Updated: October 21, 2021 10:48am

Promotions - Rolling

A Rolling Promotion discounts items when purchased at specific quantities. This type of promotion requires you to define a discount for each desired quantity level. When each defined quantity is reached, items are discounted for the specific level. Rolling promotions enable you to apply a different discount percentage to each quantity level. Consider the following quantity levels and discount percentages:

Qty Discount Percentage Notes
1 5 Qty 1, 2 get 5% discount
3 10 Qty 3, 4 get 10% discount
5 15 Qty 5 and above get 15% discount

Validation Rules
When creating a Rolling Promotion, on the Validation Rules screen, create an Item Filter and select the items that will be discounted. You can optionally enter the Item Subtotal that must be met. The Sale Items checkbox is selected and cannot be cleared. The Quantity is set to 0 and cannot be changed.

When setting up a Rolling promotion, these validation options are also available.

• 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.
• 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 quantity and the discount amount, percentage, or specific price.

Rolling Discount Examples
Example 1 (Discount Amount):

1. On the Reward Rules screen, make sure the Rolling option is selected. Select Disc \$ from the Discount Type dropdown. Enter Qty 10 = \$10, Qty 20 = \$15, Qty 30 = \$20
2. If total quantity is <10, no discounts are applied; If total quantity is =>10 and <20, 0-9 are not discounted, 10 and above are discounted by \$10; If total quantity is =>20 and <30, 0-9 are not discounted, 10-19 are discounted by \$10, 20 and above are discounted by \$15; If total quantity is =>30, 0-9 are not discounted, 10-19 are discounted by \$10, 20-29 are discounted by \$15, 30 and above are discounted by \$20.

Example 2 (Discount Percent):

1. On the Reward Rules screen, make sure the Rolling option is selected. Select Disc% as the Discount Type. Enter Qty 10 = 10%, Qty 20 = 15%, Qty 30 = 20%
2. If total quantity is <10, no discounts are applied. If total quantity is =>10 and <20, 0-9 are not discounted, 10 and above are discounted by 10%; If total quantity is =>20 and <30, 0-9 are not discounted, 10-19 are discounted by 10%, 20 and above are discounted by 15%; If total quantity is =>30, 0-9 are not discounted, 10-19 are discounted by 10%, 20-29 are discounted by 15%, 30 and above are discounted by 20%

Example 3 (Discount Price):

1. On the Reward Rules screen, make sure the Discount Type is set to Rolling. Select Price from the Discount Type drop-down. Enter Qty 10 = 10, Qty 20 = 15, Qty 30 = 20
2. If total quantity is <10, no discounts are applied; If total quantity is =>10 and <20, 0-9 are not discounted, 10 and above are discounted by 10.00; If total quantity is =>20 and <30, 0-9 are not discounted, 10-19 are discounted by 10.00 20 and above are discounted by 15.00; If total quantity is =>30, 0-9 are not discounted, 10-19 are discounted by 10.00, 20-29 are discounted by 15.00, 30 and above are discounted by 20.00.