POS Guide: Shift4

How to Set Up Discount

1. Log In: Access Shift4 POS backend via a web browser using your credentials.
2. Navigate to Discount Management: Find the Discount Management tab or menu.
3. Create New Discount: Click "Add New Discount" or similar.
4. Select Discount Type: Choose fixed dollar amount discount.
5. Define Discount: Enter a name and optionally add a description.
6. Set Amount: Specify the discount amount, e.g., $15, $10.
7. Assign Conditions (Optional): Set any necessary conditions like minimum purchases or specific times.
8. Save Settings: Save your settings to activate the discount.
9. Apply at Checkout: Select the discount during transactions.
10. Verify Discount: Ensure the discount is correctly applied to the total.

How to Pull Data

1. Navigate to Skytab BI in Lighthouse back office (desktop)>Loss Prevention>Discounts
2. Select Dates: Choose the time period for the data, e.g., day, week.
3. Sort by "Discount Type"
4. Click "OFFLINE" (assuming you named the discount Offline)
5. Click "Drill to Tickets"
6. Export Report or just send us summary: Export the report as needed in formats like Excel, CSV, or PDF.
7. Summary to include # of redemptions, discount amount, and total ticket amount, by month.