Transaction Promotions
A Transaction Promotion applies the specified discount amount or percentage to the Sales Subtotal (net value of sales minus returns) when the validation rules are met.
Validation Rules
When setting up a Transaction promotion, a variety of validation options are available.
| Option | Description |
|---|---|
| Sale Items | Click the Item Filter button to define filter criteria. If a matching item is listed on the receipt, the rule is validated. |
| Item Quantity | Enter the quantity that is required to validate the rule. |
| Item Subtotal | Click the Item Subtotal checkbox and enter an item subtotal. If the item subtotal meets or exceeds the entered value, the rule is validated. |
| Sale Subtotal | Click the Sale Subtotal checkbox and enter a subtotal amount. If the sale subtotal (sales subtotal minus return subtotal) meets or exceeds the entered value, the rule is validated. |
| Coupon | Click the Coupon checkbox to define a list of coupon codes. If a customer presents one of the coupon codes at POS, the rule is validated. |
| Customer | Click the Customer checkbox to define a customer filter. If a Bill To customer that matches the entered criteria is entered on the transaction, the rule is validated. |
Reward Rules
Enter the desired discount amount or percentage. Alternatively, you can click the Tiered button and set up tiered discounts for different Sales Subtotals.
Transaction Promotion Examples
Example: 10% Transaction Discount
- Navigate to the Promotions area and click the New button.
- Enter General Details. Select Transaction as the Promotion Type.
- Enter Activation Details.
- On the Validation Details tab, select the items to include in the promotion.
- On the Reward Details tab, enter the discount that will be applied when the selected items are entered. Click the Tiered button to set up tiered discounts for different Sales Subtotals.
- Save the changes and activate the promotion if not already activated.
Transaction Promotion Discount on Exchanges
In the case of a merchandise exchange (i.e., selling one or more items and returning one or more items), the transaction discount reward is applied to the net value.
Example:
Buy $100, Get 20% transaction discount
- Shoes, Size 9.0 - Sale - $100
- Shoes, Size 9.5 - Return - $100
- Boots, Size 9.0 - $150
In this case, there is an "even exchange" for the shoes. So, the customer is really buying the boots ($150 net subtotal). This is validated as $150, and then discounted by $30.