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To ensure each receipt can only be used once set the usage limit

Table of Contents

Special promotions

Referrer promotion

Not based on order details - based a referral information captured on the order.  Referral is not held on the customer.

  • Image Added


Change of date to make it inactive

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Image Added

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Image Added

Table of Contents

Special promotions

Referrer promotion

Not based on order details - based a referral information captured on the order.  Referral is not held on the customer.

  • Image Added


Change of date to make it inactive

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Image Added

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Image Added

Global POS Discounts

Example - Foneking is having a Birthday.

All POS sales to have 19% discount on the overall order value

Turn on the Global POS Discount

Admin - Config - Symbols Config

Image Added


Image Added

Restart to Activate

Image Added

POS Sale

Image Added


Discount Applied

POS Referrer Promotions

The

  1. customer must be identified (not a cash sales customer)
  2. the Referrer type must be identified
  3. Text must be entered about the referrer

Then Use the Apply Promotions button - any other promotions will also be added

Note
titleCustomers with order level discounts

Customers with an existing order level discount will not get this discount

Enter the referrer information

Note

This information is held at the order level only


Image Added

Check for Promotions

Image Added

Stock Promotions

Note

See also Price Promotions for stock

Promotions are either Manual, Automatic or Templates

Note
titlePromotions in the POS

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 - 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

  1. The sale that earns the promotion
    1. must qualify based on minimum overall order value
    2. Can be any customer (including cash sale)

Receipt changes when a promotion is earned

  1. An image to add to the top of the receipt is held on the Promotion
    1. this will normally be the description of the promotion
  2. Terms and conditions will be added to the Receipt
    1. and will only show when the promotion is activated on the receipt

Redeeming the Promotion and getting a discount

  1.  The sale that uses the promotion - the discounted sale on return to store
    1. will be linked back to the qualifying order using the receipt
    2. may also have a minimum spend required
    3. has a maximum number of days since the order that earned the promotion to use it
    4. Must be a named customer (cannot be a cash sale)
    5. Does not need to be the same customer as earned the sale
    6. 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:

  1. first in the Franchisee of the POS (the store)
    1. if none found then in the Franchisor
  2. First promotion found that qualifies will be applied

So as a result

Promotions setup in the Franchisor are Global

  1. Any Franchisee POS order could earn it

Promotions setup in a Franchisee

  1. 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
  • Grace days (days valid) = eg 21 days
  • Minimum Spend in store to redeeem = eg $60

Image Added

Terms and Conditions for Receipt

Terms and Conditions - edited by user are set per promotion

  1. With HTML tags - see below Variables Grace Days and Minimum Spend 2 so can re-use on different promotions easily

Image Added

Image describing promotion for top of Receipt

...

Scan barcode from order with greater than or equal to $150 but already used

Used more than once on the same order

Image Added

Want to use it on a different order

Re-open the order

Image Added

Delete the Promo line

Promo can then be used on a different order

Image Added


Order gets the discount message

...

Black Friday Repairs 10% discount

Table of Contents

Special promotions

Referrer promotion

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

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Table of Contents

Special promotions

Referrer promotion

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

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Global POS Discounts

Example - Foneking is having a Birthday.

...

Restart to Activate

POS Sale


Discount Applied

POS Referrer Promotions

The

  1. customer must be identified (not a cash sales customer)
  2. the Referrer type must be identified
  3. Text must be entered about the referrer

...

Note
titleCustomers with order level discounts

Customers with an existing order level discount will not get this discount

Enter the referrer information

Note

This information is held at the order level only


Check for Promotions

Stock Promotions

Note

See also Price Promotions for stock

...

Note
titlePromotions in the POS

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 - 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

  1. The sale that earns the promotion
    1. must qualify based on minimum overall order value
    2. Can be any customer (including cash sale)

...

  1. An image to add to the top of the receipt is held on the Promotion
    1. this will normally be the description of the promotion
  2. Terms and conditions will be added to the Receipt
    1. and will only show when the promotion is activated on the receipt

Redeeming the Promotion and getting a discount

  1.  The sale that uses the promotion - the discounted sale on return to store
    1. will be linked back to the qualifying order using the receipt
    2. may also have a minimum spend required
    3. has a maximum number of days since the order that earned the promotion to use it
    4. Must be a named customer (cannot be a cash sale)
    5. Does not need to be the same customer as earned the sale
    6. 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.

...

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
  • Grace days (days valid) = eg 21 days
  • Minimum Spend in store to redeeem = eg $60

Terms and Conditions for Receipt

Terms and Conditions - edited by user are set per promotion

...

Discount applied when repair is paid

Referrer promotion

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

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Table of Contents

Special promotions

Referrer promotion

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

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Global POS Discounts

Example - Foneking is having a Birthday.

...

Restart to Activate

POS Sale


Discount Applied

POS Referrer Promotions

The

  1. customer must be identified (not a cash sales customer)
  2. the Referrer type must be identified
  3. Text must be entered about the referrer

...

Note
titleCustomers with order level discounts

Customers with an existing order level discount will not get this discount

Enter the referrer information

Note

This information is held at the order level only


Check for Promotions

Stock Promotions

Note

See also Price Promotions for stock

...

Note
titlePromotions in the POS

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 - 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

  1. The sale that earns the promotion
    1. must qualify based on minimum overall order value
    2. Can be any customer (including cash sale)

...

  1. An image to add to the top of the receipt is held on the Promotion
    1. this will normally be the description of the promotion
  2. Terms and conditions will be added to the Receipt
    1. and will only show when the promotion is activated on the receipt

Redeeming the Promotion and getting a discount

  1.  The sale that uses the promotion - the discounted sale on return to store
    1. will be linked back to the qualifying order using the receipt
    2. may also have a minimum spend required
    3. has a maximum number of days since the order that earned the promotion to use it
    4. Must be a named customer (cannot be a cash sale)
    5. Does not need to be the same customer as earned the sale
    6. 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.

...

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
  • Grace days (days valid) = eg 21 days
  • Minimum Spend in store to redeeem = eg $60

Terms and Conditions for Receipt

Terms and Conditions - edited by user are set per promotion

...

Black Friday Repairs 10% discount

Table of Contents

Special promotions

Referrer promotion

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

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Table of Contents

Special promotions

Referrer promotion

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

Birthday Promotion

Triggered base on the persons birthday being this week - up to a number of grace days after the birthday and results in an order discount of $x

Promotion Reporting

Each promotion has details of all orders affected

There is a global report across a date range of all promotions used count and average cost per order and across orders

Global POS Discounts

Example - Foneking is having a Birthday.

...

Restart to Activate

POS Sale


Discount Applied

POS Referrer Promotions

The

  1. customer must be identified (not a cash sales customer)
  2. the Referrer type must be identified
  3. Text must be entered about the referrer

...

Note
titleCustomers with order level discounts

Customers with an existing order level discount will not get this discount

Enter the referrer information

Note

This information is held at the order level only


Check for Promotions

Stock Promotions

Note

See also Price Promotions for stock

...

Note
titlePromotions in the POS

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 - 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

  1. The sale that earns the promotion
    1. must qualify based on minimum overall order value
    2. Can be any customer (including cash sale)

...

  1. An image to add to the top of the receipt is held on the Promotion
    1. this will normally be the description of the promotion
  2. Terms and conditions will be added to the Receipt
    1. and will only show when the promotion is activated on the receipt

Redeeming the Promotion and getting a discount

  1.  The sale that uses the promotion - the discounted sale on return to store
    1. will be linked back to the qualifying order using the receipt
    2. may also have a minimum spend required
    3. has a maximum number of days since the order that earned the promotion to use it
    4. Must be a named customer (cannot be a cash sale)
    5. Does not need to be the same customer as earned the sale
    6. 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.

...

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
  • Grace days (days valid) = eg 21 days
  • Minimum Spend in store to redeeem = eg $60

Terms and Conditions for Receipt

Terms and Conditions - edited by user are set per promotion

...