What an offer does
An offer is a saving the till gives by itself when the right items are in the cart. The cashier does not type anything: the cart shows the offer under the item, for example Any 3 biscuits for 500: -85.00, and the receipt prints each offer and a line saying You saved.
Offers keep working when the till is offline. The server checks each sale when it arrives, so an offer cannot be given after it has ended.
Make an offer
- Go to POS → Offers and click New offer.
- Type the Name on the receipt, for example Any 3 biscuits for 500.
- Under What does the customer get?, choose one: Percent off, Money off each, Any few for a price, Buy some get some free, or Spend and save. Fill in the numbers it asks for.
- Under On which items?, choose Every item, Some categories or Some products. A category covers the categories under it.
- Under When?, the first day is today. Add a last day if the offer should stop by itself. Untick days of the week it should not run, or tick Only at certain hours for a happy hour.
- If you have more than one store, choose Every store or Some stores.
- Read the sentence at the bottom: it says exactly what the tills will give. Click Start offer.
Tills pick up new offers at their next sync, within a few minutes when they are online.
When more than one offer fits
The till gives the customer the best deal first. It works out every offer on the items in the cart, applies the one that saves the most, and then looks at the items that are left. One item is never in two item offers.
Spend-and-save offers come after the item offers: the bill after item offers is compared with the amount you set, and the biggest spend offer is taken off the bill.
Offers do not count towards a cashier's discount limit. A cashier can still give their own discount on top, within their limit.
Pause, run again, end or copy
Click an offer's row to change it. A sale is always checked against the offer as it was when the sale was made, so changing an offer never changes past sales.
- Go to POS → Offers.
- Click Pause to stop an offer for a while, and Run again to start it again.
- Click End when the offer is over for good. An ended offer cannot run again.
- Click Copy to make a new offer from an old one, for example the same offer next month.
Offers in the books
An item offer lowers the price of that line, and VAT is on what the customer paid. A spend-and-save offer is booked with order discounts under Discounts given, without its VAT.
More in this area
- Set up a till and open a shift
- Ringing up a sale
- Discounts and price changes
- Customers on a sale
- Taking payment: cash, card, wallet, voucher and split
- Selling on account and store credit
- Customer accounts, payments and statements
- Receipts: print, PDF and e-receipt
- Several orders at once and the Orders view
- Returns and refunds
- Switching cashier with a PIN
- Clocking in and out at the till
- Closing the shift and the Z report
- Working offline and the sync status
- Sales history, voids, shifts and Z reports