Chapter 13. Promotions
The Prism Promotions module is a powerful discounting tool that can create an almost unlimited variety of promotions. The basic steps are the same for all promotions. Each basic step has numerous options that can be set to validate and reward promotions. Each promotion is assigned a "Promotion Type" like BOGO, Transaction, Quantity, Coupon, etc. The Promotions UI dynamically updates to provide options appropriate for the selected promotion type.
Basic Steps for Creating Promotions
- Create General Details. This includes name, description and promotion type.
- Create Activation Details. These settings include the date range when the promotion will be in effect as well as the subsidiary and stores where the promotion can be applied.
- Create Validation Details. These settings determine which POS events will trigger the promotion. For example, it could be the transaction reaching a certain subtotal, and a certain item or a certain customer being listed.
- Create Reward Details. These settings determine what reward (e.g. discount amount, percentage or price) the customer will receive.
Each promotion is assigned a template. The template indicates the type of promotion. Based on the user's selection, the user interface is customized to make it easier to create that specific type of promotion.
The following table lists each of the primary promotion template types:
|Item||Applies a discount amount, percentage, or a specific price to items.|
|Quantity||Applies a discount amount, percentage, or a specific price to items that meet the filter criteria are listed at the specified quantity.|
|Tiered||Applies a discount based on purchase quantity of eligible items. Typically, the more purchased, the greater the discount applied.|
|Rolling||Like a tiered promotion, except based on the quantity purchased.|
|Pack||Assigns a specific price to a group of items.|
|BOGO||Applies a discount to one or more units of the items specified in the Reward Rules.|
|Transaction||Applies a discount amount or percentage to the transaction subtotal.|
|Coupon||Rewards a customer with one or more coupon codes.|
|Gift Item||Uses a special "gift voucher tender" that is handled by a custom plugin. Sets the gift item's discount % to 100, making it a free item. When the gift item promotion is validated, the reward item specified by the promotion is added to the transaction.|
|Custom||All options are available.|