Before Creating The Deal

💡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. 

Before creating a new deal, ensure that the following exist: 

• A Deal Type must exist for the Deal to be assigned against.  
• A Deal Reporting Product must exist for the Deal to report against in transactions that use the deal. 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 may need to Create A Product Family to group those products together to use within the deal.  

Creating The Deal

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. (Additional availability rules can be applied later.)

Then, select [Save].

You'll then be taken in to the Deal Edit page where you can set up the deal as covered in This Article.