Promotions Setup
Introduction
Promotion includes all those methods that a retailer uses to boost sales by encouraging customers to buy more items. Some good examples of promotions are:
Buy Shirts | Get T Shirts @ 20% off
Buy any Women’s Bags for $199
Spend $1000 | Save 30% on bill total
Promotions are set up within the application to automatically apply when certain specific conditions are met.
Access Promotions
To access the Promotions, navigate to: Home > Retail. Under the Items and Pricing section click on the Bonus Buys shortcut.
Alternatively you can navigate to Home. Click on the Awesome Bar and then type the keyword - “Promotions List View Screen”. The application will perform a global search and will show results from several different record types related to the keyword. Click on the Promotions List View Screen search result to launch the Promotions List View Screen.
Prerequisites
Before creating a promotion in iVendNext, ensure you have the following set up:
Item
Item Group
Customer Group
Steps to create a Promotion
The steps to create a promotion in iVendNext are summarized below:
1. Log in to iVendNext:
Start by logging into your iVendNext account.
2. Navigate to Promotion List View Screen:
Go to: Home > Retail > Items and Pricing > Promotions.
3. Access the Promotion Creation Screen:
Click on the "Add Promotions" button to launch the new Promotion Creation screen.
4. Enter Promotion Details:
Enter a name for the Promotion and its description. This facilitates identifying the promotion at a glance.
5. Select the Promotion Type
Select whether you are creating a Bonus Buy Promotion or a Fixed Promotion.
6. Mark the Promotion as Active
Don’t forget to mark the Promotion as Active. Promotions not marked as active, will not be applied on the POS terminal.
7. Configure the Buy Side
This side defines the conditions that must be met to qualify for the promotion. It could include purchasing specific items, reaching a certain purchase amount, or buying a certain quantity of items.
8. Configure the Get Side
This side outlines the rewards that the buyer gets when they meet the conditions specified in the Buy Side. It could include discounts, or free items.
9. Set Applicability
This section allows you to specify the store(s) to which the promotion applies. Setting a store ensures that the promotion is applied only to that particular store and not to any other store.
10. Set Duration (Optional)
This section allows you to set a time period duration during which a promotion will be active and applicable. You can set the day along with the start time and the end time for the promotion.
11. Set Customer Special Days (Optional)
This section allows you to specify special customer days, such as birthdays and anniversaries. Promotions are configured to be applicable only on these specified days.
12. Define the Exclusion List (Optional)
This section allows you to specify the Item(s), the Item Group(s), and the Customer Group(s) for which the promotion will be excluded.
13. Save the Promotion
Click the Save button to save the settings.
Promotion Creation Screen
The Promotion Creation Screen is divided into sections, each containing information specific to its corresponding segment.
General
Bonus Buy Setup
Applicability
Exclusion List
General Section
The various field settings under the General Section are explained below:
Name
Specify a name for the Promotion. This is a unique identifier that is used to distinguish one promotion from another.
Description
Specify a description for the Promotion. tIt is the descriptive title that clearly conveys the purpose of the promotion.
Has Effective Date
The "Has Effective Date" field refers to the date from which the promotion becomes active and applicable. Put a tick in the check box if you want the promotion to apply for a limited time period. This unlocks the Start Date and the End Date fields.
Start Date
The field is enabled only if the Has Effective Date option is selected. Pick a date from the calendar control field to mark the promotion start date.
End Date
The field is enabled only if the Has Effective Date option is selected. Pick a date from the calendar control field to mark the promotion end date.
Has Effective Time
The "Has Effective Time" field refers to the exact time of the day when the promotion becomes active and applicable. Put a tick in the check box if you want the promotion to apply for a limited time period. This unlocks the Start Time and the End Time fields. It works in conjunction with the "Has Effective Date" to provide a precise starting point for the promotion
Start Time
The field is enabled only if the Has Effective Time option is selected. Enter the time from which the promotion starts.
End Time
The field is enabled only if the Has Effective Time option is selected. Enter the time from which the promotion ends.
Minimum Bill Amount
This setting specifies the minimum amount that the customer needs to spend in a single transaction to qualify for the promotion.
Minimum Quantity
This setting specifies the minimum number of units of a particular item or item group that a customer must purchase in a single transaction to qualify for the promotion
Discount Type
This setting determines the method of applying the discount, which can be either a percentage off or a fixed amount off the original price.
Discount Value
This setting specifies the amount or percentage of the discount that will be applied to eligible items or transactions.
Maximum Redemption Count Per Store
This setting specifies the maximum number of times a promotion can be redeemed at a single store location.
Promotion Applicability Count
This setting refers to the number of times a promotion can be applied to a specific item or customer. This setting ensures that a promotion is not overused. For example, if a promotion is meant to be a one-time offer, the applicability count would be set to 1
Promotion Type
This setting determines the method of applying the promotion, which can be either a Bonus Buy or a Fixed Price promotion.
Active
Put a tick in the checkbox if you want to enable the promotion. If the promotion is not active, it will not be applied during transactions.
Lowest Value
Put a tick in the checkbox if you want the promotion to apply on the lowest-priced item among the eligible items in a transaction. This setting ensures that the promotion is applied to the lowest-priced item among the eligible multiple items in a transaction.
Can Repeat In Transaction
Put a tick in the checkbox if you want the promotion to apply multiple times within a single transaction. This setting ensures that the promotion can be applied multiple times within a single transaction.
Exclude Discounted Items
Put a tick in the check box if you want to exclude the discounted items from the promotion. This setting ensures that the promotion does not apply to items already on a sale discount.
Apply On Item Scan
Put a tick in the check box if you want the promotion to apply when the item is scanned. This setting ensures that the promotion is automatically applied to an item when it's scanned at checkout.
Apply Once Per Customer
Put a tick in the check box if you want the promotion to apply once per customer. The setting ensures that a specific promotion can only be used once by each customer.
Bonus Buy Setup Section
The various field settings under the Bonus Buy Setup Section are explained below:
Buy Optional Count
The "Buy Optional Count" setting in the context of promotions typically refers to the number of optional items a customer can purchase to qualify for a promotion.
Get Optional Count
The "Get Optional Count" setting in the context of promotions typically refers to the number of optional items a customer can receive as part of a promotional offer.
Applicability Section
The various field settings under the Bonus Buy Setup Section are explained below:
Applicable Source
This section allows you to specify the store(s) for which the promotion is applicable. Setting a store would ensure that the promotion is applied only to that particular store and not to any other store.
Applicability - Duration
This section allows you to set a time period duration during which a promotion will be active. You can set the day along with the start time and the end time for the promotion. Promotions not marked as active, will not be applied on the POS terminal.
Customer Special Days
This section allows you to specify special customer days, such as birthdays and anniversaries. If these dates are defined, the promotion will only be applicable when the customer's birthday or anniversary falls within the specified dates.
Customer Special Days - Duration
The "Duration" setting in the context of "Customer Special Days" in promotions refers to the length of time that a promotion is valid for a customer on their special day. Some valid options are:
Day:
This option allows you to set the promotion to be valid for a single day, typically the special day itself. For example, a promotion (birthday discount) could be valid only on the customer's birthday or customer’s anniversary.
Week:
This option allows you to set the promotion to be valid for a week. You can specify whether the promotion is valid for the week leading up to the special day, the week following it, or both. For example, a promotion (anniversary discount) could be valid from 7 days before the customer's anniversary to 7 days after.
Month:
This option allows the promotion to be valid for an entire month. For example, a special discount could be available for the entire month of the customer's birthday or customer’s anniversary..
Days Backward Forward:
This option provides flexibility in defining the exact number of days before and after the special day that the promotion is valid. For example, you could set the promotion to be valid for 3 days before and 3 days after the customer's special day, giving them a 7-day window to use the offer.
Exclusion List Section
A screenshot of the Exclusion Section is pasted below:
Promotion Exclusion List
This section allows you to specify the Item(s), the Item Group(s), and the Customer Group(s) for which the promotion will be excluded. You can exempt Specific Item(s), Item Group(s), Customer Group(s) from the promotion by listing the promotion in the Promotion Exclusion List.