How To Create A Happy Hour Discount Using The Promotions Module

Overview:

A happy hour can be a great way to increase sales at certain times of the day. This article will go over how to create a happy hour discount using the Promotions module. (e.g.: 10% off all drinks from 2 PM - 4 PM Monday - Thursday)

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the following modules:
  • Promotions module. (To verify you have access to the Promotions module, click on the top-left dropdown and select "Promotions". If this module does not show up, please contact our Support Team at [e-mail] or 800-929-5737 to gain access in your foreUP account.)
  • Point of Sale or F&B module.

Steps:

Follow the steps below to create a happy hour discount: 

1. From the top-left module dropdown, select "Promotions"
2. Click "New Promotion+" in the top right
3. Give the promotion a name in the Promotion Name field (e.g.: Happy Hour Discount)
4. Whichever option makes the most sense for your happy hour discount, set the discount at a specific dollar amount or a percentage by selecting the appropriate option and filling in the field with the discount amount or percentage
5. Check the "Auto-apply Promotion" box if you wish the promotion to be automatically applied
6. Under the Conditions section, click "+Add New Condition"
7. Click "+Add New Condition" and from the Select Field dropdown, select one of the following options depending on which items in your inventory qualify for the happy hour discount: Item Department, Item Category, Item Subcategory, or Item
8. Once one of the above is selected, click into the Value field, search for the applicable name (e.g.: Drinks, Alcohol, Beer, etc.), select it from the dropdown, and click "Save" (Note: Depending on how you have your inventory departments, categories, or subcategories broken down, you may need to add multiple of these conditions to encompass all of your inventory items that would qualify for a happy hour discount)
9. Click "+Add New Condition" and from the Select Field dropdown, select "Date"
10. Click into the Value field and adjust the settings to fit the terms of your happy hour discount (e.g.: Mon. - Thurs. from 2 PM - 4 PM) and click "Save"
11. 
12. Once you have completed the above steps, your promotion will look similar to the below screenshot: 
13. 
14. Click "Save" in the bottom right

You have now set up your happy hour discount!

FAQ:

Q: Can the promotions module be used to create a member discount?

A: Yes! Please see the article How to Create a Member Discount using the Promotions Module for step-by-step instructions.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737