Introduction

Promotion includes all those activities that you perform as a retailer to encourage customers to buy more products. Buy Jeans Get Tees @ 15% discount; Buy 3 Shirts for $199; Buy Bags, Save 15%; and Spend $1000, Save 10%; are some good examples of promotion. Tagrain allows you to deploy Promotions that are configured within the application to automatically apply when a certain condition is met. This way you or your cashier is not required to remember all the promotions that are currently in operation.

While configuring promotions it is possible that you may have a product covered in more than one promotion. To ensure  that the customer gets the best deal, the application allows you to define the order in which the promotions should be applied. In cases where the order is NOT specified, the promotion that was created earlier (based on date / time) takes precedence.

Requirements

Promotions can be created by any user who has the required permissions. Gather all the required information about the products that you would like to include in a promotion. Before creating a promotion, please ensure that you create the following:

Product

Product Group

Customer

Customer Group

Steps to define Promotions

Navigate to Home > Inventory > Promotion to open the Promotion List View Screen.  All the existing Promotions are listed on this screen.

Click the Add Promotion button to open the Create Promotion Screen.

For a detailed screen wise explanation on each accordion, please refer to the Screen Based Guide on Promotions

Fill in the required fields on the Create Promotion Screen. to define a Promotion. Currently, the application allows you to create the following Promotion types:

• Buy X Get Y

• Buy X for a Fixed Price

• Buy X, Save an amount

• Spend X, Save an amount

Select one of the aforementioned promotions in the Promotion Type drop-down and specify its description. 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. Those promotions which are not marked as active cannot be applied on the POS terminal.

This promotion can be applied to some or all your retail stores. By default, promotions are applicable to all the stores, unless otherwise configured. 

Specify the customer group where this promotion would apply. Though this step is optional, specifying promotion to a group helps you automate the process. This way promotion is applied to only those customers who are a part of that customer group. 

Any promotion that you define in Tagrain has sides- the Buy Side and the Get Side. 

Promotions - Buy Side

The Buy Side allows you to define and configure the products on the Buy Side of promotion.

The fields on the Buy Side accordion are common for 3 promotion types - Buy X Get Y; Buy X For A Fixed Price; and Buy X, Save An Amount. The only exception being Spend X, Save An Amount promotion where you have to specify a Value instead of Quantity. See: Promotion Screen Based Guide

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. 

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.

Promotions - Get Side

The Get Side allows you to define and configure the products on the Get Side of promotion.

The Get Side (Buy X | Get Y)

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.

The Get Side (Buy X | For a fixed price)

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. 

The Get Side (Buy X | Save an amount)

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. 

The Get Side (Spend X | Save an amount)

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.

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

Promotions - Buy X and Get Y

Promotions - Buy X for a Fixed Price

Promotion - Buy X and Save an Amount

Promotions - Spend X and Save an Amount

Offers, Discount, and Pricing Management Plugin Features