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Using Promotions
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
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
Customers with order level discounts
Customers with an existing order level discount will not get this discount
Enter the referrer information
This information is held at the order level only
Check for Promotions
Stock Promotions
See also Price Promotions for stock
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
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
Franchisor (head office) vs Franchisee (retail store) Promotions
Earning a Promotion on a POS order in a retail store (Franchisee)
In all cases the POS order is in a franchisee store.
The system looks to Earn a Receipt Based Promotion defined:
first in the Franchisee of the POS (the store)
if none found then in the Franchisor
First promotion found that qualifies will be applied
So as a result
Promotions setup in the Franchisor are Global
Any Franchisee POS order could earn it
Promotions setup in a Franchisee
only apply to POS orders in that franchisee
However once earned - any promotion can be redeemed in any store
Return to Store Setup Example
This Promotion Setup is the same in the Franchisor (for global promotions) or the franchisee store (for local promotions)
Promotion Type: Return to Store Discount (RTS)
Qualification: Minimum Spend to earn - $100
Reward: $ Discount on Purchases - $10
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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
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
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
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
Franchisor (head office) vs Franchisee (retail store) Promotions
Earning a Promotion on a POS order in a retail store (Franchisee)
In all cases the POS order is in a franchisee store.
The system looks to Earn a Receipt Based Promotion defined:
first in the Franchisee of the POS (the store)
if none found then in the Franchisor
First promotion found that qualifies will be applied
So as a result
Promotions setup in the Franchisor are Global
Any Franchisee POS order could earn it
Promotions setup in a Franchisee
only apply to POS orders in that franchisee
However once earned - any promotion can be redeemed in any store
Return to Store Setup Example
This Promotion Setup is the same in the Franchisor (for global promotions) or the franchisee store (for local promotions)
Promotion Type: Return to Store Discount (RTS)
Qualification: Minimum Spend to earn - $100
Reward: $ Discount on Purchases - $10
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.
You may require different images for different stores.
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
Complete the payment of the discounted amount.
Return To Store (receipt based) Promotion Reports
Usage Report - Simple Retail shows
The order that earned the promotion on the LHS with associated details
The discounted order that redeemed the promotion on the RHS with associated details
Promotions used by Sales Orders
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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
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
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
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
Franchisor (head office) vs Franchisee (retail store) Promotions
Earning a Promotion on a POS order in a retail store (Franchisee)
In all cases the POS order is in a franchisee store.
The system looks to Earn a Receipt Based Promotion defined:
first in the Franchisee of the POS (the store)
if none found then in the Franchisor
First promotion found that qualifies will be applied
So as a result
Promotions setup in the Franchisor are Global
Any Franchisee POS order could earn it
Promotions setup in a Franchisee
only apply to POS orders in that franchisee
However once earned - any promotion can be redeemed in any store
Return to Store Setup Example
This Promotion Setup is the same in the Franchisor (for global promotions) or the franchisee store (for local promotions)
Promotion Type: Return to Store Discount (RTS)
Qualification: Minimum Spend to earn - $100
Reward: $ Discount on Purchases - $10
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.
You may require different images for different stores.
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
Complete the payment of the discounted amount.
Return To Store (receipt based) Promotion Reports
Usage Report - Simple Retail shows
The order that earned the promotion on the LHS with associated details
The discounted order that redeemed the promotion on the RHS with associated details
Promotions used by Sales Orders
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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
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
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
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
Franchisor (head office) vs Franchisee (retail store) Promotions
Earning a Promotion on a POS order in a retail store (Franchisee)
In all cases the POS order is in a franchisee store.
The system looks to Earn a Receipt Based Promotion defined:
first in the Franchisee of the POS (the store)
if none found then in the Franchisor
First promotion found that qualifies will be applied
So as a result
Promotions setup in the Franchisor are Global
Any Franchisee POS order could earn it
Promotions setup in a Franchisee
only apply to POS orders in that franchisee
However once earned - any promotion can be redeemed in any store
Return to Store Setup Example
This Promotion Setup is the same in the Franchisor (for global promotions) or the franchisee store (for local promotions)
Promotion Type: Return to Store Discount (RTS)
Qualification: Minimum Spend to earn - $100
Reward: $ Discount on Purchases - $10
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.
You may require different images for different stores.
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
Complete the payment of the discounted amount.
Return To Store (receipt based) Promotion Reports
Usage Report - Simple Retail shows
The order that earned the promotion on the LHS with associated details
The discounted order that redeemed the promotion on the RHS with associated details
Promotions used by Sales Orders
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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
- 1 Special promotions
- 2 Special promotions
- 3 Stock Promotions
- 4 Receipt based promotions - also known as Return To Store
- 5 Special promotions
- 6 Special promotions
- 7 Stock Promotions
- 8 Receipt based promotions - also known as Return To Store
- 8.1 Overview
- 8.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 8.3 Return to Store Setup Example
- 8.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 8.5 Example Earned Promotion Receipt
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.5.1.1 Where to scan the receipt
- 8.5.1.2 Same Day Order Message
- 8.5.1.3 Already used Message
- 8.5.1.4 Used more than once on the same order
- 8.5.1.5 Want to use it on a different order
- 8.5.1.6 Delete the Promo line
- 8.5.1.7 Order gets the discount message
- 8.5.1 Redeeming the example RTS earned Promotion
- 8.6 Return To Store (receipt based) Promotion Reports
- 9 Promotions used by Sales Orders
- 10 Special promotions
- 10.1 Referrer promotion
- 10.2 Birthday Promotion
- 10.3 Promotion Reporting
- 11 Special promotions
- 11.1 Referrer promotion
- 11.2 Birthday Promotion
- 11.3 Promotion Reporting
- 11.4 Global POS Discounts
- 11.5 POS Referrer Promotions
- 12 Stock Promotions
- 13 Receipt based promotions - also known as Return To Store
- 13.1 Overview
- 13.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 13.3 Return to Store Setup Example
- 13.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 13.5 Example Earned Promotion Receipt
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.5.1.1 Where to scan the receipt
- 13.5.1.2 Same Day Order Message
- 13.5.1.3 Already used Message
- 13.5.1.4 Order gets the discount message
- 13.5.1 Redeeming the example RTS earned Promotion
- 13.6 Return To Store (receipt based) Promotion Reports
- 14 Promotions used by Sales Orders
- 14.1.1 For a non-manual Promotion
- 14.1.2 For a manual Promotion
- 14.1.3 Repair Accessory Discount
- 14.2 Referrer promotion
- 14.3 Birthday Promotion
- 14.4 Promotion Reporting
- 15 Special promotions
- 15.1 Referrer promotion
- 15.2 Birthday Promotion
- 15.3 Promotion Reporting
- 15.4 Global POS Discounts
- 15.5 POS Referrer Promotions
- 16 Stock Promotions
- 17 Receipt based promotions - also known as Return To Store
- 17.1 Overview
- 17.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 17.3 Return to Store Setup Example
- 17.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 17.5 Example Earned Promotion Receipt
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.5.1.1 Where to scan the receipt
- 17.5.1.2 Same Day Order Message
- 17.5.1.3 Already used Message
- 17.5.1.4 Order gets the discount message
- 17.5.1 Redeeming the example RTS earned Promotion
- 17.6 Return To Store (receipt based) Promotion Reports
- 18 Promotions used by Sales Orders
- 19 Special promotions
- 19.1 Referrer promotion
- 19.2 Birthday Promotion
- 19.3 Promotion Reporting
- 20 Special promotions
- 20.1 Referrer promotion
- 20.2 Birthday Promotion
- 20.3 Promotion Reporting
- 20.4 Global POS Discounts
- 20.5 POS Referrer Promotions
- 21 Stock Promotions
- 22 Receipt based promotions - also known as Return To Store
- 22.1 Overview
- 22.2 Franchisor (head office) vs Franchisee (retail store) Promotions
- 22.3 Return to Store Setup Example
- 22.4 Example Franchisee Store Promotions (in Store - eg Bondi Store)
- 22.5 Example Earned Promotion Receipt
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.5.1.1 Where to scan the receipt
- 22.5.1.2 Same Day Order Message
- 22.5.1.3 Already used Message
- 22.5.1.4 Order gets the discount message
- 22.5.1 Redeeming the example RTS earned Promotion
- 22.6 Return To Store (receipt based) Promotion Reports
- 23 Promotions used by Sales 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
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
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
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
Franchisor (head office) vs Franchisee (retail store) Promotions
Earning a Promotion on a POS order in a retail store (Franchisee)
In all cases the POS order is in a franchisee store.
The system looks to Earn a Receipt Based Promotion defined:
first in the Franchisee of the POS (the store)
if none found then in the Franchisor
First promotion found that qualifies will be applied
So as a result
Promotions setup in the Franchisor are Global
Any Franchisee POS order could earn it
Promotions setup in a Franchisee
only apply to POS orders in that franchisee
However once earned - any promotion can be redeemed in any store
Return to Store Setup Example
This Promotion Setup is the same in the Franchisor (for global promotions) or the franchisee store (for local promotions)
Promotion Type: Return to Store Discount (RTS)
Qualification: Minimum Spend to earn - $100
Reward: $ Discount on Purchases - $10
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.
You may require different images for different stores.
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
Complete the payment of the discounted amount.
Return To Store (receipt based) Promotion Reports
Usage Report - Simple Retail shows
The order that earned the promotion on the LHS with associated details
The discounted order that redeemed the promotion on the RHS with associated details
Promotions used by Sales Orders
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.
For information about SaaSplications go to http://saasplications.com.au