FAQs: Promotions

Question: Why is my promotion not displayed in the Promotions by Tags report?

Answer: If your promotion has reimbursement which is equal to the discount price, such promotion will not be displayed in the Promotions by Tag report. You may find such promotion in the BuyDowns report or Item Sales by Tags report.

For more information on how the reimbursement is configured for the promotion, see Promotion Setup Form > How much? subsection.

For more information on how to work with the Promotions by Tag report, see Promotions by Tag report.

You can view the items participating in promotion in the following ways:

• Promotion by Tags report:

1. Open the Promotion by Tags report.
2. Click Advanced > Filter By Promotions.
3. Click Find and select promotions the items of which you want to view.
4. Click Refresh.
5. In the report results, find the promotion you need and click Promo.

   

For more information, see Promotion by Tags report.

• Promotion Items List report:

1. Open the promotion form.
2. At the top of the form, click Items List.
3. In the Promotion Items List report, click the location name, to view items participating in the promotion at this location.

   

   For more information, see Promotion Items List report.

• Active Promotions list:

1. Open the Cash Register Updates Manager.
2. Go to the Active Promotions section and expand it.
3. Click the promotion, to view its items list.

   

   For more information, see CR Updates Manager Sections: Active Promotions.

Problem: The promotion was set up properly in CStoreOffice®, but it is not applied to items on the cash register.

Troubleshooting: Make sure the Current Retail value is set up for all items participating in the promotion. If the Current Retail value is missing for the item, the promotion with such item does not work on the cash register.

For more information, see Setting Up Station Item Attributes and Promotion Setup Form.

Check if all items participated in the promotion are active. In case you had inactive items in the promotion and activated them after the promotion updates were sent, you will need to resend these updates again.

For more information on how to check if the item is active or not, see Viewing Inactive Items.

For more information on accepting changes sent to the cash register, see Reviewing and Accepting Changes.

The Departments Included option is currently not supported by cash registers. You can use the Items Included or Promo Groups Included options instead.

For more information on the CStoreOffice® promotions limitations on different cash registers, see Compatible Cash Registers.

Unknown promotions can be displayed in the shift report in the following cases:

• Case 1: "Unknown Promotion" in several promotions for one item.
  In case you run the shift report and see "Unknown Promotion" instead of promotion name in two or more promotions for one item, you might have sold this item in two different promotions at the same time.

  

• Case 2: "Unknown Promotion" in one promotion for several same items.
  Make sure the items have unique PLUs. If not, update PLU for each item with duplicate PLUs and then reprocess the shift.

For more information on how to reprocess the shift, see Repulling Shifts.

• Case 3: A promotion is deleted from CStoreOffice®, but still exists at the cash register.
  It means that CStoreOffice® does not recognize the promotion coming from the register since that promotion does not currently exist in CStoreOffice®.
• Case 4: A promotion is configured only at the cash register, but not in CStoreOffice®.
  It means that CStoreOffice® does not recognize the promotion coming from the register since that promotion does not currently exist in CStoreOffice®.
• Case 5: Manual discount is applied to the item at the cash register.

Now one item cannot be included into 2 promotions of 1 account on the following conditions:

• Both promos are valid for the same station(s).
• Both promos are Price Reduction or New Price, i.e. change the price. If one of the promos is a Special, then being included into both of them is possible.
• When one promo is over, and the other begins, i.e. they don't take place at the same time period.

You can only delete the promotion which have not begun yet. Otherwise, you can end the active one.

How to end a Promotion

To end a promotion, select the promotion and click the End Promotion button.

For more information, see Ending Promotion.

How to Delete a Promotion

To delete a promotion, open the promotion, the starting date of which is older than the current date, and click Delete.

For more information, see Deleting Promotion.

To create a single item promotion:

1. From the CStoreOffice® home page, go to Price Book > Promotions.
2. At the top of the promotions list, click Add New.
3. In the Promotion Name field, enter the name of the item for which the promotion is created, for example, Coors light 12 pk can.

   

4. In the What is included section, select Items Included.
5. In the displayed form, enter the item name in the text field and click Find.
6. In the list below, select the item and click Append all to List.
   

   

   Result: The item is added to the items list in the Promotion form.

7. In the Promotion form, select the added item and click Add.
   Result: The item shifts to the right box.
8. In the How much section, in the Participation list, select Stores.
9. In the Active column, click the icon next to the store that is to activate the promotion.

   

10. In the Promotion type list, select the promotion type and specify the promotion settings below. For example:

• To set up a promotion for a case, in the Promotion type list:

1. Select Mix and Match.
2. In the in the Price change field, specify the new retail price for the full case.
3. In the Quantity threshold field, enter how many items make the full case (usually 2 or 4).
4. In the Timeframe section, select Indefinitely.

• To put items on sale for a certain period of time:

1. In the Promotion type list, select Price reduction.
2. In the Price reduction field, specify the amount to be discounted for the sale, for example, $1.00.

11. At the bottom of the form, specify the start date and end date of the promotion.
11. Check the Promo Results section.
12. At the top of the form, click Save.
13. On the CStoreOffice® home page, go to Items Updates > location and in the Cash Register Updates Manager form, click Accept Changes.

I have the following case: Customers gets a discount of 15 cents for one pack, and a discount of 25 cents for each pack in addition, if they purchase 2 packs. So, customers save 15 cents for one pack and 40 cent for each pack if they purchase two packs. What promotion should I configure in CStoreOffice® for this case?

To set up such promotion in CStoreOffice®:

1. Create two following promotions:

• Price Reduction
• Mix&Match

For details, see Price Reduction Promotion and Mix and Match Promotion.

2. Specify if both promotions are reimbursed by the vendor and in what proportion:

• For the whole amount of discount, or
• For the part of the discount which is specified in the Buydown section of the Promotion Setup form.

For details, see Buydown.