POS Guide: Restaurant Manager

How to Set Up Discount

  1. In SpotOn back end, go to settings (on the main nav or sidebar of the system) ➝ "Payments," "Pricing," or "Discounts" ➝ "Add new Discount"
  2. Select a fixed dollar amount
  3. Label the discount "Offline" or "Offline Promo"
  4. Set the discount amount - Specify the exact dollar amount
  5. Assign Discount Conditions
    1. Set minimum purchase requirements
    2. Limit the discount to certain days
  6. Save and Apply Changes

How to Pull Data

  1. In SpotOn back end, navigate to reporting on the main menu or toolbar
  2. Within reporting look for "Discount Reports" or "Promotion Reports"
  3. Select to view data for "Offline" or "Offline Promo"
  4. Set the view to last month's date range
  5. Click on "Generate" or "Run Report"
  6. Export the report and send the digital report to your partnerships manager

How to Set Up Gratuity 

  1. In the SpotOn back end, access the settings menu on the main navigation or side bar
  2. Search for the option related to auto-gratuity it may be listed under the "Payments," "Tipping," or "Service Charge," section
  3. Toggle the switch or check the box to enable auto-gratuity
  4. Define gratuity make sure it is fixed ➝ type in whatever percentage here (i.e. 20%, 15%, etc)
    1. Select "yes" to assign to check owner 
    2. Click that you don't want it to be taxed
    3. Select "yes" on the pre-discount total
    4. Select dine-in as "yes"
  5. Save and apply changes

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