Promotions Overview
The Promotions feature in Enterprise Live allows businesses to create and manage custom promotions applied automatically at the point of sale.
Setting Up a New Promotion
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Access the Promotions Feature
- Navigate to the Configuration Menu and click the Promotions button.
- Select the region where you wish to create the promotion, then click Create New Promotion.
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Enter Promotion Details
- Name: Enter a name for the promotion.
- Description: Add a description for clarity.
- Coupon: If clients need to present a coupon, tick the box and enter the coupon barcode.
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Define Promotion Scope
- General Promotions: Available to all clients.
- Membership or Loyalty Programs: Choose "Related Program" and select the relevant program.
- Clubs: Select "Related Club" and specify the club. Adjust points earned per $100 if needed.
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Exclusive Options
- For new members, set a welcome offer and specify eligibility duration in days.
- Limit the promotion to a specific number of sales, if required.
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Set Valid Dates and Times
- Define the timeframe or leave it open for continuous availability.
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Employee Credit
- Assign credit to employees for sales involving promotional discounts, if applicable.
Defining Promotion Eligibility
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Choose Eligibility Type
- Specific Items in the Sale: Requires clients to purchase specific items.
- Total Spend: Eligibility is based on spending a minimum amount on certain or all items.
- Purchases Over Time: Tracks spending or item purchases across multiple visits.
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Specify Eligible Items
- Double-click categories to view or hide items.
- Use the "All" column for required items or combinations (e.g., both an eyebrow wax and full leg wax).
- Use the "Any" column for flexible options (e.g., a body scrub or cleansing facial).
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Set Spend Requirements
- For total spend-based promotions, enter the minimum spend amount.
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Limit Applications Per Transaction
- Specify how many times the promotion can be applied per transaction.
Specifying Promotion Benefits
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Select Benefit Type
- Items Purchased Under This Promotion: Discount applies to items making the client eligible.
- Entire Sale: Discount applies to the total sale.
- Specified Items: Benefits depend on a separate eligibility item (e.g., "Buy shampoo, get conditioner free").
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Choose Discount Type
- Percentage Reduction: A percentage discount.
- Reduction by Specified Amount: A fixed dollar discount.
- Fixed Price Per Item: Define a set price for the benefit items.
- Cost Price or Gross Margin Percentage Reduction: Apply discounts based on item cost or gross margin.
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Bonus Points
- Award extra points for items if the promotion is linked to a loyalty club.
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Save and Finalize
- Click Done to save the promotion. At the point of sale, the discount will appear in green in the discount column.
Tips for Maximizing Promotions
- Combine Discounts: Promotions can stack with existing club or loyalty discounts.
- Welcome Offers: Use exclusive promotions to attract and reward new members.
- Monitor Effectiveness: Track usage and adjust eligibility criteria or benefits to optimize impact.