Discounts & Promos

Description:

This article explains creating, viewing, and editing discounts and promos in Canopy Classic.

In Canopy Classic, go to F&B → Discounts and Promotions and you’ll see the Overview Page and your list of discounts and promotions.

Overview Page

The overview tab shows the list of discounts and promotions that have been created.

• Note: Affiliations and Affiliation Groups have been deprecated from Canopy Classic and moved to Menu Managers Loyalty App. For questions on setting up Loyalty please contact venuesupport@shift4.com.
  
  
  • If several Discounts and Promos exist you can use the search function and filters at the top of the page to narrow your results.

How to Set Up Discounts and Promotions

• To begin creating your first Discount or Promo select +Add Discount or Promo at the top of the page.

Basic Information:

1. Active Slider: Enables or Disables the Discounts availability on all applications.
   
   
2. Name (External): The name the discount will appear with on the POS, Receipts, and when auto-applied on Kiosk/Mobile Ordering.
   
   
3. Name (Internal): Used for internal reporting purposes and will not be cashier or customer-facing.
   
   
4. Short & Long Descriptions: These will be displayed to the customer.

Reporting:

If applicable and when entered it will add additional finance reporting categories for your discounts. 

Availability:

1. Venues: If you have a multi-venue property, you can select whether this discount applies to all venues or specific ones.
   
   
2. Locations: Here you will select the Revenue Centers that the discount applies to if not all of them.
   
   
3. Menus: After selecting which Revenue Centers the discount applies to you will select the specific Menus listed under those RVCs that the discount will apply to.
   
   
4. Time Zone: This should be set to your venue's local time zone.
   
   
5. Start & End Date: The time at which the discount should begin. End Date can be left blank if the discount should be indefinite, if one is entered then once that time is reached the discount will be disabled.
   
   
6. Enabled Days of Week: When days are selected they will be highlighted in blue.

Redemption:

1. Redemption Method:
   • Auto: Will apply the discount automatically based on your Start/End Date & Time and included days.
     
     
   • Manual: This means the cashier must manually apply the discount on the POS. They do not have to enter the Promo Code on the POS other than selecting it from the Discounts List in the cart. A Promo Code is required to be created if Manual is selected when making the discount. 

Note: The only time a Promo Code will need to be entered during a transaction is when a customer is ordering on Mobile or Kiosk.

2. Max. Number of Uses: 
   • Limited Use: When selected will set a cap for the maximum number of times the discount can be used altogether.
     
     
   • Unlimited Use: When selected will allow the discount to be used for an infinite amount of times until turned off.
     

3. Stackability: Allows you to alternate whether or not a discount can be stacked with other discounts or promotions at check-out. 

Adjustment Details:

1. Range & Adjustment Amount:
   
   
   • Min. & Max. Check $: Minimum indicates the dollar amount a customer has to spend for the discount to be applied. Maximum is the threshold amount that when reached the discount will no longer be applied over.
     
     
   • Min. Item Count: If set anything other than 0 would indicate that the guest needs to contain that number of items in their cart for the discount to be applied.
     
     
   • Adjustment Amount: Either the percentage or dollar amount that is adjusted on the check when all applicable fields are met within the transaction.
     
     
   • Additional Tier: If needed, the max of the first tier will match the minimum of the 2nd tier.
     

2. Adjustment Level: This can be set to adjust the entire check or just the qualified items.
   
   
   • Entire Check: Will discount any item marked as discountable under Global Items.
     
     
   • Each Qualified Item: Will discount only items that are included in the discount.
     

3. Priority: You can decide to add your Inclusions or Exclusions first. Ex: No discount on alcohol so that will be excluded from the discount. If you do exclude items you can label them in the disclaimer section under Basic Information.
   
   
   • Once you have chosen your Priority you can search and select items to add to your inclusions or exclusions list. You may search by the Display Category, Item Name, or SKU.
     
     
   • When you’re done select Update Discount to save your new discount and all the settings you applied.

Note: For this discount to apply to your Global Items, you must go into each item and check the discountable check box. Follow step 8 in this guide for assistance or you may contact venuesupport@shift4.com. 

Need Help? We’re Here for You!

For assistance with SkyTab Venue, reach out to our support team:

• 📞 Phone: 877.559.4225
• 📧 Email: venuesupport@shift4.com

Our support team is available to help with any questions or issues you may have.

📢 System Status: Stay updated on service availability and incidents by visiting our Status Page.