Promotions overview
Overview
The promotional matrix can track the discounts given to customers. You might sell a specific product to a customer at a negotiated price, or the customer receives a percentage discount off an entire category.
There are three main types of promotions:
Customer promotions apply a discount for a specific customer (or group of customers).
Product promotions apply a discount for all sales of a specific product.
Category promotions apply a discount for all sales of products in a specific category.
Legacy B2B uses the customer, product, and category promotions, but our new B2B online stores will not. You will need to create a B2B promotion for your new B2B online stores.
You cannot use promotions with the Cin7 Omni API.
Promotion compatibility
Promotions can be used by Sales Orders, POS, and Legacy B2B. However, some specific promotions can't be used by Sales Orders, POS, or Legacy B2B.
Customer promotions
There are four types of customer promotions that can be used with Sales Orders, POS, and Legacy B2B. Contract price promotions can not be used with POS or Legacy B2B.
Type |
Sales Order |
POS |
Legacy B2B |
Percentage off price column |
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Category discount |
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Set price below price column |
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Contract price |
Product promotions
There are a range of product promotions that can be used with Sales Orders, POS, and Legacy B2B. Buy X get X free (for example, buy 2 get 1 free) promotions can not be used with Sales Orders or Legacy B2B.
Type |
Sales Order |
POS |
Legacy B2B |
% off a product |
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Buy X get % off product |
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Buy X for a set price |
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Buy X and get X free (buy 2 get 1 free) |
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Exempt from promotions |
Category promotions
Category and Product share many promotions that can be used on Sales Orders, POS, and Legacy B2B. However, some of these can't be applied to different modules.
Type |
Sales Order |
POS |
Legacy B2B |
% off all products in a category |
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Buy X get % off products in a category |
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Buy X products in a category for a set price |
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Buy X products in a category and get X free |
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Exempt from promotions |
*Sales Orders will apply a Buy X and get % off category promotion if the same item is bought, not different products in a category.
FAQs
Should I use Price Tier or the Promotional Matrix?
Both Price Tiers and the Promotional Matrix can be used. Price Tiers are useful when a customer receives a different price for every product you sell. Promotions are useful for one-off discounts, or limited time offers, or a percentage discount for a customer rather than a set price.
For example, if you trade with Walmart, you could create a Price Tier for just Walmart, as they make up a considerable proportion of your sales. But for an infrequent customer, a percentage off discount with the promotional matrix may be a better fit.
Is this related to Special Price?
No, but Special Price functions in a similar way. You can set up a discounted price for each product, rather than a percentage or bundle discount.
Is it possible to upload promotions in bulk?
No. The ability to import promotions in bulk is not supported at this time.
Can I copy and paste promotions between products/customers/categories?
Yes. In the bottom right-hand corner of each Promotional Matrix area, there is a box. If you select the contents of this box, you can edit it by pasting it into Microsoft Excel, or paste it into other products, customers, or categories.
What happens if there are multiple promotions?
If multiple promotions are in effect, the promotion that gives the customer the lowest price will apply. If your promotion is not working, check that there are not active promotions overriding your promotion.
Can I apply a 100% discount?
Unfortunately we cannot set 100% discounts using the promotional matrix. The maximum discount you can assign in a promotional matrix is 99.9999%. However you can set a 100% discount at a sales order level.
Why do my discounts disappear when I adjust the quantity?
If you decrease the quantity of an item in the order, all discounts are removed and will need to be reapplied.