Create Promotions in Point of Sale CMS

Promotion Stackability

Promotions can be stacked on top of one another, and that is the order in which promotions are executed. Alternatively, you can change promotion application priority by dragging and dropping promotions into the order that you want them applied.

Promotion Priority and Combination Rules

If a promotion is higher in priority, then that promotion’s ruleset will be applied over other promotions, see the example:

• Promotion A is created as a Percent Off promotion and set to be combinable with other Percent Off promotions.
• Promotion B is created as a Percent Off promotion and set to not combine with any other promotions.
• If Promotion A is moved higher in the priority order than Promotion B, then Promotion A can be combined with Promotion B on an order, despite Promotion B being set to not combine with any other promotion type.

Tip To make sure that any promotion that ‌is not ‌combinable is left out of promotions, move the promotion higher in the priority order.

Max Discount

Has Max Discount Per Promotion is a configurable field for Percentage Off and BOGO (Percent Off) promotions. When it's enabled, the max discount for a promotion can be set.

Note This feature is only available for build versions 8.8.1 and greater.

In the example, "Buy 3 chairs get a footstool for 50% off - up to $100 savings":

• Buying three chairs and a footstool for $100 will save you $50.
• Buying three chairs and a footstool for $200 will save you $100.
• Buying three chairs and a footstool for $250 will save $100 because even though the footstool is $125 with 50% off, the max discount was set at $100.

Best Price Wins

Point of Sale offers the ability to compare several promotions in a cart and apply the promotion that saves the most money in the transaction. The ordering of the promotions and products won't have an impact on applying Best Price Wins. This is supported in both online and offline modes. This can be configured in the CMS:

• Go to Store Management > Store Settings > Promotions.
• Turn on Apply Promotion with Logic of Best Price Wins. By default, it is turned off.

In the example, there's a cart with items added totaling $600. There are two promotions being applied, promotion #one (get 15% off) and promotion #two (spend $500 and get $100 off). Promotion #2 is applied because it offers the greatest discount ($100 vs $90) and therefore, saves the customer an extra $10.

Promotion #1

• Get 15% off
• Discount: $90.00
• Total: $510

Promotion #2 (Best price)

• Spend $500.00, get $100 Off
• Discount: $100.00
• Total: $500

Best Price Wins & Stackability

Point of Sale's promotion engine prioritizes the best price among nonstackable promotions. Consider the promotions for a cart of three dresses totaling $200:

• Cart: Three dresses totaling $200
• Promotions: P1, P2, P3, P4, P5, P6, P7
• Stackability rule: (P1), (P2, P3, P4), (P5, P6), (P7) *

* (Promotions in parenthesis are stackable. Nonstackable promotions are separated by commas).

Group one (Nonstackable)

• P1: 25% off on all items in the cart
• Discount = $50

Group two (Stackable)

• P2: $20 off on orders over $100
• P3: no-cost shipping on orders over $150
• P4: Buy three, get one at no additional cost on socks
• Discount = $20

Group three (Stackable)

• P5: Buy one get one 50% off on jeans
• P6: Buy two get at no additional cost on t-shirts
• Discount = 0$

Group four (Nonstackable)

• P7: $30 off on orders over $200.
• Discount = $30

In this case, promotion groups one, two, and four are all applicable to the cart's total of $200. Group three isn't applicable, which offers no discount. As group one provides the best discount ($50), Point of Sale's promotion engine selects P1 as the final promotion for this cart.

For stackable promotions (for example group two and group three), this order is applied:

• No-cost Sample (BOGO with a fixed amount of $0) - highest priority
• BOGO Fixed Amount
• X for Y (as a type of BOGO Fixed Amount)
• BOGO Amount Off
• BOGO Percentage Off
• Fixed Amount
• Amount Off
• Percentage Off
• No-cost Shipping - lowest priority

BOGO Discount Applied to Lowest Price Item

By default, the POS applies the discount to the first qualifying item added to the cart. To ensure accurate pricing during returns and exchanges, you can configure BOGO discounts to apply to the lowest-priced qualifying item in the cart. To turn on this setting:

1. Go to Store Management | Store Settings | Promotion.
2. Turn on Apply BOGO Discount to Lowest Price Item.

This flag isn't compatible with Best Price Wins for any BOGO promotion type. When this flag is enabled, BOGO discounts always apply to the lowest price item in the cart. Best Price Wins continues to apply the greatest discount across all other promotion types (amount off and percentage off).

Download Promotions

You can export the CSV file of all created promotions (inactive and active). To do this, select Download CSV in the upper right corner of the Promotion screen in CMS. This file includes all related details of each promotion (discount type, percent or amount off, promotion rules, and so on).

Offline Promotions

For information on the support and capabilities of promotions during offline mode, read Offline Promotions.

For offline promotions, if a product is removed from the cart and there's a manual promotion by entering a coupon code. If it doesn't match any products in the cart, then it'll be removed automatically. However, if the product is added to the cart again, then the coupon code also has to be manually added as well.

Switching between network modes (online to offline and vice versa) will remove all applied promotions from the cart. Manually reapply any promotions after the network mode switch. Auto promotions are auto applied for eligible products.

Promotions in both the "Live" and "Upcoming" states can't share the same promotion coupon code, as this leads to conflicts and prevents promotions from functioning correctly. For instance, the code "STUDENT10" can be active until December 31, 2023, but it cannot simultaneously be scheduled for an upcoming promotion starting on January 1, 2024.

Is stackability logic operating at the cart level or line item level?

Stackability logic operates at the cart level.

How is the discount calculated if my cart contains these promotions?

Cart: Three full-price items

Promotions:

• "10% off, applies to all items in the cart (stackable and higher in the promo ranking than the 20%)"
• "20% off, applies to all items in the cart (not stackable but lower than the 10% promo in the promo ranking)"

If the best price promo is active, the system evaluates the promotions' groupings and applies the best deal. The order of promotions matters only in cases of a tie or within a set of stackable promotions. You can either turn off the best price promo or accept this as the expected result.

Can I use a coupon code that can only be used once and save 50% on an item?

The system will find the best deal: 50% off the original price of the item or the current sale price.

Important This feature isn't supported directly. A workaround is to apply a 50% item discount at the cart level.