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How to Create a Double-Value Promotion on Gift Certificates

This guide explains how to set up a promotion that doubles the value of a gift certificate using your system configuration.

Step 1: Configure Gift Certificates

  1. Navigate to Setup > Configuration in your system.

  2. Locate the Gift Certificates section.

  3. Ensure gift certificates are properly set up before proceeding.


Step 2: Create a New Promotion

  1. Go to the Promotions section.

  2. Click the + (plus) symbol to create a new promotion.

Promotion Details:

  • Name: Enter a clear promotion name, e.g., "Mother's Day Double Value."

  • Description: Provide a concise description of the promotion for clarity.

  • Target Audience: Leave as a general promotion unless specifying a specific group.

  • Maximum Sales: No limit unless required.

  • Validity Dates: Select the date range. For example, set the end date to the 31st of the month.


Step 3: Define Eligibility Criteria

  1. Proceed to the Eligibility section.

  2. Select eligibility based on specific items in the sale.

  3. Choose Gift Certificate as the eligible item and click Done.


Step 4: Configure Benefits

  1. Move to the Benefit section.

  2. Select Items Purchased Under This Promotion from the dropdown menu.

  3. Set the benefit to 50% off.

  4. Limit the maximum quantity to 1 gift certificate per transaction.


Step 5: Process the Promotion in Point of Sale (POS)

  1. Go to the Point of Sale module.

  2. Add the customer’s details.

  3. Add the Gift Certificate item.

  4. Enter the price the customer pays (e.g., $50).

  5. Confirm the system applies the 50% discount, effectively doubling the value to $100.


Key Takeaways

  • Setup Requirements: Ensure gift certificates are enabled in the configuration.

  • Clear Descriptions: Use descriptive titles and eligibility rules for transparency.

  • Double Value Application: Apply a 50% discount to effectively double the gift certificate value.

  • POS Verification: Always test the promotion in POS to confirm correct application.

For further assistance, contact our support team.