Promotions

• The owner, by default, always has permission to set up promotions
• Staff members, by default, do not have permission to set up promotions
• To give staff members this permission:

  1. Follow this menu path: Toolbox => Setup => Staff => Users & Groups

  2. Select the group(s) that should be allowed to set up promotions

  3. Tick the box next to the permission titled: Setup Promotions

  4. Save the changes by clicking on the Update button

1. Follow this menu path: Toolbox => Setup => Pricing => Promotions (If you don't have permission to set up promotions, then you won't see it as an option inside the Setup menu.)
2. Click on the Add New Button
3. Enter the details about the promotion, including which types of products and services receive a discount, and the promotion's unique code. If you save the promotion without assigning a specific service or product, then the promotion will discount anything added to the ticket at the retail point of sale.
   • Promotion Name - Provide a name to reference this specific promotion in the future.
   • Promotion Code - Enter a code for this promotion, or click Generate Random to the right of the field.
   • Discount Type - Choose from the dropdown menu to apply the promotion in the form of a percentage or an amount discounted from the sale.
   • Discount Amount - Enter the amount for the promotional discount.
   • Activation Date - Choose the date on which the promotion will begin.
   • Expiration Date - Choose the date on which the promotion will expire.
   • Max Number of Uses - Choose from the dropdown menu the maximum number of uses for the promotion (a value equal to or less than 100), or select Unlimited.
   • Days after Close Date - If you use the Sales Team Management Feature, then you can restrict the number of days after a prospect's close date that they can use the promotion by choosing a number (365 or less) from the dropdown box.
   • Allow for Online Sales - Check this box to enable this promotion to be used for online sales.
   • Valid Days - You can restrict the use of this promotion to specific days of the week by checking the boxes next to days which the promotion can be used.
4. Click the Save Promotions button at the bottom of the screen.
5. The unique code that you assigned to the promotion should now be printed on your coupons, ads, emails, etc....
6. Start your new advertising campaign

 

What is the "Days after Close Date" dropdown box used for?If you enabled the Sales Team Management Feature (located on the General Setup & Options Screen), then your Promotions Screen gets the addition of a new "Days after Close Date" dropdown box. With this feature you can restrict how many times a promotion can be used by the same client. The number that you specify in this field (between 1 ad 365) determines how many days after a prospect's close date that they can still use the promotion. For example, if you choose the number 7, then the prospect will be able to use the promotion for the seven days after his or her close date. Note: Close dates are entered into the new client's Profile Screen.

Clients cannot use promotions to receive discounts on credits or gift cards unless the promotion is assigned to the Gift Card Revenue Category or is specifically looked up on the Promotions Screen.

• For example, if you create a promotion, and don't choose anything under "Define Promotional Items," then the same type of promotion can only be used on services and products.

1. Click on the Retail tab
2. Look up the client making the purchase
3. Add items to the ticket that are designated to receive a promotional discount
4. Inside the Ticket window, below the items added, there is a new field where you can enter the client's promotion code. Once you enter the code and click Apply, the system tells you if the code was successfully entered.
5. If entering the code was successful, the promotion's discount is displayed in green below. It is also printed on the receipt.

Promotion codes can also be entered by your clients buying items from the Online Store (if the promotion is set up for online use).

You can find the report by following this menu path: Reports => Sales => Promotions

 

Report's Permissions

The owner always has permission to see this report.

If your staff members have the permission on the Users & Groups screen to view the "Sales / Sales by Category / Sales by Services Sold" reports, then they can also see the Promotions Report.