Promotions

Locate ‘promotions’ in the sidebar.

Use the top bar to acces the different tabs.

Use the bar below it to filter through the different promotions.

To add a new promotion, press on ‘create markdown’ in the top right corner.

Fill in the required details.

OPTIONALLY, tick the toggle on the section outlined in blue to make it into a recurring schedule.

Enter the details for the recurring schedule.

Once done, press ‘Create.’

To delete an existing markdown, press the bin icon next to it.

To deactivate a promotion, press on the icon circled below.

Discounts

Locate discounts in the top bar.

To create a new discount, press on the button in the top right corner.

Enter the discount details.

Ensure the active button is toggled on to enable the discount.

Once done, press ‘create’.

To edit an existing discount, press on the button icon on the right.

Make the desired changes, then press ‘Save changes’.

To disable a discount, press on the circled icon below. This will turn it from yellow to green.

To activate it again, press on the same icon again. This will turn it from green to yellow.

Promo codes

Use the bar to filter between all the promo codes.

To create a new promo code, press on the button in the top right corner.

Use the generate button to automatically create a code.

Fill in the rest of the details.

OPTIONALLY, Toggle on ‘First time customers only’ if you want the promo count to only be used by new customers.

Optionally, toggle on the button to show the promo code on the till when using the POS.

Choose the channels in which the promo code will be available.

Once all the information is filled out, press ‘Create’.

To edit an existing promo code, press on the pen icon on the right side.

Make the desired changes then press ‘Save changes’.

To delete the promo code, press on the ‘x’ on the right side.

Auto-pricing

Locate auto-pricing in the top bar.

To create a new auto pricing rule, press the button in the top right corner.

Enter the required details.

Pick a rule type.

OPTIONALLY, toggle on the ‘apply automatically button’ if you want the rule to apply automatically at the till.

To ensure the rule applies at the POS, toggle off the ‘Active’ button.

Once done, press ‘Create’