Sum Parent & Modifiers for Qualified Item Discount
Enabling Sum Parent & Modifiers for Qualified Item Discount in your campaign offer allows the discount to include parent and modifier values. For example, a discount on a Coffee would cover the total cost, including extras like syrup or a larger size.
When disabled, the discount applies only to items defined as qualifier items in the Item Group, which could include the parent or the modifier item, depending on the configuration.
Things to Know
The discount value calculations may differ based on the combination of offer configurations enabled – such as Sum Parent & Modifiers for Qualified Item Discount, Apply Offer to Lowest Value Item, Item Group qualifiers, and Exclude Modifiers in Discount. Please see Example Offer Use Cases.
Sum Parent & Modifiers for Qualified Item Discount is not supported on the offer types Add Points, Price Adjustment and Multiply Points offers.
Both parent and modifier items can be offer qualifiers that trigger the Sum Parent & Modifiers for Qualified Item Discount. This feature is not limited to parent items only; it depends on the items included in your qualifying Item Group and the structure of your menu hierarchy. Please see Example Offer Use Cases.
Sum Parent & Modifiers for Qualified Item Discount and Exclude Modifiers in Discount function differently. The first combines parent and modifier values for qualifier items to calculate the discount, while the second excludes all modifiers from the calculation. When Sum Parent & Modifiers is disabled, the discount results may align with an offer where Exclude Modifiers is enabled, provided the qualifier items are parent items only.
Example Offer Use Cases
The following offer examples provide a side-by-side comparison of how discounts are applied to an order with Sum Parent & Modifiers for Qualified Item Discount enabled or disabled, highlighting how the calculation differs when the qualifier is a parent or a modifier item.
These examples illustrate discount calculations, but actual outcomes depend on your menu structure and offer settings. Be sure to review your offer settings to understand how they will work in your environment.
The following use cases assume Make Offer Lowest Value is enabled, meaning the discount is calculated based on the lowest-priced qualifying item, and Exclude Modifiers in Discount is disabled, meaning modifiers are included in the discount calculation.
Use Case #1: Free Item
Offer: Free “Coffee” Parent Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $2.50 |
Total | $4.50 |
Both “Coffee” parent items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the free item discount applies to the lower-priced “Small Iced Coffee” at $2.50.
With Apply Offer to Lowest Value Item disabled, the free item discount applies to the “Large Iced Coffee” at $4.50, resulting in $4.50 off.
With Exclude Modifiers in Discount enabled, only the “Coffee” item would qualify and the discount would be $1.00 off the $1.00 “Coffee”.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $1.00 |
Total | $6.00 |
Both “Coffee” parent items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the free item discount applies to the first “Coffee” item since both cost the same. The discount is $1.00.
With Apply Offer to Lowest Value Item disabled, the free item discount still applies to the first “Coffee” at $1.00 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
If Exclude Modifiers in Discount is enabled, it would have no impact on the discount because the qualifier is a parent and Sum Parent & Modifiers for Qualified Discount is disabled.
Offer: Free “Iced” Modifier Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $0.25 |
Total | $6.75 |
Both “Iced” modifier items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the free item discount applies to the lower-priced “Small Iced Coffee” at $2.50.
With Apply Offer to Lowest Value Item disabled, the free item discount applies to the “Large Iced Coffee” at $4.50 resulting in a $4.50 discount.
With Exclude Modifiers in Discount enabled, the “Small Iced Coffee” would qualify for the discount, but the “Iced” and “Small” cost would be excluded, meaning only the “Coffee” at $1.00 would be discounted.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $0.50 |
Total | $6.95 |
Both “Iced” modifier items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the free item discount applies to the first “Iced” modifer item at $0.50 since both cost the same.
With Apply Offer to Lowest Value Item disabled, the free item discount would still apply to the “Iced” at $0.50 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
With Exclude Modifiers in Discount enabled the discount value would be $0.00; the qualifying modifier item is ignored.
Use Case #2: Percent ( % ) Discount
Offer: 10% Off a “Coffee” Parent Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $0.25 |
Total | $6.75 |
Both “Coffee” parent items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the 10% discount applies to the lower-priced “Small Iced Coffee” at $2.50.
With Apply Offer to Lowest Value Item disabled, the 10% discount applies to the “Large Iced Coffee” at $4.50, resulting in $0.45 off.
With Exclude Modifiers in Discount enabled, only the “Coffee” item would qualify and the discount would be $0.10 off the $1.00 “Coffee”.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $0.10 |
Total | $6.90 |
Both “Coffee” parent items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the 10% discount applies to the first “Coffee” item since both cost the same. The discount is $0.10.
With Apply Offer to Lowest Value Item disabled, the 10% discount still applies to the first “Coffee” at $1.00 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
If Exclude Modifiers in Discount is enabled, it would have no impact on the discount because the qualifier is a parent and Sum Parent & Modifiers for Qualified Discount is disabled.
Offer: 10% Off a “Iced” Modifer Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $0.25 |
Total | $6.75 |
Both “Iced” modifier items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the 10% discount applies to the lower-priced “Small Iced Coffee” at $2.50.
With Apply Offer to Lowest Value Item disabled, the 10% discount applies to the “Large Iced Coffee” at $4.50 resulting in a $0.45 discount.
With Exclude Modifiers in Discount enabled, the “Small Iced Coffee” would qualify for the discount, but the “Iced” and “Small” cost would be excluded, meaning only the “Coffee” at $1.00 would be discounted.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $0.05 |
Total | $6.95 |
Both “Iced” modifier items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the 10% discount applies to the first “Iced” modifer item at $0.50 since both cost the same. The discount is $0.05.
With Apply Offer to Lowest Value Item disabled, the 10% discount would still apply to the “Iced” at $0.50 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
With Exclude Modifiers in Discount enabled the discount value would be $0.00; the qualifying modifier item is ignored.
Use Case #3: Dollar ( $ ) Discount
A fixed dollar discount will never exceed its set value but can be less if the qualifier's price is lower than the discount amount. The excess value is forfeited. For example, a $2.00 discount on a $1.00 item will result in a $1.00 discount, with the remaining $1.00 being lost.
Offer: $2.00 Off a “Coffee” Parent Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $2.00 |
Total | $5.00 |
Both “Coffee” parent items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the $2.00 discount applies to the lower-priced “Small Mint Coffee” at $2.75.
With Apply Offer to Lowest Value Item disabled, the $2.00 discount applies to the “Large Vanilla Coffee” at $4.50.
With Exclude Modifiers in Discount enabled, the $2.00 discount is only applied to the parent “Coffee” item and the discount would be capped at $1.00 for the “Coffee” parent item only.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Mint Syrup Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $1.00 |
Total | $6.00 |
Both “Coffee” parent items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the $2.00 discount applies to the first “Coffee” item, since both cost the same. The qualifier “Coffee” item cost is less than the offer value, the discount is $1.00 off the “Coffee”.
With Apply Offer to Lowest Value Item disabled, the $2.00 still applies to the first “Coffee” at $1.00 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
If Exclude Modifiers in Discount is enabled, it would have no impact on the discount because the qualifier is a parent and Sum Parent & Modifiers for Qualified Discount is disabled.
Offer: $2.00 Off “Iced” Modifier Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $2.00 |
Total | $5.00 |
Both “Iced” modifier items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the $2.00 discount applies to the lower-priced “Small Iced Coffee” at $2.50.
With Apply Offer to Lowest Value Item disabled, the $2.00 discount applies to the “Large Iced Coffee” at $4.50.
With Exclude Modifiers in Discount enabled, the “Small Iced Coffee” would qualify for the discount, but the “Iced” and “Small” cost would be excluded, meaning only the “Coffee” at $1.00 would be discounted.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Iced Large | $1.00 $0.50 $3.00 |
Coffee Iced Small | $1.00 $0.50 $1.00 |
Subtotal | $7.00 |
Discount | $1.00 |
Total | $6.00 |
Both “Iced” modifier items qualify. Only one item can be discounted.
With Apply Offer to Lowest Value Item enabled, the $2.00 discount applies to the first “Iced” modifer item, since both cost the same. The qualifier “Iced” item cost is less than the offer value, the discount is capped at the $1.00 cost of the item.
With Apply Offer to Lowest Value Item disabled, the $2.00 discount would still apply to the “Iced” at $1.00 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
With Exclude Modifiers in Discount enabled the discount value would be $0.00; the qualifying modifier item is ignored.
Use Case #4: BOGO
Offer: BOGO “Coffee” a Parent Item.
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Vanilla Syrup Large | $5.00 $0.50 $1.00 |
Coffee Mint Syrup Whipped Cream Large | $5.00 $0.75 $1.25 $1.00 |
Subtotal | $14.50 |
Discount | $6.50 |
Total | $8.00 |
Both items qualify based on the “Coffee” parent being present. A minimum of 2 “Coffee” items are required for a BOGO.
The total cost of the “Large Vanilla Coffee” is less than the sum of the “Large Mint Coffee with Whipped Cream”. Therefore, when the Apply Offer to Lowest Value Item is enabled, the BOGO discount applies to the “Large Vanilla Coffee” at $6.50.
With Apply Offer to Lowest Value Item disabled, the BOGO discount applies to the total cost of the “Large Mint Coffee with Whipped Cream” at $8.00, and the member’s total would be adjusted to $6.50.
With Exclude Modifiers in Discount enabled, only the “Coffee” item would qualify and the discount would be $5.00.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Vanilla Syrup Large | $5.00 $0.50 $1.00 |
Coffee Mint Syrup Whipped Cream Large | $5.00 $0.75 $1.25 $1.00 |
Subtotal | $14.50 |
Discount | $5.00 |
Total | $9.50 |
Both items qualify based on the “Coffee” parent being present. A minimum of 2 “Coffee” items are required for a BOGO.
The BOGO discount applies to the cost of the “Coffee” item without modifiers at $5.00.
With Apply Offer to Lowest Value Item disabled, the BOGO discount would still apply to the “Coffee” at $5.00 because it is the same price. If one of the qualifier items was higher priced that item would be discounted.
With Exclude Modifiers in Discount enabled, it would have no impact on the discount because the qualifier is a parent and Sum Parent & Modifiers for Qualified Discount is disabled.
Offer: BOGO “Large” Modifer Item
ENABLED Sum Parent & Modifiers for Qualified Discount
Coffee Vanilla Syrup Large | $5.00 $0.50 $1.00 |
Coffee Mint Syrup Whipped Cream Large | $5.00 $0.75 $1.25 $1.00 |
Subtotal | $14.50 |
Discount | $6.50 |
Total | $8.00 |
Both items qualify base on the “Large” modifier being present. A minimum of 2 “Large” items are required for a BOGO.
The total cost of the “Large Vanilla Coffee” is less than the sum of the “Large Mint Coffee with Whipped Cream”. Therefore, when the Apply Offer to Lowest Value Item is enabled, the BOGO discount applies to the “Large Vanilla Coffee” at $6.50.
If Apply Offer to Lowest Value Item was disabled, the BOGO discount applies to the total cost of the Large Mint Coffee with Whipped Cream at $8.00, and the member’s total would be adjusted to $6.50.
If Exclude Modifiers in Discount is enabled, only the Coffee item would qualify and the discount would be $5.00.
DISABLED Sum Parent & Modifiers for Qualified Discount
Coffee Vanilla Syrup Large | $5.00 $0.50 $1.00 |
Coffee Mint Syrup Whipped Cream Large | $5.00 $0.75 $1.25 $1.00 |
Subtotal | $14.50 |
Discount | $1.00 |
Total | $13.50 |
Both items qualify base on the “Large” modifier being present. A minimum of 2 “Large” items are required for a BOGO.
The BOGO discount applies to the cost of the “Large” item at $1.00.
If Apply Offer to Lowest Value Item was disabled, the BOGO discount would still apply to the “Large” modifier at $1.00; it is the same price. If one of the qualifier items was higher priced that item would be discounted.
With Exclude Modifiers in Discount enabled the discount value would be $0.00; the qualifying modifier item is ignored.