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Promotions in Idealpos

There are two tabs when creating or modifying Promotions in Idealpos.

 

Promotion Tab

The Promotion tab is where the Promotion behaviour is configured (Promotion Name, Discount Type, Trip Conditions to trigger the Promotion, etc.).

 

Note!

The options (fields/checkboxes) in the Promotion tab will vary depending on the Discount Type that has been selected.

 

There are six sections in the Promotion tab:

 

Description Section

 

Date Section

 

Discount Type Section

The following Discount Types are available (click on any of the Discount Types below for further details about the Discount Type):

 

 

Trip Conditions Set 1, Trip Conditions Set 2, Trip Conditions Set 3 Sections

A Promotion can have between 1 and 3 Trip Condition Sets.

The Trip Condition Sets define the Stock Items that must be purchased to trigger the Promotion.

At minimum, a Promotion must have at least Trip Condition Set 1 populated.

If only one Trip Condition Set is populated, the Promotion will trigger once the minimum quantity or spend amount has been met on those items in the Trip Condition Set.

If multiple Trip Condition Sets are configured, the Promotion will trigger once the minimum quantity or spend amount has been met on each of the populated Trip Condition Sets.

An example of using Multiple Trip Condition Sets is when the customer is required to purchase multiple item types to trigger the promo, such as a Drink, Meal and a Confectionery item.

In that example, the Drinks will be added to Trip Condition Set 1, Meals added to Trip Condition Set 2 and Confectionery Items added to Trip Condition Set 3 (and specify the quantity or amount the customer must spend on each set to receive the promo).

 

 

 

Delete - This button can be used to remove items from the Trip Conditions Set.

Promotion Link Enquiry - This button can be used to display any current Promotions that are active for the currently selected Item or Department in the Trip Condition Set.

Add Department - This button can be used to add a Department to the Trip Conditions Set.

Add Stock Item - This button can be used to add a Stock Item to the Trip Conditions Set.

 

 

Advanced Tab

The Advanced tab provides you with an Inhibit Points option to Inhibit Points from accruing when the promotion is triggered and a customer has been added to the transaction.
In order for the Inhibit Points option to take effect, the Yes/No option "Inhibit Points on Discounts/Promotions" must be disabled.

There is also a User-Defined Text field that allows you to add in specific codes supplied by Idealpos for additional Promotion functionality.

This section will not be used unless specified by Idealpos for your current installation.

 

Go to File > Sales > Promotions > Promotions > Modify > Advanced > Other Options.

 

 

Apply Promotions to specific Customers via a Text File Linked in User-Defined Text

This feature allows you to apply promotions to specific customers in your database only.

 

Create a text file containing all the customer codes that you want to use the promotion. This can be done as

101

102

103

or

101,102,103.

 

Go to File > Sales > Promotions > Promotions > Add > Create Promotion > Advanced Tab > User-Defined Text: [CUSTOMERFILE=c:\Customers.txt], where c:\Customers.txt is the location of the text file you created.

This can be saved on any networked drive.

 

 

Import Promotions

Promotion Link Enquiry

Order of Priority for Discounts/Surcharges/Promotions

Promotion Discount Distributed Amongst Stock Items

Selecting Trip Items

Promotion Range

Apply Promotions to specific Customers via a Text File Linked in User-Defined Text