How to Set Up Promotions

How to Set Up Promotions

Introduction

Promotions are a key feature in iVendNext that help retailers drive sales, attract customers, and manage inventory effectively. This guide provides a step-by-step approach to setting up promotions in iVendNext, covering prerequisites, configuration, and best practices.




Prerequisites for Creating Promotions

Before setting up a promotion, ensure the following are configured in iVendNext:


  1. Items – Products eligible for promotions must be added to the system.

  2. Item Groups – Group related items (e.g., "Women’s Bags") for bulk promotions.

  3. Customer Groups – Define customer segments (e.g., "Loyalty Members") for targeted promotions.



Step-by-Step Guide to Setting Up Promotions

1. Log in to iVendNext

  • Access your iVendNext account with admin privileges.



2. Navigate to the Promotions Section

Go to:
Home > Retail > Items and Pricing > Promotions



3. Create a New Promotion

Click "Add Promotions" to open the Promotion Creation screen.



4. Enter Promotion Details

  • Name: Assign a clear name (e.g., "Buy 1 Get 1 50% Off").

  • Description: Briefly explain the promotion (e.g., "Buy one shirt, get a second at 50% discount").


Example:


  • Promotion Name: "Spend $100, Save 20%"

  • Description: "Discount applied on orders over $100"



5. Select Promotion Type

Choose from:


  • Bonus Buy Promotion (For Buy X Get Y and Spend X Save).

  • Fixed Price Promotion (For fixed-price discounts).


Example: For a "Buy 1 Get 1" deal, select Bonus Buy Promotion.



6. Activate the Promotion

  • Toggle the "Active" checkbox to enable the promotion.

  • Inactive promotions will not apply at checkout.



7. Configure the Buy Side (If Applicable)

Define the conditions customers must meet:


  • Buy X Items: Set minimum quantity (e.g., Buy 2 shirts).

  • Spend X Amount: Set a minimum spend (e.g., Spend $100).


NotesFor Spend X Save promotions, leave this blank.



8. Configure the Get Side (Rewards)

Define the discount or free item:


  • Discount Type: Percentage or fixed amount.

  • Reward Item: Select the free/discounted product.


Example:


  • Type: Discount

  • Value: 30% off



9. Set Store Applicability

  • Choose which stores the promotion applies to.

  • Leave blank if the promotion is chain-wide.



10. Set Duration (Optional)

  • Define start/end dates or specific days/times (e.g., "Weekdays, 10 AM–6 PM").



11. Exclude Items or Customer Groups (Optional)

  • Prevent certain products (e.g., clearance items) or customer groups (e.g., wholesale buyers) from the promotion.



12. Save the Promotion

Click "Save" to activate the promotion.



Testing and Verifying Promotions

After setup:


  1. Test at POS: Scan eligible items to confirm the discount applies.

  2. Check Invoices: Verify discounts under "Additional Discount" in POS invoices.



Best Practices for Promotion Setup

✔ Use Clear Names – Helps staff identify promotions quickly.
✔ Limit Duration – Prevents overuse (e.g., "Weekend Flash Sale").
✔ Exclude Low-Margin Items – Avoid unintended losses.
✔ Monitor Performance – Track redemption rates in reports.



Troubleshooting Common Issues

❌ Promotion Not Applying?


  • Check if the promotion is Active.

  • Verify Buy/Get Side conditions are met.

  • Ensure items are not excluded.


❌ Wrong Discount Amount?


  • Confirm Discount Type (Percentage vs. Fixed).

  • Check Minimum Spend/Quantity rules.



Conclusion

Setting up promotions in iVendNext is a straightforward process when following these steps. By leveraging different promotion types, retailers can boost sales, attract customers, and optimize inventory.



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