Establishing a One-to-Many Reporting Relationship

Using a one-to-many reporting relationship, you map all Aloha Loyalty real-time discount bonus plans to a single promo ID or a single comp ID in the Aloha POS system, as depicted in the following example. This method allows you to report all Aloha Loyalty real-time discounts defined as a promotion under one name, and all Aloha Loyalty real-time discounts defined as a comp under another name, in the Aloha POS system. In this example, the Aloha Loyalty real-time discount bonus plans defined as a promotion report under the name ‘Loyalty Promo’ in the Aloha reports.

Aloha Loyalty Bonus Plan		Promo ID	Aloha POS Promotion
‘5 Visits, 10% Off’	—	10	Loyalty Promo
‘Buy $25.00, Get 10% Off’	—	10	Loyalty Promo
‘Buy 10 Salads, Get 50% Off’	—	10	Loyalty Promo

1.	Create a promotion in the Aloha POS system, naming the promotion so that you associate it with promotions awarded from Aloha Loyalty, and select ‘Loyalty Real Time’.

2.	Access each real-time bonus plan in Loyalty and select the single Loyalty promotion from the ‘Apply Promo to Check’ drop-down list, or type the promotion ID in the ‘Enter Promo ID’ text box.

To define a POS real-time promotion for Aloha Loyalty:

1.	Select Maintenance > Payments > Promotions. The Promotion function tab appears.

2.	Type an unused number in the ‘Number’ drop-down list, and press Enter.

3.	Type a descriptive name for the promotion, such as ‘Loyalty Promo’, depending on the reporting relationship you want to use.

4.	From the ‘Type’ drop-down list, select New Price.

5.	Select Loyalty Real Time.

Loyalty Real Time

— Defines the promotion as a real-time promotion to use with the Loyalty rewards program, and disables most of the options available on the Promotions function tab.

6.	Select Print Check to immediately print a revised guest check for the guest to view after applying the promotion.

7.	For Table Service installations, select Amount Tippable to use the value of the guest check, after discount, to calculate tippable sales. Select Apply Gratuity to use the value of the guest check, after discount, to calculate automatic gratuity.

8.	Click Save to complete the next step.

9.	Select the name of the promotion from the ‘Report as’ drop-down list to report the promotion as itself, or select an existing promotion name to report the Loyalty real-time promotion in combination with another promotion.

10.	Click Save and exit the Promotions function.

To define a POS real-time comp for Loyalty:

1.	Select Maintenance > Payments > Comps. The Comps function tab appears.

2.	Type an unused number in the ‘Number’ drop-down list, and press Enter.

3.	Type a descriptive name for the comp, such as ‘Loyalty Comp’, depending on the reporting relationship you want to use.

4.	Select Loyalty Real Time.

Loyalty Real Time

— Defines the comp as a real-time comp to use with the Loyalty rewards program, and disables most of the options available on the Comp function tab.

5.	Select Print Check to immediately print a revised guest check for the guest to view after applying the comp.

6.	Select Open Drawer to open the drawer each time you apply the comp.

7.	For Table Service installations, select Amount Tippable to use the value of the guest check, after discount, to calculate tippable sales. Select Apply Gratuity to use the value of the guest check, after discount, to calculate automatic gratuity.

8.	Click Save to complete the next step.

9.	Select the name of the comp from the ‘Report as’ drop-down list to report the comp as itself, or select an existing comp name to report the Loyalty real-time comp in combination with another comp.

10.	Click Save and exit the Comps function.