Creating and Deploying Promotions

Introduction

This topic covers setting up promotions in the XY POS system and the promotion deployment based on fixed amount or percentage-based offers.

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Steps to Create and Deploy Promotions

1. Click the burger menu.

2. Click the Promotions.

3. Click either the icon in the upper-right corner or the Create A Promotion button to create a new promotion.

   

   OR

   

4. Enter the following in the Create Promotion section:

   

   1. Promo Name*: Enter the promotion name.
   2. Promo Code*: Enter a unique promotion code.
   3. Start Date*: Select the promotion start date.
   4. End Date*: Select the promotion end date
   5. Test Mode :
      • Disable the toggle button to apply promotion for live store.
      • Enable the toggle button if the promotion is applied to the test store.

   Note: By default, the Test Mode toggle button will be in the ON position.

5. Click Proceed to save the promotion data.

   

6. After saving the promotion data, the Create Promotion section will be updated to the Promo Information section.

   

7. Select a discount reason from the Discount Reasons* dropdown list.

   

8. Enable Max Use* toggle button, if you want to apply maximum use condition to the promotion.

   

9. Enter a value in the Max Usage* field to define the maximum number of times the promotion can be applied.

   

10. In the Scope section, click the Scope* dropdown list to select any one of the following options:

    1. Market: Market option refers to the various countries involved.

       1. Select the Market option from the Scope* dropdown list.

          

       2. Enter the country name or code in the Market pop-up window search box.

          

       3. Select the respective market checkbox.

          

       4. Click Proceed to save the Market data.

          

          

       5. To apply the same promotions to multiple market, select the multiple market checkbox. (Optional)

          

          

       6. In Market subsection, enter the following to apply the promotion to the selected Market:

          

          • Start Date*: Select the promotion start date.
          • End Date*: Select the promotion end date.
    2. Channel: Channel option refers to the various stores involved.

       1. Select the Channel option from the Scope* dropdown list.

          

       2. Enter the store name or code in the Channel pop-up window search box.

          

       3. Select the respective channel checkbox.

          

       4. Click Proceed to save the Channel data.

          

          

       5. To apply the same promotions to multiple channel, select the multiple channel checkbox. (Optional)

          

       6. In Channel subsection, enter the following to apply the promotion to selected channel:

          

          • Start Date*: Select the promotion start date.
          • End Date*: Select the promotion end date.

11. Select the following parameters in the Promotion Type section:

    1. Select one of the following discount options for the promotion from the Discount Type* dropdown list:

       

       1. Percentage: Enter the percentage value in the Percentage% field.

          

       2. Fixed: Enter the percentage value in the Amount field.

          

    2. Select the following constraint options checkbox for the promotion from the Select Constraint* dropdown list:

       

       1. Amount Constraint: Enter the minimum constraint amount value in Min.Amount field.

          

       2. Quantity Constraint: Enter the minimum constraint amount value in Min.Quantity field.

          

       3. Click Add Tier, if you want to apply promotion with different quantity and percentages.

          

          Note: The Add Tier becomes visible only after selecting Quantity Constraint option.

       4. Enter the constraint amount value in the Min.Amount field and the percent value in the Percentage* field.

          

          Note: You can apply multiple Tier conditions to the promotions.

       5. Click Remove to remove the applied promotion constraints.

          

12. In the Restriction section, select an option from the Restriction* dropdown list to exclude it from the promotion, for example, Season.

    

13. Select the respective checkboxes you want to restrict in the pop-up window, for example, Season Restrictions.

    

14. Click Proceed to apply promotion restriction for the selected option.

    

    

15. To apply multiple restriction repeat the steps from 12 to 14. (Optional)

    

16. Click Import in the Inclusion / Exclusion section to add or exclude items from the promotions.

    

17. Click Import File button in Import File pop-up window.

    

18. Select the Inclusion and Exclusion Excel file from the local computer

19. Click Upload.

    

    

20. Click Deploy in Deployment Information section to activate the promotion.

    

21. The POS system automatically records the following parameters in Deployment Information section:

    

    • Deployed On: The date and time of the deployment.
    • Deployed By: The user or system that performed the deployment.
    • Deployed: After successful deployment, the Deployed toggle button is enabled.