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. Log In: Access Shift4 POS backend via a web browser using your credentials.
2. Navigate to Reporting: Go to the Reporting or Analytics section.
3. Select Time Period: Choose the time period for the data, e.g., day, week.
4. Locate Reporting Feature: Find the feature for discount reporting.
5. Filter by Discount: Apply a filter to view data for a specific discount.
6. Generate Report: Click "Generate" or "Run" to create the report.
7. Review Data: Analyze the report for details on discount usage and impact.
8. Export Report: Export the report as needed in formats like Excel, CSV, or PDF.