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Item Selection Wizard

This wizard defines a detail line of a promotion: you choose the item type and its grouping level, according to the characteristics of the promotion you want to define.

How to get here: Add or Modify button in the Promotion detail lines section of the Add/Modify Promotions screen.

The guide Creating a promotion explains step by step how a promotion is created, including this wizard.

Choose item type

On the first screen you choose which items the line applies to. There are three ways of choosing the product:

Type Applies to…
Item One or several Sales Items of the menu.
Family Group Several Sales Items of one or several Family Groups.
Major Group Several Sales Items of different Family Groups of the same Major Group.

By Item

It lets you include several sales items, even if they belong to different family groups.

Example. For a 2x1 promotion that only applies to one product of the menu, say the classic 4-cheese pizza: in Choose item type tick Item and, after selecting the item, click the Include element option.

By Family Group

The promotion applies to the Sales Items of a Family Group. Afterwards you can include or exclude some items of the family group, if you do not want the promotion to apply to all of them.

It lets you add different Family Groups, which may belong to different Major Groups.

Example. A 2x1 promotion that applies to all the Sales Items of a Family Group, for example the medium pizzas. If you also add the burgers, the customer can choose between a medium pizza and a burger.

By Major Group

The promotion applies to all the Sales Items of all the Family Groups within the same Major Group.

Example. If you want the promotion to apply to all pizza sizes, select the Major Group option.

Web description

The Web description field is exclusive to promotions of the Aggregator type, for platforms such as Uber, Glovo or Just Eat that have the automatic integration with PizzaGest enabled. Here you type the name of the promotion that you want to appear on the platform.

When you have configured this first screen, click Next.

Item exceptions

This screen lets you exclude the sales items you do not want to include in the promotion, or include the sales items you want it to apply to.

  • If you want the promotion to apply to all the items that appear, do not exclude or include any.
  • You only need to do one of the two actions. Choose to exclude or to include depending on which one means marking fewer items.
  • The promotion applies to the items that remain in the central part.

Then click Next.

Ingredient exceptions

This screen lets you exclude the ingredients you do not want to include in the promotion, or include the ingredients you want it to apply to.

  • If you want the promotion to apply to all the ingredients that appear, do not exclude or include any.
  • You only need to do one of the two actions. Choose to exclude or to include depending on which one means marking fewer ingredients.
  • The promotion applies to the ingredients that remain in the central part.

Then click Next.

This screen appears whenever the selected Item Type belongs to a Major Group that has the option Ingredients can be chosen in the items ticked on the Add/Modify Major Groups screen.

Number of ingredients

Once the ingredients and the items are selected, enter the minimum and maximum number of ingredients that the item or items must have for the promotion to be applicable to them.

This screen appears whenever the selected Item Type belongs to a Major Group that has the option Ingredients can be chosen in the items ticked on the Add/Modify Major Groups screen and the promotion is not of the Aggregator type.

Gifts and discounts

Other options of the wizard, suited above all to defining the detail lines of all Pack-type promotions, are Gifts and discounts. This screen lets you choose between the following options for the item or items that are part of that detail line of the promotion:

  • Charge or not charge the item or items.
  • Apply or not a given discount. If you enable the discount option by ticking its box, when you click Next the wizard opens the screen where you define the type of discount, as a percentage or in money, and the amount.
  • Set a fixed price, which is applied to the item or items.

If you want to apply a surcharge instead of a discount, enter the discount amount as a negative number.

Buttons

  • Next: goes to the next screen of the wizard.
  • Previous: goes one step back, to make a change.
  • Finish: ends the process.
  • Cancel: closes the screen without making any changes.
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