POS Guide: Toast

Setting Up Your Discount

1. In Toast back end, go to Payments -> Discounts and Promos -> Add a Discount
2. For both Discount Name and POS Name, enter “OFFLINE" "OFFLINEDINNER" "OFFLINELUNCH", etc as appropriate.
3. Choose button color
4. Settings
   1. Fixed Amount
   2. Entire check
   3. In controlled states, select to exclude any alcohol categories.
5. Select Discount Type
   1. Open Discount is recommended to ensure discount isn’t applied to alcohol
      1. “Maximum Amount” can be set to ensure discount doesn’t exceed Offer
6. Discount availability: if Offer is only eligible during certain days/times, go to Availability option on Discounts page
   1. Fill in days/times if applicable (for example, times for dinner and/or lunch)
   2. If discount is available at all times, skip this step
7. Hit Save -> Publish

NOTE: We recommend splitting checks if multiple Offline Members come to dine at your business. The Toast system will only allow one Offline discount code to be applied per check.

How to Pull Offline Spending Data Manually

For Monthly Reports

1. In Toast back end, go to Sales Summary
2. Set the view to “Last Month” – or whatever date range you’re trying to get
3. Click Discounts -> Select Discount Name -> See Details. You’ll give us:
   1. The number of people
   2. The total discount sum
   3. The total profitability or net sales
4. Send this to your Account Coordinator via email! Please note: Offline will add the total discount + net sales to get the total spend and add this into your finalized data report.

For Offboarding

1. In Toast, navigate to Reports > Orders (label 1 in the image below).
2. Then navigate to the Orders heading (label 2 in the image below).
3. In the date range, enter the date your restaurant launched with Offline as the start date and today as the "through" date. Important: the maximum number of months you can select at any given time on Toast is 3 months. If you need to export more than 3 months of data, you can simply send multiple files.
4. Tap the download button (label 3 in the image below).
5. Send the downloaded file to the Offline team for processing.

How to Set Up Gratuity 

Check out this helpful guide from Toast to learn how to set up Auto Gratuity. You can also follow these easy steps:

1. Open your home screen on the backend of Toast
2. Go to "Payments" and then click "Services Charges" -> add a new one
3. You can name it something like "Offline Auto Grat", "Offline Gratuity", etc. 
4. Make sure it's a fixed % -> type in whatever percentage here (i.e. 20%, 15%, etc)
5. Select "yes" to assign to check owner 
6. Click that you don't want it to be taxed
7. Select "yes" on the pre-discount total
8. Apply After Amount Threshold: Setting the Apply After Amount Threshold to $.01 or more will automatically apply a service charge to any order, regardless of dining option. This will allow you to charge an automatic service charge without manually adding it to each check. Setting the threshold to 0.00 makes it so the service charge needs to be added manually (given that the dining option options are "no" as well). We recommend this option for Offline Partners so that auto grat can be added to Offline Member's bills.
9. Click blue save button to publish

Need More Help?

If you're looking for more information about the Toast POS system, please reach out to the following contact. She can direct you who to speak with on the Toast team for whatever market you're located in.

Amy Scully

amy.scully@toasttab.com

Principal Account Executive, Toast North Carolina

252-412-8785