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Not based on order details - based a referral information captured on the order. Referral is not held on the customer.
Change of date to make it inactive
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| Note | ||
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POS Promotions are all manual > the POS users can request a list of available promotions once the ordered items are available Social Media promotional discounts at the order level can be scanned directly or a code used at the POS |
Receipt based promotions
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Promotions of $ off later receipt with x days of qualifying receipt (require minimum spend qualification on both receipts)
- No limit to the customer of the discounted sale - ie a qualifying receipt can be passed to another person to redeem
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- also known as Return To Store
Overview
The intent of this promotion is to offer the customer an incentive to return to the store and spend more.
Earning the Promotion Opportunity
- The sale that earns the promotion
- must qualify based on minimum overall order value
- Can be any customer (including cash sale)
Receipt changes when a promotion is earned
- An image to add to the top of the receipt
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- is held on the Promotion
- this will normally be the description of the promotion
- Terms and conditions
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- will be added to the Receipt
- and will only show when
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- the promotion is activated on the receipt
Promotion qualification will be first assessed in store and then globally
Global Promotions (in FKIMP)
These apply to all stores
Redeeming the Promotion and getting a discount
- The sale that uses the promotion - the discounted sale on return to store
- will be linked back to the qualifying order using the receipt
- may also have a minimum spend required
- has a maximum number of days since the order that earned the promotion to use it
- Must be a named customer (cannot be a cash sale)
- Does not need to be the same customer as earned the sale
- Can be in any Franchisee Store and is not limited to the store where it was earned
The promotion will add a new line to the order and receipt for the value of the discount
Franchisor (head office) vs Franchisee (retail store) Promotions
Earning a Promotion on a POS order in a retail store (Franchisee)
In all cases the POS order is in a franchisee store.
The system looks to Earn a Receipt Based Promotion defined:
- first in the Franchisee of the POS (the store)
- if none found then in the Franchisor
- First promotion found that qualifies will be applied
So as a result
Promotions setup in the Franchisor are Global
- Any Franchisee POS order could earn it
Promotions setup in a Franchisee
- only apply to POS orders in that franchisee
However once earned - any promotion can be redeemed in any store
Return to Store Setup Example
This Promotion Setup is the same in the Franchisor (for global promotions) or the franchisee store (for local promotions)
- Promotion Type: Return to Store Discount (RTS)
- Qualification: Minimum Spend to earn - $100
- Reward: $ Discount on Purchases - $10
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- Grace days (days valid) = eg 21 days
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- Minimum Spend in store
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- to redeeem = eg $60
Terms and Conditions for Receipt
Terms and Conditions - edited by user (with are set per promotion
- With HTML tags
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- - see below Variables Grace Days and Minimum Spend 2
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in the T's and C's for stores or global.
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- so can re-use on different promotions easily
Use Once Only
To ensure each receipt can only be used once configured hereset the usage limit
Image describing promotion for top of Receipt
Import Image for top of Receipt
Upload File
And Save
Example Franchisee Store Promotions (in Store - eg
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Bondi Store)
- Return to Store Discount (RTSBON)
- Minimum Spend to earn - $150
- $ Discount on Purchases - $20
- Valid for 28 days - Grace Days
- Minimum Spend in store - $40
- Will Require Store Terms and Conditions
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Import Image for receipt
Upload File
And Save
- setup
- Will Require a top of receipt image to be uploaded
Example Earned Promotion Receipt
Greater than or equal to $150 spend
Notes:
- The following prints only when a RTS Promotion has been applied to the order
- Header Image
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- (explaining the promotion)
- Terms and Conditions
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- (at the bottom of the receipt)
Note that Images need to reflect the correct discount amount in the store.
You may require different images for different stores.
Using Promotions
Redeeming the example RTS earned Promotion
The system will check
- Min spend is met > Greater than or equal to $40 spend in store
- Receipt is not from today
- Receipt has not already been used
- Barcode must be scanned into the
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- List Vouchers/Credits (position first)
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Where to scan the receipt
- Click into the List Vouchers/Credits field
- scan the receipt
Same Day Order Message
Scan barcode on an order with greater than or equal to $150 but on the same day
Already used Message
Scan barcode from order with greater than or equal to $150 but already used
Order gets the discount message
Note the additional line that has been added to the sales order
Scan barcode from order with greater than or equal to $150 but not used yet
Complete the payment of the discounted amount.
Return To Store (receipt based) Promotion Reports
Usage Report - Simple Retail shows
- The order that earned the promotion on the LHS with associated details
- The discounted order that redeemed the promotion on the RHS with associated details
Promotions used by Sales Orders
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Black Friday 20% discount
Black Friday Repairs 10% discount
Customer Birthday Promotions
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