Do you need to discount only a few items on a sale and track the discounts in the Back Office? Do you want to measure the success of a marketing campaign or provide discounts to liquidate specific merchandise? Using tags and creating associated discounts is a great way to accomplish this.
Here is how it works:
Say you have two products "Catapult Coffee" and "Space Foam" that haven't been selling well. You aren't planning to carry these going forward but want to sell out the inventory rather than return it to the supplier. To get this inventory moving, let's offer a 10% discount on these products.
First we want to tag both products so that we can target them using a Discount Plan. In this example we'll tag them "no longer carrying"
Next, let's add a discount plan to apply the 10% discount and track the usage of this discount.
Go to Marketing > Discount Plans > + Add Discount Plan, and fill in the basic details of this discount:
In the Conditions section, we'll make this discount Auto Apply so that the discount automatically applies as soon as a budtender adds one of the tagged products to a sale. Leave this set to No if you prefer to have budtenders manually select the discount.
Next, select Add condition > Tags. Start typing "no longer carrying" into this field and the tag we created earlier will appear as predictive text. Click or press enter/return on your keyboard to add the tag to this discount plan.
Select all listed Roles, so that this discount will auto apply no matter what user is logged in to the Register app.
Open the Register app, and ring up a few products including one or two of the products you are no longer carrying.
Without the Auto Apply setting enabled, at this point you would need to tap Discount and select "Liquidation sale". With Auto Apply enabled, you'll see the discount automatically applied, with blue prices denoting which products have a discount applied:
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