Promotions and Discounts in Essentials Solution

March 25, 2024

Description

Watch a video on how to set up and edit promotions and discounts in Back Office in Essentials Solution

What's in this article?

Watch the video:

- [Instructor] Promotions and discounts can be an effective way to drive
additional business, visits, and sales for your business.
In this video, you will learn how to set up a promotion,
set up a discount, and how to edit or remove a discount.
To begin, go to pointofsale.bofamerchantservices.com
Then log into
Bank of America Merchant Essentials Solutions back office.
To start, select the Inventory tab.
Then select the Promotions sub tab.
Next, click Add a Promotion.
Start by naming your promotion.
Next, select the effective dates for your promotion.
Multi-store merchants can select the Assign Stores button,
allowing you to choose
which stores will honor the promotion.
Next, fill the Buy Rule quantity fields
to set how many items a customer must purchase
to qualify for the promotion.
Then click Assign to open the Assign Items screen
where you will select the departments, categories,
or items that will be assigned to your promotion.
Click the Add button to add the items to the promotion.
Then click Save.
You can also use the Mix/Match check box
to tag whether the items must be like items
or if they can be mixed and matched
to qualify for the promotion.
Then fill in the discount fields to define quantities,
the discount type, and the value of the promotion.
After filling in the fields,
hit Save to activate your promotion.
You can also set up item discounts
and ticket-level discounts.
This allows you to apply a single discount to each item
and/or an overall discount
to an entire sale in the POS terminal.
With Essentials, your discounts will stack,
allowing both types of discounts
to be applied to an item.
Item-level discounts will always be applied first,
followed by ticket-level discounts.
To begin, select the Inventory tab.
Then select the Discounts sub tab.
Next, click the Add a Discount button
to the right side of the screen.
Start by giving your discount a name
and a description.
For stores with multiple locations,
click the Assign Stores button
to apply the discount to specific locations.
Next, under Discount Settings,
select the discount type from the dropdown
and select the type of discount to be applied.
There are four options.
Amount, a fixed dollar discount that can't be changed.
Percent, a fixed discount percentage.
Prompted Amount allows employees
to change the discount amount during a sale.
And Prompted Percent allows employees
to change the discount percentage during a sale.
Once you have decided on your discount type,
you will enter the discount amount.
In the Qualification section,
use the Applies To dropdown
to specify whether the discount can be applied
to individual items or applied to an entire sale or ticket.
Then enter the minimum qualifying amount for the discount.
Click Save to complete.
To edit or remove a discount, select the Inventory tab.
Next, select the Discounts sub tab.
Scroll through the list of your discounts
and click on the discount that you want to edit.
To edit the details of the discount,
make your changes and click the Save button.
To remove the discount
from your list of available discounts,
click Remove Discount.
If the selected discount is tied to a marketing email,
the system will let you know,
so you can determine
if you still want to remove the discount.
For more information,
visit bankofamerica.com/MerchantHel