Promotions overview

Promotion Types

System level

• Setup: Symbol Config Key = GlobalPOSDiscount, Value = x%, Description = Text you want on receipts / invoices

  • Every POS order gets a discount while on

  • System requires a restart to activate / de-activate

Stock or Services Promotions

• Sales - Intro : used when a customer has not purchased items before

• Sales - Clearance : used to offer possible bulk buys to customers

• Pricing : used in POS or normal sales orders

• Birthday : used with persons birthday date to qualify within a number of days

• Retail general : POS promotions

• Retail - RTS : Scan a Receipt based promotions so customer returns to store

• Retail - Order Level : A discount at the order level instead of at an order line level

• Referral : Orders with a referrer source (Web Search / Word of Mouth / Telco / Social Media / Other

  • Advanced > can limit to specific referrer company (requires advanced referrer fields on order)

• Social Media : Customer quotes a code published in a magazine or on social media

  • Code is held in details

Therapy Promotions (Therapy services)

• Therapy Same Day add-on: used when an additional therapy is added on the same day as an existing therapy

  • Sales - Intro : used when a customer has not purchased a therapy service before

Rewards

• % on Purchases / Bonus items

• $ on Purchases / Bonus items

• Promotional price on Purchases / Bonus items

There are lots of options on promotions

Free Gift Promotion

If you spend more than xx.xx then you can get a product from a list for free

1. Type = Retail_General

2. min spend = $xx.xx

3. Apply = Normal

4. Promotion Price on Purchases

5. List of products at a new price (0.01c)

6. One float and one speaker free if spend is greater than $xxx

Open

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

Open

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

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.

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

Turn on the Global POS Discount

Admin - Config - Symbols Config

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

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

Enter the referrer information

Check for Promotions

Stock Promotions

Promotions are either Manual, Automatic or Templates

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

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

Use Once Only

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

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

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.

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

Turn on the Global POS Discount

Admin - Config - Symbols Config

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

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

Enter the referrer information

Check for Promotions

Stock Promotions

Promotions are either Manual, Automatic or Templates

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

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 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:

1. The following prints only when a RTS Promotion has been applied to the order

2. Header Image (explaining the promotion)

3. Terms and Conditions (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.

Redeeming the example RTS earned Promotion

The system will check

1. Min spend is met > Greater than or equal to $40 spend in store

2. Receipt is not from today

3. Receipt has not already been used

   1. Barcode must be scanned into the List Vouchers/Credits (position first)

Where to scan the receipt

1. Click into the List Vouchers/Credits field

2. 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

Complete the payment of the discounted amount.

Return To Store (receipt based) Promotion Reports

Usage Report - Simple Retail shows

1. The order that earned the promotion on the LHS with associated details

2. The discounted order that redeemed the promotion on the RHS with associated details

Promotions used by Sales Orders

For a non-manual Promotion

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 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

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

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.

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

Turn on the Global POS Discount

Admin - Config - Symbols Config

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

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

Enter the referrer information

Check for Promotions

Stock Promotions

Promotions are either Manual, Automatic or Templates

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

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

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:

1. The following prints only when a RTS Promotion has been applied to the order

2. Header Image (explaining the promotion)

3. Terms and Conditions (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.

Redeeming the example RTS earned Promotion

The system will check

1. Min spend is met > Greater than or equal to $40 spend in store

2. Receipt is not from today

3. Receipt has not already been used

   1. Barcode must be scanned into the List Vouchers/Credits (position first)

Where to scan the receipt

1. Click into the List Vouchers/Credits field

2. 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

1. The order that earned the promotion on the LHS with associated details

2. The discounted order that redeemed the promotion on the RHS with associated details

Promotions used by Sales Orders

For a non-manual Promotion

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 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

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.

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

Turn on the Global POS Discount

Admin - Config - Symbols Config

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

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

Enter the referrer information

Check for Promotions

Stock Promotions

Promotions are either Manual, Automatic or Templates

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

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

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:

1. The following prints only when a RTS Promotion has been applied to the order

2. Header Image (explaining the promotion)

3. Terms and Conditions (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.

Redeeming the example RTS earned Promotion

The system will check

1. Min spend is met > Greater than or equal to $40 spend in store

2. Receipt is not from today

3. Receipt has not already been used

   1. Barcode must be scanned into the List Vouchers/Credits (position first)

Where to scan the receipt

1. Click into the List Vouchers/Credits field

2. 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

1. The order that earned the promotion on the LHS with associated details

2. The discounted order that redeemed the promotion on the RHS with associated details

Promotions used by Sales Orders

For a non-manual Promotion

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 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

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

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.

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

Turn on the Global POS Discount

Admin - Config - Symbols Config

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

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

Enter the referrer information

Check for Promotions

Stock Promotions

Promotions are either Manual, Automatic or Templates

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

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

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:

1. The following prints only when a RTS Promotion has been applied to the order

2. Header Image (explaining the promotion)

3. Terms and Conditions (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.

Redeeming the example RTS earned Promotion

The system will check

1. Min spend is met > Greater than or equal to $40 spend in store

2. Receipt is not from today

3. Receipt has not already been used

   1. Barcode must be scanned into the List Vouchers/Credits (position first)

Where to scan the receipt

1. Click into the List Vouchers/Credits field

2. 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

1. The order that earned the promotion on the LHS with associated details

2. The discounted order that redeemed the promotion on the RHS with associated details

Promotions used by Sales Orders

For a non-manual Promotion

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 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

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

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 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.