Creating a promotion

A promotion is a set of items with a special price: a discount, a free item or a gift. PizzaGest applies it by itself when the order meets the conditions, or lets the employee choose it.

Example. From Monday to Thursday, 2x1 on medium pizzas: the customer takes two and pays for one.

The steps:

1. Create the promotion and choose its type.
2. Define the lines of the promotion.
3. Set when and where it applies.
4. Review the options.
5. Test it.

1. Create the promotion and choose its type

Go to Items → Sales Promotions and click Add. The screen has three tabs; start with Promotion data.

First choose the Promotion type:

For our 2x1, choose Pack and fill in:

• Code: 2X1PM.
• Description: 2x1 Medium Pizzas. It is the text printed on the customer's ticket.
• Access level required to use the promotion: Minimum, so that any employee can apply it.

2. Define the lines of the promotion

The detail lines say which items there have to be in the order. A 2x1 is two lines: one pizza that is charged and another that is not.

Click Add next to the list of lines. The Item selection wizard opens and asks its questions screen by screen. The first thing is which items the line affects:

For the first line of our 2x1:

1. Choose item type: tick Family Group, select Medium Pizzas and add it with Include element. Click Next.
2. Item exceptions and Ingredient exceptions: they are for leaving some item or ingredient out of the promotion. Do not change anything and click Next.
3. Min/Max ingredients: how many ingredients the pizza can have to qualify for the promotion. Leave it from 0 to 9.
4. Gifts and discounts: to the question Must the item be charged? answer yes, and to Is a discount applied to the item?, no.

Click Finish and repeat for the second line, the same as the first one but answering that the item is not charged.

The promotion ends up like this:

(F) Medium Pizzas   between 0 and 9 ingredients
(F) Medium Pizzas   not charged   between 0 and 9 ingredients

The order of the lines matters. To apply the promotions, PizzaGest sorts the products of the order from the most expensive to the cheapest. That is why the line that is charged goes first: the customer pays for the most expensive pizza and the free one is the cheapest.

The second one at 50%. It is the same promotion with one change: in the second line the item is charged, but you answer yes to Is a discount applied to the item? and, on the next screen, choose a percentage discount with value 50.

All the screens of the wizard are in Item selection wizard.

3. Set when and where it applies

Go to the Order type and validity of the promotion tab.

• Validity dates: from when and until when. For a promotion with no end date, enter a date far in the future.
• Order type: which orders it is valid for (Dine-in, Delivery, Pick-up, Take-away…).
• Source: where it can be ordered from (Branch, Web, Call Center, Kiosk…).
• Days of the week: tick Monday to Thursday. You can also include or exclude public holidays and the days before them (public holidays are defined in the Public Holidays Calendar).
• Schedule: if the promotion is only valid at certain times, you can set up to two time slots.

4. Review the options

The Options and filters of the promotion tab holds the special conditions. The most used ones:

If you do not tick anything, the promotion is applied automatically, as many times as it fits in the order.

Click Save. All the options are in Add/Modify Promotions.

5. Test it

1. Open Orders and place a test order with two medium pizzas, on a day and with an order type for which the promotion is valid.
2. When you click Charge, the Applicable Promotions screen appears, with the promotion applied and the customer's savings.

3. If you sell online, run an Export to Web ticking Export promotions. For the promotion to appear on the website it must have the Web source ticked.

If the promotion is not applied

PizzaGest never applies more than one promotion to the same product.