Introduction

Tagrain allows retailers like you to define various types of promotions. These promotions are configured to automatically apply when a certain condition is met. Currently the application allows you to define the following promotion types:

Buy X | Get Y

Buy X | For a fixed price

Buy X | Save an amount

Spend X | Save an amount

However, in this article we will focus on the Buy X | Save an amount promotion. In this promotion, upon buying a certain quantity of a product, the customer gets a discount. For Example: Buy T Shirts, Save 20%

Requirements

Any user who has the required set of permissions, can create, and manage Promotions in Tagrain POS system. You should gather all the required information about the products that you would like to include in a promotion before you create one. Before creating a promotion, please ensure that the following are created: -

Product

Product Group

Customer

Customer Group

Steps to define Buy X | Save an amount Promotion

Navigate to Home > Inventory > Promotion to open the Promotion List View Screen. All the existing Promotions are listed here on this screen. This screen is divided into sections - Current | Upcoming | Ended. Each section displays a list of promotions which can either be the current promotions or the upcoming promotions or the promotions that have ended, depending upon what section is selected. See: Promotion Screen Based Guide

Please Note: Mark the promotions as active if you want them to be applied on the Web Register. 

The Product List View Screen allows you to:

Create a new Promotion  

Edit an existing Promotion

Delete an existing Promotion

Copy an existing Promotion to create a new one 

End a promotion earlier than its scheduled end date 

You can also edit the promotion order by clicking the Reorder Promotions button. 

Click the Add Promotion button to open the Create Promotion Screen. This screen is split into sections called accordions. These accordions change depending upon the value used in the Promotion Type drop-down. Use these accordions to manage all Promotions related settings. 

To define Buy X | Save an amount Promotion, you need to fill in the Promotion Header followed by the Buy X and Get Y accordions. The mandatory fields are marked with an (*) asterisk mark. For a detailed explanation on each accordion and its fields, please refer to the Screen Based Guide on Promotions

Buy X and Save An Amount Promotion

In this article we are explaining Buy X | Save an amount promotion:

Buy T Shirts | Save 20%  

The Header - Buy X | Save an amount promotion

Select Buy X | Save an amount as your promotion in the Promotion Type drop-down.

Specify a description for the Buy X | Save an amount. For example, you can specify Buy T Shirts | Save 20%

Use the calendar icon to specify a date range you want this promotion to run at your store(s). Don’t forget to toggle the Is Active switch to ON. This marks this promotion as active. Promotions which are inactive cannot be applied on the POS terminal.

You can apply this promotion to some or all your retail stores. Select the store name where you want this promotion to run. 

Please Note: By default, a Promotion is applicable on all the stores

You can also specify the customer group on which this promotion would be applicable. However, this step is optional. Specifying promotion to a customer group ensures that the promotion is applied only to the customers who are part of the customer group. 

There are 2 sides to this Buy X | Save an amount promotion - the Buy Side and the Get Side. You need to configure these sides using the Buy X accordion and the Save an amount accordion respectively. These accordions are explained in the section below:

The Buy Side Accordion

Let’s begin with the Buy Side.

By default, the switch All Products is set to OFF. This means that when you create a promotion, it would NOT be applicable on all your products.

Specify the quantity as 3 in the Quantity field. Your customer would qualify for this promotion when he buys 3 or more T Shirts as your promotion says Buy T Shirts |  Save 20% 

Then in the Type drop-down select Product Group as the option. 

By default, the switch Include is set to ON. This means that the product(s), the product group(s), the manufacturer(s) or the product tag(s) that you search, this promotion would be applicable on them all. 

You need to manually search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable on the search bar. In the Product Group lookup search and select T Shirts

Once the selection is done, you still have the option to Not Include some of the product(s), the product group(s), the manufacturer(s) or the product tag(s) in the promotion. To exclude them, search them and mark their Include switch to OFF in the grid below. (attach a screenshot depicting some excluded products)

The screenshot above depicts that you included the entire product group T Shirts and excluded the Yellow T Shirt and the Pink T Shirt from this promotion as you have marked the Include switch to OFF for them.

Now that the Buy Side has been configured, let us move to the Get Side.

The Get Side Accordion

Let’s begin with the Get Side.

In the Save an amount accordion, the Save field allows you to specify an amount or % that your customer would save on this promotion. You need to specify 20% as the Save percentage, as your promotion says Buy T Shirts, Save 20%. The Get Side in this case should look like this. (Screenshot Below) 

Now that we have configured both, the Buy Side and the Get Side, let us see how this promotion is applied on the Web Register.

Buy X and Save An Amount Promotion as on the Web Register Screen

A customer, Dany Rand, walks in one of your stores and purchases the following products:

• 1 Red Polo T Shirt worth $199

• 1 Blue Polo T Shirt worth $199

• 1 Green Polo Shirt worth $199

The base price of each Polo T Shirt is $199. However, when scanned at the POS the T Shirts were costing 170.34 each. 

Buy T Shirts, Save 20% promotion was applied when the 3rd product (Green T Shirt) was scanned on the Web Register. As a result the base price of each Polo T Shirt (Red, Blue, Green) reduced from $199 to 170.34

The breakup of the above calculation is as under:

Base Price - Discount + Tax 

199 - 20% discount (39.8) = 159.2  + 7% Tax (11.14) = 170.34

199 - 20% discount (39.8) = 159.2  + 7% Tax (11.14) = 170.34

199 - 20% discount (39.8) = 159.2  + 7% Tax (11.14) = 170.34

Total Amount Payable becomes (170.34 + 170.34 + 170.34) = 511.02

This Buy T Shirts | Save 20% promotion is applied when you scan the 3rd product (Green T Shirt).

The Web Register Screen should look something like this. (Screenshot Below)

Promotion Reordering (Multiple Promotion Schemes)

The application allows you to set the order in which the promotions are to be applied on the Web Register in cases where a product is covered in more than one promotion. This means that all the promotions that you define follow an order. It is this sequence the application would follow when applying for promotion. You can rearrange this order by dragging the promotions up or down in the Promotions List View Screen by clicking the Reorder Promotions button. However, if you fail to define this order, the promotion that was created first will get applied based on its creation time. 

This Reorder Promotions rule is applicable to the following promotions:

Buy X | Get Y

Buy X | For a fixed price

Buy X | Save an amount

However, the Spend X | Save an amount Promotion is an exception to this rule. 

Spend X | Save an amount Promotion is not considered when defining the ordering sequence of the promotions. This means that this Promotion will also not reflect on the Promotion Reorder screen. Let us try to explain this with an example. 

You have created the following Promotions in Tagrain:

Spend $1000, Save 10%

Spend $2000, Save 20%

Spend $3000, Save 30%

As stated earlier, every promotion that you define in Tagrain follows an order with Spend X | Save an amount being the only exception. This means in cases where there are multiple Spend X | Save an amount Promotions defined in the application, the order of hierarchy will be based on the maximum spend mentioned across all the Spend X promotions

The screenshot below shows the Promotion Reorder Screen. Please note that the Spend X | Save and amount Promotion will not reflect on this Promotion Reorder screen.

Click HERE to read more about the Promotion Reordering.