Introduction
This article provides an example of a Volume Discount deal discount scenario where selected items receive a discount when a certain spend threshold has been met. For example:
- In an F&B scenario, 10% off main meals when spending 80.00.
- In a Retail scenario, 20% off clothing when spending 200.00.
This article is for illustrative purposes only; for the full steps on building a new Deal, Click Here.
IMPORTANT: Before creating a deal, check that you have the following:
- A "Deal Reporting Product". A product representing the deal that discounted items report against within the transaction. This is a standard Back Office Product with the Deal Reporting Product checkbox enabled in the Additional Options section.
- Product families (if required). A family of products used to specify basket conditions for the deal to activate, or used to specify products that should be excluded from transaction-level discounts. These are managed within the Product Families section.
Deal Configuration Steps
Step 1: Deal Details
When creating the deal:
- Enter a Deal Name for the the deal as it should be known in the Back Office (customers don't see this) and link to a Deal Type. Then select the Deal Reporting Product for the deal to report against in transactions.
- The Discount Level should be "Specific Items" as the deal only applies to those in the combo.
- Select when the deal is Available From and To. You can apply additional availability rules later.
Once created there are two further options:
- Iteration Limit: Specify the number of times that this deal can be activated within a customers basket. If there is no limit, leave this blank. (Typically not required for volume discount scenarios.)
- Allow Stacking: Enable this if items discounted by this deal can be further discounted by a transaction-level deal that gets applied later.
Step 2: Deal Conditions
There is typically a single Deal Condition representing the minimum spend requirements for selected items.
The Deal Condition should have a Deal Condition Name for Back Office identification purposes.
Use Item Selection Method to select items for this condition based on "Product Family" or "Individual Product", and then select that family or product in the Item Selection list.
Select your Condition Metric to specify a minimum "Amount" and then enter the Minimum spend required.
For minimum spend requirements, the Maximum value can typically be left blank as the discount is trigged on a minimum threshold only.
Step 3: Deal Discounts
There is one Deal Discount.
Enter the Menu Discount Name as the deal should be shown to customers.
Select the Discount Type as "Percent", along with the percentage Value that should be discounted when the condition is met. The Tax Option will populate automatically based on your location.
Against Discounted items select "All Condition Items" to allocate the discount against the items that meet the condition.
The Applies To option is typically not relevant in volume discount deal scenarios as all applicable products are discounted if the minimum threshold is met.
For volume discount deal scenarios, the Discount Value Limit is typically left blank.