Create Promotion

Purpose

The Create Promotion module allows users to set up retail promotions that apply automatically in E-POS. It supports multiple promotion structures (Line Level Discount, Mix & Match, Tier Promotion, Purchase with Purchase, Step Discount) and integrates with E-Retail and E-POS for consistent pricing execution. Using this module ensures stores apply discounts accurately, improve sales campaigns, and maintain control over overlapping promotions.

Prerequisites

• Access to Price Change Module > Promotion Event Setup > Create Promotion and Confirm Promotion.

• Member tiers created in Member Tier Setup (if member-specific promotions are required).

• Store and product data maintained in the system.

Understand sample promotions for each type:

Step 0 – Search Existing Promotions

1. Go to Price Change Module > Promotion Event Setup > Create Promotion.

2. By default, the system shows promotions from the past month (Active, Expired, Cancelled, Open).

3. Use the top panel filters:

   • Event Date (From–To)

   • Event Type

   • Status

4. Click Search to display the filtered list of promotions.

Step 1 – Add a New Promotion

1. Click Add.

2. Select one of the five promotion types:

   • Line Level Discount

   • Mix & Match

   • Tier Promotion

   • Purchase with Purchase (PWP)

   • Step Discount Promotion

3. Click Next to proceed to promotion setup.

Step 2 – Input Promotion Header Details

Populate the following fields before adding SKUs:

• Event Name – Internal analysis/reference (max. 32 characters).

• Promotion Name on Receipt/POS – Shown at E-POS and printed on receipts (max. 18 characters).

• Same as Event Name – Checkbox to duplicate Event Name.

• Effective From/To – Date range of promotion.

• Time From/To – Optional timeframe per day.

• Select Member – Eligible member tiers (default = all).

• Select Store – Stores where the promotion applies.

• Allow Manual Discount/Price Override – Enables cashiers to apply overrides on top of the promotion.

• Item Code Input Type – Choose Product, SKU, or Product Level.

• Priority (Optional) – Range 2 (highest) to 100 (lowest). Used when same SKUs overlap in multiple promotions.

Step 3 – Input Promotion Items

There are two ways to add items:

Method 1 – Direct Input (3 Dotted Button)

1. Select Item Code Type - Product, SKU or Product Level

2. Click the 3-dotted button (…) to filter and select items.

3. (Optional) Click Add/Edit to exclude SKUs.

4. Click Save once completed.

Method 2 – Import via Template

1. Click Download Template and choose by Product, SKU, or Product Level.

2. Populate the Excel template with item codes and discount values.

3. Import the file back into the system.

4. Click Save to secure promotion setup.

Step 4 – Configure by Promotion Type

1. Line Level Discount

• Choose one mechanic: % Off / $ Off / Fixed Price.

• Apply discount across all products by inputting values into "discount %", then click "Apply to all" or input values into "Discount %" column for individual items.

• Note: In “Discount % Off”, the checkbox can be checked for the purpose as the title "Rounding to nearest cent, final promotion will be switch to Fixed Price". If it is not checked, the cents will be calculated precisely into 2 decimal places.

2. Mix & Match

• Choose Promotion Level: Per Transaction or Per Item.

• Select mechanic: % Off / $ Off / Fixed Price.

• Define Number of Groups (up to 5).

• Input item lines for each group.

3. Tier Promotion

• Add intended Number of Tiers.

• Define Spend Method: Quantity or Total Spend.

• Assign discount for each tier.

• Choose discount application method for last tier onward: Repeat or Same as Last Tier.

• Select mechanic: % Off / $ Off / Fixed Price.

4. Purchase with Purchase (PWP)

• Configure Group A (Must Buy tab).

• Then configure Group B (Enjoy Discount tab).

• (Optional) Tick checkbox if Group B = Group A.

• Define spend method: Must Buy (quantity) or Must Spend (value).

• Choose discount quantity limit: Limited or Unlimited.

• Select mechanic: % Off / $ Off / Fixed Price.

5. Step Discount Promotion

• Add intended Number of Steps.

• Input discount for each step.

• Select mechanic: % Off / $ Off / Fixed Price.

• Choose discount application: Repeat or Same as Last Tier.

Step 6 – Confirm Promotion

1. Saved promotions remain in Open status.

2. Go to Price Change Module > Promotion Event Setup > Confirm Promotion.

3. Available actions:

   • Confirm – Activate an Open promotion.

   • Delete – Remove Open promotions that are no longer required.

   • End Event – End an Active promotion early.

   • Refresh – Pull the latest promotions created from Create Promotion.

   • Filter Start/End Date – Narrow down promotions before taking action.

4. For immediate effect, sync both:

   • E-Manager

   • E-POS
     If skipped, promotions update the next day automatically.

Promotion + Discounts Combination Rules

1.  Only one promotion can be chosen on each tier.

   • Auto promotions are set in E-Retail.

   • Manual discounts/price overrides are triggered in E-POS.

2. Tier 1 (Auto/Manual)

   • Markdown

   • Member Birthday Discount

   • Member Regular Discount

   • Staff Purchase

   • Member Promo Discount

   • Item Line Discount (manual)

   • Item Line Price Over (manual)

   • Member Price

3. Tier 2 (Auto)

   • Tier 2A (Auto)

     • Line Level Discount (overwritten by 2B or stack with 2B and 2C)

   • Tier 2B (Auto)

     • Mix & Match (mix group 1 and group 2 item)

     • Tier Discount (2 items & above)

     • PWP (spend SKU A to get free gifts or % off for SKU A or B)

     • Step Promotion (2 items & above)

   • Tier 2C (Auto)

     • Tier Discount (spend $xxx, get % off)

4. Tier 3 (Manual)

   • Manual Transaction Discount

   • Manual Transaction Price Over

   • Member Reward (birthday/welcome/self-redeem vouchers)

5. Stacking Rules

   • Member Rewards can stack if configured via tender setup with Manual Transaction Discount and Manual Transaction Price Over.

   • Vouchers can stack if configured as tender

   • When multiple promotions overlap, priority (2–100) decides which applies

Notes / Tips

• Start new promotions via Add → Select Promotion Type → Next.

• Keep Promotion Name on Receipt clear and ≤18 characters.

• For large campaigns, use Import templates to save time.

• Understand tiering rules: only one promotion per tier, but manual discounts can still apply afterward.