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Promotion Groups

Promotion Groups are used to sort similar Promotions and will allow you to sort the Promotions by Group in the Promotions list. There must be at least one Promotion Group to link a Promotion. It is possible to have a total of 10,000 Promotion Groups.

 

To create a Promotion Group go to: File > Sales > Promotions > Promotion Groups.

On the left-hand side of the window, press the "Add" button.

 

 

Customer Limit

When creating a Promotion Group, you can set a Customer Limit.

The Customer Limit function enables a trigger limit to be applied to all Promotions that are linked to a Promotion Group, preventing Promotions from being triggered once the trigger limit has been reached.

 

Note!

When using the Customer Limit function, the following points should be noted.

 

- The Customer Limit is a per-Customer Limit, not an overall limit for all Customers.

E.g. Once Customer A reaches the limit for 'Promotion Group A', Promotions linked to 'Promotion Group A' will no longer trigger for Customer A until the period set in the Customer Limit has lapsed.

Even though Customer A has reached the limit for 'Promotion Group A', Customer B can still trigger Promotions linked to 'Promotion Group A' until Customer B reaches their limit on Promotion Group A.

 

- Also worth noting is that the Customer Limit function only applies when a Customer has been added to the sale.

If a Customer has not been added to a sale, then the Customer Limit function does not apply to that sale, meaning that Promotions linked to the Promotion Group can be triggered an unlimited number of times without a limit.

 

- The Customer Limit applies to all Promotions that are linked to the Promotion Group.

Once a Customer reaches the Customer Limit, none of the Promotions linked to the Promotion Group will trigger for the Customer until the period in the Customer Limit has lapsed.

 

The following settings can be configured when setting a Customer Limit:

 

 

 

Go to File > Sales > Promotions > Add.

 

 

Example!

In our example, only 10x the discount will be allocated, even though 11x of the item has sold.

 

 

Sort Promotions List by Promotions Group

In the Promotions Grid, ‘All Promotions’ will be displayed. Use the drop down to select the Promotion Group to view.