How do I set up Retail Promotions?

Summary

This article explains how you can create Retail Promotions for use in the " Point of Sale" and " Invoicing and Customer Orders" options.

More Information

Retail Promotions are a special kind of discount that are triggered by and act on multiple items bought and are available for a limited time period.

Creating a New Retail Promotion

• Go to " Stock Control Maintenance Options Promotions Maintenance".
• If this is the first time a Retail Promotion has been set up, the " Retail Promotion Properties" screen will popup automatically, otherwise pop it up by pressing [Add] or <F6>.

Promotion Details

• At "Template", you can choose from the list a type of discount you want to create. If the type of discount you want to create is not there, you can choose "Advanced" to set one up yourself.
  • 'Buy One Get One Free': If two of the specified item are present at the checkout, one will be give away for free.
  • 'Buy One Get One Half Price': If two of the specified item are present at the checkout, one will be sold at half price.
  • 'Buy Two For A Fixed Price': If two of the specified item are present at the checkout, they will be sold together at the specified total price.
  • 'Three For The Price of Two': If three of the specified item are present at the checkout, one will be give away for free.
  • 'Buy Any 3 Get Cheapest at 50%': If any three of the list of specified items are present at the checkout, the cheapest of the three will be sold at half price. More than one of the same item may be used in the promotion.
  • 'Buy Any 2 For A Fixed Price': If any two of the list of specified items are present at the checkout, they will be sold together at the specified total price. More than one of the same item may be used in the promotion.
  • 'Buy Any 3 For A Fixed Price': If any three of the list of specified items are present at the checkout, they will be sold together at the specified total price. More than one of the same item may be used in the promotion.
  • 'Buy Any 5 For A Fixed Price': If any five of the list of specified items are present at the checkout, they will be sold together at the specified total price. More than one of the same item may be used in the promotion.
  • 'Buy "A" Get "B" Half Price': If the item in Group "A" and the item in Group "B" are present at the checkout, the item in Group "B" will be sold at half price.
  • 'Buy "A" Get "B" At X.XX': If the item in Group "A" and the item in Group "B" are present at the checkout, the item in Group "B" will be sold at the specified price.
  • 'Meal Deal': If one item from each of the lists in Groups "A", "B" and "C" are present at the checkout, the three items will be sold together at the specified total price.

If you are creating an advanced promotion because the type of offer you want to create is not in the list but one that is similar is there, choose this similar one first and then choose advanced and you can create a promotion based on this similar one.

• At "Description", enter a comment that suitably identifies the Promotion you are going to create.
• If you have multiple sites, at "Site", choose whether you want this promotion to apply to all sites or just to a single site. If you choose a single site, you will need to enter the site that this promotion will apply.
• At "Start date", enter the date from which this promotion will start.
• At "End date", enter the date that this promotion will available until.
• At "Priority", enter a value that represents the priority of this promotion. Retail promotions with higher priorities take precedence over ones with lower values.

Discount Details

• At "Max. per sale", enter the maximum number of times this promotion can be used in a single sale.

Other options in this section may or may not be editable depending on the "Template" you have chosen.

Meal Deal

• After "for a fixed price of", enter the price that will be the total amount charged for all the items bought as part of this promotion.

Advanced

• At "No. of groups" choose from the list the number of separate groups there are in this promotion. See below for a description of what groups are and how they work.
• At "Discount level" choose whether separate discount types will be applied for each group or whether a single discount type will be applied to the whole promotion. If you choose 'Promotion Level'
  • • At "Discount type" choose the type of discount that will be applied.
      • A 'Fixed Price' promotion is one where the items bought as part of the promotion are sold together at a specified price.
      • A 'Discount Cheapest' promotion is one where a specified number of the items bought as part of the promotion are sold at a percentage of their original prices. The items eligible for the discount will be the ones that were originally the cheapest.
      • A 'Discount All' promotion is one where all the items bought as part of the promotion are sold at a percentage of their original prices.
    • If 'Fixed Price' is chosen:
      • After "for a fixed price of" enter the total amount charged for all the items bought as part of this promotion.
    • If 'Discount Cheapest' is chosen:
      • After "Get the cheapest" enter the number of items bought as part of the promotion which will sold at a discounted price.
      • Between "at" and "% of its original price" enter the percentage of their original prices that the items eligible for the discounted price will be sold at.
    • If 'Discount All' is chosen:
      • Between "at" and "% of its original price" enter the percentage of their original prices that all the items bought in this promotion will be sold at.

Groups

Again, the options that appear here depend on the "Template" you have chosen:

Buy One Get One Free / Buy One Get One Half Price / Three For The Price of Two

• At "Stock Code" enter the item which you want to offer the promotion on.

Buy Two For A Fixed Price

• After "Buy 2 of the following for" enter the price at which two of the items you are offering in the promotion on can be bought together at.
• At "Stock Code" enter the item which you want to offer the promotion on.

Buy Any 3 Get Cheapest at 50%

• In the list underneath "Stock Code", enter the list of items that can be used in this promotion.

Buy Any 2 For A Fixed Price / Buy Any 3 For A Fixed Price / Buy Any 5 For A Fixed Price

• After "Buy ? of the following for" enter the price at which the number of the items you are offering in the promotion on can be bought together at.
• In the list underneath "Stock Code", enter the list of items that can be used in this promotion.

Buy "A" Get "B" Half Price

• At "Stock Code" in "Group A" enter the item which you need to buy to be eligible for getting the other item at half price.
• At "Stock Code" in "Group B" enter the item which you offering at half price when the other item is bought.

Buy "A" Get "B" For X.XX

• At "Stock Code" in "Group A" enter the item which you need to buy to be eligible for getting the other item at the discounted price.
• After "Buy 1 of the following for" in "Group B" enter the price at which you can buy the discounted item.
• At "Stock Code" in "Group B" enter the item which you offering at the discounted price when the other item is bought.

Meal Deal

For each Group:

• In the list underneath "Stock Code", enter the list of items from which one item can be used as part of the meal deal promotion.

Advanced

Do the following for however number of groups you have chosen to have:

• If 'Promotion level' has been chosen at "Discount level":
  • Between "Buy" and "of the following" enter the number of items from the following list that must be bought to qualify for the promotion.
• If 'Group level' has been chosen at "Discount level":
  • At "Discount type" choose the type of discount that will be applied to this group.
    • A 'Fixed Price' group is one where the items bought as part of the group are sold together at a specified price.
    • A 'Discount Cheapest' group is one where a specified number of the items bought as part of the group are sold at a percentage of their original prices. The items eligible for the discount will be the ones that were originally the cheapest.
    • A 'Discount All' group is one where all the items bought as part of the group are sold at a percentage of their original prices.
    • A 'No discount' group is one where the right number of items from the list must be bought for the promotion to be eligible but whose items will not be discounted.
  • After "Buy" enter the number of items from the following list that must be bought to qualify for the promotion.
    • If 'Fixed Price' has been chosen:
      • After "of the following for" enter the price at which the qualifying items can be bought together at.
    • If 'Discount Cheapest' is chosen:
      • After "of the following and get the cheapest" enter the number of the qualifiying items that will be sold at the discounted price.
      • Between "at" and "% of its original price" enter the percentage of their original prices that the bought items that are part of this group, used in the promotion and getting the discount and will be sold at.
    • If 'Discount All' is chosen:
      • Between "at" and "% of its original price" enter the percentage of their original prices that the bought items that are part of this group and used in the promotion will be sold at.
• In the list underneath "Stock Code", enter the list of items that can be used in this promotion group.

Loyalty

• If you have the Loyalty module enabled you may choose to apply additional points to a promotion.
  • Select the "Loyalty type"
  • Specify the number of additional bonus points or percentage to multiply the usual points by.

What are Retail Promotion Groups?

Groups are a way of separating items or lists of items from each other so you can apply different discounts to items in each group. If a discount is to be applied to a particular item but another item needs to be bought for the discount to available or the promotion requires you to pick one or more items from more than one category, you use groups to separate them. Many promotions will have only one group. All the criteria for all groups must be fulfilled for a promotion to be applied.

Retail Promotions in Point Of Sale

In Point Of Sale, if you have at least one Retail Promotion set up, you will be presented with a new prompt "Savings". This shows the total amount that has been saved using Retail Promotions. The "Savings" and "Total" are updated dynamically as you add, remove and edit items. You can press <F8> to see a list of the Retail Promotions used and the amount they have saved the customer in this sale.

Retail Promotions in Invoicing and Customer Orders

In Invoicing and Customer Orders, the Retail Promotions discounts are calculated at the point of producing the invoice. Promotional Discounts will only be applied to items added today.

How Retail Promotions Interact With The Other Types of Discounts in Platinum

• Items that have had a freetype price entered or have had a manual discount applied will be ignored by Retail Promotions.
• Discounts applied by Retail Promotions will override any account based discounts, surcharges or fixed prices.
• Discounts applied by Retail Promotions will override any quantity break discounts.
• Blanket discounts will be applied after any discounts by Retail Promotions are applied and will compound them.

See also

• Creating a stock item
• Creating stock groups
• How do I Set up Price Codes?
• How do I Change Prices in Platinum?

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Keywords AND Misspellings

retail, promotion, discount, point of sale, checkout, bogof, special, offer, Loyalty