POS Guide: Cake

How to set up an Offline Discount:

Log in to the Cake POS Admin Portal

• Open the web-based Admin tool with your manager credentials.

Go to the Discounts Section

• Navigate to Menu → Discounts (naming may vary depending on your version).

Create a New Discount

• Click Add Discount or New Discount.
• Choose the type fixed amount and give it a name — e.g., Offline Member Discount.
• Set that it must be tapped manually.

Assign It to the POS Button Layout

• Go to Menu → Button Layout or POS Screen Setup.
• Drag or assign your new discount to an available button space on the order screen.

Save & Sync to Terminals

• Save changes in the Admin Portal.
• Perform a sync/update on your Cake POS terminals so the button appears for staff.

Test the Discount

• Ring up a test order, tap the new discount button, and confirm the discount applies correctly.

How to Pull Data

1. Collecting Reports
   1. From the main portal, click “Reports”
   2. From the “Reports” menu in the lefthand navigation, click “Transactions”
   3. In the upper righthand corner, set the date range to the month of data you’re trying to collect (e.g. Oct 1st – Oct 31st)
   4. Download this data. This is the first sheet you need. 
   5. On the transactions page, click the tab called “Discounts & Comps”
   6. Make sure the date range is the same as the first sheet (e.g. Oct 1st – Oct 31st)
   7. (Optional) using the dropdown filter, select “Reason” and filter out all non-Offline discounts.
   8. Download this data. This is the second sheet you need. 
2. Send these reports to us and we’ll do the rest for you