To create a new promotion, click the Create Promotion link in the Promotion Management screen.

Create promotion - select promotion type

Create promotion - select promotion type


Screen data elements

Elements

Type

Action

Promo Type

Select from list

Type of promotion

Code

Alphanumeric

Type a short promotion code (will display on POS transaction)

Description

Alphanumeric

Type a short promotion description (will display on POS transaction

Cancel

Button

Cancel changes and close the promotion management wizard

Save

Button

Accept Selection and continue to promotion properties


Promotion Wizard – Define Promotion Properties

Promotion Wizard – Define Promotion Properties


Screen data elements

Element

Type

Action

Type of promotion

Read-only

Displays the promotion type selected

Promotion Code

Read only

Code of the promotion

Description

Alphanumeric

Description of the promotion to show on lists

Discount Percentage (or Amount)

Amount 

Enter amount of % or $

Effective Date – Start

Date

Date from which the promotion will become available

Expiration Date

Date

Date after which the promotion will become unavailable

Discount Type

Select from list

Available Values:

Store Discount

Manufacturer Instant Rebate

Exclusive

On/Off button

Exclusive or non-exclusive

Order

Select from list

Available Values:

High

Mid

Low

Manager Approval Required

On/Off button

Click On to require manager approval upon applying this promotion in a sale

Discard changes

Button 

Cancel without saving

Save

Button 

Save the changes and continue to the next step in the flow


    • Enter a description of the promotion in the Description field.
    • Select the start and end dates of the promotion period.
    • Order selection determines the order of promotion application:
      • High - promotions applied first 
      • Mid - promotions applied next
      • Low - promotions applied last
    • In the Exclusivity selection:
      • An exclusive promotion cannot be stacked with another promotion.
      • A non-exclusive promotion can be stacked with other non-exclusive promotions.
    • In the Type selection, select Store Discount.
    • Check the Approval Required option if the system should prompt for a manager's approval when the CSR applies the promotion during a sale.
    • Select Save to continue to product selection.


MT-POS – Promotion Wizard – Define Promotion Properties 

mPOS – Promotion Wizard – Define Promotion Properties


Screen data elements

Elements

Type

Action

Promotion Type

Read-only

Select to include specific Item IDs in the promotion

Promotion description

Read-only

Enter minimum sale price. The item price before discount must be higher than this price to be eligible for the promotion. 

Item Price Min.

Money

Enter minimum sale price. The item price before discount must be higher than this price to be eligible for the promotion.

Item Price Max.

Money

Enter maximum sale price. The item price before discount must be lower than this price to be eligible for the promotion.

Terms


Select to exclude specific inventory categories from the promotion

Total quantity of all eligible items(X) – Min

Integer

The minimum number of items that can be included in the promotion.

For this type of promotion, the value is always one

Total quantity of all eligible items(X) – Max

Integer

The maximum number of items that can be included in the promotion. 

In the planned implementation, the value is always one.

Total purchase amount – Min

Money

Total value of the order. If the order value is less than specified, the promotion will not be eligible.

Total purchase amount – Max

Money

Total value of the order. If the order value is higher than specified, the promotion will not be eligible.

Total amount of all eligible items – Min

Money

Total value of the eligible items on the order. If the value is less than specified, the promotion will not be eligible.

Total amount of all eligible items – Max

Money

Total value of the eligible items on the order. If the value is higher than specified, the promotion will not be eligible.



Promotion Wizard – Define Promotion Properties 

Promotion Wizard – Define Promotion Properties


Screen data elements

Element

Type

Action

Eligibility (X)

Icon 

Edit the Eligibility terms

Item Price

Money

Min- Max

Total quantity of all eligible items (X)

Numeric 

Min-Max

Total purchase amount

Money 

Min- Max

Total amount of all eligible items

Numeric 

Min-Max

Included SKU

Link

Select to include specific Item IDs in the promotion

Excluded SKU

Link

Select to exclude specific Item IDs in the promotion

Included Items

Button

Select to include specific Item IDs in the promotion

Min.

Money

Enter minimum sale price. The item price before discount must be higher than this price to be eligible for the promotion. 

Max.

Money

Enter maximum sale price. The item price before discount must be lower than this price to be eligible for the promotion.

Excluded SKU

Button

Select to exclude specific Item IDs from the promotion

Included Categories

Button

Select to include specific inventory categories in the promotion

Excluded Categories

Button

Select to exclude specific inventory categories from the promotion

Total quantity of all eligible items(X) – Min

Integer

The minimum number of items that can be included in the promotion.

Total quantity of all eligible items(X) – Max

Integer

The maximum number of items that can be included in the promotion. 

Total purchase amount – Min

Money

Total value of the order. If the order value is less than specified, the promotion will not be eligible.

Total purchase amount – Max

Money

Total value of the order. If the order value is higher than specified, the promotion will not be eligible.

Total amount of all eligible items – Min

Money

Total value of the eligible items on the order. If the value is less than specified, the promotion will not be eligible.

Total amount of all eligible items – Max

Money

Total value of the eligible items on the order. If the value is higher than specified, the promotion will not be eligible.


    • Select Included Items to include specific SKUs (Item IDs) in the promotion.
    • Any Item ID that has been added will be eligible to participate in the promotion, if it meets all other requirements.
    • If a minimum or maximum price filtering is required, enter it in the Item Price – Min and Item Price – Max fields. If filtering is not required, leave both values at zero.
    • Select Excluded Items to exclude specific SKUs (Item IDs) from the promotion. An Item ID that is excluded will not participate in the promotion, even if it is included by one of the other rules of the promotion.
    • Select Included Categories to include specific categories and sub-categories in the promotion. An item that belongs to the selected categories will be eligible to participate in the promotion if it meets all other requirements.
    • Select Excluded Categories to exclude specific categories from the promotion. Items that belong to excluded categories will not be eligible to participate in the promotion even if they are included in it by one of the other rules.
    • Select Total quantity of all eligible items (X) – Max.
    • Enter Total purchase amount (Min and Max). The total amount of the sale must be between these values to apply the promotion. For example: Buy two handsets; get the second handset at a 50% discount, on transactions above $200.
    • Select Total amount of all eligible items (Min and Max). The total amount of all eligible items on the order must be between these values to apply the promotion. For example: Buy two handsets; get the second handset at a 50% discount, if both handsets together are over $200.


Promotion Wizard – Select Included Items 

Promotion Wizard – Select Included Items


The list of currently selected items is presented. Select the Category and Apply Filter to add or remove items from the included list.

Select which items to include. You can select multiple items. 


Promotion Wizard – Select Included Items 

Promotion Wizard – Select Included Items


Click the plus sign to include the item. To remove an item from the included items list, click the Selected items link, and then click the Bin icon.

When item selection is complete, click the Save button. 


Promotion Wizard – view selected Items by clicking Selected Items

Promotion Wizard – view selected Items



Note: it is not mandatory to select the category, excluded item and excluded category (as described in the following).


Promotion Wizard – Select Excluded Items 

Promotion Wizard – Select Excluded Items


Select item or category by filter 

romotion wizard - Select item or category by filter


Select the category or enter free text, and then click Apply filter. 


Promotion Wizard – Select Excluded Items

Items that are available to be excluded are shown on the list to the left.

Click Save to close the screen and return to the promotion wizard.


Promotion Wizard – Select Included Categories 

Promotion Wizard – Select Included Categories


Click +Add new set of categories to include an entire category in the promotion. 


Promotion Wizard – Select Included Categories

MT-POS Promotion Wizard – Select Included Categories


Select a category from the list.

Remove a category from the list by selecting the Bin icon next to the category in the list.

Expand the categories to see sub-categories using the Select Category panel.


Promotion Wizard – Select Included Categories

MT-POS Promotion Wizard – Select Included Categories


The selected categories are presented on the list. 

Click Save to close the screen and return to the promotion wizard.


Promotion Wizard – Select Excluded Categories

Promotion Wizard – Select Excluded Categories


The process is the same as the process of selecting the Including categories.

Click Save to close the screen and return to the promotion wizard.


Promotion Wizard – Product Selected

Promotion Wizard – Product Selected


The number of items and categories that have been selected is presented.

Click Included SKU to review the items selected for inclusion.


Promotion Wizard – Review Included SKU

Promotion Wizard – Review Included SKU



Click Excluded SKU to review the items selected for exclusion.


Promotion Wizard – Review Excluded Items

Promotion Wizard – Review Excluded Items


Click Included Categories to review the categories selected for inclusion.


Promotion Wizard – Review Included Categories

Promotion Wizard – Review Included Categories


Click Excluded Categories to review the categories selected for exclusion.


Promotion Wizard – Review Excluded Categories

Promotion Wizard – Review Excluded Categories


When SKU and category selection is complete, click Participating Stores to continue to Store Selection.


Promotion Wizard – Select Participating Stores

MT-POS Promotion Wizard – Select Participating Stores


Select the checkbox next to each store that will use the promotion (use the select all checkbox to select all the stores). 

The promotion can be used only in stores next to which there is a selected checkbox.

The promotion cannot be used in stores next to which there is an unchecked checkbox.

Click Save to complete the setup of the promotion and return to the promotion list. 

 

Available Promotion List 

Available Promotions list