How To Setup Promotions, deals and compos as specials on point of sale (POS)

1. Understand the new setup flow for POS promotions 0:00

• Promotions for the point of sale are now set up in the online portal, not directly on the POS.
• The interface has changed from Promotions to Import and Promotions.
• You’ll now see:
  • Setup
  • Import
  • Legacy buttons for older combo/period setup options
• The reason for the change is better control, especially for multi-branch environments.

2. Know when to use the Import button 0:47

• The Import button is important for combo deals.
• You must explicitly choose when to import a deal.
• This prevents a deal from accidentally going live while you are still building it.
• Use this as the final step after creating the promotion in the portal.

3. Review the types of promotions you can create 1:19

• The video mentions several common promotion types, including:
  • Beer and drink combos
  • Spirits deals
  • Snacks combos
  • Hot food / burger / chips combos
  • Cigarette combos
  • Meal deals
• The example used in the demo is:
  • Buy two beers, get the third free
• The presenter notes that more complex sliding-scale deals are also possible.

4. Open the promotions setup in the online portal 1:57

• From the portal, click Setup.
• The system will prompt you to open the browser or take you to the online portal.
• If needed, log in first.
• Navigate to:
  • Catalogs
  • Promotions and Deals
  • Deal
• This is where the promotion is created.

5. Create a combo deal in the portal 2:18

• Choose the deal type that matches your promotion.
• In the example, the presenter creates a buy two, get one free style deal.
• Example items used:
  • Castle Lager
  • A second beer item
• Then create the deal.
• Another example shown is a bundle/combo deal with:
  • Beef burger
  • Cola 500
  • Meal chips
• Set the combined price to R65.

6. Configure deal behavior and priority 3:10

• Leave the default setting to apply to all customers unless you need something more specific.
• Use priority if items could qualify for more than one promotion.
• Priority helps prevent double deals from triggering on the same items.
• Add a clear description so the deal is easy to identify later.

7. Import the promotion into the POS 3:49

• Go back to the POS.
• Click the Import button.
• This pulls the newly created promotion into the POS system.
• You should now see the deal items and the free item/fixed group behavior reflected in the POS.

8. Test the promotion on a live sale 4:11

• Start a new sale on the POS.
• Add the qualifying items to confirm the promotion triggers correctly.
• Example test shown:
  • Add beers/ciders for the buy-two-get-one-free deal
  • Add the burger, cola, and meal chips for the combo deal
• Confirm that:
  • The third qualifying item becomes free
  • The combo price applies correctly at R65

9. Use the online portal instead of the POS for future setup 4:59

• The presenter recommends not using the POS itself to create promotions anymore.
• The online portal is faster and easier to manage.
• If you get stuck:
  • Review the video again
  • Check the spreadsheet/list of combo examples
  • Contact the help team for assistance