This guide outlines step-by-step instructions on creating retail promotions in LightSpeed to attract customers and drive sales.

Overview of Promotions in LightSpeed

Promotions allow you to offer targets discounts tailored to:

• Specific products or product categories.
• All customers or exclusive customer groups.
• Specific outlets or locations.

Promotions can be as basic as applying a percentage or dollar-value discounts for a defined period or on a recurring schedule, or advanced as spend a certain amount and receive product/s free or at a discounted %.

Setting up Promotions

1. Navigate to Catalog > Promotions.
2. Click the Add promotion button at the top right.
3. Input Promotion Details:
   • Promotion Name: Provide a recognisable name for the promotion.
   • Promotion Description: Add a short description for clarity.
   • Choose the Dates: Specify the start and end dates for the promotion.
   • Select Outlets: Assign the promotion to specific outlets or choose "All Outlets" to apply to all locations, including any future outlets added. 
4. Set the promotion schedule:
   • One-time Promotion: Runs for a specific date range.
   • Recurring Promotion: Repeats weekly on a specific day over a set period (Define day, time, and duration).
5. Choose the type of promotion:
   • Basic: Applies a percentage or dollar discount to products.
   • Advanced: Offers more complex configuration options.
6. Set the Discount: Depending on the type of promotion.

7. Target the Promotion:

   • Available to everyone: Applies to all customers.
   • Exclusive to some: Targets specific customer groups or requires a promo code.

8. Enable Promotion Prompt (advanced Promotions). Note:

   • The first applicable promotion will display based on the cart, potential savings, and creation date.
   • Tailor which promotions display by toggling prompts on or off.

9. Click Save to add the promotion to your list.

Testing the Promotion

To ensure the promotion applies correctly:

1. Add the discounted product or customer to the sell screen.
2. Confirm that the discount appears in the transactions summary.

Rules for Overlapping Promotions

• If two basic promotions overlap, the larger discount applied. 
• Advanced promotions take precedence over basic promotions, even if the discount is smaller.
• When two advanced promotions overlap, the first promotion met will apply.

Example Promotions

Click the links below for step-by-step guides on creating specific types of promotions: 

• Creating a % off When Spend Equals or Exceeds a Certain Amount 
• Creating a % off Specific Products
• ⁠⁠Creating a % off a Product or Product Category 
• ⁠⁠Creating a Buy Product A, Get Product B at X% Off