How promotions are applied

Every change to items on a ticket will trigger a recalculation of applied promotions. Changes include:

• Add item
• Remove item
• Increase or decrease the quantity for an item
• Change the variation on an item
• Add or remove an item discount
• Add or remove a ticket discount

Ranking promotions

Promotions are applied to the ticket in the order you rank them in the Back Office. The highest-ranking promotion is applied first. Then the next highest-ranking promotion that the remaining items on the ticket qualify for is applied, and so on.

Items included in multiple promotions

An item can only be used in one promotion at a time. If an item qualifies for more than one promotion, the promotion rankings are used to determine which promotion to apply to the item.

Different priced items

If items included in a promotion are different prices, the promotion discount will always be applied to the lowest-priced item.

Grouping items

First, items that qualify for the highest-ranking promotion are grouped together. Then this group of items is sorted by price from highest to lowest. The promotion discount is then applied to the correct item. The process is repeated for all remaining items on the ticket that did not qualify for the first promotion using the next highest-ranking promotion.

Returns

If a customer returns an item that was part of a promotion, the discount that was applied at the time of purchase will be prorated equally across all items in the promotion. Each item returned will include that item's portion of the discount in the refund amount.

For example, for a “Buy 3 for the Price of 2” promotion where a customer bought three calendars for $6 each, they would have paid $6 each for two of the calendars, and received one free. If the customer returns one of the $6 calendars, they would be refunded $4 ($6 minus the $2 of the discount applied to each item).

Add and sort promotions

After you create promotions, you can sort the order in which the POS seeks to apply them. The POS stops searching for promotions once it finds the first promotion that applies to the guest check.

NOTE:
For multi-site operations, additional rules apply when sorting promotions. At the company level, you can sort all promotions. At the store level, you can only sort promotions created at the store level.

To add a promotion

1. In the Back Office, select the Menu or Inventory tab, depending on your business type.
2. Select the Promotions subtab.
3. Click Add a Promotion.
4. Enter promotion information:

   table listing fields and their descriptions

   Field	Description
   Name	Required. The name of the promotion, up to 25 characters in length. This will appear on the ticket when the promotion is applied.
   External ID	An identifier for the promotion to link to another system. Leave blank to automatically assign an ID.
   Effective Date	Start and stop dates the promotion is in effect; required.
   POS Active	Is the promotion currently available? For single-site merchants this is a flag; for multi-store merchants, this is replaced with an "Assign Stores" button that allows you to choose which stores use the promotion.
   Buy Rule Qty	Set how many items must be purchased to qualify for the discount. NOTE: You must include all the items that must be purchased, including the discounted items (i.e. three items must be purchased for a buy three for the price of two).
   Items	Set of items a customer must purchase from; items are assigned using a pop up

5. Click Assign to select departments, categories, items or items at the variation level to assign to the promotion.

   table listing fields and their descriptions

   Field	Description
   Mix/Match	Flag whether the items must be like items or if they can be mix and match (i.e. buy any three calendars or buy three of the same calendars). If like items must be purchased to qualify for the discount, leave this box unchecked. If any of the assigned items can be purchased together, turn this option on.
   Discount Qty	Set how many items get discounted (i.e. for a BOGO or Buy 3 for 2, only 1 item would be discounted. For a buy 5 for the price of 3, then 2 items would be discounted 100%).
   Discount Type	Set the amount of the discount (either a percent off or an amount off).
   Percent Off/Amount Off	The amount or percent the item is discounted by.

Show me how to add a promotion

To sort promotions

1. In the Back Office, select the Menu or Inventory tab, depending on your business type.
2. Select the Promotions subtab.
3. Click Sort Order.
4. Enter the rank in which you want to order the promotions (1 being the first in line).
5. Click Done Sorting.

To edit a promotion

1. In the Back Office, select the Menu or Inventory tab, depending on your business type.
2. Select the Promotions subtab.
3. Select the promotion you want to edit.
4. Make the necessary changes to the promotion.
5. Click Save.

To delete a promotion

1. In the Back Office, select the Menu or Inventory tab, depending on your business type.
2. Select the Promotions subtab.
3. Select the promotion you want to delete.
4. Click Delete Promotion. Click OK to delete the promotion.

To duplicate a promotion

1. In the Back Office, select the Menu or Inventory tab, depending on your business type.
2. Select the Promotions subtab.
3. Select the row for the desired promotion you want to duplicate.
4. Click Duplicate in the upper right-hand corner to create a new promotion with all the fields pre-populated except Name and Externa ID.
5. Edit the details as needed, then click Save.