Advanced promotions provide your business with 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. To set up basic promotions, refer to Setting up basic promotions.

Adding an advanced promotion

1. Navigate to Catalog > Promotions and click Add promotion.

   

2. Enter a name and a short description that will be shown to your cashiers and is printed on customer receipts.

   

3. Select which outlets this promotion will apply to.

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

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

   

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

   

7. Choose the condition of the promotion.

   • Buys the following items

     

     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.

          

     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

     

     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.
8. Choose the reward for the customer.

   • Get the following items

     

     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 cost less than the "Buy" product after the promotional discount is applied. This limitation exists to prevent accidental giveaways of expensive merchandise. If the "Get" product is a higher price than the "Buy" product, the discount will not apply, and the customer will pay full price.

   • Save a certain amount

     

     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.

     

     1. Type the dollar amount of the fixed price.

   • Earn extra loyalty

     

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

   

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

    

    • 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.

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

    

12. Click Save.

    

If both a promotion and a price book are active across the same products, customers, outlets, and dates, both discounts will be applied. This means, for example, if a customer group normally receives a 10% discount, applying a promotion for 10% off will result in that customer group receiving 20% off. If you don't want both discounts applied, you must adjust either the promotion or the price book.

Managing multiple promotions

If you plan to offer tiered promotions or multiple promotions at the same time, by default Retail POS will find the promotion that offers the best deal to your customer. The exception to this is when you have multiple promotions of different types or with different criteria in place, Retail POS will pick the promotion that was set up first.

For example, if you have one promotion for 10% off summer clothing and another for 15% off all t-shirts, the promotion that you set up first will be the one that’s applied to products that qualify for both sales. This means if you set up the 10% off promotion first and someone buys a shirt that is included in both promotions, they will only receive the 10% off discount, not the 15% one.

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