SMARTDiscount™ User Manual
Contents
1. 4 Add Discount Change Discount Discount Copy Discount Finish Step 16 Discount group A is the Large Pizza Discount List 4 Group Since they must buy a large pizza in order to get a medium for free set this large pizza group to MustBuy 22 Copyright DiamondTouch Inc 2004 Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Discount Smart Discount Sample Discount TESTIONLY 14 2001 1 2002 Yes 10 00 0 00 0 99 0 0 0 Buy Large Get a Medium Pizza Free No 0 00 0 00 0 4 0 0 Smart Discount Setup Step Number 17 Optional Discount List Group B Select if the customer must buy this item if it is discounted or free Discount List 6 Free 4 Add Discount Change Discount Delete Discount Copy Discount Finish Step 17 Discount group is the Medium Pizza Discount List 6 group Since the medium is free set this medium pizza group to Free That s the process to set up that discount now hit Finished If the medium pizza was discounted to 5 00 then step 2 would have set Discount Dollar Amount to 5 00 and step 17 would have been set to Discount since the item in this group is discounted Using SMARTDiscount 23 Copyright DiamondTouch Inc 2004 _ Order PUER PEPPERONI SAUSAGE BACON HAM2. Select Discount Dollar Amount or Discount Percent To Discount Dollar Amount set a new price by entering a positive value e g 10 95 discount an amount by entering a negative value e g 2 00 To Discount a Percent Off Enter the Percent to be Discounted e g 7 Discount Dollar Amount _ Discount Percent 4 Add Discount Step 2 Since the price of the discounted item Is free set the Discount dollar amount to 0 17 Copyright DiamondTouch Inc 2004 Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is ape Discount Max asic i tamper count tame Discount ose enpate egue vane Diecount percent tA tte 52 Smart Discount Sample Discount TESTIONLY 14 2001 1 2002 Yes Ty 000 0 00 0 Smart Discount Setup Step Number 3 Required Discount List Group A Select the first Discount Group List to include in this Discount You may select from one to four Discount Lists for one to four items for this discount Example A Large Pizza drink and salad for 15 99 Discount List Group will have the large pizza discount group Group will contain the drink Discount List and Group will contain a salad discount list 4 Add Discount petete Discount Copy Discount boom EM C i Step 3 Set the first group as Large Pizzas 18 Copyright DiamondTouch Inc 2004 M c M Coupons Buy One Get One Discount Gr
3. orange Discount e pciete piscoum D gt BE Step 3 Select the Medium Pizzas discount group Select Finished or Next to configure more settings 13 Copyright DiamondTouch Inc 2004 How to create a Percent Off Discount Coupons ______ Discount Redeemable Redeemable is Coupon Discount Discount mm a Smart Discount Sample Discount TESTIONL 14 2001 14 2002 Yes 10 00 0 00 62 Buy a Large Get a Medium Pizza Free D 1 off Any Large Pizza 1 00 0 00 65 One Medium for 5 500 0 00 Smart Discount Setup Step Number 1 Required Enter a Name for this Discount Coupon The name should describe the discount Example Large Pizza and Drink for 9 99 10 Off All Salads SSS dae Add Discount Change Discount Delete Discount Copy Discount B E D LE Step 1 Name the discount 14 Copyright DiamondTouch Inc 2004 Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Max Discount 9 0 0 52 Smart Discount Sample Discount TESTIONL 14 2001 15 2002 Yes 10 00 0 00 0 9 Buy Large Get Medium Pizza Free 0 1 off Any Large Pizza No 1 00 0 One Medium for 5 500 Smart Discount Setup Step Number 2 Required Select Discount Dollar Amount or Discount Percent To Discount Dollar Amount
4. SALAMI Table Server New Guests 0 Gambas 0 Opern 19 99 P 6 9 AL PEPPER 849 MEE ERN nri npe 4 SWEETPEP 27 AK MENOS GEEF e PLE _ o T 23 79_ Take an order 24 Copyright DiamondTouch Inc 2004 PEPPERONI SAUSAGE BACON HAM SALAMI Smart Check b p New Pres 0 sm PES XLRG THIN 11 9 JAL PEPPER 1 5 Buy a Large Get Medium Pizza Free BE ae E NN I p Ra ee mE pu EN More Info About Discount Select the Coupon button A list of eligible discounts that can be applied to the items on the ticket appear in the box 25 Copyright DiamondTouch Inc 2004 Re ON CE ON AM Table Server New Guests 0 Gambas 0 pema f 1189 wv 9 JALPEPPER PEPPER 150 _ ONIONS GRNPEPPER MUSHROOM BLKOLIVES GRNOLIVES MED THINS f 849 Smet 849 2 AR SWEET PEP TOMATOES GRNBEEF PINEAPPLE 27 JAL PEPPER T 1 4 1 TOTAL 1460 Select the discount from the list and the price s will change The discounted it
5. Max Discount uso pone Smart Discount Sample Discount TESTIONL 11 2001 15 2002 10 00 Buy a Large Get a Medium Pizza Free D Yes 0 00 0 00 0 0 00 0 00 0 Smart Discount Setup Step Number 1 Required Enter a Name for this Discount Coupon The name should describe the discount Example Large Pizza and Drink for 9 99 1 off Any Large Pizza 4 Add Discount Change Discount Delete Discount Copy Discount Finish Step 1 Always give the Discount a meaningful understandable name that describes the discount coupon Copyright DiamondTouch Inc 2004 M Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Max Discount name Discount Label eoe Uist Liste 99 0 0 T Smart Discount Sample Discount TESTIONLY 14 2001 1 2002 Yes 10 00 0 00 0 Buy Large Get a Medium Pizza Free D Yes 0 00 0 00 0 00 0 00 0 Smart Discount Setup Step Number 2 Required Select Discount Dollar Amount or Discount Percent To Discount Dollar Amount set a new price by entering a positive value e g 10 95 or discount an amount by entering a negative value e g 2 00 To Discount a Percent Off Enter the Percent to be Discounted e g 7 Discount Dollar Amount Discount Percent Dr loo mcg 4 Add Discount Change D
6. contain a salad discount list 1 Salads Add Discount Change Discount Delete Discount Copy Discount Finish Step 3 Select your Salads discount group list and hit Finished to save or Next to continue with more settings How to create a BOGO Buy One Get One Discount What BOGO really means If a coupon says buy a Large Pizza for 10 00 and get a medium for free that really isn t a BOGO discount because the customer pays 10 00 for a Large Pizza and Medium Pizza A more accurate description is get a large and medium pizza for 10 00 Key If the total price of all items is mentioned then it s not a BOGO discount On the other hand if the deal is Buy a large and get a medium for free it s a BOGO discount because the discount does not mention a price for all the items How to set up Buy a large and get a medium free Steps without diagrams are done in the same manner as non BOGO items You should already have the correct discount list groups created for the item s that are bought free or discounted 16 Copyright DiamondTouch Inc 2004 Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Max Discount oar ou name Discount Lenape Requred vate Diesount percem utc 52 99 0 0 Smart Discount Sample Discount TESTIONLY 14 2001 11 2002 Yes 10 00 0 00 Smart Discount Setup Step Number 2 Required
7. Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Discount D nt H D nt Label List A ListB ListC 98 0 0 D 4 3 52 Smart Discount Sample Discount TESTIONLY 14 2001 1 1 2002 Yes 10 00 0 00 0 O 62 Buy a Large Get a Medium Pizza Free No 0 00 0 00 0 0 0 Smart Discount Setup Step Number 15 Optional Is this Buy One Get One or Buy Some Get Some item gt Lom 4 Add Discount Discount pects Discount Copy Discount Finish Step 8 Select Yes because it s a BOGO discount 21 Copyright DiamondTouch Inc 2004 N N M Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Discount D nt H D nt Label List A ListB ListC 0 0 D 52 Smart Discount Sample Discount TESTIONLY 14 2001 14 12002 Yes 10 00 0 00 0 9 O 62 Buy a Large Get a Medium Pizza Free No 0 00 0 00 0 4 0 0 Smart Discount Setup Step Number 16 Required Discount List Group A If the item in this group will be discounted select discounted if the item will free select free if the item is not free or discounted select required Example Buy One Large Pizza Get a Medium for Free Select Large Pizza List for List Group A and Make it Required Select Medium Pizza List for List Group and Make it Free
8. SMARTDiscount User Manual Table of Contents SMART DISCOUNT 4 1 What it 902 1 What can it not 0 2 RET 4 Set up Edit Discount 11 5 6 Add Edit Remove Discounts 7 How to create a Dollar Amount 8 How to create a New Price Discount 11 How to create a Percent Off 14 How to create a BOGO Buy One Get One Discount 16 WES IC SIAR RI i TET 23 SMART Discount 27 Trouble Shooting Check 28 SMARTDiscount Overview What can it do e Allow users to set up and apply discounts including coupons to change the price of items e Allow users to discount item s a percent off a dollar amount off or give an item a new price e Allow Buy Some Get Some including BOGO Show eligible discounts for the items on a ticket that have not already been discounted or part of a discount Show eligible discounts based on redemption dates and time zones Option to prompt employee to make sure customer has the coupon Work with discount mea
9. ems are marked with n n is the number of discounts that have been applied to the ticket 26 Copyright DiamondTouch Inc 2004 SMARTDiscount Reporting Diamond Touch 4 5 17 Daily Modifier ategory Sales by Day of Week Go to Reports Sales Smart Discount Report 27 Copyright DiamondTouch Inc 2004 Smart Discount Report Select a Discount Report Type Discount Summary Report H Refine Your Search Optional Search by Date Doris Seve ES Search by Zip Code Here you can choose the type of report Discount Summary Report Zip Code Report or Date Report You may also filter results according to date discount and zip code Trouble Shooting Check List If you are having problems using SMARTDiscount check these things e Are the PLU s correct for discount list groups Did you edit or re initialize your PLU s after you set up SMART Discount Are you using the correct time zone Are the redeemable and end dates correct Are the correct items on the ticket and not already part of a discount 5 it really BOGO discount If the coupon has a price listed for the items then it s not a BOGO discount 28 Copyright DiamondTouch Inc 2004
10. iscount pects Discount Copy Discount Finish Step 2 Select Discount Dollar Amount because we are discounting a dollar amount and not a percentage Enter 1 to take a dollar off the price Copyright DiamondTouch Inc 2004 Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable 15 Discount Discount zj Smart Discount Sample Discount TESTIONLY 14 2001 1 2002 10 00 0 00 0 99 0 0 0 Buy a Large Get a Medium Pizza Free D Yes 0 00 190 00 0 0 00 0 00 Smart Discount Setup Step Number 3 Required Discount List Group Select the first Discount Group List to include in this Discount You may select from one to four Discount Lists for one to four items for this discount Example A Large Pizza drink and salad for 15 99 Discount List Group will have the large pizza discount group Group will contain the drink Discount List and Group will contain a salad discount list m mcg ae NEN 4 Add Discount Change Discount Delete Discount Copy Discount Finish Step 3 Select your Large Pizza discount list that Is eligible for this discount Then hit the Finished button to save this discount or the Next button to configure more options Other SMARTDiscount configurable options include e Set a Maximum Amount that can be discounted for max toppings e Enter a Coupon Label to help employee match coupon w
11. ith SMARTDiscount discount Enter starting and ending redemption dates Enter details about a coupon e g fine print or instructions to cashier Enter a picture for viewing of applicable discounts for a ticket Prompt employee that a coupon Is required for this discount Select Time zone when discount is active 10 Copyright DiamondTouch Inc 2004 How to create a New Price Discount Coupons Discount Redeemable Redeemable is Coupon Discount Max Discount p P Smart Discount Sample Discount TESTIONL 14 2001 14 2002 Yes 10 00 0 00 Buy a Large Get a Medium Pizza Free D 1 off Any Large Pizza 1 00 0 00 Smart Discount Setup Step Number 1 Required Enter a Name for this Discount Coupon The name should describe the discount Example Large Pizza and Drink for 9 99 One Medium for 5 4 gt enenge Discount D Step 1 As in the previous example give the discount name 11 Copyright DiamondTouch 2004 Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Max Discount 9 0 0 n 52 Smart Discount Sample Discount TESTIONL Y 14 2001 14 2002 Yes 10 00 0 00 0 9 Buy a Large Get a Medium Pizza Free D 1 off Any Large Pizza No 1 00 000 0 Smart Discount Setup Step Number 2 Required Select Discount D
12. l deals Has option to make additional toppings cost extra Prevent users from applying the same discount on the same item more than once Show bitmaps of coupons that are scanned or created by customer e Work with more than 98 of coupons of the hundreds of coupons tested e Allow users to enter detailed information about the coupon e g fine print coupon special instructions etc e Show the amount discounted on a separate line on ticket Copyright DiamondTouch Inc 2004 What can it not do e Global whole ticket discounts e g 10 employee discount Continue to use advanced functions for pre set ticket discounts e Automatically select the best discount from eligible discounts Please Read Before Setting up SMARTDiscount e n order for SMARTDiscount to work you will need to make sure your PLU numbers have been initialized and locked e To initialize your PLU s go to Setup Terminal Utilities and click the Initialize PLU Table button WARNING f you are using inventory Optimum Control then your PLU s have already been initialized do not run this or your inventory will not work 2 14 2005 10 20 52 Factory Service Only Service Code User Utilities Factory Defaults Reinitialize Tht Track Table E lov Repair Diamond Touch MDP oyecs Database Error Log m hut Down Restart Spooler Copyright DiamondTouch Inc 2004 e lock the PLU s go into Setup g
13. nt List Tutorial for more information on creating discount lists 6 Copyright DiamondTouch Inc 2004 Add Edit Remove Discounts Y Coupons Buy One Get One Discount Group Lists Discount DN Discount Label ee Redeemable is Coupon Discount Max Discount ListA ListB ID Humber Start Date End Date Required Value Discount Percent Smart Discount Sample Discount TESTIONL Y 142001 1 2002 0 00 1 off Salads 0 00 Buy Drink at Reg Price and get 50 2nd SOTHIRSTY 11 4 2005 0 00 Pizza Drink and Salad for 6 j 0 00 2 larges for 10 00 1 19 2006 i 0 00 Change Discount Delete Discount Copy Discount Finish To Add a Discount select the Add Discount button To make changes to existing discount highlight the discount you want to change and then the Change Discount button To delete a discount highlight the discount you want to delete and then the Delete Discount button To copy an existing discount select the discount you want to copy and then the Copy Discount button Selecting Add Discount starts a wizard which gives step by step instructions on how to create a new discount The following section gives instructions on how to set up a e Dollar Amount Off e New Price e Percent Off e BOGO Buy One Get One Copyright DiamondTouch Inc 2004 How to create a Dollar Amount Off Discount Discount Redeemable Redeemable is Coupon Discount
14. off Discount Group Number 1 Select Item s From Your Menu To add to Discount List s ad SALADS vii 00001 TOSSED SALAD Add item To Discount Group List gt gt 00002 CHEF SALAD TOSSED SALAD 00003 TACO SALAD CHEF SALAD HK FAY SA f CHK FRY SALAD lt lt Remove Item From List lt lt Add Edit Remove pp Discounts A Discount List is a group of related item s that are part of a discount Examples 1 A user wants to set up a discount for 2 00 off a large pizza He will create a discount list with all large pizzas that are eligible for that discount 2 To create a discount for a medium pizza and drink for 9 99 make a discount list with eligible medium pizzas and create another discount list containing drinks eligible for this discount 3 To create a discount for a large pizza drink and bread sticks for 13 99 use the discount group that we already created for large pizzas example 1 and the discount group for drinks example 2 and create another discount group for bread sticks Create discount lists for the items that you want to be part of discounts New users may want to create lists of similar menu items make lists of large medium and small pizzas lists for appetizers fountain drinks 2 liter drinks etc Toppings and modifiers are not important when creating discount lists Discount lists can be changed added or deleted Refer to the Discou
15. ollar Amount or Discount Percent To Discount Dollar Amount set a new price by entering a positive value e g 10 95 or discount an amount by entering a negative value e g 2 00 To Discount a Percent Off Enter the Percent to be Discounted e g 7 Discount Dollar Amount L Discount Percent 4 Add Discount petete Discount Copy Discount EE EE Dd 0 LE Step 2 This time select Discount Dollar Amount but instead of entering negative number to subtract from the regular price enter a positive number to re price this item This discounted medium pizza will now cost 5 12 Copyright DiamondTouch Inc 2004 N N M Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Discount 0 0 n 52 Smart Discount Sample Discount TESTIONL 14 2001 15 2002 Yes 10 00 0 00 Buy a Large Get a Medium Pizza Free D 1 off Any Large Pizza 1 00 000 0 Smart Discount Setup Step Number 3 Required Discount List Group A Select the first Discount Group List to include in this Discount You may select from one to four Discount Lists for one to four items for this discount Example A Large Pizza drink and salad for 15 99 Discount List Group will have the large pizza discount group Group will contain the drink Discount List and Group will contain a salad discount list 6 Medium Pizzas 4 _
16. oup Lists Discount Redeemable Redeemable is Coupon Discount Max Discount nt H D nt Label List A ListB ListC 98 0 0 D 4 3 52 Smart Discount Sample Discount TESTIONLY 14 2001 142002 Yes 10 00 0 00 0 O 62 Buy a Large Get a Medium Pizza Free No 0 00 0 00 0 0 0 Smart Discount Setup Step Number 4 Discount List Group Optional Select the second Discount Group List to include in this Discount or enter the group s number m mcg T NEN 4 Add Discount change Discount pects Discount Copy Discount Finish Step 4 Select Medium Pizzas as the second discount group 19 Copyright DiamondTouch Inc 2004 M c M Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable is Coupon Discount Discount D nt H D nt Label List A ListB ListC 0 99 0 0 D 4 3 52 Smart Discount Sample Discount TESTIONLY 14 2001 1 1 2002 Yes 10 00 0 00 O 62 Buy a Large Get a Medium Pizza Free No 0 00 0 00 0 0 0 Smart Discount Setup Step Number 5 Discount List Group Optional Select the third Discount Group List to include in this Discount or enter the group s number loo mc NEN 4 Add Discount change Discount Discount Copy Discount Finish Steps 5 amp 6 No more groups needed so set group C and D to none 20 Copyright DiamondTouch Inc 2004 M c M
17. set a new price by entering a positive value e g 10 95 or discount an amount by entering a negative value e g 2 00 To Discount a Percent Off Enter the Percent to be Discounted e g 7 L Discount Dollar Amount Discount Percent 4 Add Discount Delete Discount Copy Discount e XX A X Ru c Edi ee RR Step 2 This time select Discount Percent because we are discounting a percent off of the price of the item Enter 10 to discount 10 percent You do not need to enter the 96 sign only the percent amount as shown 15 Copyright DiamondTouch Inc 2004 N M Coupons Buy One Get One Discount Group Lists Discount Redeemable Redeemable 15 Discount Discount j i 0 99 0 0 Smart Discount Sample Discount TESTIONLY 1 1 2001 1 1 2002 10 00 0 00 Buy a Large Get a Medium Pizza Free D Yes 0 00 0 00 1 off Any Large Pizza No 51 00 0 00 One Medium for 5 No 5 00 0 00 10 Off All Salads No 0 00 0 00 Smart Discount Setup Step Number 3 Required Discount List Group Select the first Discount Group List to include in this Discount You may select from one to four Discount Lists for one to four items for this discount Example A Large Pizza drink and salad for 15 99 Discount List Group will have the large pizza discount group Group will contain the drink Discount List and Group will
18. t Menu gt Categories then click the Show PLU button Check Lock PLU s Then click Hide PLU and move to the next category Repeat for all categories PLU Recipe Levels Split Inventory Report Totals by Recipe Min 90 Recipe Level 1 Appetizer Recipe Level 2 Recipe Level 3 Category Number 1 Recipe Level 4 Lock PLUs eee e After your PLU s have been initialized and locked you can begin the setup of SMART Discount e Once SMARTDiscount is setup do not reinitialize the PLU table again doing so will cause SMART Discount to work incorrectly Copyright DiamondTouch Inc 2004 How to Set Up Discounts From DT s main screen click Set Up gt Menu gt SMARTDiscount Set up Copyright DiamondTouch Inc 2004 Diamond Touch 4 5 17 Smart Discount Set up Wizard Welcome to the Smart Discount Set up Wizard New Users Must First Go Through the Tutorial to Set Up Discount Items Lists After Discounts Lists Have Been Created Users May Edit Their Smart Discount Database Go To Discount List Set Up Edit Discount Add Edit Remove Tutorial Lists Discounts New Users select Go to Discount List Tutorial to learn about Discount Lists Otherwise Select Set up Edit Discount Lists or Add Edit Remove Discounts Copyright DiamondTouch Inc 2004 Set up Edit Discount Lists Diamond Touch 4 5 17 Discount Lists Set up Discount Item Groups 1 Salad coupon 1
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