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Promotions (Offers)

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πŸ”‘ Who can use this: creating and changing promotions needs the Offers feature on your account. Without it, New offer shows a message that the feature isn't enabled. Contact Invoay Support if you'd like it.

Promotions let you run offers that the billing counter applies automatically β€” no coupon code needed. For example:

  • "20% off every bill this weekend"
  • "Buy 2 haircuts, get the 3rd free"
  • "Free head massage on bills over 2,000"
  • "10% off for first-time customers"

How to open it: Marketing β€Ί Offers β€Ί Promotions


The three kinds of offer​

When you create a promotion, you first pick its Offer Type. The page then shows only the conditions and actions that make sense for that type.

Offer TypeWhat it doesActions you can use
Flat DiscountA percentage or fixed amount off β€” the simplest kind of offer% Off Bill Β· Amount Off Bill Β· % Off Selected Items
Bundle / BOGO"Buy more, get more" dealsAdd Free Item Β· Buy X Get Y Free
Complimentary / ThresholdRewards customers who spend more β€” the offer kicks in once the bill crosses an amount% Off Bill Β· Amount Off Bill Β· % Off Selected Items Β· Add Free Item

Creating a promotion​

Click New offer. The page has three parts.

Changing the Offer Type clears the conditions and actions you've added, because each type has its own. You're asked before that happens.

1. Promotion Settings​

FieldWhat it means
Offer TypeFlat Discount, Bundle / BOGO or Threshold (see above)
PriorityWhen several offers could apply, the one with the higher priority is applied first
NameWhat the offer is called. Shown in reports, and can be printed on the bill
DescriptionAn optional note for your staff
Start on / End onOptional. The offer only works between these dates and times. Leave both empty for no limit
ActiveUntick to pause the offer
Exclusive / Exclusive groupTick Exclusive and give a group name to stop competing offers stacking. Only one offer per group applies. Give the same group name to offers that shouldn't be combined
Stop further processing after this offer appliesOnce this offer applies, no other offers are checked

Customer eligibility (needs SimplePOS 1.45.0 or later)

SettingUntick to…
Allow loyalty customersStop the offer applying to customers in your loyalty points programme
Allow discount membership customersStop the offer stacking on top of a customer's membership discount
Allow offers on membership wallet redemptionStop the offer applying when the customer pays with their membership wallet

2. Conditions β€” when does the offer apply?​

Click Add condition for each one. All of them must be true for the offer to apply. With no conditions, every bill qualifies.

ConditionApplies when…
First Time CustomerIt's the customer's first visit. In Who counts as new, Any Store means a first visit anywhere in your business; Current Store means a first visit to the store billing them
Minimum Bill SubtotalThe bill reaches an amount you set, before discounts
Bill Contains ItemsThe bill includes particular services or products, at least the quantity you set
Item Quantity From Set At LeastThe customer buys at least a set number of items from a list you choose, added together

Search for items by name, SKU or barcode and tick the ones that count.

3. Actions β€” what does the customer get?​

ActionWhat the customer gets
% Off BillA percentage off the whole bill
Amount Off BillA fixed amount off the whole bill
% Off Selected ItemsA percentage off particular items
Add Free ItemA specific service or product added free, in the quantity you set
Buy X Get Y Free (From Set)Choose the Items in the deal, a Buy quantity and a Free quantity β€” for example buy 2, get 1 free. The cheapest eligible item becomes free

Click Add action for each one; you need at least one. Only the actions that fit the offer type are offered. Then click Save promotion. You'll see "Promotion created." If something is missing, the fields to fix are marked in red and your entries are kept.

A new offer only runs at the stores you tick, so go back to the list and click Store Details on its row.


Managing your promotions​

The list shows each offer's Offer Name, Start and End dates (Any time and No end mean no limit), a Status, its Priority, whether it's Exclusive (and its Exclusive Group), whether it has Stop After Apply, how many Conditions and Actions it has, and whether it Is Active.

StatusMeaning
ActiveRunning now
UpcomingStarts later
ExpiredThe end date has passed
No WindowActive, with no start or end date
InactiveSwitched off
  • Click Edit to change an offer.
  • Untick Is Active in the list and click Save changes to pause an offer at all your stores.
  • Click Store Details to choose which stores run the offer. It only works at stores ticked there.

Changes are sent to your billing counters automatically.

The offer doesn't apply at the counter? Check that Is Active is ticked, the store is ticked under Store Details, today is inside the start and end dates, and the bill meets every condition. The counter also needs to have synced since you saved.

Two offers both apply? Make them exclusive with the same group name, or tick Stop further processing on the one that should win and give it the higher priority.


Example: "Buy 2 haircuts, get 1 free"​

  1. Offer Type: Bundle / BOGO
  2. Name: Haircut 3-for-2
  3. Condition: Item Quantity From Set At Least β€” tick your haircut services, minimum quantity 3
  4. Action: Buy X Get Y Free (From Set) β€” the same haircut services, Buy quantity 2, Free quantity 1
  5. Click Save promotion, then check Store Details so the right stores run it.

πŸ’‘ Promotions or coupons? Promotions apply automatically to everyone who qualifies. If you only want people with a code to get the discount, use Coupon Codes instead. For quantity-based discounts on a single item, see Item Based Range Discount.