Creating a Deal Type Promotion

ℹ️ Access to this dashboard section requires administrative permissions with "Manage Promotions" privileges enabled.

Deal Promotions let you set a discounted sale price with the original price crossed out, creating a clear sale indicator.

Step 1: Access the Promotion Setup

1. From the Manager Dashboard, select Manage Promotions and then Add Promotion

Note: Ensure you are in the correct location and pricelist before creating the promotion.

Step 2: Fill in Promotion Details

1. Name: Give your promotion an internal name (not visible to customers).
2. Show Under Category (optional): Create a virtual category for sale items. 
3. Start Date & End Date: Set the time frame for the promotion.
4. Max Promotion Uses: Enter “0” for unlimited uses.
5. Click Create once these fields are complete.

Step 3: Define the Item Group

1. On the promotion screen, click Add Items Group to select which items will be discounted.
2. Fill in the following fields on the Group page:

   • Name: Internal name for the item group (not visible to customers).

   • Show in Subcategory (optional): Name of a subcategory if desired.

   • Promotion Type: Select Deal.

   • Discount Units: Automatically set to “Dollar.”

   • Eligibility Quantity: Determines the number of items that must be purchased to receive the deal. Set to “0” for no quantity minimum. If an eligibility quantity is entered, this will also trigger the option to apply in increments. 

   • Apply in Increments Only: If set to Yes, the deal will only activate once the customer adds items to their cart in multiples of this quantity. Example: If a deal has an Eligibility Quantity of 2 and Apply in Increments Only is Yes, the deal would apply only when the item is purchased in multiples of 2.

   • Max Uses per Item & Max Uses per Order (optional): Set a limit per item/order or enter “0” for unlimited.

3. Click Create after completing the fields.

Add item group:

Fields on the group page:

Step 4: Add Products to the Promotion

1. On the Group page, click Select Items and choose each item to be discounted.
2. Enter the Promotion Price in the pop-up and hit Done. Repeat for additional items.
3. To review, click View Selected to make any necessary adjustments, or click Back to return to the Group page.
4. Once all items have been added, click Save, then Back to return to the Promotion page.

Note: A confirmation message won’t appear, but once the Save button is greyed out, the deal has been successfully saved.

Select items:

Enter promotion price pop up:

Select products:

Review deal:

Step 5: Activate the Promotion

1. To make additional item groups, repeat Steps 3-4.
2. When ready, click Activate to enable the promotion. The status of the promotion will switch from Inactive to Ongoing. The promotion will automatically start and end on the set start and end dates. 
3. To end the deal early, click End.
4. Finally, visit your store’s Product page to verify that the promotion is live and displayed as expected.

Activate Deal:

Deal is active and status changed to OnGoing:

Customer view of the Deal: