POS Guide: Focus

Creating a $ Discount Code Labeled "Offline"

1. Log in to Focus POS Admin Panel:
   • Open your Focus POS software and log in with your admin credentials.
2. Navigate to Discount Management:
   • From the main dashboard, go to Setup or Configuration .
   • Select Discounts from the menu.
3. Create a New Discount:
   • Click on the Add New Discount button.
   • Enter the discount details:
     • Label: Enter "Offline".
     • Type: Select $ (Dollar) discount.
     • Amount: Enter the desired discount amount (e.g., $5, $10).
     • Description: Optionally, enter a description for the discount.
4. Save the Discount:
   • Click Save or Apply to create the discount code.
5. Assign the Discount:
   • Ensure the discount code "Offline" is now available in your discount options for transactions.

Pulling Profitability, Discount Number, and Discount Amount of the "Offline" Discount

1. Log in to Focus POS Admin Panel:
   • Open your Focus POS software and log in with your admin credentials.
2. Navigate to Reports:
   • From the main dashboard, go to Reports .
3. Select Discount Reports:
   • In the Reports section, find and select Discount Reports or a similar category.
4. Filter for "Offline" Discount:
   • Apply filters to the report to include only the "Offline" discount.
   • Set the date range for the period you want to analyze.
5. Generate the Report:
   • Click Generate or Run Report .
   • The report will display data including the number of times the "Offline" discount was used, the total amount discounted, and its impact on profitability.
6. Export the Report:
   • If needed, export the report in your preferred format (e.g., PDF, Excel).

Setting Up an Auto Gratuity Button for 15-20% Gratuity on the Pre-discounted Amount

1. Log in to Focus POS Admin Panel:
   • Open your Focus POS software and log in with your admin credentials.
2. Navigate to Gratuity Settings:
   • From the main dashboard, go to Setup or Configuration .
   • Select Gratuities from the menu.
3. Create a New Gratuity Button:
   • Click on the Add New Gratuity button.
   • Enter the gratuity details:
     • Label: Enter "15% Auto Gratuity" or "20% Auto Gratuity".
     • Type: Select Percentage .
     • Amount: Enter 15% or 20% depending on the gratuity rate you are setting up.
     • Apply To: Ensure it is set to apply to the pre-discounted amount.
4. Set Calculation Basis:
   • In the gratuity settings, ensure that the calculation is based on the total amount before any discounts are applied.
5. Assign the Gratuity Button:
   • Save the new gratuity button.
   • Ensure the button is now available on the payment screen for easy access by your staff.
6. Test the Gratuity Button:
   • Perform a test transaction to ensure the gratuity is calculated correctly on the pre-discounted amount.