Prism Administration Console Guide
Node Preferences - Transactions - Promotions
To create and use promotions, you must enable the feature in Node Preferences - Transactions - Promotions and define any options that are desired. Refer to the following table for information about the available settings.
| Preference | Description |
|---|---|
| Enable Promotions | (Required) The Enable Promotions checkbox must be enabled to use Promotions. |
| Automatically Apply Promotions | If selected, Promotions are applied automatically at POS. |
| Manually Apply Promotions | If selected, promotions are applied manually. Promotions can be applied manually in two ways: 1) The user can click Options > Apply Promotions or, 2) the user can click the Tender Transaction button and depending on the "Tender Action" preference either be prompted to apply promotions or the promos will be applied automatically upon clicking the button. (See the following description of the Tender Action preference) |
| Tender Action |
Only available if "Manually Apply Promotions" is selected. When the "Manually Apply Promotions" preference is selected, the Tender Action preference determines what happens when the user clicks the Tender Transaction button. |
| Apply Promotions to Manually Discounted Items | To apply promotions to manually discounted items, both this preference and the "Apply to Manually Discounted Items" setting on the individual promotion must be enabled. If the preference or the promotion setting is disabled, manually discounted items will be excluded from promotions. If this preference is enabled, and the corresponding setting on the individual promotion is also enabled, then items that have been manually discounted will have promotions applied (if eligible). Sample use case: A merchant has issued a coupon that entitles a customer to 50 percent off any item in inventory. Using the preference, the merchant can still include the item in BOGO promotions (for customers who do not have the coupon). If a customer does have the coupon, the merchant applies a manual discount to the item. |
| Use predefined discount reasons | This preference allows retailers to restrict discount reasons used on promotions to the defined list of reasons. With the preference enabled, the Discount Reason field displays existing POS Discount reasons in a drop-down. The available discount reasons are the same as those used for manual discount reason selection. |
| Apply Promotions based on | Original Price. When enabled, this will affect percentage based discounts to items (promos). Amount and Price based discounts will not be affected. When an item discount amount is based on percentage, the amount will be calculated from the Orig Price. Current Price. When enabled, this will affect percentage based discounts to items (promos). Amount and Price based discounts will not be affected. When an item discount amount is based on percentage, the amount will be calculated from the current Price. Active Price. When enabled, this will affect percentage based discounts to items (promos). Amount and Price based discounts will not be affected. When an item discount amount is based on percentage, the amount will be calculated from the active price level price on the transaction |
| Receipt item field to use for storing manual discounts | When a promotion is applied, the name of the promotion is written to one of the Item Note fields (Item Note 1 through Item Note 10). This makes it easier to do reporting on the success or failure of individual promotions. In the Prism Admin Console Node Preferences > Transactions > Promotions, navigate to the Receipt Item field to use for storing manual disc setting. Select the desired Item Note field from the drop-down list. When one or more promotions are applied to an item, the plugin populates this field with a comma-separated list of all Promotion Names of promotions that are applied to the item. |
| Do not allow duplicate promotion names | (Corporate and subsidiary level only)
If enabled, the system will enforce unique promotion names. If you try to add/edit a promotion name and the system detects the name already exists, an error message will be displayed. |
Node Preferences - Transactions - Promotions
