Deals: Edit

Within the Deal Discounts section, the following core details of the deal are available to update:

• Deal Name: Update the name of the deal as it should be known throughout Cinchio Back Office. 
• Deal Type: Update the Deal Type that the deal should be assigned against. 
• Discount Reporting Product: Update which deal reporting product the deal should report against in transactions that use this deal. This lists products flagged as "Deal Reporting Products" only. 
• Discount Level: Displays whether the deal is to apply discount against "Specific Items" within the transaction or against the "Entire Transaction". This cannot be changed once a deal has been created.
• Available From: Select the date that this deal is available from initially. 
• Available To: Select the date that this deal is available to. If the deal has no specific end date, select a date far in the future. Additional availability rules can be applied within the Deal Availability Rules section covered below. 
• Display Style: For Menu Destinations that support this feature, select whether the deal will display to customers as either: 
  • Discount Across Items: The deal reporting product displays a sale value of 0.00, and the individual components of the deal display a reduced sale value per the discount applied. 
  • Deal Price: The deal reporting product displays a sale value representing the total deal value, and the individual components of the deal display a sale value of 0.00. 
  • Discount Value: The deal reporting product displays a negative sale value representing the discount received, and the individual components of the deal display a pre-discount amount sale value. 
• Data Style: Select whether the deal will report in Cinchio Back Office transactions based on: 
  • Discount Across Items: The deal reporting product reports a sale value of 0.00, and the individual components of the deal report a reduced sale value per the discount applied. (Recommended) 
  • Deal Price: The deal reporting product reports a sale value representing the total deal value, and the individual components of the deal report a sale value of 0.00. 
  • Discount Value: The deal reporting product reports a negative sale value representing the discount received, and the individual components of the deal report a pre-discount amount sale value. 
• Iteration Limit: For "Specific Item" level deals only, if applicable, specify the maximum number of times this deal can be applied within a single transaction. 
• Allow Discount Stacking: Enable discount stacking if the deal can be used in conjunction with other deals. Discount stacking is based on the order in which deals are applied, per the order in which they are added into the menu, where: 
  • Items that are discounted by a "Specific Item" deal can have "Entire Transaction" deal discount applied on top of them, if discount stacking is enabled for both.
  • Items that are "Enter Transaction" deals can apply discount on items already discounted by a "Specific Item" deal, if discount stacking is enable for both. 

Deal Conditions specify which items must be in the basket before the deal can be activated. 

For deals that are "Specific Items" level deals there must be at least one condition. For deals that are "Entire Transaction" level deals, conditions are optional. 

To add a deal condition, select [New Deal Condition]. Alternatively, existing conditions can be edited by selecting [Edit] on the relevant row.

In the Deal Condition window: 

• Deal Condition Name: Enter the condition name, as seen in the Back Office only. 
• Item Selection Method: Select whether items are specified based on either:
  • Product Family: If the condition is applicable for multiple products. (See Product Families.)
  • Individual Product: If the condition is applicable for just one product.
• Item Selection: Select the product family / product, per the selection method. 
• Condition Metric: Specify whether items in the basket should be evaluated based on either the Quantity of items in the basket or Value of items in the basket. 
• Minimum: Per the selected Condition Metric, you must specify the minimum quantity/value of the item(s) that must be present in the basket.
• Maximum: Per the selected Condition Metric, if required you have the option to specify the maximum quantity/value of the item(s) that must be present in the basket.

The minimum requirements for the deal condition are met and [Save] can be selected to save the condition. 

If required, within the deal condition you can specify products to be excluded from the deal if the Product Family item selection method has been used. This helps to reduce future management of available products in the deal. For example, you may have a deal applicable for all items in the "All Drinks" product family, but Champagne needs to be excluded from the deal.

To exclude products: 

• Exclude Products: Enable this checkbox. 
• Exclusion Selection Method: Select whether items are excluded based on either:
  • Product Family: If the exclusion is applicable for smaller family of products. (See Product Families.)
  • Individual Product: If the exclusion is applicable for just one product. 
• Exclusion Selection: Select the product family / product, per the selection method. 

Deal Discounts specify the discount that get applied against the transaction.

To add a deal discount, select [New Deal Discount]. Alternatively, existing discounts can be edited by selecting [Edit] on the relevant row.

In the Deal Discount window:

• Menu Discount Name: Enter the discount name, as seen by the customer when the discount is applied. 
• Discount Type: Select which type of discount gets applied:
  • Amount: The total transaction value is discounted by a specific amount. 
  • Percentage: The total transaction value is discounted by a specific percentage. 
• Discount Value: Enter the discount amount/percentage value being removed from the transaction. 
• Tax Option: Specify whether the discount is applied on the items After Tax was applied or Before Tax gets applied. 
• Discount Value Limit: If applicable, specify the maximum discount value that can be issued when this Deal Discount is applied against the transaction. 

Select [Save] to update the deal discount. 

Deal Discounts specify the discount(s) that get applied, and the item(s) which are affected by the discount.  

To add a deal discount, select [New Deal Discount]. Alternatively, existing discounts can be edited by selecting [Edit] on the relevant row.

In the Deal Discount window:

• Menu Discount Name: Enter the discount name, as seen by the customer when the discount is applied. 
• Discount Type: Select which type of discount gets applied:
  • Fixed Price: The price of the item(s) is updated to a new fixed price.
  • Amount: The price of the item(s) is discounted by a specific amount. 
  • Percentage: The price of the item(s) is discounted by a specific percentage. 
• Discount Value: Enter the discount value applied. Based on the selected Discount Type, this is either the new fixed price of the item(s), or the amount/percentage value being removed from the item(s). 
• Tax Option: Select how tax should be treated based on the Discount Type selected: 
  • Fixed Price: Specify whether the price entered is Tax Inclusive or Tax Exclusive. 
  • Amount / Percentage: Specify whether the discount is applied on the items After Tax was applied or Before Tax gets applied. 
• Discount Items: Select a Deal Condition from the list to specify which item(s) are affected by the discount being applied. 
• Applies To: Select whether the discount is applied against the First Item(s) Entered out of those eligible for discount, or the Least Expensive or Most Expensive item(s) entered.  
• Discount Value Limit: If applicable, specify the maximum discount value that can be issued when this Deal Discount is applied against the item(s). 

Select [Save] to update the deal discount. 

Deal Availability Rules specify when the deal is available within the core deal availability range. 

To establish whether a deal is available: 

1. The first step is to check that current time is within the Available From and Available To date range defined when creating the deal, and covered in the Deal Details section above. 
2. If available, the next step is check if any "Included Period" rules apply: 
   • If there are no "Included Period" rules, the deal is still available and step 3 is checked. 
   • If there are "Included Period" rules, the current time must fall within any of those rules to remain valid. If the deal remains valid, step 3 is then checked.  
3. The final step is to check if any "Excluded Period" rules apply which may prevent the deal from being valid.   

To add a deal availability rule, select [New Availability Rule]. Alternatively, existing rules can be edited by selecting [Edit] on the relevant row.

In the Deal Availability Rule window:

• Rule Name: Enter the rule name, as seen in the Back Office only. 
• Availability Type: Select whether the rule is to specify Included Periods or Excluded Periods. 
• Period Type: Select whether the rule is to be built based on: 
  • Period Range: To apply the rule based on months of the year, days of the week and hours of the day.
  • Specific Date Range: To apply the rule against a specific date range within the overall deal date range.

If Period Type option Period Range is selected: 

• Start Month: The rule will apply from the first day of the selected month. 
• End Month: The rule will apply until the last day of the selected month. 
• Week Day(s): The rule will apply on the selected day(s) of the week, on the selected month(s). 
• Start & End Time: The rule will apply within the selected times, on the selected day(s) of the week, on the selected month(s)

If Period Type option Specific Date Range is selected: 

• Start & End Date: Select the date range when the rule applies. 
• Start & End Time: Select the time of day on each date within the date range that the rule applies. 

Deals are associated with individual menus with the Menu Builder as covered in This Article.