Promotions
Use Promotions to manage coupons, discounts, and promotions.
Add a Coupon
鈫� 鈫�
To add a coupon:
From the lower-left of the Coupons screen, select Generate.
Configure the following:
Field
Description
Name
Coupon name.
Type
Coupon type: currency amount or percentage.
Amount
Currency amount or percentage of the coupon.
Expiration Date
Coupon expiration date. Select the calendar icon to select the date from a popup calendar.
Count
Number of coupons to generate. The maximum is 10,000.
From the lower-right of the Coupons screen, select Save.
On the Coupons screen, locate the coupon.
On the right, select Export to export the coupons to an Excel file. Each coupon in the Excel file includes a unique and scannable UPC code.
An external application can be used to convert the UPC codes into bar codes.
Additional Actions
The following describes the additional actions available from the Coupons screen.
Action | Description |
|---|---|
Copy | Copy the selected coupon to create new coupons. |
History | View a list of redeemed or voided coupons. |
Void | Void the selected coupon. |
Add a Discount
鈫� 鈫�
To add a discount:
From the lower-left of the Discounts page, select Add New Discount.
Configure the following:
Field
Description
Name
Discount name.
Type
Discount type: currency amount or percentage.
Value
Currency amount or percentage of the discount.
Tax Exempt
If selected, the discount is exempt from tax.
Text
To add a description:
From the dropdown, select the display language for the description text.
In the provided field, type the description text.
Price Range
To define the eligible price range for the discount:
From the Usage dropdown, select the applicable discount usage option: Order or Item.
In the From field, type the minimum currency amount that is eligible for the discount. Leave the field blank for zero (0).
In the To field, type the maximum currency amount that is eligible for the discount. Leave the field blank for no limit.
Item Level
If selected, the cashier at the POS can apply the discount to individual order items. From the Select Specific Items to Discount field, select the items that are eligible for the discount.
From the Available Items field, select the eligible item(s). Hold down Ctrl on the keyboard to select multiple items.
Select the right arrow to move the selected items to the Discounted Items field.
Valid Roles For Discount
From the Role dropdown, select the role(s) that have permission to apply the discount at the POS, and then select Add.
From the lower-left of the Edit Discount screen, select OK.
From the lower-left of the聽Discounts screen, select聽Save Discounts聽to save the changes.
From the lower-left of the聽Discounts screen, select聽Publish Discounts聽to publish the changes to all sites.
Select Advanced Publish to publish the changes to select sites.
Add a Promotion
鈫� 鈫�
To add a promotion:
From the lower-left of the Promotions page, select Add New Promotion.
Define the following:
Field
Description
Name
Promotion name.
Availability
From the dropdown, select the date/time when the promotion is available at the site.
To the right of the Availability field, select plus sign + to add a new availability entry. Specify the start and end dates, and the time of day when the promotion is available.
Disable
If selected, the promotion is disabled and not applicable at the site.
Pricing
From the dropdown, select a pricing option:
Amount Off - Reduce the price by a specified currency amount.
Percent Off - Reduce the price by a specified percentage.
Fixed Price - Replace the standard price with the specified price.
Amount
Promotion currency amount or percentage (type the number only; do not add the percent or currency symbol).
This value relates to the Pricing selection above.
Items Included
Select the items for the promotion.
From the Available Items field, select the items to include.
Select the right arrow to move the selected items to the Promotional Items field.
If no specific items are selected, then the promotion is applicable to all items.
From the lower-left of the Edit Promotion screen, select OK.
From the lower-left of the聽Promotions screen, select聽Save Promotions聽to save the changes.
From the lower-left of the聽Promotions screen, select聽Publish Promotions聽to publish the changes to all sites.
Select Advanced Publish to publish the changes to select sites.