Modifying an existing Promotion will display the Stock Items included in the Promotion, Discount Type, Promotion Period and any other details specific to the Promotion; modifications can be made to the existing Promotion as required.
Adding a new Promotion will display a Add New Promotion window which will need to be populated with the required Trip Conditions, Discount Type, Promotion Period and any other settings required for the Promotion.
Whether Adding or Modifying an existing Coupon Promotion, the window will be titled as "Promotions".
Click on the Promotion tab.
Enter a Description and select which Promotion Group it will be linked to.
This section is used to select which customers will receive the coupons.
Range Selector – POS, Location, Site and Price Level
This feature allows you to select a range of either Locations, Sites, POS Terminals or Price Level that the promotion will apply to.
Simply press the field to choose which one you want to select from the drop-down menu.
When selecting to trigger a coupon by Price Level, if the Price Level changes during the sale, all coupons will re-calculate.
Select the range of Customer Types that will receive coupons.
If this field is left blank, it will apply to all Customers.
The Customer Type is supported for External Coupon Linking.
When a Customer Type has been set in this field and an External Coupon has been linked to the Promo, the Coupon Promo will only trigger when a Customer from the selected type has been added to the sale.
Attempting to scan or enter the External Coupon when a Customer from the selected Customer Type hasn't been added to the sale will trigger the following prompt, preventing the Coupon from applying.
Select this option if multiple trips of the promotion will trigger multiple coupons.
This option is not available when using the Discount Type “$ Discount off Total”.
This section is used to determine when you want the promotion to issue coupons.
You are able to select the date/time range as ‘Continuous’ or ‘During Specific Times’.
This setting will issue coupons for the entire period of the date range.
This setting will only issue coupons on the days and during the times selected within the period of the date range.
An example would be Monday and Wednesday between 1pm and 4pm.
This section allows you to select from ten different discount types.
You will also have the option of entering in a $, % or Stock Item code depending on the discount type selected.
Other fields that display are ‘Maximum Quantity’ and ‘One Item Only’.
| Discount Type | Value Field | Other Field |
| $ Discount off Items | $ amount | One Item Only |
| % Discount off Items | % amount | One Item Only |
| Fixed Price for Items | $ amount | One Item Only |
| Bonus Stock Item | Stock Item Code | |
| Cheapest Item | % amount | |
| Unit Price Each | $ amount | |
| $ Discount off Total | $ amount | |
| Expensive Item % Discount | % amount | |
| $ Discount Each Item | $ amount | Maximum Quantity of Coupons |
| Discount Based on Price Level | Price Level |
When using the “$ Discount Each Item”, an option can be selected to “Calculate Discount Amount from Triggering Transaction”.
This option can only be selected when using Serialized Tracking and will affect a transaction based upon the original transaction items.
This section is used to set the conditions of the sale which allow for a coupon to be issued.
It can be used as a pairing with ‘Trip Conditions Set 2’ to allow for a combination of items to be purchased before the coupon is issued.
There are two options that you can choose from, which have a further two options each. These options are ‘Trip by Quantity’ and ‘Trip by Amount’.
Once the number of items you have selected has been reached within the sale the promotion will be triggered.
Trip by Quantity – Buy _ of Anything
Trip by Quantity – Buy _ of items below
Once the dollar value of the items you have selected has been reached within the sale the promotion will be triggered.
Trip by Amount – Spend $ _ on Anything
Trip by Amount – Spend $ _ on items below
Adding Items that Trigger the Promotion
To enable items that can be used within the promotion, you must select ‘of items below’.
When you do this, two buttons will become available to ‘Add Stock item’ and ‘Add Department’.
Stock Items and Departments can be added to promotions in a multi-select feature.
When you press the Stock Item/Department button, you will be taken to the list, where you can select multiple items before pressing ‘OK’.
To select multiple items, you will need to use the ‘Ctrl’ key to select items one at a time, or you can select a range using the ‘Shift’ key.
Once selections have been added to the promotion, the ‘Delete’ and ‘Promotion Link Enquiry’ buttons can be used on highlighted items.
The ‘Delete’ button will remove the highlighted line from the list, there is no confirmation.
Highlight the first item in the list you want to delete and hold down the ‘Shift’ button while you select the last item in the range you want to remove.
You can only remove items consecutively from the list.
The Promotion Link Enquiry button will display all the other promotions the selected item is used in.
This section is used to set the conditions of the sale which allow for a coupon to be issued.
It can be used as a pairing with ‘Trip Conditions Set 1’ to allow for a combination of items to be purchased before the coupon is issued.
It functions in exactly the same way as ‘Trip Conditions Set 1’, but cannot be used on its own.
An example of how this is used would be to have a promotion to ‘Buy 1 Coffee AND 1 Muffin to get a 10% Discount on your next Coffee & Muffin purchase’.
The first trip condition would be the coffee, and the second would be the muffin.
If you buy a coffee or a muffin singularly, it won’t trip the promotion.
This section is used to specify what powers the coupon has when it is redeemed.
You must choose between ‘Serialized Tracking’ or ‘Print Only’.
Serialized
Serialized Coupons are tracked in the Idealpos Database and are recorded when printed and redeemed.
Serialized Tracking Coupons cannot be redeemed more than once.
The following options are available when selecting Serialized Tracking:
It is possible to enable both Redeem by Customer and Print to Docket which will save the Coupon against the Customer's record as well as print a physical copy of the Coupon.
Regardless of the method chosen to redeem the Customer's Coupon, each Serialized Coupon will only allow a single redemption, preventing the abuse of the Coupon Redemption function.
Print Only
The Print Only Coupon will print a coupon once the Coupon Promotion is tripped, but will not be tracked in the Idealpos Database.
This section allows you to set the POS Terminals that can redeem coupons, the date range or the numbers of days from the print date before the coupons expire.
Redeem at POS
Select the range of POS Terminals that will issue coupons.
If this field is left blank it will apply to all POS Terminals.
Redeem Date Range
Enter the Date/Time the coupons are able to be redeemed within.
Redeem # Days from Print Date
Enter a number up to 999 days the coupons can be redeemed up to.
This section can be used to add the Departments or Stock Items that are able to be redeemed using the coupon.
All Items
This allows the coupon to be redeemed on any items that are purchased.
Only Items Below
This allows the coupon to be redeemed only on the items that have been specified in the section below.
