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Setting up multi-save and conditional promotions

Advanced promotions provide your business wit h many ways of discounting your products. Whether it is a multi-save or a conditional promotion like a buy-one-get-one, promotions discounting tools can help move stock and increase revenue for your store.

This article focuses on setting up advanced promotions in Retail POS. For information on basic promotions and on the promotions feature in general, click here.

Where a promotion and pricebook are active across the same products, customers, outlets and dates, both discounts will be applied. If you don't wish to have both discounts applied, adjust either the promotion or the pricebook.

What can I use advanced promotions for?

  • To save time. Set up new promotions in a few clicks. No need for spreadsheets or page-by-page changes.
  • To set and forget. New products, customers, and outlets are automatically added to relevant existing promotions.
  • To boost sales. Offer customizable discounts to incentivize customers to increase spending. Limit sales by time and date to boost revenue in quieter periods.
  • To eliminate workarounds. Advanced promotions offer a suite of customizable discounting tools, such as ‘spend and save’ and ‘buy-one-get-one’, that can be easily set up and run.

Adding an advanced promotion

  1. Navigate to Catalog > Promotions.

    This page lists all current promotions. If you already have a promotion set up, you can click on this promotion in the list to expand and edit it.

    Promotions page listing all current promotions active.

  2. Click Add promotion.

    Promotions page with Add promotion emphasized.

  3. Enter a name and a short description.

    New promotion page showing General section with fields for Promotion name, description, and outlets.

  4. Select which Outlet(s) this promotion will apply to.

    If you choose Select all outlets, any future outlets added to your store will also include this promotion.

  5. Choose whether your promotion is one-time or recurring.

    Schedule promotion section with options for One-time promotion or Recurring promotion.

    • If recurring, choose the repeat frequency and time of day.
  6. Select the promotion's date range.
  7. Select Advanced.

    Type of promotion section with Advanced chosen.

  8. Choose the condition of the promotion.
    • Buys the following items

      Type of promotion section with Buys the following items selected.

      1. Type the quantity or select Set min or max to specify quantity limits.
        • If you set a minimum quantity, you also have to set a maximum quantity.

          Min and Max optoin chosen showing error where a minimum is defined but a maximum is not.

      2. Choose All or Specific.
        • If you choose Specific, search for the specific product(s) included in the promotion.
        • Optionally, click + Exclude Products to exclude specific product(s) from the promotion.
    • Spends the following amount

      Type of promotion section with Spends the following amount selected.

      1. Type the dollar amount the customer needs to spend for the promotion to apply.
      2. Choose All or Specific.
        • If you choose Specific, search for the specific product(s) included in the promotion.
        • Optionally, click + Exclude Products to exclude specific product(s) from the promotion.
  9. Choose the reward for the customer.
    • Get the following items

      Reward section with Get the following items selected.

      1. Specify if the item will be Free, a % discount, or a $ discount.
      2. Enter the Amount of the discount (if % or $ discount).
      3. Type in the quantity of items the promotion will apply to.
      4. Choose All or Specific
        • If you choose Specific, search for the specific product(s) included in the promotion.
        • Optionally, click + Exclude Products to exclude specific product(s) from the promotion.

      The "Get" product must be priced higher than the original product, even after the promotional discount is applied. This limitation exists to prevent accidental giveaways of expensive merchandise.

    • Save a certain amount

      Reward section with Save a certain amount selected.

      1. Choose % or $ and type in the amount saved on the sale.
    • Pay a fixed price

      *Only available when Buys the following items is selected as a condition.

      Reward section with Pay a fixed price selected.

      1. Type the dollar amount of the fixed price.
    • Earn extra loyalty

      Reward section with Earn extra loyalty selected.

      1. Type the amount of extra loyalty earned on the sale.
  10. Choose whether a prompt about this promotion will be visible on the Sell screen during the transaction.

    Show prompt on Sell option.

  11. Choose whether the promotion is Available to everyone or Exclusive to some customers.

    Target this promotion section with options for Available to everyone or Exclusive to some.

    • If the promotion is exclusive, choose to Limit to a customer group and select the targeted group or Apply a promo code and create the applicable promo code.

    If you have multiple advanced promotions, make sure they are associated with different customers, customer groups, or products. If you run multiple different promotions for the same customers, customer groups, or products, the correct promotions may not be offered during the sale.

  12. Choose whether customers can earn Loyalty rewards during a sale with this promotion.

    Offer Loyalty with promotion option.

  13. Click Save.

    New promotion page with Save emphasized.

Your promotion has now been created and will be automatically applied to eligible sales.

What's next?

Running tiered promotions in Retail POS (X-Series)

Learn how to run tiered promotions to incentivize additional purchasing.

Learn more

Running sales using price books

Use price books to offer special pricing and loyalty amounts.

Learn more

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