For Toast-integrated accounts, you will need to add a corresponding Discount in Toast before creating a Promo Code in Tableside Order & Pay. The Discount in Toast must be configured to certain specifications to function correctly.
*Note*: If you are adding a promo code for use in a multi-vendor setting, you will need to add a promo code to each of the vendors participating in the promotion.
To set up your discount in Toast, log into Toast and navigate to Payments > Comps and promos > Discounts and promo codes.
Click the 'Add a Discount' option to create a new promo code.
- Name of discount: Your discount must begin with the word 'Tableside Order & Pay'. Ideally, choose a name similar to what you will name your discount in the Tableside Order & Pay system. For example, in Toast, you may set up a discount called 'Tableside Order & Pay Test', and its counterpart in Tableside Order & Pay would be 'Test'.
- Discount type: All discounts should be set to 'Open $ Off', even if the discount takes off a percentage. The actual discount is configured within Tableside Order & Pay.
- Applies To: This setting must be set to 'Entire Check'. Tableside Order & Pay is only able to apply discounts to the entire check and will not be able to sync with a Toast Promo that is not set to apply to the 'Entire Check'.
- Promo Code: Do not enter a promo code name into this field; if a promo code is entered, it will not work in Tableside Order & Pay and will be shown invalid when a guest enters it at checkout.
- All remaining settings: Do not adjust any additional settings and do not set any conditions for the Toast Discount; any conditions or limitations of the discount will be set under the Promo Code in the Tableside Order & Pay Owner Panel.
Once all the necessary fields have been completed, click the blue 'Save' button in the top right-hand corner of the screen. After saving, make sure to also publish your new Discount by clicking the 'Publish Now' link at the top of the screen.
Afterward, you can create and link the promo code within Tableside Order & Pay.
For questions about creating or configuring promo codes in Toast, please get in touch with our Support Team at bb-support@doordash.com.
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