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 |
This preference enables merchants to include/exclude manually discounted items when applying a promotion reward at the item level.
Example Use Case |
| 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 |
Select which price is used as the basis (starting point) when applying promotions. This setting only affects percentage-based promotions. Amount- and price-based promotions are not affected.
|
| 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 |
When enabled, the system enforces unique promotion names. If you try to add or edit a promotion and the name already exists, an error message is displayed. |
| Prompt for Coupon Code Change | (2.5.5) This preference controls how coupon rewards are assigned on promotions: Disabled (default): The next coupon in the list is auto-assigned. Enabled: At Print/Update, a dialog appears prompting the Associate to scan or enter a replacement coupon code. The code is validated against the coupon list; if invalid, the sale is not updated and the Associate is notified. Attempting to print/update again gives another chance to enter a valid code. This preference is especially useful when physical coupons are kept at each POS workstation and handed out by the Associate. |
Node Preferences - Transactions - Promotions
