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. 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.

   

2. Click Add promotion.

   

3. Enter a name and a short description.

   

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.

   

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

   

8. 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.
9. 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.
10. Choose whether a prompt about this promotion will be visible on the Sell screen during the transaction.

    

11. 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.

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

    

13. Click Save.

    

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

What's next?