# 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.

<p class="callout info"><strong>Example.</strong> From Monday to Thursday, <strong>2x1 on medium pizzas</strong>: the customer takes two and pays for one.</p>

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**.

<p style="text-align: center;"><img src="https://pav-bookstack-docs-uploads.s3.eu-west-par.io.cloud.ovh.net/uploads/images/gallery/2026-09/ZcJOOWNGSTGimr9N-anadir-oferta3.png" alt="Promotions screen, Promotion data tab"></p>

First choose the **Promotion type**:

| Type | How it works | Example |
|---|---|---|
| **Pack** | It is applied when the order has **all** the lines of the promotion. | 2x1; for every 2 pizzas, one at 50% |
| **Multiple pack** | Each line is an independent promotion. | 50% discount for the staff |
| **Fixed-price menu** | Several items for a fixed price. | 10 pizzas for 80 € |
| **Gift for price higher than** | A gift when the bill exceeds an amount. | A free drink on orders over 20 € |
| **Direct discount** | A fixed amount off the total. | 5 € off for Black Friday |
| **Discount in %** | A percentage off the total. | 50% on the customer's birthday |

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:

| Item type | The line applies to… |
|---|---|
| **Item** | One or several specific items. |
| **Family Group** | All the items of one or several family groups. |
| **Major Group** | All the family groups of a major group: for example, pizzas of any size. |

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
```

<p class="callout success"><strong>The order of the lines matters.</strong> 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.</p>

<p class="callout info"><strong>The second one at 50%.</strong> It is the same promotion with one change: in the second line the item <strong>is charged</strong>, but you answer yes to <strong>Is a discount applied to the item?</strong> and, on the next screen, choose a percentage discount with value <code>50</code>.</p>

All the screens of the wizard are in [Item selection wizard](https://docs.pizzagest.com/books/pizzagest-O9f/page/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](https://docs.pizzagest.com/books/pizzagest-O9f/page/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:

| Option | What it does |
|---|---|
| **The promotion can only be applied once per order** | Even if they order four pizzas, only one is free. |
| **Promotion must be applied manually** | The promotion is not applied by itself: the employee chooses it when charging. |
| **It can only be applied once per customer** | For welcome promotions. |
| **The promotion is hidden on the web** | It is not shown in the online store. |
| **Minimum order amount to apply** | The promotion is only valid from that amount upwards. |

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](https://docs.pizzagest.com/books/pizzagest-O9f/page/addmodify-promotions).

## 5. Test it

1. Open [Orders](https://docs.pizzagest.com/books/pizzagest-O9f/page/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](https://docs.pizzagest.com/books/pizzagest-O9f/page/applicable-promotions) screen appears, with the promotion applied and the customer's **savings**.

<p style="text-align: center;"><img src="https://pav-bookstack-docs-uploads.s3.eu-west-par.io.cloud.ovh.net/uploads/images/gallery/2026-09/QDBeJKqXjRU96uNk-ofertas-aplicables3.png" alt="Applicable Promotions screen"></p>

3. If you sell online, run an [Export to Web](https://docs.pizzagest.com/books/pizzagest-O9f/page/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

| Check | Where |
|---|---|
| That today is within the dates, the days and the schedule. | **Order type and validity of the promotion** tab |
| That the order is of a ticked order type and source. | **Order type and validity of the promotion** tab |
| That **Promotion must be applied manually** is not ticked (in that case you have to choose it with **Choose promotion** when charging). | **Options and filters of the promotion** tab |
| That the pizzas do not have more ingredients than the maximum of the line. | Detail lines of the promotion |
| That your access level reaches the one the promotion requires. | **Promotion data** tab |

<p class="callout info">PizzaGest never applies more than one promotion to the same product.</p>