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Toast POS Hierarchy for eligible menu items from Toast POS into Punchh? (Toast)

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Christie Rudolphi
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Toast uses alphanumeric GUID format .

This will require adding to (not replacing) the line item selectors that match appropriate redemption rules.(e.g. free pastry should result in a $0 subtotal if applicable to the loyalty reward, in this case the family group ID or various individual menu item IDs). 

The Toast  GUID should be added to the appropriate line item filter

Punchh accepts three different levels of a menu hierarchy (major group like “all food = GUID xxxxxxx”, item family group like “all pastries = GUID xxxxxx” or menu item ID like “pastry #1 = GUID xxxxx”).

An easy way to check (once Toast/Punchh is up and running) is to add all the pastries eligible for a Free Pastry reward to a check, earn on that check.   Then check the loyalty account timeline in the Platform.

In order for Punchh to validate or invalidate redemptions, our system needs to know what to check.  In the example below , we've used the Major Group IDs to identify pastries:

lineselect1.png

To add the Toast line item selectors, ensure that we are adding the same level of the hierarchy in both POS systems (it's a Punchh requirement). The transaction on the timeline shows the Toast check, the Major Group is "food".  The Punchh  system reads below:

toasta.png

For "Croissant" menu item, the Punchh system read values in the following order: 
 
Item Name (Croissant) | Quantity (1) | Price (2.99) | Item Type (M = Menu Item vs. D = Discount vs. S = Service Charge, etc) | Menu Item ID (in this case the alphanumeric GUID) | Major Group ID (shows up as "food" here) | Family Group ID (shows up here as "Pastry"
 
The immediate first option would be to add "food" to the Major Group IDs from the Paris Baguette homegrown POS line item selectors (120100, 100200, etc). However, this would mean that you would inadvertently allow for the redemption of ALL food within that major group ID which is not appropriate. 
 
The second option, which I have already done for you, is to create another line item selector (specifically for Toast) for Pastries and I used the Family Group ID level of the hierarchy on that separate line item selector. In Toast, "Pastry" is the value that comes back for Family Group ID so I have entered that.
 
Here's a visual on how it all comes together at the end (we'll probably need to do the same for other redeemables/QC):

 

sample_toast_flow.png