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Simphony POS: Setting up coupons


Audience:

Technical Teams, Customer Success Specialists, Brand's POS programmer      

Description of task:

This article will discuss how to configure coupons in Simphony and on your OLO Dashboard.

 

Steps to configure an open dollar discount in Simphony

Step 1

Login to EMC, go to the Configuration Tab, and then click Discounts.

 

clickdiscounts.jpg

Step 2

If an Open $ Discount already exists which you would like to use for tracking your coupons, you can skip to the next section on how to configure the Dashboard settings. If it does not exist, add a new Open $ Discount, configured as in the screenshots below. 

 

generaltab.jpg

Next, make sure that the RVC used for your online orders is enabled in the RVC Type tab:

 

rvctab.jpg

 

Next, make sure all possible itemizers are enabled that the coupon may apply to, on the Itemizers tab:

 

itemizerstab.jpg

Finally, make sure that the menu levels you use for your online orders are enabled on the Menu Levels tab: 

 

menulevelstab.jpg

 

 

 

Steps to configure a Coupon on your Olo Dashboard.

 

Step 1

Follow the procedure in this article for setting up a coupon.

 

Step 2

 

The POS Reference ID will be the object number of your Open $ Discount. Make sure this number is entered in the field next to "Simphony." For example, if the discount in Simphony is  object number 150, you would enter 150, as shown below.

ref_id.jpg

Step 3

 

In Dashboard, click the Settings menu on the left panel, then click Store Settings, then click Store Information. Scroll to the "Show Coupon Field" setting and enable it. 

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