Manage Discounts & Promos in Shift4 Venue

Description: Learn to create, view, and edit discounts and promos in Shift4 Venue to drive sales and customer engagement. This article covers discount settings, availability, redemption methods, and adjustment rules.

Access the Discounts and Promos Page

Open Shift4 Venue and navigate to F&B > Discounts and Promotions.

• The Overview tab displays all existing discounts and promos.
• Use the search bar and filters to locate specific offers.

Important: Affiliations and Affiliation Groups have been deprecated from Shift4 Venue. Use the Menu Manager Loyalty App instead.

Create a New Discount or Promo

1. Select +Add Discount or Promo at the top of the page.
2. Complete the fields under Basic Information:
   • Active Slider: Toggle to enable or disable the discount.
   • Name (External): Displayed on the point of sale (POS), receipts, and mobile and kiosk orders.
   • Name (Internal): Used for reporting only; not visible to customers.
   • Short & Long Descriptions: Shown to the customer.
3. Under Reporting, optionally define reporting categories.

Set Availability Options

1. Select applicable Venues for the discount.
2. Select Revenue Centers (Locations) where it should apply.
3. Select specific Menus under the chosen Revenue Centers.
4. Set your venue's Time Zone.
5. Define the Start & End Date. Leave the end date blank for indefinite use.
6. Select applicable Days of the Week. Days highlighted in blue are active.

Configure Redemption Settings

1. Select a Redemption Method:
   • Auto: Automatically applies during defined dates and times.
   • Manual: Cashiers apply the discount from the discount list in the POS.
2. Set the Maximum Number of Uses:
   • Limited Use: Define a total usage cap.
   • Unlimited Use: No limit until the discount is disabled.
3. Set Stackability to determine whether the discount can combine with other discounts.

Note: Promo Code is required for manual setup.

Define Adjustment Rules

1. Configure the Range & Adjustment Amount:
   • Min. & Max. Check $: Define spending thresholds.
   • Min. Item Count: Set the required item count to trigger the discount.
   • Adjustment Amount: Define a dollar or percentage discount.
   • Select Add Additional Tiers if needed.
2. Select the Adjustment Level:
   • Entire Check: Applies to all discountable items.
   • Each Qualified Item: Applies to eligible items only.

Set Item Inclusions and Exclusions

1. Set Priority (add inclusions or exclusions first).
2. Search and select items by Display Category, Item Name, or SKU.
3. Add items to the Inclusion or Exclusion list.

Note: To exclude alcohol, add it to the exclusion list. Include exclusions in the disclaimer under Basic Information.

Save and Apply Discounts

Select Update Discount to save all changes.

Important: To ensure discounts apply, navigate to each Global Item and select the Discountable checkbox.