Creating a promotion

Adding Promotions

Step 1: Price Book > Promotion. Then Click on “+” or “Add New” to start a Promotion. [?]

Step 2: Enter Promotion Name, Price and Select Promo type and click next.  [?]

Note: Price should be total retail price of the promotion (i.e. if promo is 2 for 3 dollars, enter 3.00 without the $ sign.

Step 3:  Create a New Promo list or Use the Existing Promo List. [?]

Note: For new list, we can search items by price dept, scan code, name or Price group. If adding items, select add all or select items one by one to add the items to the promo list.

Step 4: enter the “Promotion start date” and “Promotion end date”, set the “Number of item” and click Finish. 

 Note: “Number of Item” is the quantity the customer needs to buy to get the promotion (i.e. if promo is 2 for 3 dollars, enter 2 as the quantity)

Step 5: Go to Price book > Send to POS and click on “Send Promotion”[?]

Updating existing promotion

Step 1: Price Book > Promotion. Then Click on pencil icon next to the promo you want to edit. [?]

Step 2: Update the Promotion Name or Price and click next[?]


Note: Price should be total retail price of the promotion (i.e. if promo is 2 for 3 dollars, enter 3.00 without the $ sign).

Step 3:  Create a New Promo list, update the existing list and add items, or use the Existing Promo List.[?]


Note: For new list or to add items to existing list, search items by price dept, scan code, name or Price group. If adding items, select add all or select items one by one to add the items to the promo list.

Step 4: update the “Promotion start date” and “Promotion end date”, set the “Number of item” and click Finish. 

 Note: “Number of Item” is the quantity the customer needs to buy to get the promotion (i.e. if promo is 2 for 3 dollars, enter 2 as the quantity)

Step 5: Go to Price book > Send to POS and click on “Send Promotion”.[?]

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