POS Guide: Paytronix

To set up a discount code using the Paytronix point of sale system, follow these steps:

1. Log in to the Paytronix Portal:
   • Go to the Paytronix portal and log in with your credentials.
2. Navigate to the Promotions Section:
   • From the dashboard, find and click on the "Promotions" tab or section.
3. Create a New Promotion:
   • Click on "Create New Promotion" or a similar option. This will open the promotion setup wizard.
4. Define the Promotion Details:
   • Enter the basic details of your promotion, such as the name, description, and the type of promotion (e.g., discount code labeled OFFLINE, OFFLINE LUNCH, OFFLINE DINNER, ETC.).
   • Choose the discount type (fixed amount) and specify the discount value (i.e. $20 off, $10 off, etc.).
5. Set the Discount Code:
   • In the discount code field, enter the code you want customers to use (e.g., discount code labeled OFFLINE, OFFLINE LUNCH, OFFLINE DINNER, ETC.).
6. Specify Validity and Conditions:
   • Define the start and end dates for the discount code.
   • Set any conditions or restrictions for the code, such as minimum purchase amount, applicable items, excluding alcohol, or customer eligibility.
7. Configure Usage Limits:
   • Decide on any usage limits, such as the number of times a single customer can use the code or the total number of uses available.
8. Save and Activate the Promotion:
   • Review all the details to ensure accuracy.
   • Save the promotion and activate it to make it available for customers.
9. Test the Discount Code:
   • Before promoting the discount code, run a test transaction to ensure it applies correctly. Send your Partnerships Manager a mock check.

How to get your Offline Data:

1. Login:
   • Access the Paytronix Portal via your web browser.
2. Reports Tab:
   • Click on the "Reports" tab in the main navigation menu.
3. Promotions:
   • Select "Promotions" from the list of available report types.
4. Filter:
   • Apply filters such as the specific promotion code ("OFFLINE") and date range.
5. Run Report:
   • Click "Run Report" to generate the data.
6. Review Data:
   • Analyze the number of uses, total discounts given, and subtotal amounts.