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Creating QuPOS Discounts (External IDs)

When creating an offer or loyalty offer in Incentivio, a matching discount must be created in QuPOS to ensure that the POS system recognizes this discount for reporting and price calculation. This guide will provide an outline of how to create a discount in Qu and connect it to your Incentivio offer or loyalty offer.

 

Contents

  1. Creating Discounts in Qu
  2. Attaching Discounts in Incentivio

 

Creating Discounts in Qu

  1. Log into Qu's Enterprise Intelligence portal.
  2. Navigate to Configuration > Discount Groups.
    Screenshot 2024-09-18 at 3.28.25 PM.png
  3. Search for the discount group where this discount should be created.
    Note: Qu generally recommends that all discounts be configured at the top-level store group and enabled or disabled at the applicable stores.
    Screenshot 2024-09-18 at 3.29.32 PM.png
  4. Select the Add Discount button.
    Screenshot 2024-09-18 at 3.30.11 PM.png
  5. Type in the applicable name of the discount and click Create New.
    Screenshot 2024-09-18 at 3.40.28 PM.png
  6. Validate the settings in the new window and click the Save button.
    Screenshot 2024-09-18 at 3.46.27 PM.png
  7. Set up the Availability section if needed.
    • Under the Availability section, adjust the following fields:
      • Effective Date - This is the date range the discount should be available.
      • Recurrence - This is the days of the week the discount should be available.
      • Context - You can indicate the meal period, order channels, and order types where this discount is applicable.
      • Please note: Any restrictions on availability (such as days of week, time of day, date range, etc.) must be mirrored in Incentivio. We will not pull in these fields automatically, and it will cause errors if customers try to redeem them outside of the availability set in Qu.
  8. Proceed to the Discount Definition section and configure the following fields:
    • Category
      • Should be set to Discount
    • Activation Type
      • Should be set to Manual Apply Discount
    • Type
      • Should be set to Open Percentage or Open Amount
    • Application Mode
      • Should be set to POS Selects ItemsScreenshot 2024-09-18 at 6.37.40 PM.png
  9. Click Save to complete setup.
  10. Once the discount has been created and saved, copy the ID listed next to the discount title, which will be used to map this to your Incentivio offer or loyalty offer:
    IMG_9171.jpg

 

Attaching Discounts in Incentivio

  1. In Incentivio, paste the discount ID into the Value field. If the discount applies to all locations, select All:
    Screen_Shot_2022-08-14_at_3.44.41_PM.png
    If this discount only applies to select locations, select Per Store and paste the discount ID only next to the locations where this discount will be applicable:
    Screen_Shot_2022-08-14_at_3.46.51_PM.png
  2. Save the discount.

 

For any questions related to creating discounts, don't hesitate to get in touch with your Customer Success Manager or Incentivio Support at support@incentivio.com.

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