Promotions apply automatically when pre-defined conditions are met. Whereas Discounts are manually applied. The promotion system helps automate recurring discounts or can be used for specific deals, like set menus that offer a discount when all required items are selected.
Create a new promotion
To create a new promotion code, follow the steps below:
From the left-hand menu, click Dashboard.
Click Discounts & Promotions, then select Promotions.
Click New, then enter:
Promotion name: Enter a descriptive name to show in your Backoffice system.
Short description: This displays on the POS screen.
Receipt text: Enter a short label for the promotion on the customer's receipt. Make sure it's concise to fit properly on the receipt.
Select a Promotion type. Select from:
Set Menu: Applies when all specified items in the promotion are selected. For example, a lunch menu promotion where customers can choose from 22 starters and 91 mains. Once a customer selects one item from each category, the promotion is automatically applied, and the discount is triggered.
Mix and Match: Applies a discount when a specified number of items are selected from a defined product bin.
Scroll down to select the discount type:
Percentage Off: Reduces the price by a percentage.
Fixed Amount Off: Reduces the price by a specific amount.
Set Price: Sets the final price for the items.
For example, you can set a Set Price discount with a discount value of £15, meaning the total price will be adjusted to £15 when the promotion is applied.
Scroll down to set the promotion dates and times.
🤓 Tip: If you want to prompt the clerk to apply the promotion when applicable, enable the Up-Selling option.
This step is optional with the Set Menu promotion type. You can either:
Apply the discount to the entire group of items, or
Set individual discounts for each product by navigating to the Product Discounts tab.
Scroll up and click Save to create the promotion.
The promotion will now run automatically during the specified time frames and apply the defined discounts when the correct items are selected.