setup
Free Item with Purchase
To create a Free Item with a Purchase coupon:
Step 1: Enter the required information into the Coupon section.
If working with a POS chain, we must enter the POS Reference for the coupon to be passed down correctly.
If the coupon needs to apply to all locations, select Master Restaurant from the Select Location drop-down list
Enter the required information into the Coupon section, as described here.
Step 2: Skip over the Value section, as we will be adding bank items that define discount information.
Step 3: Enter any restrictions that you wish to apply to the coupon in the Limit Details section
For this example, we set the minimum purchase amount and maximum discount per order amount (so the add-ons are not included in the discount).
Limit per order and limit per customer are both set to 1
Step 4: Enable any necessary options
In this example, we selected the coupon to be exclusive and to send value to the POS
Find instructions and definitions for each option in Enter Additional Coupon Options
Step 5: Select the Service types the coupon can be applied to
In this case, a coupon is available for dine-in and takeout, as mentioned in the coupon description
Step 6: Select the menu modes the coupon should be applied to.
In general, we want to limit coupons only to the menus where the item appears
Step 7: Select the Save button
Step 8: In the Coupon page, we need to find the coupon we just created, select the More button, and select Coupon Banks from the drop-down options
Step 9: In the Coupon Banks section, we need to update the coupon bank information for the items that the customer must purchase in order to receive the discount.
Select + Add Coupon Banks
In the pop-up window, enter:
Quantity: 1
Name: Free Wagyu Smash & Fries
Coupon Bank Type: Deduct Dollar Amount
Amount: 100
The Lowest Price First toggle should be set to active
Select the Save button to add the Coupon Bank
Step 10: Now, we need to add item(s) that the coupon bank refers to (the Free Wagyu Smash & Fries)
Find the Coupon Bank we just created
Select the More button
Select the Edit button
Select +Add New Bank Item or select +Item Browser
Find an item you want to include in the coupon bank
Select the checkbox next to the names
Select the Save button and the item(s) will be visible in the coupon bank
Step 11: Select the Save button to save the bank items for this coupon
BOGO Free (Buy one, get one free)
In the example below, the restaurant is offering a BOGO Free deal on 6 wings. To create a BOGO coupon:
Step 1: Enter the required information into the Coupon section.
If working with a POS chain, we must enter the POS Reference for the coupon to be passed down correctly.
If the coupon needs to apply to all locations, select Master Restaurant from the Select Location drop-down list
Enter the required information into the Coupon section, as described here.
Step 2: Skip over the Value section, as we will be adding bank items that define discount information
Step 3: Enter any restrictions that you wish to apply to the coupon in the Limit details section
Step 4:
In this example, we selected the coupon to be exclusive, POS ,item-based and to send value to the POS
Find instructions and definitions for each option in Enter Additional Coupon Options
Step 5: Select the Service types the coupon can be applied to
In this case, the coupon is available for all service types
Step 6: Select the menu modes the coupon should be applied to.
In this example, the coupon is available with all menu modes
Step 7: Select the Save button to create your coupon
Step 8: Find the coupon, select the More button, and then select Coupon Banks
Step 9: Create the coupon bank with information for the Qualified Item(s) and Required Item(s)
Quantity: the number of items that must be purchased in order to receive the discount. In this case, it is 1, as 6 wings are included in the item
Name: The name you would like to give to the coupon bank for your reference
Coupon Bank Type: leave blank
Lowest price first toggle: Leave inactive
Select the Save button to save the coupon bank
Step 10: Now we need to add Bank items.
Select the More button> Edit to access the option to add Bank items
Step 11: Use the item browser to quickly find the item you want to include in the coupon bank
In this case, we searched for 6 wings and we are adding them to the cart. There are no size (one size) or style restrictions
Select the checkbox next to the name.
Select the Save button
After saving, the coupon bank for this item should look like this
Step 12: Now we need to add an item to which we will apply a 100% discount. We need to navigate to the Coupon Banks page and add a new Coupon Bank:
Select +Add Coupon Bank
In the pop-up window, enter
Quantity 1 (one item with 6 wings)
Name: The name you would like to give to the coupon bank for your reference
Coupon Bank Type: Deduct Percentage
Amount: 100 (for a 100% discount)
Leave the Lowest price first toggle inactive, because we are working with items with the same price
Select the Save button to save the coupon bank
Step 13: Now we have to add the Coupon bank items (like in Step 10)
On the Coupon Banks level, select the one we just created
Select More> Edit
Step 14: In the Bank Items section, select + Item Browser
Step 15:
Find the item we need to include in this coupon bank. It has to be the same as the one in the first created Coupon bank to meet the coupon criteria.
Select the checkbox next to the name.
Select the Save button
The Coupon Bank should now include 6 wings as a Bank item
Step 16: Select the Save button to save the coupon bank details
Upon returning to the Coupon Banks, we should see two items with the two Names, one that is a condition (we need to buy an item), and the other one with a set to include a discount. Having both is a requirement in order to BOGO coupon to work
Auto-Apply Fixed Price
When we are working with coupons that we want to set to auto apply, without entering a promo code to redeem the offer, we need to create a coupon that will be auto-applied. In this example, we used a promotion "2 for $10" which allows customers to get two Mozzarella sticks for $10 (the standard price for one is $9.69). To create an auto-apply fixed price coupon:
Step 1: Enter the required information into the Coupon section.
If working with a POS chain, we must enter the POS Reference for the coupon to be passed down correctly.
If the coupon needs to apply to all locations, select Master Restaurant from the Select Location drop-down list
Enter the required information into the Coupon section, as described here.
Step 2: Under Value Details
Select coupon type Fixed Price
Amount $10
Step 3: Under Limit Details, enter any restrictions that you wish to apply to the coupon
In this example, we set that the minimum purchase amount needs to be $20, the maximum discount can be $10, and we set limitations per order and per customer to be 1.
Step 4: Under Options, it's important to make Auto-Apply active
Step 5: Select the Service types the coupon can be applied to
In this case, the coupon is available for all service types
Step 6: Select the menu modes the coupon should be applied to.
In this example, the coupon is available with all menu modes
Step 7: Select the Save button to create your coupon
Step 8: Find the coupon, select the More button, and then select Coupon Banks
Step 9: Select +Add Coupon Bank and add the following:
Quantity: the quantity of the bank item that the customer must buy in order to get the discount, which in this case is 2 (if more than one category/item is included in the coupon, you would add each item needed for the discount into a separate coupon bank
Name: The name you would like to give to the coupon bank for your reference
Select the Save button
Step 10: Once the Coupon bank is created, select More> Edit to add items to it
Step 11:
Select + Item Browser to find item(s) included in the promotion,
Select the checkbox next to the name
Select the Save button
Step 12: The coupon Bank Items should look like this. Select the Save button
