How to Create and Manage Promotions on Tracepos
This guide is designed for administrators and managers. It covers the permissions required to access the promotions module, the detailed setup of promotion logic (including BOGO and tiered pricing), and how to manage existing offers.
1. Access & Permissions
To access the promotions module, navigate to Admin Sidebar → Stock Management → Promotions.
Ensure your user account has the following permissions:
-
promotion_view: View the list of promotions.
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promotion_create: Create new promotions.
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promotion_edit: Update existing promotions.
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promotion_delete: Remove promotions.
(Note: The admin role has these permissions by default.)
2. Creating a New Promotion
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Open the Promotions screen.
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Click the Add/Create button to open the configuration drawer.
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Fill out the Basic Configuration and Conditions fields detailed below.
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Click Create to save.
Configuration Fields
|
Field |
Description |
|
Name |
Internal title (e.g., "Holiday Special"). |
|
Description |
Optional notes for staff. |
|
Scope |
Cart: Discounts the entire order total. Item: Discounts specific products only. |
|
Type |
Percentage: % off. Fixed: Currency amount off. BOGO: Buy X, Get Y. Multi_buy: Quantity-based tiered pricing. |
|
Value |
Numeric value for Percentage or Fixed types. |
|
Coupon Code |
Optional code for redemption (e.g., SAVE10). |
|
Start / End Date |
Active duration of the promotion. |
|
Usage Limit |
Max total uses allowed. |
|
Is Active |
Toggle to publish/unpublish. |
Advanced Conditions
These fields appear based on your selection to refine when the promo triggers:
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min_purchase: Minimum cart total required.
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customer_group: Restrict to groups like VIP or Wholesale.
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applies_to_products: Essential for Item scope; selects which products get the discount.
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bogo_buy_quantity / bogo_get_quantity: (For BOGO type) Define the "Buy X" and "Get Y" counts.
-
multi_buy_tiers: (For Multi_buy type) Define tiers (e.g., {quantity: 3, price: 10}).
3. Managing Existing Promotions
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Search: Use the table search bar to find promotions by Name or Coupon Code.
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Edit: Click the edit icon on a row to modify dates, limits, or active status.
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Delete: Remove obsolete promotions (requires promotion_delete).
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Status Tags: Look for the Green Active tag or Red Inactive tag to quickly verify visibility.
4. Quick Setup Recipes
Scenario A: 10% Off Entire Order
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Scope: cart
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Type: percentage
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Value: 10
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Code: SUMMER10
Scenario B: Buy 2 T-Shirts, Get 1 Free
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Scope: item
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Type: bogo
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Conditions: bogo_buy_quantity = 2, bogo_get_quantity = 1
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Products: Select the T-Shirt items.
Scenario C: 3 Sodas for $10 (Tiered)
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Scope: item
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Type: multi_buy
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Conditions: Add tier {quantity: 3, price: 10}.
The Promotions module in Tracepos gives you the powerful, flexible tools you need to drive sales and manage customer value, whether you're running a simple store-wide discount or a complex tiered offer. By following this guide, you can quickly set up everything from Percentage and Fixed discounts to sophisticated BOGO (Buy X, Get Y) and Multi-buy (Tiered Pricing) scenarios.
Remember to leverage the Advanced Conditions - such as minimum purchase requirements and customer group restrictions - to perfectly target your promotions. Regular review of your existing offers, using the Search and Status Tags features, will ensure your marketing campaigns remain effective and up-to-date. With Tracepos, mastering your promotion strategy is simple and puts you in control of your store's profitability and customer loyalty.