Vouchers

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Create and manage discount coupons

Learn how to create Discount Coupons that can be used by customers dining in your restaurant.

Discount Coupons are scannable vouchers that can be used to quickly apply existing restaurant discounts.

In this article, you’ll learn how to create discount coupons, and how to use them on the Eats365 POS.

Note: This article only discusses how to create a Discount Coupon. For more information on how to create a discount, refer to Create and manage discounts.

Before you start

A Discount Coupon license is required to be able to set up the Discount Coupon feature on the POS. You may reach out to Eats365 or a Channel Partner to purchase a license.

Enable the Discount Coupon feature

Once a license has been created, you or the Channel Partner can turn on the Discount Coupon feature on the Merchant Portal. To turn on the Discount Coupon feature, follow the steps below:

Note: You must have access to group or organization permissions to enable the Discount Coupon feature and access its settings.

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Setting.
Turn on Enable Coupon .
Under Group Accepting Coupon, toggle Enable All or turn on the setting individually for each restaurant that accepts discount coupons.
At the top right, click on Save.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then General.
Under Shops Accepting Discount Coupon, toggle Enable All or turn on the setting individually for each restaurant that accepts discount coupons.
At the top right, tap Save.

Set shared settings for discount coupons

Before generating a discount coupon, you can create presets for Campaign, Account, and Shop Group, these options help you organize and even group-related promotions when creating a discount coupon. To create presets, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Global Setting, select which Global Setting preset you’d like to create.

Campaign

When your business holds an event where discount coupons will be issued, create a campaign for that event to be able to select it when creating the discount coupons issued for or during the event.

Note: When generating discount coupon codes, adding a Campaign is optional.

At the top right, click on +Campaign.
Enter the Campaign Name.
Next to the Campaign Name field, set the language or keep the language option as Default.
At the top right, click on Add.

Account

For reporting purposes, create an account to be able to specify the account you want the discount coupons you’re creating to appear under.

Note: When generating discount coupon codes, adding an Account is optional.

At the top right, click on +Account.
Enter the Account Name and Account ID.
At the top right, click on Add.

Shop Group

Shop Group determines which restaurants can accept the discount coupons you create. For example, if your business has more than one branch, you can create a shop group with just one branch and another with multiple branches. When creating discount coupons, it’s important to select the correct shop group because the discount coupons you create will be valid at all the branches included in the shop group you choose.

Click on + Add Group.
Set the language or keep the language option as Default.
Next to the language option, enter the Shop Group name. Then, next to the name field, click on Save.
If you’d like to exclude shops from this Shop Group, click on + Add Excluded Shops.
From the drop-down list, select the shops you’d like to exclude. Then, next to the drop-down, click on Save.
At the top right, click on Save.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Select which Shared Setting preset you’d like to create.

Campaign

When your business holds an event where discount coupons will be issued, create a campaign for that event to be able to select it when creating the discount coupons issued for or during the event.

Note: When generating discount coupon codes, adding a Campaign is optional.

At the top right, click on + Campaign.
Enter the Campaign Name. You can set a different name per language. To add a new language, click on Add Language.
At the top right, click on Save.

Account

For reporting purposes, create an account to be able to specify the account you want the discount coupons you’re creating to appear under.

Note: When generating discount coupon codes, adding an Account is optional.

At the top right, click on + Account.
Enter the Account Name and Account ID.
At the top right, click on Save.

Shop Group

Shop Group determines which restaurants can accept the discount coupons you create. For example, if your business has more than one branch, you can create a shop group with just one branch and another with multiple branches. When creating discount coupons, it’s important to select the correct shop group because the discount coupons you create will be valid at all the branches included in the shop group you choose.

Click on + Group.
Enter the Shop Group name. You can set a different name per language. To add a new language, click on Add Language.
Next to Available Groups, click on the drop-down menu to select All Groups or Specified Groups.
If you selected Specified Groups, next to Specified Groups, select the specific group hat you want to include from the drop-down list.
If you’d like to exclude shops from this Shop Group, next to Excluded Shops, click on the drop-down menu and select the shops that you’d like to include.
At the top right, click on Save.

Create discount coupons

To create a discount coupons, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Coupon.
At the top, enter the quantity of the discount coupon that you’d like to generate. Then, click on Issue.
Enter the Discount Coupon name.
Add the Terms & Conditions of the discount.
Under General, select or add the following information:
- Account
- Campaign
- Type - Select Discount Coupon.
- Discount Code
  Tip: The Discount Code is the same as the code that you entered when you created the discount where the discount coupon will be used.
- Redemption Period
- Serialization Method
  - System Generated - The system generates sequential IDs that follow a pre-defined format that can be used for the coupon. For example: 002-2300000000038, 002-2300000000039.
  - User Defined - Select this option to use your own sequential ID that you’d like to use for your discount coupon. To do this, you must download the template file, fill in the Sequential ID column, then re-upload the template file.
  - System Generated (Verification Code) - This serialization method is similar to the original System Generated option, however, an additional four-digit verification code is added at the end of the sequential ID for security purposes. For example: 002-2300000000038-uykb, 002-2300000000039-csht.
Under Availability, select a Shop Group.
At the top right, click on Save. A prompt appears where you can enter a password to protect the file. Enter your preferred password, then click on OK. To skip this step, leave the text field blank and then click on OK.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then Discount Coupon.
At the top, enter the quantity of the discount coupon that you’d like to generate. Then, click on Issue.
Enter the Discount Coupon name.
Add the Terms & Conditions of the discount.
Under General, select or add the following information:
- Account
- Campaign
- Type - Select Discount Coupon.
- Discount Code
  Tip: The Discount Code is the same as the code that you entered when you created the discount where the discount coupon will be used.
- Redemption Period
- Serialization Method
  - System Generated - The system generates sequential IDs that follow a pre-defined format that can be used for the coupon. For example: 002-2300000000038, 002-2300000000039.
  - User Defined - Select this option to use your own sequential ID that you’d like to use for your discount coupon. To do this, you must download the template file, fill in the Sequential ID column, then re-upload the template file.
  - System Generated (Verification Code) - This serialization method is similar to the original System Generated option, however, an additional four-digit verification code is added at the end of the sequential ID for security purposes. For example: 002-2300000000038-uykb, 002-2300000000039-csht.
Under Availability, select a Shop Group.
At the top right, click on Save. A prompt appears where you can enter a password to protect the file. Enter your preferred password, then click on OK. To skip this step, leave the text field blank and then click on OK.

Once done, an Excel file with the list of sequential ID numbers of discount coupons is automatically created and downloaded to your computer. You can use the sequential numbers when generating QR codes for discount coupons.

Delete Discount Coupons

You can remove Discount Coupons individually or in bulk.

Delete coupons individually

To delete Discount Coupons individually, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Coupon.
Next to the Discount Coupon that you want to delete, click on Delete. A prompt appears to confirm if you want to delete the coupon.
Click on OK to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then Discount Coupon.
Next to the Discount Coupon that you want to delete, click on Delete. A prompt appears to confirm if you want to delete the coupon.
Click on Confirm to delete.

Delete coupons by batch

Note: This is only available on Merchant Portal 2.0.

To delete a whole batch of Discount Coupons, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Select Discount Coupon, then Discount Coupon.
Click on Generation History.
Next to the batch of coupons you’d like to delete, click on Delete. A prompt appears to confirm if you want to delete the coupons.
Click on Confirm to delete.

The message “Deleted” appears once the batch of gift cards have been removed.

Enable Discount Coupon permission

Once the Discount Coupon has been created, you must enable your staff’s permission to process Discount Coupons on the Eats365 POS.

To enable Discount Coupon permission, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under Staff, tap Users and Permissions. Then, select Role Permission.
Select the role that you want to grant permission to process discount coupons.
Under Discount Permission, turn on Discount Coupon .
At the top right, tap Update to save the changes.

Check discount coupon information and transaction history

Once a discount coupon has been created and used on the Eats365 POS, discount coupon information and transaction history becomes available on the Discount Coupon settings.

To check a discount coupon’s information and transaction history, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Coupon.
At the top right, click on date range. Then, select the time period that you want to include in the search results.
To filter the search results further, click on Advanced Filtering. Then, filter the following information:
- Account - Select which account the discount coupon belongs.
- Campaign - Select which campaign the discount coupon belongs.
- Type - Select if you want to check Cash Vouchers or Discount Coupons only. To check both coupon types, select All.
- Redemption Status - Select if you want to check redeemed or unredeemed coupons only. To check both, select All.
- Toggle Include Deleted Cards to add deleted coupons on the list.
Click on Submit to confirm. A list of all discount coupons created on the selected date range appears on the page.
To check a discount coupon’s information and transaction history, click on the sequential ID of the coupon that you want to check.
Under Coupon Information, you can view and modify the coupon’s settings.
Under Transactions, you’ll find transaction information made on the discount coupon.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Note: You must be on Organization View to view expired discount coupon information and transaction history.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Under Discount Coupon, click on Discount Coupon.
Select the time period that you want to include in the search results.
To filter the search results further, click on the drop-down menu next to date range. Then, filter the following information:
- Account - Select which account the discount coupon belongs.
- Campaign - Select which campaign the discount coupon belongs.
- Type - Select if you want to check Cash Vouchers or Discount Coupons only. To check both coupon types, select All.
- Redemption Status - Select if you want to check redeemed or unredeemed coupons only. To check both, select All.
- Sequential ID - Enter the sequential ID of the discount coupon that you want to check.
- Toggle Include Deleted Cards to add deleted coupons on the list.
Click on Submit to confirm. A list of all discount coupons created on the selected date range appears on the page.
To check a discount coupon’s information and transaction history, click on the sequential ID of the coupon that you want to check.
Under Coupon Information, you can view and modify the coupon’s settings.
Under Transactions, you’ll find transaction information made on the discount coupon.

Export discount coupon records

To export a file of discount coupon records, follow the steps below:

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Gift Card / Discount Coupon.
Under Discount Coupon, click on Coupon.
At the top right, click on date range. Then, select the date range that you want to include in the exported report.
Click on Export. A file with all discount coupon transactions created under your organization or restaurant gets downloaded to your computer.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Gift Card.
Under Discount Coupon, click on Discount Coupon.
Select the date range that you want to include in the exported report.
Click on Export. A file with discount coupon transactions created under your organization or restaurant gets downloaded to your computer.

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