Product Management
Deals
Create deals, discounts and promotions for your menus, from simple percentage-off offers to meal deals, Buy X Get Y, and more.
Can't find what you need? Contact Cinchio:
About
Deals is where you create and manage deals, discounts and promotions for the menus you publish from Cinchio Back Office.
Deals work on these menu destinations:
- Cinchio Kiosk (F&B)
- Cinchio Mobile
- Cinchio Retail
They cover everything from simple transaction discounts, such as a percentage or fixed amount off, to item-level deals like free items, meal deals and Buy X Get Y offers.
How a deal works
Conditions
What must be in the basket, such as which products and how many.
Discount
What the customer gets once the conditions are met.
Availability
When the deal can be used.
Two levels of deal
Specific Items
The discount applies to particular items in the basket. For example, a meal deal or Buy X Get Y.
Entire Transaction
The discount applies to the whole basket. For example, 10% off, or £5 off when you spend £30.
Related
Ready to start?
Go to the Create tab.
Create
A deal is built in five stages. Work through them in order.
Before you start, make sure you have
A deal type
Every deal belongs to a deal type.
A deal reporting product
Deals report against one in transactions. Use an existing one, or create a new product.
Any product families
If a condition covers several products, create a product family to group them.
New to deals?
Look at the example deals for how to set up common F&B and retail deals.
The five stages
1. Deal Details
Name, type, reporting product, discount level and dates.
What must be in the basket before the deal is valid: which products, and how many or how much.
What the customer gets once the conditions are met, and which items it applies to.
Optional. Narrow the deal's dates down to certain days, times or periods.
Add the deal to the menus it should appear in.
1. Details
Set up the basics: what the deal is called, how it reports and whether it discounts specific items or the whole transaction.
1
Start a new deal
Go to Product Management > Deals > Deals and select New Deal.
2
Name it and choose how it reports
In the New Deal window, fill in:
The deal's name, as it's known throughout Cinchio Back Office.
The deal type the deal belongs to.
The deal reporting product the deal reports against in transactions. Only products flagged as deal reporting products are listed.
3
Choose the discount level
Choose the Discount Level:
Specific Items
The discount applies to particular items in the basket.
Entire Transaction
The discount applies to the whole basket.
Choose carefully
The discount level can't be changed once the deal is created.
4
Set the dates
Set the dates the deal can be used between:
The date the deal is first available.
The date the deal ends. If it has no end date, choose a date far in the future.
Need it on certain days or times only?
You can narrow this down later with availability rules.
5
Save it
Select Save. The deal page opens, with five sections: Deal Details, Deal Conditions, Deal Discounts, Deal Availability Rules and Deal Usage.
6
Set the extra options
In the Deal Details section, set any of these extra options:
For menu destinations that support it, how the deal shows to customers:
How the deal reports in Cinchio Back Office transactions. The options work the same way as Display Style. Discount Across Items is recommended.
Entire Transaction deals only. Tick to let items already discounted by another deal still count towards this deal's conditions:
Tick to let items discounted by this deal be discounted again by an Entire Transaction deal applied later. This works for both Specific Items and Entire Transaction deals. Deals are applied in the order they're listed in the menu.
The deal is created. Next, set up its conditions.
2. Conditions
Conditions say what must be in the basket before the deal is valid: which products, and how many of them or how much they're worth.
Specific Items deals
Need at least one condition. Add one for each group of items in the deal. For example, a meal deal might have a main, a side and a drink.
Entire Transaction deals
Conditions are optional. Without one, the discount applies to any basket. Add one for rules like a minimum spend.
Example
For "any 2 drinks for £5", the condition is: items from the Drinks product family, with a minimum and maximum quantity of 2.
1
Add a condition
In the Deal Conditions section, select New Deal Condition.
2
Choose the items
In the Deal Condition window, fill in:
A name for the condition. Only seen in Cinchio Back Office.
The product family or product.
3
Set how many or how much
Say how many, or how much, must be in the basket:
Whether the basket is checked by Quantity of items or Value of items.
The minimum quantity or value needed.
Optionally, the maximum quantity or value.
4
Exclude products (optional)
If you chose a product family, you can leave out particular products, so you don't have to maintain a separate family:
Tick to exclude some products from the condition.
The product family or product to exclude.
Example
A deal on everything in your All Drinks family, except champagne. Exclude champagne here, rather than having to maintain a separate list of all eligible drinks.
5
Save it
Select Save. Repeat for any other conditions.
The basket rules are set. Next, set up the discount.
3. Discounts
Once the conditions are met, the discount is applied. Where it goes depends on the deal's discount level:
Specific Items
Each discount goes on the items of one condition, or on All Condition Items, where it's shared proportionally across every item that meets the conditions.
Entire Transaction
The discount applies to the whole basket.
What's the deal's discount level?
Specific Items
1
Add a discount
In the Deal Discounts section, select New Deal Discount.
2
Choose the discount
In the Deal Discount window, fill in:
The name customers see when the discount is applied.
The new fixed price, or the amount or percentage taken off.
3
Choose the tax option
Choose the Tax Option:
Fixed Price
Whether the price entered is Tax Inclusive or Tax Exclusive.
Amount or Percentage
Whether the discount is applied After Tax or Before Tax.
The options available may depend on your region.
4
Choose the items it applies to
Choose which items are discounted:
The deal condition whose items get this discount.
Whether the discount goes on the First Item(s) Entered, or the Least Expensive or Most Expensive eligible items.
More than one condition?
Add a discount for each condition that needs one. For example, a meal deal might discount the side and the drink, but not the main.
5
Set a limit (optional)
Optionally, set a Discount Value Limit: the most this discount can take off.
6
Save it
Select Save.
The discount is set. Next, choose when the deal is available.
Entire Transaction
1
Add a discount
In the Deal Discounts section, select New Deal Discount.
2
Choose the discount
In the Deal Discount window, fill in:
The name customers see when the discount is applied.
The amount or percentage taken off.
3
Choose the tax option
Choose the Tax Option: whether the discount is applied After Tax or Before Tax. The options available may depend on your region.
4
Set limits and exclusions (optional)
Optionally, fill in:
The most this discount can take off.
Tick if the discount shouldn't apply to some items in the basket.
The family of products to leave out of the discount.
5
Save it
Select Save.
The discount is set. Next, choose when the deal is available.
4. Availability
Not available yet
Availability rules aren't currently supported on Cinchio Kiosk (F&B), Cinchio Mobile or Cinchio Retail.
The deal is active between the Available From and Available To dates set in the deal details. Availability rules are optional, and narrow that down further. For example, weekdays only, or 3pm to 5pm.
How availability is checked
Date range
Is it between the deal's Available From and Available To dates?
Included periods
If there are any, does the time fall within one of them?
Excluded periods
Does the time fall within one? If so, the deal isn't available.
1
Add a rule
In the Deal Availability Rules section, select New Availability Rule.
2
Name it and choose the type
In the Deal Availability Rule window, fill in:
A name for the rule. Only seen in Cinchio Back Office.
3
Set the period
Choose the Period Type, then fill in its fields:
Which period type?
Period Range
Months of the year, days of the week and hours of the day.
The rule applies from the first day of this month.
The rule applies until the last day of this month.
The days of the week it applies on.
The times of day it applies between.
Specific Date Range
A set date range within the deal's overall dates.
The dates the rule applies between.
The times of day it applies between, on each date.
4
Save it
Select Save. Add more rules if you need them.
The deal's availability is set. Finally, add it to your menus.
5. Menus
A deal only works once it's in a menu. There are two ways to add it:
In the menu
Add the deal in each menu with the Menu Builder. Use this if the deal needs a promo code. Find out how to add deals to menus.
From the deal
Add it to several menus at once, from the deal itself. For deals with no promo code. Follow the steps below.
1
Open Add Deal To Menus
In the Deal Usage section at the bottom of the deal page, select Add Deal To Menus.
2
Choose the position and menu type
In the Link Deal To Menus window, choose:
3
Choose the menus
The menus are listed, showing:
The menu's name in Cinchio Back Office.
How many locations the menu is linked to.
Whether the menu is active at any of those locations.
Use the toggle to show only active menus, then tick the menus to add the deal to.
4
Add the deal
Select Add Deal.
The deal is added to each menu's deal list. F&B menus update the next time they're published. For active retail menus, you're asked whether to publish the changes now or later.
Video tutorial
Prefer to watch? This video shows how to create a deal.
Edit
Change any part of an existing deal.
Open the deal first
Go to Product Management > Deals > Deals, find the deal and select Edit.
What do you want to change?
Details
In the Deal Details section, you can change:
- Deal Name
- Deal Type
- Discount Reporting Product
- Available From
- Available To
- Display Style
- Data Style
- Iteration Limit
- Discounted Items Contribute To Condition
- Allow Discount Stacking
See Deal Details for what each one does.
The discount level can't change
Discount Level is shown for reference. To change it, create a new deal.
Conditions
Conditions say what must be in the basket before the deal is valid.
Adding a new condition, or changing one?
Add a condition
1
In the Deal Conditions section, select New Deal Condition.
2
Fill in the window. See Deal Conditions for what each field does.
3
Select Save.
Change a condition
1
In the Deal Conditions section, select Edit on the row.
2
Make your changes. See Deal Conditions for what each field does.
3
Select Save.
Discounts
Discounts say what the customer gets once the conditions are met. The fields depend on the deal's discount level: see Specific Items or Entire Transaction.
Adding a new discount, or changing one?
Add a discount
1
In the Deal Discounts section, select New Deal Discount.
2
Fill in the window. See the discount stage for what each field does.
3
Select Save.
Change a discount
1
In the Deal Discounts section, select Edit on the row.
2
Make your changes. See the discount stage for what each field does.
3
Select Save.
Availability
Availability rules narrow down when the deal can be used, within its overall dates.
Adding a new rule, or changing one?
Add a rule
1
In the Deal Availability Rules section, select New Availability Rule.
2
Fill in the window. See Deal Availability for what each field does.
3
Select Save.
Change a rule
1
In the Deal Availability Rules section, select Edit on the row.
2
Make your changes. See Deal Availability for what each field does.
3
Select Save.
Adding the deal to more menus?
See Assign to Menus.
Pushing changes to retail kiosks
If the deal is in a retail menu that's live on a retail kiosk, you can push your changes to the kiosks now with a delta menu publication. Or you can wait and publish them later with a standard menu publication.
1
Start the push
After changing the deal, select Push Changes To Retail Kiosk in the Deal Details section.
2
Choose what happens in each menu
For each menu the deal is in, choose one of:
Update the menu
Update the store menu with the deal changes.
Remove the deal
Take the deal out of the store menu.
3
Publish
Select Publish Changes.
Every live retail kiosk now has the same deal setup.
Search
Find deals by name, discount level, type or availability.
Shown straight away
When you open Product Management > Deals > Deals, every deal is listed.
Searching
Use any of these filters in the Search panel at the top, then select SEARCH. Matching deals are listed in name order.
All or part of the deal's name.
The deal type the deals belong to.
Whether to include deleted deals.
Deals available within the selected dates.
What's shown
The deal's name in Cinchio Back Office.
The deal type it belongs to.
Whether it discounts Specific Items or the Entire Transaction.
When the deal starts. Availability rules may narrow this down.
When the deal ends. Availability rules may narrow this down.
The product the deal reports against in transactions.
10 deals are shown per page. You can change this to 25, 50 or 100, and use the page selector at the bottom right to move between pages.
Delete
Deleting a deal archives it. It's hidden, not removed, so you can recover it at any time.
You can only delete a deal if
You have delete rights
If you don't but think you should, find out how to get access.
It isn't in a menu
Take it out of any menus it's assigned to first.
What do you want to do?
Delete a deal
1
Open the deal
Go to Product Management > Deals > Deals, find the deal and select Edit.
2
Delete it
Select Delete and confirm.
The deal is marked as deleted.
Recover a deleted deal
1
Find the deal
Go to Product Management > Deals > Deals and search with Show Deleted set to Yes.
2
Recover it
Open the deal, select Undelete and confirm.
The deal is available again.
FAQs
Frequently asked questions
QCan I see where a deal is being used?
Yes, if it's in any menus. The Deal Usage section at the bottom of the deal page lists them, and shows whether the deal is in each menu as a standard deal or as a promo that needs a promo code.
QHow do I set up a particular kind of deal?
The example deals show how to set up the most common kinds:
- Transaction discounts
- Combo deals
- Multibuy deals
- Buy X Get Y
- Promotional product
- Promotional price
- Minimum spend
- Minimum quantity