Define Point-of-Sale Promotions
In this application the promotions for the Points of Sale are registered and can be registered, modified, deactivated or cancelled and searched.
Go to: POS F&B and Retail (Food & Beverages) → Point of Sales → Define Point of Sale Promotions
The initial screen shows the following sections:
Search Point of Sale Promotions: The search for registered promotions is performed.
Promotions by POS Defined: shows the registered promotions. They can be sorted in ascending or descending order by clicking on the columns: Point Of Sale, Active, F. -H. Start, F. -H. End, Applies, Applies, Product Group, Products, Free, Promo Price, % Off, Created, Created By.
Search for Promotions
To search for Promotions, follow these steps:
In the section Search Point of Sale Promotions enter the information corresponding to the promotion you are looking for, in the fields:
| Field | Description |
| Point of Sale | Select the Point of Sale to which the promotion you are looking for belongs. |
| Promotion Name | Enter the name of the promotion. |
| Days that Apply | Select the day the promotion applies by clicking on the list box. |
Click on the Search button.
If the search was successful, the information will be displayed in the section Promotions by POS Defined and if not, the message "No records" will appear.
Tip:
You can choose one or several filters, depending on the filters used will be the specificity of the search.
Registration of New Promotions
To register a new promotion, perform the following actions:
Go to: POS F&B and Retail (Food & Beverages) → Point of Sales → Define Point of Sale Promotions
In the section Promotions by POS Defined click on the Insert icon.
Enter the data corresponding to the promotion in the section Define Point of Sale Promotions in the following fields:
| Field | Description |
| Point of Sale * | Select the Point of Sale to which the promotion belongs. |
| Promotion Name * | It is the name of the promotion assigned in the system. |
| Enable |
|
| Description | Comments regarding the promotion. |
| Start Date * | Enter the day from which the promotion applies mm/dd/yyyy or click on the calendar and choose. |
| Final Date * | Enter promotion end date mm/dd/yyyy or click on the calendar and choose. |
| Start Time * | Select hour and minute from which the promotion applies. |
| End Time * | Choose the hour and minute of the end of the promotion. |
| Days that Apply | Enter the days the promotion applies, e.g. for Monday, Wednesday and Thursday = 1,3,4 Sunday = 0 Monday = 1 Tuesday = 2 Wednesday = 3 Thursday = 4 Friday = 5 Saturday = 6 |
| Priority | In case there is more than one promotion for the same date, which one will apply. |
| Group of Products * | Select the product group to which the promotion will apply. |
| Products * | Choose the product to which the promotion is assigned. |
| Zero Price |
|
| Promotional Price | Enter the amount/sale price to be applied to the promotion. |
| % Discount over Selling Price | Enter the percentage discount on the sale price to be applied in the promotion. |
| Order | Order sequence of the promotions when they are displayed in any application. Must be numeric. |
* Required fields
Click on the Add button.
Only one of the following fields must be selected.
Product Group or Zero Price or Promotional Price or % Discount on Selling Price
Modify Promotion
To modify any field of products already registered, follow the steps below:
Enter in: POS F&B and Retail (Food & Beverages) → Point of Sales → Define Point of Sale Promotions
Search for the promotion to be modified.
In the section Promotions by POS Defined, click on the Edit icon of the promotion to be modified.
Modify the corresponding field.
Click on the Save button.
Deactivate Promotions
When the Promotions have already been registered, to protect the integrity of the data, they can only be deactivated by following the steps below:
Enter in: POS F&B and Retail (Food & Beverages) → Point of Sales → Define Point of Sale Promotions
Search for the promotion to deactivate.
In the Promotions by POS Defined section, click on the EDIT icon of the promotion to deactivate.
Modify the Enable field by clicking on the check box to deactivate the promotion. So, it will appear only in the reports that have registered transactions.
Click on the Save button.
Delete Promotions
The promotion that has not had any operation registered is allowed to be deleted, by performing the following steps:
Enter in: POS F&B and Retail (Food & Beverages) → Point of Sales → Define Point of Sale Promotions
Search for the product to be deleted.
In the section Promotions by POS Defined, click on the Edit icon of the promotion to be deleted.
Verify that it is the promotion to be deleted.
Click on the Delete button.
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