This guide outlines how to step up a retail promotion in LightSpeed to provide a percentage discount when a client spend is at or above a specified amount.
Steps to Create the Promotion
- Navigate to Catalog > Promotions.
- Click the Add promotion button in the top-right corner.
- Input Promotion Details:
- Promotion Name: Provide a recognisable name for the promotion.
- Promotion Description: Add a short description for clarity.
- Date Range: Specify the dates for when the promotion will run.
- Outlets: Choose the outlets where the promotion will apply. Selecting All Outlets will include any future outlets added to your account.
- Choose the promotion schedule:
- One-time Promotion: Runs for a set period (Select a specific date range).
- Recurring Promotion: Repeats weekly on a specific day over a defined period (Select the day, time, and duration).
- Set the Advanced Promotion Type:
- Under the When a customer field, select Spends the following amount.
- Enter the minimum amount customers need to spend to qualify for the discount.
- Choose Product applicability. Select All to apply the discount to all products. Select Specific to apply the discount to specific products only. Use the search bar to add the products.
- Define the discount:
- Under the Then they will field, select Save a certain amount.
- Choose % to apply percentage discount or $ to apply a fixed dollar amount.
- Check the Show prompt on sell box to notify the user when the promotion applies during a transaction.
- Specify availability. Select Available to everyone to make the promotion accessible to all customers. Alternatively, choose specific customer groups if applicable.
- Click Save to finalise the promotion setup.
Detailed walkthrough
Watch the detailed tutorial or download step-by-step instructions from IORAD. For the best viewing experience, we recommend clicking on the full-screen icon below
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
Testing the promotion
To ensure the promotion applies correctly:
- Add product/s to the sale screen to meet or exceed the specified amount.
- Verify that the discount appears in the transaction summary.