Category promotions

Overview

Category promotions can apply a discount for all sales of products from a specific category.

You can also create promotions for:

  • Customers to apply a discount for a specific customer (or group of customers).
  • Products to apply a discount for all sales of a specific product.

B2B online stores will not use customer promotions. You will need to create a B2B promotion.

Enable category promotions

  1. Select your username in the top right and then select Settings.

  2. Click on Products and then Product Settings.

  3. Change Show Retail Promotional Matrix to Yes and then select Save.

Create a category promotion

You can apply promotions to a range of products with the same category. Before you create a category promotion, you will need to add the category to the products you want in your promotion.

  1. Select Products from the left navigation menu.
  2. Click on the Edit Category icon next to your category. You can add promotions to both parent and sub categories.

  3. Under Retail Category Promotions, click on the dropdown to choose an existing discount option, or choose Blank to create your own.

  4. Select the Add Promotion button. This will insert a new row for your promotion.
  5. Add the Threshold for your discount. This is the amount of items that must be purchased before the discount is applied.
  6. Add the Discount amount. This is either a percentage or a dollar ($) amount. For all currencies, you will need to use the $ symbol before the amount.
  7. Depending on your promotion, you can add an Action (it may appear by default).

    • Exempt
      The products in this category will not be discounted by any promotions.

    • Cheapest
      This action creates a Buy X products and get 1 free promotion. When multiple products in a category are purchased, one of the products will be discounted 100%.
      This promotion only applies to POS transactions.

  8. If you want the promotion to run for specific Dates, you can add the start and end date for the promotion. The dates must be in this format:
    DD MMM YYYY |DD MMM YYYY
    For example, 01 JUN 2022|30 JUN 2022
  9. Add a unique Description (not used by other promotions).
    POS promotions can use the same description (and promotion information) for many products. This will apply the same promotion to a range of products.

  10. Sub-categories can inherit their promotions from a parent category. You can decide if the Promotional Matrix Is Different From Parent.

    • Select No if the sub-category uses the same promotions as its parent category. Check that No is selected for all sub-categories of a parent category.
    • Select Yes if the sub-category has its own promotions and doesn't use the same promotions as its parent category.
  11. Click Save and Close.

Was this article helpful?

Have more questions? Submit a request