Offers or promotions in retail POS
Promotion or offer is the menu which is used to create the customised and pre defined offers or discount for specific condition of a bills. Based on the requirement, user can create the offers for POS.
Business rules
- In promotion screen, Multiple offers with various condition can be maintained simultaneously.
- There is a menu named promotion/offer under sales module, go to that promotion Screen
- Create Promotion by doing following steps,
- Enter promotion name
- Select offer type from the predefined offer types.
- Few available basic offers types to select are
- Bill offer ( Disc %, Disc amt, Free item),
- Item offer (Disc %, Disc amt, Bill Disc %, Bill Disc amt, Free, Item offers with Bill amt),
- Category (Disc %, Disc amt, Bill Disc %, Bill Disc amt, Free, Category offers with Bill amt)
- Special offer (item Price, Item with Bill amt spl price)
- Confirmation needed – Select yes or no.
- Yes – If bill is applicable for offer, system will show confirmation before applying the offer in bill.
- No – System will apply the offer in bill if the bill is applicable for offer.
- Select the schedule type, based on the schedule type only the loyalty program is applied to bills.
- Period (From & To Date),
- Happy Days (Any particular days in a week),
- Happy hours (Any particular time in a Day),
- First N Customer,
- Customer Type, Offer on next Bill,
- Every Nth Bill
- Select conditions & value based on the selected offer type
- Bill amount condition (more than or equal to, range & equal to)
- Discount on (qty or amount)
- Discount type (amount or percentage)
- Discount value
- Enter the amount to Notify the offer
- Enter Notify when this amount is reached. When the entered amount is reached the current offer will displayed at POS, So user can convince customer to buy more items to apply the offer.
- Select “active” in activity status.
- Save offer or promotion/offer.
- Created offer cannot be deleted, it should be inactivated if needed. To inactivate the offer, user need to select inactive in activity status.
- Once the offer period is over, the offer will changed as inactive automatically.
- While creating the new offers or editing the existing offers, user should selected the outlet names.
- Only on the selected outlets the offers name will be shown for transaction. in other outlet it won’t shown.
Apply Offer in POS sales bill
Once the offer is saved in promotion screen, while saving the bill, if the bill is applicable to offer, then the offer will apply on the bill.
Business rules
- When the multiple offers are created in promotion screen, it is recommended to enable confirmation as yes. because, in confirmation screen, all the applicable offers will list out and user can select one or multiple offers to the bill.
- Only the active offers will be applied in POS.
- Based on condition and schedule type only the offers will apply on the bills.