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2f - Create a Loyalty Discount (NorthStar)
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Written by Mark Robert Turner
Updated over 2 months ago

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:


Let’s create a discount in North Star for use with Lunchbox Loyalty.


Coupon Setup

In order for Lunchbox to successfully send discounts/coupons to NorthStar, you will need to add an adjustment reason for each discount type you plan to offer. Lunchbox recommends building out all of your discounts as open dollar adjustment reasons that apply to all areas on your menu. This will allow Restaurant Partners more flexibility in configuring discounts with Lunchbox.

To setup an Adjustment Reason in Northstar:

Step 1: Log in to ECM

Step 2: Go to Financial > Adjustment Reasons

Step 3: Click Add Adjustment Reason

Step 4: Enter the following information, specific to your coupon:

    • Description

    • Select Discount from the Adjustment Type drop-down

    • Enter a Default Amount 0.00 and specify by Dollars. This must be set to ‘Dollar’ to allow proper total calculations of orders when sent to the POS

    • Enable the Active checkbox

    • Enable the Allow user to change amount checkbox

    • Enable the Allow user to change amount checkbox

Step 5: Click Save and Edit

Step 6: Under the Sites sub-tab leave the locations list blank to apply to all locations.

Step 7: Click the Menu Item Categories sub-tab and set All the categories to Active.

Step 8: Click Save

Step 9: To Locate the coupon ID of your newly built coupon. Navigate back to the main adjustment reasons page.

Step 10: Next right click the pencil icon of your newly created discount.

Step 11: Next Click Inspect

Step 12: Locate the Coupon's ID by looking to the line above the highlighted line. Copy everything in between the ' and the ' this number will be needed to create your discount in Lunchbox. Please paste this value into your coupon tab of your configuration workbook.

Step 13: Always remember to publish after making changes in ECM.

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