The following reviews a number of coupons and discounts, how they are used, and how they are configured.

Table of Contents

To create a Deduct % of Order Subtotal coupon:

Step 1: Enter the required information into the Coupon section (If you are a POS chain, you must enter the POS Reference in order for the coupon to be passed down correctly)

Step 2: In the Value section, you will need to enter the following:

Note: When entering values, be sure to use decimal points. DO NOT use symbols (e.g. $, %). Ex: 10% would be entered as 10.00.Enter any restrictions that you wish to apply to the coupon in the Limits section.

Step 3: Enable checkboxes for any necessary options in the following categories:

Note: Banks are not needed for this coupon type because it isn’t exclusive to certain items/categories.

Step 4: Click Add Coupon to create the coupon

To create a Deduct $ from Order Subtotal coupon:

Step 1: Enter the required information into the Coupon section (If you are a POS chain, you must enter the POS Reference in order for the coupon to be passed down correctly)

Step 2: In the Value section, you will need to enter the following:

Note: When entering values, be sure to use decimal points. DO NOT use symbols (e.g. $, %). Ex: $5 would be entered as 5.00.

Step 3: Enter any restrictions that you wish to apply to the coupon in the Limits section

Step 4: Enable checkboxes for any necessary options in the following categories:

Note: Banks are not needed for this coupon type because it isn’t exclusive to certain items/categories.

Step 5: Click Add Coupon to create the coupon

To create a Free Item with Purchase coupon:

Step 1: Enter the required information into the Coupon section (If you are a POS chain, you must enter the POS Reference in order for the coupon to be passed down correctly)

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 Limits section

Step 4: Enable checkboxes for any necessary options in the following categories:

Step 5: Click Add Coupon to create the coupon:

Step 6: Scroll down to the Banks section at the bottom of the page to create a coupon bank for the Discounted Item by clicking Add Coupon Bank:

Step 7: Update the coupon bank information for the items that the customer must purchase in order to receive the discount

Note: Refer to Coupon Banks for additional information on creating and managing banks

Step 8: Click Update to create the bank. You will be taken back to the main coupon screen where there will be a warning that banks are attached to the coupon that do not contain any items

Step 9: Scroll down to the Banks section at the bottom of the page and click on the bank name that you just created to add categories/items

Step 10: Click New Bank Item to create a new bank item

Step 11: In the example, the fountain drinks category in a medium size is added to the coupon bank, since this is the free item

Step 12: Click Add Coupon Bank Item

Step 13: The coupon does not apply to one item from the fountain drinks category (Sweet Tea), so that item needs to be excluded. To do this, click New Bank Item

Step 14: Since this exclusion is item specific, click Use Item Browser

Step 15: Search for the item by any one or combination of the following filters:

Step 16: Click Filter... to narrow down the item results based on your filters chosen above

Step 17: Locate the item and click the checkbox to the left of the item name that you wish to exclude

Step 18: Click the checkbox under the Exclude column to the right of the item that you wish to exclude

Step 19: Click Add to add the excluded item to the coupon item bank:

Step 20: The excluded item will now be displayed in the Coupon Bank and the coupon is now ready to test:

Note: It is recommended that you test the coupon each step of the way 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

In the example below, the customer is offering a BOGO Free deal on Combo Meals with the BOGODeal Coupon Code

To create a ‘BOGO’ coupon:

Step 1: Enter the required information into the Coupon section (If you are a POS chain, you must enter the POS Reference in order for the coupon to be passed down correctly)

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 Limits section

Step 4: Enable checkboxes for any necessary options in the following categories:

Step 5: Click Add Coupon to create the coupon:

Step 6: Scroll down to the Banks section at the bottom of the page to create a coupon bank for the Qualifier Item by clicking Add Coupon Bank

Step 7: Update the coupon bank information for the Qualifier Item(s) (Required Item)

Note: Refer to Coupon Banks for additional information on creating and managing banks

Step 8: Click Update to create the bank and you will be taken back to the main coupon screen

Step 9: Scroll down to the Banks section at the bottom of the page and click on the bank name that you just created in Step 7 to add categories/items

Step 10: Click New Bank Item to create a new bank item

Step 11: In this example, we added the Combo Meals category to the coupon bank, since any item from this category can be purchased in order to receive the free item with coupon. If the coupon was for a specific item (Ex: buy one black bean burrito and get one free), you would Use Item Browser to locate the appropriate item.

Step 12: Once you have the correct items/category selected, click Add Coupon Bank Item and you will be returned to the Coupon Bank screen

Step 13: Click Cancel to return to the main Coupon Screen

Step 14: Scroll down to the Banks section at the bottom of the page to create a coupon bank for the Discounted Item by clicking Add Coupon Bank

Step 15: Update the coupon bank information for the Discounted Item(s) (Free Item)

Step 16: Click Update to create the bank and you will be taken back to the main coupon screen:

Step 17: Scroll down to the Banks section at the bottom of the page and click on the bank name that you just created to add categories/items

Step 18: Click New Bank Item to create a new bank item

Step 19: For this example, we added the Combo Meals category to the coupon bank, since any item from this category can be the Discounted Item. If the coupon was for a specific item (Ex: buy one black bean burrito and get one free), you would Use Item Browser to locate the appropriate item

Step 20: Click Add Coupon Bank Item and you will be returned to the Coupon Bank screen:

Step 21: The Discounted Item(s) will now be displayed in the Coupon Bank and the coupon is now ready to test

Note: It is recommended that you test the coupon each step of the way 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.

Let’s say you want to run a promotion for ‘Choose 2’ (any two small subs for $5). You don’t want customers to have to enter a promo code to redeem this offer, so you want to make it Auto-apply. To create an auto-apply fixed price coupon:

Step 1: Enter the required information into the Coupon section (If you are a POS chain, you must enter the POS Reference in order for the coupon to be passed down correctly)

Step 2: In the Value section, you will need to enter the following:

Step 3: Enter any restrictions that you wish to apply to the coupon in the Limits section

Step 4: Enable checkboxes for any necessary options in the following categories:

Step 5: Click Add Coupon to create the coupon:

Step 6: Scroll down to the Banks section at the bottom of the page to create a coupon bank for the two fixed-price items by clicking Add Coupon Bank

Step 7: Update the coupon bank information for the Qualifier Item(s) that the customer must purchase in order to receive the discount:

Note: Refer to Coupon Banks for additional information on creating and managing banks.

Step 8: Click Update to create the bank. You will be taken back to the main coupon screen where there will be a warning that banks are attached to the coupon that do not contain any items

Step 9: Scroll down to the Banks section at the bottom of the page and click on the bank name that you just created to add the bank items

Step 10: Click New Bank Item to create a new bank item

Step 11: Add the category, size, and style of the items that you wish to discount OR use the Item Browser to select specific items (in this example there are 2 Small Classic Sub items)

Step 12: Once the Bank Items have been added, you will be returned to the Coupon Bank overview screen where you will see the newly added Bank Item(s). Click Cancel to return to the main Coupon page, where you will see the newly created coupon bank

Step 13: Click Cancel from the Coupon Bank page to return to the main Coupon page, where the Coupon Bank(s) will now be displayed in the Coupon Bank and the coupon is now ready to test

Note: It is recommended that you test the coupon each step of the way 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.

You may want to run a promotion for a small sub, a side, and a drink for $5.99. You don’t want customers to have to enter a promo code to redeem this offer, so you want to make it ‘auto-apply.’ To create an auto-apply combo fixed price coupon:

Step 1: Enter the required information into the Coupon section (If you are a POS chain, you must enter the POS Reference in order for the coupon to be passed down correctly)

Step 2: In the Value section, you will need to enter the following:

Step 3: Enter any restrictions that you wish to apply to the coupon in the Limits section

Step 4: Enable checkboxes for any necessary options in the following categories:

Step 5: Click Add Coupon to create the coupon:

Step 6: For this example, you will need to create 3 coupon banks - one for each of the Qualifier Items that must be purchased in order to receive the discounted fixed price. Create the bank for the first item (small sub) by clicking Add Coupon Bank

Step 7: Update the coupon bank information for the item(s) that the customer must purchase in order to receive the discount:

Note: Refer to Coupon Banks for additional information on creating and managing banks

Step 8: Click Update to create the bank. You will be taken back to the main coupon screen where there will be a warning that banks are attached to the coupon that do not contain any items

Step 9: Scroll down to the Banks section at the bottom of the page and click on the bank name that you just created to add the bank items

Step 10: Click New Bank Item to create a new bank item

Step 11: Add the category, size, and style of the items that you wish to discount OR use the Item Browser to select specific items (in this example it would be the Small Classic Sub item)

Step 12: Once the Bank Item(s) have been added, you will be returned to the Coupon Bank overview screen. Click Cancel to return to the main Coupon page, where you will see the newly created coupon bank

Step 13: Repeat steps 6-12 for each Qualifier Item required for your coupon (1 side and 1 drink).

Step 14: After all Banks have been created, they will be displayed in the Coupon Banks Section and the coupon is now ready to test

Note: It is recommended that you test the coupon each step of the way 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.