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
Creating Discounts in Qu
- Log into Qu's Enterprise Intelligence portal.
- Navigate to Configuration > Discount Groups.
- 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. - Select the Add Discount button.
- Type in the applicable name of the discount and click Create New.
- Validate the settings in the new window and click the Save button.
- 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.
- Under the Availability section, adjust the following fields:
- 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 Items
- Should be set to POS Selects Items
- Category
- Click Save to complete setup.
- 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:
Attaching Discounts in Incentivio
- In Incentivio, paste the discount ID into the Value field. If the discount applies to all locations, select All:
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: - 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.