Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:

Coupon/Discount Management Overview

This article will cover how to create and manage discounts and coupons in the Lunchbox Management Dashboard.

Table of Contents

Coupon/Discount Management Overview

NOTE: When creating a coupon from the scratch the customer availability and bank section do not appear until your save the coupon the first time.

Creating Coupons

Follow these steps for Creating Coupons:

Step 1: Navigate to the Coupons Tab

Step 2: Click Create Coupon to be taken to the Add Coupon screen:

Note: It is recommended that you test the coupon as you create it for each step on the front end. This way you can fix any issues before you 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.

Step 3: Add the following Basic Coupon Information:

Name: the descriptive name of the coupon viewed by the customer
CLU / Promo Code: Coupon Look Up code for customers to use during checkout (promo code). These can be added in two different ways.

Note: You do not have to use both sections. You can use either or.

You can use the CLU field under the name field for single Promo Code Coupons. If you need to add multiple promo codes, this field can be left blank, and you can proceed to the Discount Codes section below Customer Availability.
2. For multiple promo code imports, use the Discount Codes section listed under Customer Availability. Here you can add the code, an all-time use limit for the code, and a timeslot on when that code is available for use.

Note: You must use all lowercase CLU/Promo Codes. Any capital letters will lead to errors during redemption.

Description/Disclaimer: coupon description
POS Reference: for POS integrated systems ONLY, enter your POS coupon ID in this field (GUID)
Restricted to Location: This setting associate coupons to location.
- All (Master Restaurant #0)
- For discounts assigned to smaller groups please list the locations where the discount should be targeted.

Note: POS Integrated Locations: In order for your POS System to accept the coupon you create online, be sure to add the coupon in the POS system BEFORE adding it to Lunchbox. Once you have created the coupon in the POS system you will have a POS reference number that needs to be entered into Lunchbox when creating the coupon. THIS VARIES POS TYPE BY POS TYPE. Individual POS rules are stated in their respective POS documentation around discounts for Toast, Brink & Revel. Other POS docs are COMING SOON.

Start Date: the coupon’s effective date (MUST be entered for the coupon to work)
Expiration Date: the coupon’s expiration date (if you would like to choose an end date)

Note: There is no way to delete a coupon. Coupons needed to stay in the Lunchbox Database for Order references and reports. To remove a discount simply expire the coupon.

Step 4: Choose the Coupon Type:

Deduct Percentage (e.g. 20% off)
Deduct Dollar Amount (e.g. $5 off)
Fixed Price (e.g. 3 items for $5)
- Be sure to complete the Coupon Banks section for the Fixed Price type of coupon

Step 5: Enter the percentage or dollar amount in the Amount field (not needed if adding coupon banks)

Note: When entering values, be sure to use decimal points. DO NOT use symbols (e.g. $, %). Ex: 10% would be entered as 10.00.

Step 6: Enter the Coupon Limits:

Min. Purchase $ (e.g. $5 discount with a purchase of $30 or more)
Max. Discount per Order $ (e.g. Limited to $20 off per order)
Max. Coupons per Order (e.g. Coupon cannot be combined with other coupons)
Use Limit per Location (e.g. How many times coupon can be used at each location)
Use Limit per Customer (e.g. One time coupon for each customer)
Use Limit per Coupon (e.g. How many times the coupon can be used)

Note: This Coupon Limit section is important for coupons that will be applied to the ENTIRE order. If your coupon is specific to an item(s) or category, then you may leave this section blank

Note: To set customer availability please proceed to the customer availability section of this article.

Step 7: Check off any Miscellaneous Details that will apply to this discount

Active: This sets the coupon status as active
Apply To Total: discount applies to the total after tax
Auto Apply: discount automatically applied at checkout
Customers Only: discount available for online orders only and excludes any customer with management credentials
Delivery Based: deducts amount off of the delivery fee
Exclusive: when this is set only this coupon can be applied to an order. no other coupons can be redeemed
Include Children: coupon will be applied to child items
Internal Use: coupon can only be applied by internal users
Is Open Value: the amount of the coupon should be sent down as ‘open’
Rep CLU: to track coupons from Company Representatives
Require Paper: customer must hand in a paper copy of the coupon upon receiving their order
Send Value to POS: automatically sends the value of the coupon to the POS. Only check if it is for a POS client
Single Use: limits a customer to using the coupon only once

Step 8: Check off any Service Types that will apply to this discount

Step 9: Check off any Modes that will apply to this discount

Step 10: Click Add Coupon when you have finished setting up the discount steps above:

Searching for Coupons

Follow these steps to search for Existing Coupons:

Step 1: Navigate to the Coupons Tab

Step 2: Select any of the following Filters that might apply to the coupon you wish to find. Having these checked will only show coupons related to those options:

Description Search: description of the coupon (ex: BOGO fries)
Lookup CLU: enter the coupon CLU (case sensitive)
Location Restriction: if coupon was specific to a certain location
Sort Field: use these fields to sort the search results

Step 3: Click Search

Note: It is best to search using broad terms at first and narrow them down until you find the coupon you are looking for.

Editing Coupons

Follow these steps to search and Edit existing Coupons:

Step 1: Navigate to the Coupons Tab

Step 2: Search for the Coupon (utilizing the Filters)

Step 3: Click on the Coupon Name:

Step 4: Update the Coupon Information as needed

Step 5: Click Update

Duplicating Coupons

You may want to run similar promotions from time to time. Instead of creating a new coupon from scratch, if the coupon setup is close to the one you have run previously, you can simply make a duplicate copy of the old coupon, make any necessary changes, and save it as a new promo.

Follow these steps to search to Duplicate existing Coupons:

Step 1: Navigate to the Coupons Tab

Step 2: Search for the Coupon you would like to duplicate(utilizing the Filters)

Step 3: Click on the Coupon Name:

Step 4: Confirm or Update the original Coupon Information as needed before duplicating

Step 5: Click the Duplicate Coupon button at the top of the page and a new coupon will populate with the same information but will have ‘Copy of...’ in front of the coupon name. Update the name of the coupon to whatever you would like the customer to see:

Step 6: Make any necessary updates to the coupon

Basic Coupon Info (Promo code, POS ID, Date Range, etc)
Value
Limits
Miscellaneous
Service Types
Modes
Bank items

Step 7: Click Update to save changes

Coupon Banks

If you have chosen to create an item/category-based coupon, you will need to add a bank in order for the coupon to work properly. A coupon bank defines what specific item(s)/category applies to this coupon. You must add a Coupon Bank if you selected the Fixed Price Coupon Type

Coupon Bank Item Types

There are two types of Bank Items:

Qualifier Item(s): the item(s) that MUST be purchased in order to receive the discounted item. This coupon bank will not have a discount associated with it, but the bank items will be required to apply the discount.
Discounted Item(s): the item(s) that will be discounted with the purchase of qualifier item. This coupon bank will have the coupon discount associated with it and the discount will apply only to the specified bank items.

You will need to create a bank for each unique qualifier item/category and one for each unique discounted item/category. If you have only one discounted item/category for your coupon (ex: 10% off the purchase of a catering tray), you only need to create the bank for the one item/category.

Add Coupon Banks

To add Coupon Banks:

Step 1: Click Add Coupon Bank

Step 2: Enter the required information:

Quantity: the number of items required to be ordered for a customer to be able to use the coupon (i.e. $5 off 2 SUBS: the 2 would go in the Quantity field)
Name: description or name of the Coupon Bank. This is what the customer will see if the coupon fails. It’s best to name the bank item the item name clearly so they will know what they need to add to the cart to use the coupon

Step 3: Enter the optional information, depending on the bank:

Coupon Bank Type: choose from one of the following bank types:
- Deduct Percentage (e.g. 20% off)
- Deduct Dollar Amount (e.g. $5 off)
- Fixed Price (e.g. 3 items for $5)
- Leave blank for a Qualifier Bank
- Amount (don’t enter $ or % characters): enter the dollar amount deduction, percentage deduction, or fixed price in 00.00 format, depending on your bank type.

Step 4: Click Update:

Step 5: You will be taken back to the Coupon page, where you will need to click on the Bank Item that you just created to add the items

Step 6: Click on New Bank Item

Step 7: There are two ways to add a Coupon Bank:

Add a Category: to apply a category, size, or style to the coupon bank, choose from the drop-downs and select Add Coupon Bank Item
Add a Specific Item: to choose a specific item for the coupon bank, select the Use Item Browser button. Search for items by selecting the category that contains the item and/or filter by item name. You can also check the Active Only box to return only items currently marked as active in your menu. Select the checkbox to the left of the items you wish to add to the coupon bank and select Add

Step 8: You will be redirected to the View/Edit Coupon Bank page with your selection(s) populated under Bank Items

Note: Please refer to Coupon Examples for additional information on setting up specific Coupon Banks.

Manage Coupon Banks

Step 1: Search for the coupon

Step 2: Click on the Coupon Name

Step 3: Scroll down to the Current Banks Section and click on the Bank link you want to edit (this will be the Name you gave to the bank upon setup)

Step 4: Click New Bank Item

Step 5: Use the dropdown menus to add item(s)/category

Step 6: Click Add Coupon Bank Item

Square: In cases where an item’s price is inherited from a child modifier you must select the picklist category for the item from the ‘Category’ dropdown.

Step 7: To delete a bank item(s), check the box to the left of the bank item(s)

Step 8: Click Delete Bank Items

Note: Please refer to Coupon Examples for additional information on setting up specific Coupon Banks.

Duplicate a Coupon

To duplicate a coupon:

Step 1: Search for the coupon

Step 2: Click on the Coupon Name that you wish to duplicate:

Step 3: Click the Duplicate Coupon button at the top of the page and a new coupon will populate with the same information but will have ‘Copy of...’ in front of the coupon name. Update the name of the coupon to whatever you would like the customer to see (e.g., Free side item with purchase):

Step 4: Make any necessary updates to the coupon

Basic Coupon Info (Promo code, POS ID, Date Range, etc)
Value
Limits
Miscellaneous
Service Types
Modes
Bank items

Step 5: Click Update to save changes

Change a Specific Store Coupon to a Different Store or All Stores

If you want to copy an existing store-level coupon and change the store or make it a Global coupon by applying it to all stores, follow the below steps:

Change a Specific Store Coupon to a Different Store

To change an existing coupon from one location to another:

Step 1: Search for the coupon

Step 2: Click on the Coupon Name that you wish to duplicate

Step 3: You will see the original store number listed directly above Restrict to Location

Step 4: To change the store number, search for and select the specific store in the Restrict to Location drop-down

Step 5: Scroll to the bottom of the page and click Update

Note: We suggest making a duplicate copy of the coupon that you wish to change before doing so. If it’s a one-time use coupon and you simply change the store number, anyone that used the coupon previously will not be able to use it again. Also, it keeps a record of the previous coupon in case you ever need to refer back.

Change a Specific Store Coupon to All Locations

To change an existing coupon from one location to all locations:

Step 1: Search for the coupon

Step 2: Click on the Coupon Name that you wish to duplicate

Step 3: You will see the original store number listed directly above Restrict to Location

Step 4: To update the coupon for Global Use (all locations), search for and select the Master Restaurant in the Restrict to Location drop-down

Step 5: Scroll to the bottom of the page and click Update

Note: We suggest making a duplicate copy of the coupon that you wish to change before doing so. If you simply change the store number, anyone that used the coupon previously will not be able to use it again if it’s a one-time use coupon. Also, it keeps a record of the previous coupon in case you ever need to refer back.

Exclude Specific Items from being Discounted with the use of Coupons

There may be certain items, like combos, that you wish to exclude from all discounts/coupons. To do this, you must update the setting at the item level. Please see Item Management (link)

Coupon Availability by Customer(s)

If you wish to restrict coupons to specific customers (email addresses):

Step 1: Search for the coupon

Step 2: Click on the Coupon Name that you wish to restrict to specific customers:

Step 3: Scroll down to Customer Availability and uncheck All Customers

Step 4: Search for the email, first name, or last name of the customer you wish to add to the coupon’s availability

Step 5: Select the check box next to any users you wish to add to the coupon’s availability

Step 6: Select Add:

Step 7: The user will be added to the table under Coupon is restricted to these Customers:

Step 8: You can remove customers from this list by selecting the checkbox next to their name, and selecting Remove:

Resetting Customer Use of a Coupon

While there’s no way to ‘reset’ the customer usage of a coupon, you do have a couple of options. It’s calculated in real-time based on the number of orders a customer has placed using that coupon. You have two options:

Option 1: Increase the per-customer limit of the coupon. For example, update it from 1 to 2. This will allow customers that have already used the coupon once to use it once more.

Option 2: Create a new coupon that is a duplicate of the existing coupon.