| 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
Free Gift Promotion
One float and one speaker free if spend is greater than $175
...
Minimum spend includes the price of the speaker and float along with the $175
Note that the qualifiers are set to $0.01 and will revert to $0.00
Buy One Get One Free Promotion
Select any 2 items from a list of SKUs and the cheapest item is free
If the cx selects 4 items from this item the cheapest 2 items are free
If they select 6 items the cheapest 3 are free
If they buy 5 items the cheapest 2 out of the 5 - 5t items will go full price
If 2 items are the same price any of them can be free
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.
...
Admin - Config - Symbols Config
...
Restart to Activate
...
POS Sale
...
Discount Applied
POS Referrer Promotions
The
customer must be identified (not a cash sales customer)
the Referrer type must be identified
Text must be entered about the referrer
Then Use the Apply Promotions button - any other promotions will also be added
| Note |
|---|
Customers with order level discountsCustomers with an existing order level discount will not get this discount |
...
| Note |
|---|
This information is held at the order level only |
Check for Promotions
...
Stock Promotions
| Note |
|---|
See also Price Promotions for stock |
Promotions are either Manual, Automatic or Templates
| Note | |
|---|---|
| title | Promotions in the POSPOS 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 |
...
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 is held on the Promotion
this will normally be the description of the promotion
Terms and conditions will be added to the Receipt
and will only show when the promotion is activated on the receipt
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
...
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
...
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
With HTML tags - see below Variables Grace Days and Minimum Spend 2 so can re-use on different promotions easily
...
Use Once Only
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.
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.
...
Admin - Config - Symbols Config
...
Restart to Activate
...
POS Sale
...
Discount Applied
POS Referrer Promotions
The
customer must be identified (not a cash sales customer)
the Referrer type must be identified
Text must be entered about the referrer
Then Use the Apply Promotions button - any other promotions will also be added
| Note | |
|---|---|
| title | Customers with order level discountsCustomers with an existing order level discount will not get this discount |
...
| Note |
|---|
This information is held at the order level only |
Check for Promotions
...
Stock Promotions
| Note |
|---|
See also Price Promotions for stock |
Promotions are either Manual, Automatic or Templates
| Note | |
|---|---|
| title | Promotions in the POSPOS 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 |
...
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 is held on the Promotion
this will normally be the description of the promotion
Terms and conditions will be added to the Receipt
and will only show when the promotion is activated on the receipt
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
...
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
...
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
With HTML tags - see below Variables Grace Days and Minimum Spend 2 so can re-use on different promotions easily
...
Image describing promotion for top of Receipt
Import Image for top of Receipt
...
Upload File
...
And Save
...
Example Franchisee Store Promotions (in Store - eg 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 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 (explaining the promotion)
Terms and Conditions (at the bottom of the receipt)
Note that Images need to reflect the correct discount amount in the store.
...
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 List Vouchers/Credits (position first)
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
...
Used more than once on the same order
...
Want to use it on a different order
Re-open the order
...
Delete the Promo line
Promo can then be used on a different order
...
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
...
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
...
Used to track a discount applied to any item or to items from a particular supplier.
The promotion will be applied when the '''Apply Promotions''' button is clicked.
The 'If they buy x units from ...' promotions will only be applied if they buy x units of 1 item - not across a group of items
Priority of promotions is largest number first - will check from largest number to smallest promotion number to find promotion to apply
Priority 1 - 10% discount if 6 items purchased
Priority 2 - 15% discount if 10 items purchased
In this situation the system will check if the 10 items is satisfied before checking if the 6 items is satisfied.
Note that if a manual promotion has been applied - you cannot apply an automatic promotion - you must delete the line and re-enter it.
Note that the list of items in the screen has no impact and does not limit the promotion in any way
The AutoApply tick box is used to indicate that qualifiers can be used for other promotions
When altering promotions - Status - Clear all caches will ensure changes are implemented right away in the POS
When the Apply promotions button is pressed the two promotions are found and applied
IPHONE 11 PRO MAX SUPER SHIELD PAIR has priority 1 and is applied first
This promotion has AutoApply ticked and these items are used again for the 4th item 30% discount promotion as well
4th item 30% discount is applied second because it has priority blank
...
For a manual Promotion
It It all has to be done manually. For a percentage discount this is straightforward.
Enter the item and quantity.
Then enter the discount % in the text box to the right of the Disc push button.
You can then select the promotion from the drop-down button at the far right of this line from a list of discounts.
Only Manual promotions for the supplier of the item will be listed.
There will be no promotions listed until a discount % is entered.
This process does not check the validity of this promotion - this must also be done manually.
Note that the list of items in the screen has no impact and does not limit the promotion in any way To use a 'buy x, get x free' Manual promotion the sequence is important. Firstly order the qualifying items, eg the 5 different Nutrient Water packs, and save the items. Then, with no item selected, enter 100% discount. This can be selected from the Disc drop-down button or typed into the text box. Now select the promotion from the drop-down button at the far right of this line. All Manual promotions for all suppliers will be listed. Now enter the item and the quantity of free items. Save the item and it will be saved as a different line on the order.
Black Friday Promotions
Used to give a promotional discount to certain items for a selected number of days and for a repair discount for a selected number of days
Black Friday 20% discount
...
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.
...
Admin - Config - Symbols Config
...
Restart to Activate
...
POS Sale
...
Discount Applied
POS Referrer Promotions
The
customer must be identified (not a cash sales customer)
the Referrer type must be identified
Text must be entered about the referrer
Then Use the Apply Promotions button - any other promotions will also be added
| Note |
|---|
Customers with order level discountsCustomers with an existing order level discount will not get this discount |
...
| Note |
|---|
This information is held at the order level only |
Check for Promotions
...
Stock Promotions
| Note |
|---|
See also Price Promotions for stock |
Promotions are either Manual, Automatic or Templates
| Note |
|---|
Promotions in the POSPOS 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 |
...
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 is held on the Promotion
this will normally be the description of the promotion
Terms and conditions will be added to the Receipt
and will only show when the promotion is activated on the receipt
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
...
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
...
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
With HTML tags - see below Variables Grace Days and Minimum Spend 2 so can re-use on different promotions easily
...
Use Once Only
To ensure each receipt can only be used once set 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 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 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 (explaining the promotion)
Terms and Conditions (at the bottom of the receipt)
Note that Images need to reflect the correct discount amount in the store.
...
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 List Vouchers/Credits (position first)
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
...
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
...
Used to track a discount applied to any item or to items from a particular supplier.
The promotion will be applied when the '''Apply Promotions''' button is clicked.
The 'If they buy x units from ...' promotions will only be applied if they buy x units of 1 item - not across a group of items
Priority of promotions is largest number first - will check from largest number to smallest promotion number to find promotion to apply
Priority 1 - 10% discount if 6 items purchased
Priority 2 - 15% discount if 10 items purchased
In this situation the system will check if the 10 items is satisfied before checking if the 6 items is satisfied.
Note that if a manual promotion has been applied - you cannot apply an automatic promotion - you must delete the line and re-enter it.
Note that the list of items in the screen has no impact and does not limit the promotion in any way
The AutoApply tick box is used to indicate that qualifiers can be used for other promotions
When altering promotions - Status - Clear all caches will ensure changes are implemented right away in the POS
When the Apply promotions button is pressed the two promotions are found and applied
IPHONE 11 PRO MAX SUPER SHIELD PAIR has priority 1 and is applied first
This promotion has AutoApply ticked and these items are used again for the 4th item 30% discount promotion as well
4th item 30% discount is applied second because it has priority blank
...
For a manual Promotion
It It all has to be done manually. For a percentage discount this is straightforward.
Enter the item and quantity.
Then enter the discount % in the text box to the right of the Disc push button.
You can then select the promotion from the drop-down button at the far right of this line from a list of discounts.
Only Manual promotions for the supplier of the item will be listed.
There will be no promotions listed until a discount % is entered.
This process does not check the validity of this promotion - this must also be done manually.
Note that the list of items in the screen has no impact and does not limit the promotion in any way To use a 'buy x, get x free' Manual promotion the sequence is important. Firstly order the qualifying items, eg the 5 different Nutrient Water packs, and save the items. Then, with no item selected, enter 100% discount. This can be selected from the Disc drop-down button or typed into the text box. Now select the promotion from the drop-down button at the far right of this line. All Manual promotions for all suppliers will be listed. Now enter the item and the quantity of free items. Save the item and it will be saved as a different line on the order.
Repair Accessory Discount
Accessories can have a 10% discount when a repair is paid for
Repair triggers promotion discount on accessories
...
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.
...
Admin - Config - Symbols Config
...
Restart to Activate
...
POS Sale
...
Discount Applied
POS Referrer Promotions
The
customer must be identified (not a cash sales customer)
the Referrer type must be identified
Text must be entered about the referrer
Then Use the Apply Promotions button - any other promotions will also be added
| Note |
|---|
Customers with order level discountsCustomers with an existing order level discount will not get this discount |
...
| Note |
|---|
This information is held at the order level only |
Check for Promotions
...
Stock Promotions
| Note |
|---|
See also Price Promotions for stock |
Promotions are either Manual, Automatic or Templates
| Note |
|---|
Promotions in the POSPOS 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 |
...
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 is held on the Promotion
this will normally be the description of the promotion
Terms and conditions will be added to the Receipt
and will only show when the promotion is activated on the receipt
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
...
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
...
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
With HTML tags - see below Variables Grace Days and Minimum Spend 2 so can re-use on different promotions easily
...
Use Once Only
To ensure each receipt can only be used once set 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 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 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 (explaining the promotion)
Terms and Conditions (at the bottom of the receipt)
Note that Images need to reflect the correct discount amount in the store.
...
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 List Vouchers/Credits (position first)
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
...
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
...
Used to track a discount applied to any item or to items from a particular supplier.
The promotion will be applied when the '''Apply Promotions''' button is clicked.
The 'If they buy x units from ...' promotions will only be applied if they buy x units of 1 item - not across a group of items
Priority of promotions is largest number first - will check from largest number to smallest promotion number to find promotion to apply
Priority 1 - 10% discount if 6 items purchased
Priority 2 - 15% discount if 10 items purchased
In this situation the system will check if the 10 items is satisfied before checking if the 6 items is satisfied.
Note that if a manual promotion has been applied - you cannot apply an automatic promotion - you must delete the line and re-enter it.
Note that the list of items in the screen has no impact and does not limit the promotion in any way
The AutoApply tick box is used to indicate that qualifiers can be used for other promotions
When altering promotions - Status - Clear all caches will ensure changes are implemented right away in the POS
When the Apply promotions button is pressed the two promotions are found and applied
IPHONE 11 PRO MAX SUPER SHIELD PAIR has priority 1 and is applied first
This promotion has AutoApply ticked and these items are used again for the 4th item 30% discount promotion as well
4th item 30% discount is applied second because it has priority blank
...
For a manual Promotion
It It all has to be done manually. For a percentage discount this is straightforward.
Enter the item and quantity.
Then enter the discount % in the text box to the right of the Disc push button.
You can then select the promotion from the drop-down button at the far right of this line from a list of discounts.
Only Manual promotions for the supplier of the item will be listed.
There will be no promotions listed until a discount % is entered.
This process does not check the validity of this promotion - this must also be done manually.
Note that the list of items in the screen has no impact and does not limit the promotion in any way To use a 'buy x, get x free' Manual promotion the sequence is important. Firstly order the qualifying items, eg the 5 different Nutrient Water packs, and save the items. Then, with no item selected, enter 100% discount. This can be selected from the Disc drop-down button or typed into the text box. Now select the promotion from the drop-down button at the far right of this line. All Manual promotions for all suppliers will be listed. Now enter the item and the quantity of free items. Save the item and it will be saved as a different line on the order.
Black Friday Promotions
Used to give a promotional discount to certain items for a selected number of days and for a repair discount for a selected number of days
Black Friday 20% discount
...
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
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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
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Global POS Discounts
Example - Foneking is having a Birthday.
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Admin - Config - Symbols Config
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Restart to Activate
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POS Sale
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Discount Applied
POS Referrer Promotions
The
customer must be identified (not a cash sales customer)
the Referrer type must be identified
Text must be entered about the referrer
Then Use the Apply Promotions button - any other promotions will also be added
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Customers with order level discountsCustomers with an existing order level discount will not get this discount |
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This information is held at the order level only |
Check for Promotions
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Stock Promotions
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See also Price Promotions for stock |
Promotions are either Manual, Automatic or Templates
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Promotions in the POSPOS 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 |
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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 is held on the Promotion
this will normally be the description of the promotion
Terms and conditions will be added to the Receipt
and will only show when the promotion is activated on the receipt
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
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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
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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
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Terms and Conditions for Receipt
Terms and Conditions - edited by user are set per promotion
With HTML tags - see below Variables Grace Days and Minimum Spend 2 so can re-use on different promotions easily
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Use Once Only
To ensure each receipt can only be used once set the usage limit
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Image describing promotion for top of Receipt
Import Image for top of Receipt
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Upload File
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And Save
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Example Franchisee Store Promotions (in Store - eg 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 setup
Will Require a top of receipt image to be uploaded
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Example Earned Promotion Receipt
Greater than or equal to $150 spend
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Notes:
The following prints only when a RTS Promotion has been applied to the order
Header Image (explaining the promotion)
Terms and Conditions (at the bottom of the receipt)
Note that Images need to reflect the correct discount amount in the store.
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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 List Vouchers/Credits (position first)
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
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Already used Message
Scan barcode from order with greater than or equal to $150 but already used
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Order gets the discount message
Note the additional line that has been added to the sales order
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Scan barcode from order with greater than or equal to $150 but not used yet
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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
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Promotions used by Sales Orders
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Used to track a discount applied to any item or to items from a particular supplier.
The promotion will be applied when the '''Apply Promotions''' button is clicked.
The 'If they buy x units from ...' promotions will only be applied if they buy x units of 1 item - not across a group of items
Priority of promotions is largest number first - will check from largest number to smallest promotion number to find promotion to apply
Priority 1 - 10% discount if 6 items purchased
Priority 2 - 15% discount if 10 items purchased
In this situation the system will check if the 10 items is satisfied before checking if the 6 items is satisfied.
Note that if a manual promotion has been applied - you cannot apply an automatic promotion - you must delete the line and re-enter it.
Note that the list of items in the screen has no impact and does not limit the promotion in any way
The AutoApply tick box is used to indicate that qualifiers can be used for other promotions
When altering promotions - Status - Clear all caches will ensure changes are implemented right away in the POS
When the Apply promotions button is pressed the two promotions are found and applied
IPHONE 11 PRO MAX SUPER SHIELD PAIR has priority 1 and is applied first
This promotion has AutoApply ticked and these items are used again for the 4th item 30% discount promotion as well
4th item 30% discount is applied second because it has priority blank
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For a manual Promotion
It It all has to be done manually. For a percentage discount this is straightforward.
Enter the item and quantity.
Then enter the discount % in the text box to the right of the Disc push button.
You can then select the promotion from the drop-down button at the far right of this line from a list of discounts.
Only Manual promotions for the supplier of the item will be listed.
There will be no promotions listed until a discount % is entered.
This process does not check the validity of this promotion - this must also be done manually.
Note that the list of items in the screen has no impact and does not limit the promotion in any way To use a 'buy x, get x free' Manual promotion the sequence is important. Firstly order the qualifying items, eg the 5 different Nutrient Water packs, and save the items. Then, with no item selected, enter 100% discount. This can be selected from the Disc drop-down button or typed into the text box. Now select the promotion from the drop-down button at the far right of this line. All Manual promotions for all suppliers will be listed. Now enter the item and the quantity of free items. Save the item and it will be saved as a different line on the order.
Repair Accessory Discount
Accessories can have a 10% discount when a repair is paid for
Customer Birthday Promotions
Used to give a 100% discount for Screen Protection items on a customer's birthday
First need to confirm Customer Birthday
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Either it is already on file or the sales person enters it (day and month required) and Saves Customer Details
Then back to the products page and enter the SKUs
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Find/apply promotion and item will be discounted accordingly
The sale could be for $0 if no other items are entered
For a Promotion Template
Used to quickly add a number of items to an order with a promotion price and quantity
The The pull down list on the order can be selected and will then populate the order with lines for the Articles, quantity and pricing as defined in the promotion template.