TIP: If you're new to creating deals in Cinchio Back Office, take a look at This Article which covers the example setup of common deal scenarios in F&B and Retail.
Deal Prerequisites
Before creating a new deal, the following are required:
- A Deal Type must exist for the Deal to be assigned against. Deal Types are simply a way of grouping similar deals together in the back office to make it easier to manage them.
- A Deal Reporting Product must exist for the Deal to report against in transactions where the deal is applied. You can use an existing Deal Reporting Product if the deal is shared with a discount/promotion used on other POS systems, or you can Create A New Product.
- If the deal is conditional and is applicable to multiple products, you'll need to Create Product Families to group those products together to use within the deal.
If all deal prerequisites are met, to create a new deal:
- Head to Product Management > Deals > Deals.
- Select [New Deal].
In the New Deal window:
- Deal Name: Enter the name of the deal as it should be known throughout Cinchio Back Office.
- Deal Type: Select the Deal Type that the deal should be assigned against.
- Discount Reporting Product: Select which deal reporting product the deal should report against in transactions that use this deal. This lists products flagged as "Deal Reporting Products" only.
- Discount Level: Select whether the deal is to apply discount against "Specific Items" within the transaction or against the "Entire Transaction".
- Available From: Select the date that this deal is available from initially.
- Available To: Select the date that this deal is available to. If the deal has no specific end date, select a date far in the future. Additional availability rules can be applied within the deal later.
Then, select [Save].
You'll then be taken in to the Deal Edit page where you can set:
- Deal Details: The core details for the deal, most of which are entered in the steps above.
- Deal Conditions: The conditions of the basket of items before the deal can be activated.
- Deal Discounts: The discount(s) received if the deal is valid and deal conditions are met.
- Deal Availability Rules: Rules on when the deal is available within the date range entered above.
For full details on these settings, see This Article.