Promotions
Introduction
Promotion includes all those activities that you perform as a retailer to encourage customers to buy more products. Buy Shirts | Get T Shirts @ 20% off, Buy 3 Women’s Bags for $199, Buy 3 Skirts | Save an 15%, and Spend $3000 | Save 30% on bill total are some good examples of promotion. Promotions are configured within the application to automatically apply when a certain condition is met.
Home > Inventory > Promotion
Requirements
Any user who has the required set of permissions, can create promotions. It is best to ensure that you have all the information about the product that you are going to run the promotion on. Before creating a promotion, please ensure that the following are created: -
Product
Product Group
Customer
Customer Group
You can define Promotions in Tagrain only when the “Offers, Discounts and Pricing Management Plugin” has been purchased and activated.
Promotion Types
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
For details on these promotion types, you may refer to a separate article on Promotion Types in Tagrain
Promotions List View Screen
Navigate to Home > Inventory > Promotion to open the Promotion List View screen. All the existing Promotions are listed here on this screen.
The Promotion List View Screen has 3 sections – Current | Upcoming | Ended. These sections help you bifurcate the Promotions.
Current Section
It lists all those Promotions which are still running.
Upcoming Section
It lists all those Promotions which are about to begin.
Ended Section
It lists all those Promotions which have ended.
Promotions marked as Inactive cannot be applied on the POS terminal
Using the Product List View screen, you can do the following:
-- Create a new Promotion
-- Edit an existing Promotion
-- Delete an existing Promotion or
-- Copy an existing Promotion to create a new one or
-- End a Promotion early.
You can edit the promotion order (the sequence in which a promotion should be applied) by clicking the Reorder Promotions button. In cases where the order is NOT specified, the promotion that was created earlier (based on date / time) takes precedence. See: Promotion Reordering
Create Promotions Screen
Click the Add Promotion button on the Promotions List View screen to open the Create Promotion screen. This screen is split into sections called accordions - The Header, The Buy Side, and The Get Side.
Please Note - The fields in the Header accordion remain the same. However, the fields in the Buy Side and the Get Side accordions change. This change depends on the value selected in the Promotion Type drop-down.
Promotion - The Header Accordion
The Header, for each of the 4 promotion types, remains constant. You are required to select a Promotion Type, specify its description, pick a date range this promotion would last for, the Store(s) where this promotion would be offered, along with the customer group on which this promotion would be applicable. Not all the fields in the Header accordion are mandatory. For Example, you can choose not to define a customer group.
These Header fields are explained below:
Promotion Type
This field allows you to select a promotion type from the drop-down list of available promotions. The fields on the Buy Side and the Get Side accordions change depending upon the Promotion Type selected.
Description
This field allows you to specify a Name or a Description for your promotion. This name or description is printed on the transaction receipts and displayed on the reports. This field is a mandatory field.
Date Range
Use the calendar icon to select/update the start date and the end date, this promotion would last for.
Is Active
This switch allows you to mark a promotion as active. Promotions not marked as active, cannot will not be applied on the POS terminal.
Stores
This field allows you to select a store from the list of available stores where this promotion would be applicable. By default, a promotion is set to run on all the stores defined. It lets you decide if you want to apply this promotion to some or all the stores.
Customer Group
This field allows you to specify the customer group to which this promotion would be applicable. Click on the 3 dots [...] to open the Customer Group Search. Alternatively start typing the Customer Group name in the box and matching groups will be displayed. Leaving this field blank would mean that this promotion would be applicable to all the customers irrespective of the customer group they fall under. However, this step is optional.
The Buy Side and the Get Side Accordions
Every promotion in Tagrain has 2 sides - the Buy Side and the Get Side.
Buy X Get Y Promotion
The Buy Side
This Buy Side accordion allows you to define the products on the Buy Side for Buy X and Get Y Promotion.
The various fields on the Buy Side are explained below:
All Products
This switch allows you to specify if the Buy Side will include all the products or not. Switching this ON would mean that this promotion includes all the products on the Buy Side, irrespective of the product group or product brand or product category or product tag. However, if you want the promotion to apply on a specific product or product group or manufacturer, or product tag, you can switch this control OFF and use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Quantity
This field allows you to specify the quantity of the product on the Buy Side of this promotion. For Example, you are running a promotion wherein if the customer buys X products, he gets the Y product free or at a discounted rate, this is the field where you need to specify the buy quantity. In Buy 3 Women’s Bag and Get a Clutch free promotion, you will specify 3 in the quantity field.
Type
This field is a drop-down field that allows you to choose whether you want to apply this promotion to a particular product, product group, manufacturer or product tag
Include
This switch allows you to not include some or all product, product group, manufacturer or product tag in the Buy Side. Use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Product Lookup
This field allows you to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable. You can also search a product using its code, description, or barcode. You can search a product group, manufacturer, product tag using its description.
The Get Side
This Get Side accordion allows you to define the products on the Get Side for Buy X and Get Y Promotion.
The various fields on the Get Side are explained below:
Save
This Save field (not the Save button on the top right of your screen) allows you to specify a % or an amount that your customer would save on this promotion. The amount or the % saved reflects in the transaction total.
All Products
This switch allows you to specify if the Get Side will include all the products or not. Switching this ON would mean that this promotion includes all the products on the Buy Side, irrespective of the product group or product brand or product category or product tag. However, if you want the promotion to apply on a specific product or product group or manufacturer, or product tag, you can switch this control OFF and use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Quantity
This field allows you to specify the quantity of the product on the Get Side of this promotion. For Example, you are running a promotion wherein if the customer buys X products, he gets the Y product free or at a discounted rate, this is the field where you need to specify the buy quantity. In Buy 3 Women’s Bag and Get a Clutch free promotion, you will specify 1 in the quantity field.
Type
This field is a drop-down field that allows you to choose whether you want to apply this promotion to a particular product, product group, manufacturer or product tag
Include
This switch allows you to not include some or all product, product group, manufacturer or product tag in the Buy Side. Use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Product Lookup
This field allows you to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable. You can also search a product using its code, description, or barcode. You can search a product group, manufacturer, product tag using its description.
Buy X For A Fixed Price Promotion
The Buy Side
This Buy Side accordion allows you to define the products on the Buy Side for Buy X for a Fixed Price Promotion.
The various fields on the Buy Side are explained below:
All Products
This switch allows you to specify if the Buy Side will include all the products or not. Switching this ON would mean that this promotion includes all the products on the Buy Side, irrespective of the product group or product brand or product category or product tag. However, if you want the promotion to apply on a specific product or product group or manufacturer, or product tag, you can switch this control OFF and use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Quantity
This field allows you to specify the quantity of the product on the Buy Side of this promotion. For Example, you are running a promotion wherein if the customer buys X products at a fixed price, this is the field where you need to specify the buy quantity. In Buy 3 Women’s Bag for $99 promotion, you will specify 3 in the quantity field.
Type
This field is a drop-down field that allows you to choose whether you want to apply this promotion to a particular product, product group, manufacturer or product tag
Include
This switch allows you to not include some or all product, product group, manufacturer or product tag in the Buy Side. Use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Product Lookup
This field allows you to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable. You can also search a product using its code, description, or barcode. You can search a product group, manufacturer, product tag using its description.
The Get Side
The Get Side in case of Buy X for a Fixed Price promotion is called the Fixed Price accordion.
This accordion allows you to specify a fixed price, in the For field, for the products on the Get Side. This fixed price is the amount that a customer will pay for the product on which this promotion was applied. For Example, in case of Buy 3 Women’s Bag for $99 you need to specify $99 as the Fixed Price amount.
Buy X, Save An Amount
The Buy Side
This Buy Side accordion allows you to define the products on the Buy Side for Buy X and Save an Amount Promotion.
The various fields on the Buy Side are explained below:
All Products
This switch allows you to specify if the Buy Side will include all the products or not. Switching this ON would mean that this promotion includes all the products on the Buy Side, irrespective of the product group or product brand or product category or product tag. However, if you want the promotion to apply on a specific product or product group or manufacturer, or product tag, you can switch this control OFF and use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Quantity
This field allows you to specify the quantity of the product on the Buy Side of this promotion. For Example, you are running a promotion wherein if the customer buys X products at a fixed price, this is the field where you need to specify the buy quantity. In Buy 3 Women’s Bag and Save 15% promotion, you will specify 3 in the quantity field.
Type
This field is a drop-down field that allows you to choose whether you want to apply this promotion to a particular product, product group, manufacturer or product tag
Include
This switch allows you to not include some or all product, product group, manufacturer or product tag in the Buy Side. Use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Product Lookup
This field allows you to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable. You can also search a product using its code, description, or barcode. You can search a product group, manufacturer, product tag using its description.
The Get Side
The Get Side in case of Buy X and Save an Amount Promotion is called the Save an Amount accordion.
This accordion allows you to specify a % or an amount that your customer would save if this promotion was applied. This amount reflects in the transaction total. For Example, in the case of Buy 3 Women’s Bag and Save 15% you need to specify 15% in the Save field.
Spend X and Save An Amount Promotion
The Buy Side
This Buy Side accordion allows you to define the products on the Buy Side for Spend X and Save an Amount Promotion.
The Buy Side in case of Spend X and Save an Amount Promotion is called the Spend X accordion.
The various fields on the Buy Side are explained below:
All Products
This switch allows you to specify if the Buy Side will include all the products or not. Switching this ON would mean that this promotion includes all the products on the Buy Side, irrespective of the product group or product brand or product category or product tag. However, if you want the promotion to apply on a specific product or product group or manufacturer, or product tag, you can switch this control OFF and use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Value
This field allows you to specify an amount that the customer needs to spend on the purchases to qualify for this promotion. For Example, you are running a promotion wherein the customer on spending $1500, gets a 15% discount on the bill total this is the field where you need to specify the value. In Spend $1500 and Save 15% promotion, you will specify $1500 in the value field.
Type
This field is a drop-down field that allows you to choose whether you want to apply this promotion to a particular product, product group, manufacturer or product tag
Include
This switch allows you to not include some or all product, product group, manufacturer or product tag in the Buy Side. Use the Product Lookup field to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable.
Product Lookup
This field allows you to search and select the product(s), the product group(s), the manufacturer(s) or the product tag(s) where this promotion would be applicable. You can also search a product using its code, description, or barcode. You can search a product group, manufacturer, product tag using its description.
The Get Side
The Get side in case of Spend X and Save an Amount Promotion is called the Save an Amount accordion.
This accordion allows you to specify an amount or % that your customer would save if this promotion was applied. This amount reflects in the transaction total. For Example, in the case of Spend $1500 and Save 15% you need to specify 15% in the Save field.
Once you have defined the promotion (s), click the Save button to return to the Promotion List View Screen. The new promotion(s) that you just created is displayed on this screen.
For BIR accreditation, the application allows you to offer a specific discount (at the transaction level) to Senior Citizens (SC) and Persons With Disability (PWD). This discount is configured using the Spend X | Save an Amount Promotion. You will notice 2 additional fields - Discount Type - To select the discount type as Senior Citizen Discount or Person With Disability discount Customer Group - To select the customer group as Senior Citizen Group or Person With Disability Group |
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 is not reflected on this Promotion Reorder screen.
Click HERE to read more about the Promotion Reordering.
Suggested Readings
Promotion - Buy_X_And_Get_Y
Promotion - Buy_X_For_a_Fixed_Price
Promotion - Buy_X_and_Save_An_Amount
Promotion - Spend_X_and_Save_An_Amount
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