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Setting up Promotions

Promotions allow you to offer discounts and upsell opportunities directly at the POS. This helps reduce manual adjustments during checkout while ensuring your customers automatically receive eligible offers.

If multiple promotions overlap, the POS applies the promotion that provides the greatest discount to the customer.

What's in this guide? 

Enabling Promotions
Creating and scheduling promotions
Frequently asked questions

Enabling Promotions

Before you can create and use promotions on the POS, the Promotions feature must be enabled in Back Office. This can be enabled by users with Admin or the manually enabled sites permissions.

To enable Promotions:

  1. Log in to Back Office with your Lightspeed credentials. 
  2. From the navigation menu, select Features
  3. Search for and select Promotions
    The Promotions feature in Back Office
  4. Click Enable
    Enable Promotions feature in Back Office

Creating and scheduling Promotions

Promotions can be created and scheduled in the Back Office to automatically apply discounts and upsell offers at the POS. They can be scheduled to run for specific times, products, customers, and order types.

Creating a Promotion

You can create different types of promotions such as Happy Hour deals, Buy 1 Get 1 offers, bundle deals, and other seasonal promotions. When multiple promotions are available for the same product, the promotion with the greatest customer discount is automatically applied.

To create a promotion: 

  1. From the navigation menu, select Company settings > Promos
  2. Under All promos, click Create new promo
    Create a new promotion in Back Office
  3. In the Promo details page, complete the following details: 
    • Promotion name: Enter the name for the promotion.
    • Offer type: Select if the promotion is for a discount or an upsell offer. 
    • Discount: Set the discount value that will be applied when the promotion conditions are met. Select either a percentage or a fixed dollar amount, then enter the corresponding discount value.
    • Discount applied to: Select which products or categories are eligible for the discount when the promotion runs. 
      Promotion details section in Back Office
  4. Under Rules, complete the following details:
    • Minimum purchase required: Set the minimum purchase amount or quantity needed for the promotion to apply.
    • Minimum purchase from: Select which products or categories count toward the minimum purchase requirement for the promotion to apply. 
    • Eligible customers: Select which customers are eligible to receive discounts and promotions. 
    • Applicable order types: Selects which order types the promotion can be used for, such as dine-in, pickup, or delivery.
  5. Click Save
    Promo rules section in Back Office

Scheduling a Promotion

After creating a promotion, you must schedule it for the promotion to apply at the POS. This ensures promotions are applied only when intended. 

To schedule a promotion:

  1. From the navigation menu, select Company settings > Promos
  2. Under Scheduled, click Add promo schedule
    Add promo schedule in Back Office
  3. Under the Add Promo Schedule popup, complete the following details:
    • Promotion name: Select the promotion to activate for the schedule.
    • On: Select the days when the promotion is active. 
    • From and To: Set the start and end times for when the promotion will apply during your selected days.
  4. Click Add promo schedule
    Add promo schedule button in Back Office

Frequently asked questions

Can I use promotions for Happy Hour offers?

Yes, you can use promotions to run Happy Hour deals. Alternatively, you can also use a Price List to apply fixed discounts to selected products, categories, or all items during a specified timeframe.

Can I use promotions with my online ordering platform?

No, promotions are only triggered on the POS device and do not apply to online ordering services. Most online ordering integrations manage promotions through their own systems, so you must configure it directly with your online ordering provider.

What's next?

Manage price adjustments to apply discounts or add surcharges at checkout.

Setting up and managing price adjustments

Finalise your takings for accurate daily reconciliation.

Finalising your takings

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