Promotions

Promotions Module Overview

The Promotions Module allows users to create and manage Promotions for multiple products and allows users to create and manage Special Offers for a single product.

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  • Please note:
    • The maximum number of products that can be attached to a promotion is 750.
    • You cannot have the same product in different promotions
    • The maximum number of promotions that you can create is 99.
    • Stores will be alerted if a promotion is starting or ending through notifications

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Create a Promotion

  • In the promotions tab click StaffRoleConfig.png
  • In the description box label the promotion according to how you wish to have it described on the receipt
  • Select the type of promotion from the dropdown list

Promotion Types

  • Free Item Promotions Lowest Price Free promotion type allows for the lowest price product to be given for free when a number of selected products are sold in a sale. Example buy 3 specific shampoos and get 1 free.
    • Specified Item Free promotion type allows for a specified product to be given for free when a number of selected products are sold in a sale. Example buy 3 specific shampoos and get 1 conditioner free.
    • Spend Amount Free Item promotion type allows stores to give a free product(s) to customers when the total value of the sale (excluding the free product(s)) reaches a specified amount. Example Spend €100 and get a free make up brush.
  • Price Off Promotions
    • Amount Off Each Item promotion type allows a specified amount to be taken off each item in the sale when the trigger number of products attached to this promotion are sold.
    • Amount Off Sales Total promotion type allows a specified amount to be given off the total sale when the trigger number of products attached to this promotion are sold.
    • Percent Off Each Item promotion type allows a specified percentage discount to be taken off each item in the sale once the trigger quantity has been reached in the promotion.
    • Fixed Price For All Items promotion type allows all items in the sale to be charged at a specified price once the trigger quantity has been reached.
    • Lowest Priced Half Price promotion type allows the lowest priced product to be sold at half price.
    • Percent Off Each Item promotion type allows a specified percentage discount to be taken off each item in the sale once the trigger quantity has been reached in the promotion.
  • Group Promotions
    • Grouped Promotion Fixed Price promotion type allows stores to sell a group of products at a fixed price irrespective of the individual prices of the products. There is a condition that the sale must contain at least one product from each Promotion Group assigned to that promotion.

Free Item Promotions

Free Item - Lowest Price Free

  • Lowest Price Free promotion type allows for the lowest price product to be given for free when a number of selected products are sold in a sale. Example buy 3 specific shampoos and get 1 free.
  • Trigger Level determines how many of the selected products need to be sold before getting the lowest price product free.
  • End/Start Date determines the dates the Promotion will be active

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  • Products in this Promotion - Scroll down to add products to this promotion. Once the Trigger Level number of these selected products are sold, the lowest priced product will be given for free.

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Free Item - Creating a Free Item

Creating and managing free items can be done from the Free Items screen in the promotions module.

  • Press Add a new Free Item StaffRoleConfig.png this will load the below screen StaffRoleConfig.png
  • Search for the product you wish to set as a free item
  • Press Save.

Free Item - Specified Item Free

  • Specified Item Free promotion type allows for a specified product to be given for free when a number of selected products are sold in a sale. Example buy 3 specific shampoos and get 1 conditioner free.
  • Note: A free Item Product has to be set up in the Free Items tab to use this Promotion Type

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  • Once the specified free item is set up in the Free Items tab, you can create this promotion
  • Free Item Choose the Free Item you set up and this will be given for free.
  • Trigger Level determines how many of the selected products need to be sold before getting the specified free item product
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add products to this promotion. Once the Trigger Level number of these selected products are sold, the specified free item product will be given for free.

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Free Item - Spend Amount Free Item

  • Spend Amount Free Item promotion type allows stores to give a free product(s) to customers when the total value of the sale (excluding the free product(s)) reaches a specified amount. Example Spend €100 and get a free make up brush.

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  • Amount determines the amount that has to be spent (excluding the free product(s)) to trigger the promotion
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add the product(s) that will be given for free if the total sale (excluding the free product(s)) reaches the Amount specified.

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  • Note: If the total value of the sale is a multiple of the specified Amount further Free Item products can be given. If there is more than one Free Item product attached to this promotion and both products are scanned in a sale, that reaches the specified amount, the Free Item products are discounted based on which product is scanned first at the till.

Price Off Promotions

Price Off - Amount Off Sales Total

  • Amount Off Total promotion type allows a specified amount to be given off the total sale when the trigger number of products attached to this promotion are sold.

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  • Trigger determines the number of products that need to be sold to trigger the promotion
  • Amount determines the amount to be given off in this promotion
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add the product(s) that will be attached to this promotion.

Price Off - Amount Off Each Item

  • Amount Off Each Item promotion type allows a specified amount to be taken off each item in the sale when the trigger number of products attached to this promotion are sold.

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  • Trigger determines the number of products that need to be sold to trigger the promotion
  • Amount determines the amount to be given off in this promotion
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add the product(s) that will be attached to this promotion.

Price Off - Percent Off Each Item

  • Percent Off Each Item promotion type allows a specified percentage discount to be taken off each item in the sale once the trigger quantity has been reached in the promotion.

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  • Trigger determines the number of products that need to be sold to trigger the promotion
  • Amount determines the amount to be given off each item in this promotion
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add the product(s) that will be attached to this promotion.

Price Off - Fixed Price For All Items

  • Fixed Price For All Items promotion type allows all items in the sale to be charged at a specified price once the trigger quantity has been reached.

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  • Trigger determines the number of products that need to be sold to trigger the promotion
  • Amount determines the fixed price amount for all items to be sold at
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add the product(s) that will be attached to this promotion.

Price Off - Lowest Priced Half Price

  • Lowest Priced Half Price promotion type allows the lowest priced product to be sold at half price.

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  • Trigger determines the number of products that need to be sold to trigger the promotion
  • End/Start Date determines the dates the Promotion will be active
  • Products in this Promotion - Scroll down to add the product(s) that will be attached to this promotion.

Group Promotions

Group Promotion - Fixed Price

  • Grouped Promotion Fixed Price promotion type allows stores to sell a group of products at a fixed price irrespective of the individual prices of the products. There is a condition that the sale must contain at least one product from each Promotion Group assigned to that promotion.

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  • Amount determines the fixed price amount for all items to be sold at
  • End/Start Date determines the dates the Promotion will be active
  • Promotion Groups in this Promotion - Scroll down to add the promotion groups that will be attached to this promotion. You will need to sell a product from each promotion group to trigger the promotion.

Group Promotion - Create Promotion Groups

  • Promotion Groups are created in the “Promotion Groups” option in the promotions module.
  • You can name the promotion group and assign any list of products to that promotion group.

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Promotions - Adding Multiple Products

  • To add multiple products at once, click ‘Add Multiple’ which will bring you to the Advanced Search screen to search for the various products

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Promotions - Entering quantities

  • In the ‘Promotions’ tab, when creating a Promotion we can select the ‘Promotions quantities must be entered’ box if we wish to stop this promotion being used after a certain quantity of products have been sold.

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  • To enter quantities to a promotion:
    • Select the 'Enter Quantities' tab in the Promotions Module
    • Select the promotion from the drop-down list that appears
    • A list of the products featured in this promotion will now be displayed
    • To apply individual maximum sales allowed quantities for each product, enter this quantity into the ‘max sales allowed’ box beside each product
    • To apply the same maximum sales allowed quantity for all the products in a promotion, enter this quantity into the ‘Update all products max sales allowed to’ box, highlighted in the image below and click Set

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Special Offers

Creating and managing special offers for particular products can be done from the Special Offers screen in the promotions module. If you are changing the price for one product this can be completed from the Special Offers screen.

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Special Offers - Create Special Price

  • Press Add New Offer
  • Search for the Product
  • Select the Special Price you would like the product sold at
  • Select the number of products you would like sold at this special price before the special price is made inactive.
  • Select the dates you would like the special price active for.

Special Offers - Manage Special Offers

The following can be done from the special offers screen: * Delete the special offer by pressing on the trash can icon StaffRoleConfig.png * Print Was/Now SELs for the special offer by pressing the 'Print Shelf Edge Labels' button. StaffRoleConfig.png * Edit the qty to be sold for the special offer by pressing the 'Edit Qty' button. StaffRoleConfig.png * Edit the special price and active dates for the special offer by pressing the edit icon. StaffRoleConfig.png * To select more than one special offer tick the checkboxes. * To select all special offers to tick the top checkbox

Discounted Products

You can set up Discounted products from the Discounted Products screen. There are 2 types of discounted products available. * A Full Value discount is equal to the value of the Discounted Product, and will only be applied if the value of the sale excluding the Discounted Product, is greater than that of the value of the Discounted Product. i.e. if a discounted product is set up with a value of €30, the other products on the sale will be discounted by €30 (provided the total of the other items in the sale is greater than €30). * A Percentage discount is configured directly when adding a Discounted Product and will be applied to the sale as soon as the Discounted Product is sold. ie. If you sell a discounted product with a 10% discount assigned to it. each product in that sale will also be applied a 10% discount

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Discounted Products - Create Full Value Discount

  • Search for a product in the Add a new Discounted Product text box.
  • Choose Full Value Discount in the dialog that appears StaffRoleConfig.png
  • Press Save Product

Discounted Products - Create Percentage Discount

  • Search for a product in the Add a new Discounted Product text box.
  • Choose Percentage Discount in the dialog that appears StaffRoleConfig.png
  • Enter a Discount percentage value.
  • Press Save Product

Promotional Vouchers

You can set up promotional vouchers on the promotion voucher screen. Promotional vouchers are issued automatically by the till as part of an active promotion. i.e. Spend x and receive a voucher for y for example. There are three types of a promotional voucher * Value Voucher This is a voucher of a set value that will print on the completion of a sale that hits the trigger value. * Value Voucher (percentage of the current sale) This is a voucher of a set percentage of the current sale will print as a voucher on completion of a sale that hits the trigger value. * Discount Voucher (percentage off next sale) This is a voucher of a set percentage off the next sale that will print on completion of a sale that hits the trigger value.

Promotional Vouchers - Create Value Voucher

  • Choose a voucher type of 1. Voucher Value StaffRoleConfig.png
  • Set the Voucher Value. This is the monetary value of the voucher that will print on the completion of the sale.
  • Set the Trigger Amount. This is the value of the sale less discounts that has to be reached to cause the voucher to print out.
  • Set the Expiry Days (optional). This is the number of days before the voucher will expire after it is created and given to the customer
  • Press Save Voucher

Promotional Vouchers - Create Value Voucher (percentage of the current sale)

  • Choose a voucher type of 2. Value Voucher (percentage of the current sale) StaffRoleConfig.png
  • Set the Voucher Value. This is the percentage value of the current sale that a voucher will be printed for.
  • Set the Trigger Amount. This is the value of the sale less discounts that has to be reached to cause the voucher to print out.
  • Set the Expiry Days (optional). This is the number of days before the voucher will expire after it is created and given to the customer
  • Press Save Voucher

Promotional Vouchers - Create Discount Voucher (percentage off next sale)

  • Choose a voucher type of 3. Discount Voucher (percentage off next sale) StaffRoleConfig.png
  • Set the Voucher Value. This is the set percentage that will print on the voucher on completion of the sale
  • Set the Trigger Amount. This is the value of the sale less discounts that has to be reached to cause the voucher to print out.
  • Set the Expiry Days (optional). This is the number of days before the voucher will expire after it is created and given to the customer
  • Press Save Voucher

Promotions - History

  • Once a promotions end date has been reached it will be added to the History Page. StaffRoleConfig.png
  • From here you are able to edit a historic promotion by pressing the edit button StaffRoleConfig.png

Promotions - Edit Historic Promotion

In order to make changes to a historic promotion, it first has to be made active

  • Set the End Date to a day in the future.
  • Press Save. The promotion is now active.
  • You can now change any information relating to the promotion. eg Description, Type, Trigger Level, Amount.
  • You can add or remove products from the promotion.
  • When you are happy with the changes press the save button.

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Promotions - Make Promotion Available On The Till

  • Once the promotion is created a product export needs to be created to make the promotion available on the till.

  • In the home screen of TouchStore 365 select the Product Exports module

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  • That screen will then display the list of till exports waiting to be downloaded and the status of each download. That is whether they have been downloaded and whether they have been applied.

  • In that page that appears click StaffRoleConfig.png

  • The system will notify you after a couple of seconds that the retail product export has completed

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  • When a user logs into the till, the till checks if there is an export to be downloaded

  • Once it is downloaded, the next time that a user logs in, the message displayed below will appear

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  • The promotion will now be available on the till.