In this article, we will walk you through the promotional criteria and benefits when creating a promotion. You must first setup the promotion's general settings page before proceeding to this step. Learn more about it here.
Things to know:
- The ability to create a promotion is governed by the "Accessing Promotions" access control setting.
- For franchise businesses, when configuring promotions at the parent level, only items created at the parent level (such as services, products, classes, etc.) will be available for selection in the promotion configuration interface. Learn more about global promotions here.
- By default, promotions are applied to the least expensive eligible item on a ticket. If you prefer to prioritize higher-value items, you can enable the “Apply Promotions in Order of Highest to Lowest Item Cost” setting under Business Setup > Settings. For franchise businesses, this setting is managed at the parent level and applies to all child locations.
- For promotions set to auto-apply, the option to enter the promotion manually—either online or in-store—will not be available.
- In POS, promotions are displayed in the following format: [Promo Code]: [Promotion Name]. For example, a promotion named "New Year Sale 15% Off" with the code NEWYEAR15 will appear as: NEWYEAR15: New Year Sale 15% Off. If the promo code and promotion name are identical, only the code will be displayed. Example: NEWYEAR15.
- Promotions are grouped and applied based on the "Must Purchase" quantity. For example, in a Buy One, Get One Free promotion, the discount will apply to one item if one additional eligible item is added to the ticket. If multiple qualifying items are added to the ticket, the promotion will be applied to multiple items.
- Stacking promotions or discounts on a single item or purchase is a common practice in retail, and it can be implemented in various ways. There are various use cases for how manual and auto-applied discounts are added to POS tickets. For details, learn more here.
- A promotional code can be reused in a new promotion once the original promotion has been deleted. If a code is deleted at the child account level, it also becomes available for use at the parent level.
- If your promotions page spans multiple pages, you can use the search field to quickly find a specific promotion. Search by either the promotion name or promo code to locate what you need without browsing through each page.
Contents
Promotion Criteria
When you set requirements for the promotion, certain criteria must be met before the promotion can be applied. By default, promo codes are automatically applied to all services and products. If you'd like the code to only apply to certain items or groups of items, you can choose a type from the Qualified Items section.
Requirements
Number of Qualified Items
The minimal quantity from a basket of qualifying items that must be on the ticket in order for the promotion to be used is referred to as the number of qualified items. For example, if set to 2, at least two items must be added to the ticket for the promotion to be applied.
Number of Identical Qualified Items
The minimal number of identical products from a basket of qualifying items that must be on the ticket in order for the promotion to be used is referred to as the "number of identical qualified items" (note: mixing and matching of different items from the list of qualified items would not count). For example, if set to 2, the promotion will only apply if two of the same item (service, product, etc.) are added to the ticket.
Value of Qualified Items
The minimum monetary worth of items from a predetermined basket of eligible items on the ticket before the promotion may be used is referred to as the "value of qualified items." For example, if set to $100, the value of the item (service, product, etc.) added to the ticket must also be $100 for the promotion to apply. In POS, the value of qualified items promotion takes the total value of all the qualified items into account to determine if the ticket meets the requirements for the promotion. Promotions are then sorted and applied from larger to smaller, so the larger ones are applied first if qualified.
Must Purchase
The quantity of items that must be purchased in order for the promotion to be applied.
Qualified Items -
Promotion Benefits
Discount type - This determines whether the benefit should be a percentage, dollar amount, flat rate, or free.
Apply to - Choose whether the benefits should be applied to the above-mentioned promotion criteria or to other items
- Each Item in the Criteria
- Different Qualified Items - This option allows you to provide benefits to items not set in the criteria.
- Entire Ticket - This option appears only when the discount type is set to a dollar amount. It enables the configured discount to be allocated across the items on the ticket according to the ticket subtotal. Once selected, the "One Use Per Ticket"restriction in the promotion's general settings will be automatically checked and cannot be unselected.
Scenarios Promotion Application The "Apply Promotions in Order of Highest to Lowest Item Cost" setting is disabled - Promotional Discount: $100
- Value of items on the ticket:
- $150.00
- $30.00
- $20.00
- $50.00
- Total Value: $250.00
When the benefit is applied to the ticket, the least expensive items will be discounted.
($20.00, $30.00, and $50.00 items)
The "Apply Promotions in Order of Highest to Lowest Item Cost" setting is enabled- Promotional Discount: $100
- Value of items on the ticket:
- $150.00
- $30.00
- $20.00
- $50.00
- Total Value: $250.00
When the benefit is applied to the ticket, the most expensive items will be discounted.
($150.00)
For more information contact us at support@mytime.com.
Related Articles:
Promotion General Setting & Restriction
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