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Updated on 11/8/2018
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Examples of Model Programs

Let us consider examples of settings for most frequently used corporate catering programs.

Example 1. Daily Limit

The restaurant serves all employees of the West company for 200 rubles a day and invoices the company at the end of each month. Based on the program, guests can only have meals between 11:00 a.m. and 4:00 p.m. on weekdays. Only business lunch is paid for.

Add the Happy Hour condition and set up its parameters.


In the action settings:

  1. Tick Overdraft Allowed.
  2. In the Payment Allowed item choose Selected Products Only.
  3. Create a business lunch mask having the Category type.
  4. Save the settings made.


Example 2. Monthly Limit

The restaurant serves all employees of the X Company for 3000 rubles a month and invoices the company at the end of each month. Payments can be made for everything, except alcohol.

Add the Account Payment action:

  1. Untick Overdraft Allowed.
  2. Set the Monthly limit of 3000 rubles.
  3. In the Payment Allowed field, choose All Products Other than Selected.
  4. Create an alcohol mask with the Category type. The Alcohol category is specified in advance in iikoOffice for alcoholic products.
  5. Save the settings made.


aExample 3. Item subscription

A restaurant offers subscription to certain dishes. The subscription means that the customer pays for certain dishes in advance. The resulting price of an individual dish is below.

For example, the price of one espresso cup (SKU 1507) is 50 rubles. Subscription for 10 espresso cups costs 400 rubles.

In order to set up selling subscriptions in iikoOffice, create the Espresso Subscription product which will be purchased by a guest and have a SKU given, for instance, 20146.

At the iiko.biz portal, add a new program:

  1. Create the Espresso Subscription program (iikoCard5 menu | Programs, Create button).
  2. Select the Product units item in the Program Type option.
  3. Add a new special offer (for details, see Special offer Management).
  4. Edit the Account Payment action the following way:
    1. Delete all the limits.
    2. Disallow overdraft.
    3. Set a limit to payment for only one product with SKU 1507 (espresso).
    4. Save the changes.


  1. Create a new block with conditions and an action.
  2. Add the new “Number of Dishes in the Order is More than or Equal to” condition. As a mask, enter SKU of the Esspresso Subscription product – 001685.


  1. Add the Top Up Account With action and specify the account top-up amount when a guest purchases the subscription. Since the program type is Program Units, enter 10. This is how many cups of coffee a guest pays for in advance.


  1. Save the entered information

In general, all settings of the Coffee Subscription program will look as follows:


In iikoOffice, add a payment type, for example, Subscription (see Create payment type) and link the newly created program to it. You can also use an existing payment type. However, you must specify the program for which it will be used.

When a guest buys espresso subscription:

  1. Link the card to the guest's telephone number as it is described in the Card registration section.
  2. Finalise the purchase of the Espresso subscription product by the guest. Also, add the previously created Non-Cash Payment method | Subscription. As a result, the card will be created with the number of coffee cups configured in the special offer settings.
  3. Hand the card to the guest

In order that the guest can pay for the espresso ordered:

  1. Select Non-Cash Payment | Subscription.
  2. Swipe the guest's card or enter its number.
  3. If funds are available on the card, coffee will be paid for by the previously purchased subscription.
  4. Click Finish.
  5. Once you return to the cash register screen, finish the order payment.


aExample 4. Categories of employees

A canteen provides corporate catering services for the employees of the West company. On the weekdays, line personnel can spend €5 for lunch at the most, while the managers' lunch can cost up to €10. In which case, employees’ accounts are topped up daily at 4:00AM. The top-up amount is subject to the category: €5 for the line staff and €10 for managers. An overdraft is also available, the amount of which is subject to categories as well and allowed meal expenses. 

To create a catering program on such conditions:

  1. Go to iikoCard5 > Programs and add a new program at the iiko.biz portal. Here, create a special offer.
  2. Create two blocks in the offer settings on the Applicable conditions and actions tab:
    1. The first block shall contain operating staff settings. Add the following to it:
      • The “Guest Category” condition and specify the West “Line staff”.
      • The Happy Hour condition with indication of business lunch days and time.

      • The “Account Payment” action with a €5 Daily limit and the Payment allowed setting for the “Selected items only” using the “Happy Hour” Category mask.

  1. Configure the second block for the West managers. Add the same conditions and actions you used for the line staffers, but select the “Managers” category in the “Guest category” condition and set €10 as the Daily limit in the “Account Payment” action.

 

  1. Go to the Periodic conditions and actions tab and set up the auto top-up for the staff accounts. For this, create two blocks:
    1. The first block - for the line personnel. Add the following to it:
      • The Schedule condition. Then set up a weekly schedule specifying the top-up days.

      • The “Guest Category” condition and specify the West “Line staff”.
      • The “Auto Top-up” action. Enter €5 as the top-up amount, select the top-up time and check Set balance to zero before auto top-up so that the remaining balance would not pass on to the next day. 


  1. Configure the second block for the West managers the same way as you did the first one, except for the “Guest category” where you need to select the West “Managers” category and set €10 as the top-up amount in the “Auto Top-up” action.

 

  1. Make the necessary settings so that it would be possible to pay meals even if the connection to the iikoCard main server is lost on the Overdraft tab. Since different categories of employees have different allowances configured, create two blocks here as well:
    1. Set up an overdraft for the line personnel in the first block. Add:
      • The “Guest Category” condition and choose the West “Line staff” category.
      • The Overdraft action. Select the Allowed, the maximum amount item and enter €5.
    2. Configure the overdraft for managers in the second block the same way you did in the first but select another guest category instead and enter €10.

 

  1. Save the settings.

aExample 5. Deposit program

Let us create a program for an outlet's club card. It will include the settings created for the account top-up and item payment terms. The program is configured in two stages.

The first stage is performed in iikoOffice:

  1. Create the Deposit Top-Up dish in the stock list reference book.


  1. Remember its SKU, since it will be required at the second stage of the program setup.

The second stage of the deposit program setup is performed at the iiko.biz portal:

  1. Go to the iikoCard5 menu > Programs.
  2. Create the Club Card program.


  1. Click the Edit button next to the special offer.
  2. Add the Account Payment action.

  1. Create a new block with conditions and actions.
  2. In the new block, create/add Number of Dishes in the Order is More than or Equal to. In its settings, specify the mask of the dish that should be present in the order.


  1. Create the Top Up Account With action. Specify the amount to top up the account with, if the order will include an item specified in the condition.


  1. As a result, the special offer settings should look as follows:


  1. Save all the settings made.

Remember to update the list of marketing programs in the payment type settings in iikoOffice and tick the newly created program.

Example 6. Progressive discounts

Using iikoCard5, you can set up a progressive discount system. This is one of the most frequently used measures to improve loyalty. When the total amount of a guest's orders reaches a certain limit, the guest is given a discount for new orders. When the next threshold is reached, the discount is increased. Thus, the guest tends to visit the outlet more often, in order to enjoy the offered benefits.

Let us consider an example of setting up such an offer. Dependence between the amount of discount and the ordered amount are shown in the table:

Discount, %5710
Order amount, EURMore than 50More than 75More than 150

To create the program:

  1. Go to the iikoCard5 | Programs tab.
  2. Click the Create button, enter the new program name and save the changes.
  3. Click the Edit button next to the special offer.
  4. Add the Amount of Orders during Period condition for the first threshold. Specify the order amount for the entire sales time in the settings.


  1. Add the Discounts and Special Prices action. In the settings, specify the dish mask and the discount amount that will be offered to a guest when the guest's orders reach the amount of EUR50. Using this mask, the discount will be applied to all dishes in the menu.


  1. Add another block with a condition and an action.
  2. To this new block, add a condition and an action similar to those created in paragraphs 5-6. Specify the amount of EUR75 in the condition and the amount of discount in the action – 7%.
  3. Add the third block and repeat steps detailed in paragraphs 5-6, except for the amount in the condition – EUR150 and discount amount in the action – 10%.
  4. Position the blocks in the descending discount and order amount order.
  5. Tick the Stop column next to the first two blocks. This is to ensure that the program stops as soon as the first condition is met. Otherwise, the order amount may meet several conditions, and discounts will be summed up. For example, the total amount of a customer's orders reached EUR100. The first condition is not met, the check continues. The amount meets the second condition; therefore, further check is discontinued, and the guest is given 7% discount.


  1. Click Save.

Example 7. Set of dishes at a fixed price

Let us consider an example a special offer which includes selling a set of dishes at a certain price. If a guest orders a small pizza, sandwich, and a drink, the set will cost EUR7. The guest can choose a dish in each group, but only a small-sized pizza and 0.5 liter drink are offered.

To create such a special offer:

  1. Create the Dish Sets program at the iiko.biz portal.
  2. Create the Set 1 offer and click the Edit button next to it.
  3. Add the Combo action.
  4. In the action settings box:
    1. Enter a name, choose a principle for forming the set cost, and specify the amount. In our example, it is Fixed Price and EUR20.
    2. Enter the first group name and add the dishes the guest can choose from. Also, specify the available sizes. In our example, the smallest pizza is offered.
    3. Tick the Main Dish item. If pizza is ordered, the system will display a tip for the cashier to suggest that the guest should add other set dishes to the order to get a special price for it.


    1. Click the Add Group button. Name the new group Sandwich. Enter dishes into the group table.


    1. Add a new Drink group and dishes to it.


    1. In the Show Hint, if the Number of Ordered Minority Dishes Less than or Equal field, enter 1. In this case, if the order includes a small pizza and, for example, a sandwich, the cashier will see the tip to offer a drink of choice to the set.
    2. Save the action settings.

Below is an example of using tips when ordering a dish set. The order process will look as follows:

  1. A guest orders a Quattro Formaggi Pizza and a Club Sandwich. The system informs the cashier that, based on the ordered items, one minority dish is missing – a drink.

  1. Click the button with the set name Pizza and sandwich will be ticked, since they have already been added to the order.


  1. Choose a drink. As a result, you will see the entire set in the opening box.


  1. Click Add to Order. Instead of previously chosen individual items, the created set will be added to the order.

  1. Accept the payment and close the order.

Example 8. Two pizzas at the same price

Let us consider an example of setting up the 'Each small pizza for EUR5 offer. Each pizza has its own price. However, if a guest orders the pizza as part of a set, the price will be the same for different pizzas.

In order to configure a special special offer:

  1. Create a new program at the iiko.biz portal.
  2. Add the Combo action. It its settings:
    1. Add the action name.
    2. Select Discount for the cheapest pizza field.
    3. Specify the first group name and add dishes to it.


  1. In the same way, create a new group and also add dishes to it.
  1. Save the settings

To add a set to order:

  1. In the order box, click .
  2. Choose the required special offer in the list of available offers.


  1. In the appearing window, choose dishes, one by one from each group.


  1. Once you have chosen your last dish, all the set items will be displayed.


  1. Click Add to Order. The set will be displayed in the order.


  1. Accept the payment and close the order.

Example 9. Discount for the cheapest dish of a set

Let's consider the following example of a special offer: Order Two Middle-Sized Pizzas and Get Another One for Free. All pizzas must be of the same size, while the discount is offered for the cheapest pizza.

To set it up:

  1. Create a new program.
  2. Add the Combo action.
  3. It its settings:
    1. Add the action name.
    2. Choose Percentage of Discount on the Cheapest Item and specify the discount percentage – 10%.
    3. Create three groups and add the list of available dishes into each of them.


  1. Save the action and offer settings.

To get the offered discount and add a set to dish:

  1. In the order box, click .
  2. Choose the required special offer in the list.


  1. In the window which opens, choose three pizzas, one by one from each group.
  2. Once the last dish has been selected, all the created set items will be displayed.

  1. Click Add to Order.
  2. The order will include a set with its total price. The discount will be given for the cheapest dish – Quattro Formaggi Pizza in this case.

  1. Accept the payment and close the order.

Similar to the above example, you can set up the offer of a discount for the most expensive dish. The difference is just that you need to select the Percentage of Discount on the Most Expensive Item in the Combo action settings.

Example 10. Discount for all dishes of a set

Let us consider setting up the following special offer: Order Two Big Pepperoni and Get 20% Discount. A guest is offered to order two big pizzas of the same type without the option to choose another dish and get 20% discount for the two pizzas.

In order to set up such a special offer:

  1. Create a new program and add the Combo action to it.
  2. In the action settings:
    1. Enter name.
    2. Choose Percentage of Discount on All Items specify the discount percentage – 20%.
    3. Create two groups and add the Pepperoni Pizza dish to each of them; specify the big size.


  1. Save the action and offer settings.

To add a set to order:

  1. In the order box, click .
  2. Choose the required special offer in the list.


  1. The list of the created combo will open immediately, since the option to choose dishes is not available as part of this special offer.

  1. Click Add to Order. The total price of dishes will be reduced by the discount amount – 20%.

  1. Accept the payment and close the order.