This guide outlines how to create a percentage discount on a specific product or a product category for retail transactions in Lightspeed.
Example Promotion:
- Promotion Name: "10% Off Chemicals"
- Description: "Season Sale 2024"
- Category Filter: "Chemicals"
- Discount Applied: 10% off the retail price.
Steps to create the Promotion
1. Navigate to Products > Promotions
2. Click Add Promotion.
3. Enter the Promotion details:
- Name: Enter a promotion name e.g., 100% off chemicals
- Description: Add a description for clarity, e.g., "Season Sale 2024".
- Outlets: Select the outlets where this promotion will apply.
4. Schedule the Promotion
- Select Type: Choose One-Time Promotion.
- Set Date Range:
- Choose a start and end date for the promotion, e.g., Friday, 25 October to Monday, 28 October.
- Tip: Untick No End Date to enable setting an end date.
- Click Apply.
5. Select the Type of Promotion
- Choose type: Select the basic promotion type.
- Set Discount: Enter the percentage discount, e.g., 10% or 15%.
- Filter by Category or Product:
- Click Specific to reveal a filter search bar.
- Set the filter to Include and type the category or product name, e.g., "Chemicals" or "Equipment".
- From the dropdown, select Category or another relevant filter.
6. Click Save at the top of the page.
Testing the Promotion
To ensure the promotion applies correctly:
- Add the discounted product/s to the sell screen.
- Confirm that the discount appears in the transactions summary.
