Setting up reward and voucher discounts for Lightspeed X-Series

Installing the Lightspeed X-Series integration doesn't by itself tell the till what a reward is worth. A reward called "Free coffee" means nothing to the POS until you say which discount to apply and to what. That's what the Discount logic tab is for. You fill it in once per reward, and once per promotion for its vouchers.

A reward or voucher without a discount isn't offered at the till at all. The cashier only sees the rewards and vouchers that have one.

Where to find it

• For a reward, go to Loyalty → Rewards and open it.
• For a voucher, go to Loyalty → Promotions & Vouchers and open the promotion it belongs to. The discount applies to every voucher from that promotion.

Then choose Discount logic in the left sidebar.

The tab only appears once you have an active POS integration that uses it. If you can't see it, the integration isn't connected or isn't active yet.

If you run Lightspeed X-Series alongside Toast, Lightspeed O-Series or me&u, they all read the same discount, so you fill it in once. With more than one of them connected, each field shows the logos of the integrations that read it. Lightspeed K-Series is the exception: it has its own section on the same tab and works differently. See Setting up reward and voucher discounts for Lightspeed K-Series.

Set up the discount

1. Under Discount settings, click Create discount. If the reward or promotion already has a discount, click Edit discount settings instead.
2. Choose the Discount type and fill in the fields that type shows. Each one is explained below.
3. Click Save changes.

To remove the discount, click Edit discount settings and then Delete. The reward or voucher then no longer appears at the till.

Discount type

There are 10 types:

There's no buy-one-get-one type.

The type decides which fields you see:

• The percentage types ask for a Percentage.
• The absolute and fixed price types ask for a Value (in cents). Enter the amount in cents, so 1000 for €10. On the fixed price types, the value is the price the item is set to.
• The free types have no value to fill in.

Products and categories

Every type except the two entire-order types has a Products and categories section. The entire-order types apply to the whole sale, so there's nothing to select.

• Under Applies to, choose Product or Category, then select the products or categories the discount may apply to. A discount uses either products or categories, not a mix of both.
• Under Priority, choose which items get the discount first when more items on the sale qualify than the discount covers: First eligible items, Cheapest eligible items first or Most expensive eligible items first.

The products and categories come from Lightspeed. If one you need is missing, go to Apps → Integrations, open Lightspeed X-Series, go to its Sync tab and click Sync items & discounts. Then come back and select it.

The discount only applies to items that are already on the sale. A free coffee reward doesn't add a coffee to the sale, so ring the coffee up before the reward is redeemed.

Maximum items

On the 4 multiple-items types, Maximum items caps how many items get the discount. Choose No maximum to discount every eligible item on the sale, or Set a maximum and enter a number. Each unit counts as an item: 3 of the same coffee on one line are 3 items.

Maximum discount amount

On Multiple items percentage and Entire order percentage, Maximum discount amount (in cents) caps how much comes off. Choose No maximum, or Set a maximum and enter the amount in cents.

• On Entire order percentage, the cap applies to the whole discount.
• On Multiple items percentage, Lightspeed X-Series applies the cap to each discounted item separately. With 3 discounted items, up to 3 times the cap can come off.

Eligibility

Under Eligibility, choose All orders, or choose Only when order meets minimum amount and fill in the Minimum order amount (in cents). When the sale total is below that amount, the till doesn't apply the discount.

At the till

Lightspeed X-Series offers the contact's vouchers first, then the rewards they have enough points for. The cashier picks one or continues without. This only works when the customer on the sale has a valid email address in Lightspeed, because that's how we find the contact in Leat.

When a discount can't be applied, the till shows Discount not applicable with the reason:

• The minimum order amount for this discount is not met. The sale total is below the Minimum order amount (in cents).
• No eligible items found in the order for this discount. None of the selected products, or no product from the selected categories, is on the sale. Add the item and try again. You also get this message when nothing is selected under Applies to.

Worked examples

A free coffee. Discount type Single item free, Applies to Product, then select the coffee. If several coffees qualify, set the Priority so you know which one comes off.

€10 off the whole order. Discount type Entire order absolute, Value (in cents) 1000. There's nothing to select.

20% off the order, capped at €15. Discount type Entire order percentage, Percentage 20, and under Maximum discount amount (in cents) choose Set a maximum and enter 1500.

15% off anything in a category. Discount type Multiple items percentage, Percentage 15, Applies to Category, then select the category. Set Maximum items if you don't want it applied to every item from that category on the sale.

Business profiles

If me&u is connected as well, the form also shows Business profiles. Only me&u reads that field, so it has no effect on Lightspeed X-Series.