# Promotions

# Summary

Promotions are use to add discounts to orders within the website.

<p class="callout info">Promotions are applied at basket level, meaning that they are not visible on individual [Product Detail Pages](https://bookstack.iconography.co.uk/books/product-detail-page "Product Detail Page").</p>

#### Key to icons (Promotions)

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/VGdimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/VGdimage.png) = Edit Promotion

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/50jimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/50jimage.png) = Delete Promotion

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/aonimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/aonimage.png) = Copy Promotion

#### Key to icons (Groups)

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/VGdimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/VGdimage.png) =Edit Promotion group

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/50jimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/50jimage.png) =Delete Promotion group

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/scaled-1680-/RpIimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-08/RpIimage.png) = View Promotions within the group

<p class="callout info">If you can not find the promotion you are looking for, be sure to check the box for 'show expired promotions'</p>

<span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 2.333em; font-weight: 400;">Setup</span>

<p class="callout info">When applying changes, saving changes will save changes on all tabs simultaneously</p>

#### Description

<table border="1" id="bkmrk-field-purpose-promo-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Promo Name</td><td>*The name of the promotion (required)*

*This is output to the customer in the eCommerce checkout, shown in the POS, etc.*

</td></tr><tr><td>Description</td><td>*Add a summary to the description here*

*This will be output to the customer at the eCommerce checkout*

</td></tr><tr><td>Receipt/Email Confirmation Message</td><td>*This message will be sent to the customer via email, or printed on the receipt if the promotion type is set to 'Till Spit'*</td></tr></tbody></table>

#### Code

<p class="callout info">If a promotional code is not entered against the promotion, it will always be active if the other criteria are met.</p>

<table border="1" id="bkmrk-field-purpose-promo--1" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Promo code</td><td>*Enter a promotional code; this must be entered to activate the promotion*

</td></tr><tr><td>Promo code aliases</td><td>*If you would like multiple codes to be used for a single promotion, enter them here*</td></tr><tr><td>Bulk generate promo code aliases (number to generate)</td><td>*Enter a number of codes required*

*You will need to send these to customers, likley by copying and pasting these into a third party system*

</td></tr><tr><td>Limit to once per code</td><td>*If ticked, each code will only be useable once*</td></tr></tbody></table>

#### Group

<table border="1" id="bkmrk-field-purpose-promot" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Promotion Group</td><td>*Select a group for this Promotion to sit within*

</td></tr></tbody></table>

#### Type

##### Fixed Promotion

<table border="1" id="bkmrk-field-purpose-discou" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Discount</td><td>*Enter an amount to be discounted from the order when the promotion is applied*

</td></tr></tbody></table>

##### Percentage Promotion

<table border="1" id="bkmrk-field-purpose-discou-1" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Discount</td><td>*Enter a percentage amount to be discounted from qualifying items when the promotion is applied*

</td></tr><tr><td>Qualifying items</td><td>*Choose from:*

- *All qualifying items*
- *Lowest priced item*

</td></tr></tbody></table>

##### Product Promotion

<table border="1" id="bkmrk-field-purpose-produc" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Product</td><td>*Use this field to search for a Variant*

</td></tr><tr><td>Quantity allowed</td><td>*Enter the maximum quantity allowed*</td></tr><tr><td>Promotional price</td><td>*Enter the promotional price for this product (this will be applied to as many instances of the product as allowed by the above field)*</td></tr></tbody></table>

##### Addon Promotion

<table border="1" id="bkmrk-field-purpose-addon-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Addon</td><td>*Use this field to search for a Variant*

</td></tr><tr><td>Percentage Discount</td><td>*Enter a percentage*

*This will exclude the surcharge*

</td></tr></tbody></table>

##### Free Shipping Promotion

<table border="1" id="bkmrk-field-purpose-method" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Method</td><td>*Choose which postage type you would like to be discounted*

</td></tr><tr><td>Zone</td><td>*Choose which [Postage Zones](https://bookstack.iconography.co.uk/books/postage/page/postage-zones "Postage Zones") will benefit from free postage*</td></tr></tbody></table>

##### Buy X Get One Free

<table border="1" id="bkmrk-field-purpose-free-p" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Free product</td><td>*Choose from:*

- *Items must be the same*
- *Lowest priced item is free*

</td></tr></tbody></table>

##### Till Spit Promotion

*A till spit promotion is not a promotional discount in and of itself; rather it is a way of sending a message to a customer if their order meets a certain criteria, e.g. if they place an order for 500 bolts, you can inform them that you have an offer for 10% off spanners next weekend.*

<p class="callout info">A Till Spit Promotion will also require a Receipt/Email Confirmation Message from Step One</p>

<table border="1" id="bkmrk-field-purpose-linked" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Linked promo code</td><td>*This code will be displayed on the till/email receipt (Optional)*

</td></tr></tbody></table>

#### Date

<table border="1" id="bkmrk-field-purpose-starts" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Starts</td><td>*Enter the time and date that the Promotion should activate (Optional)*

</td></tr><tr><td>Expires</td><td>*Enter the time and date that the Promotion should deactivate (Optional)*

</td></tr></tbody></table>

#### Min/Max

<table border="1" id="bkmrk-field-purpose-minimu" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Minimum Value</td><td>*Optional*

*If entered, a customer will have to spend between these two values to qualify for the promotion*

*If left blank, that value will be ignored*

*If both are blank, there will be no value limitations upon the Promotion*

</td></tr><tr><td>Minimum Quantity</td><td>*Optional*

*If entered, a customer will have to buy a number of items between these two values to qualify for the promotion*

*If left blank, that value will be ignored*

*If both are blank, there will be no quantity limitations upon the Promotion*

</td></tr></tbody></table>

#### Quantifying

<p class="callout info">If not set, all products will be eligible for the promotion, e.g. if no qualifying Categories are chosen, products from all Categories are eligible for that Promotion</p>

<table border="1" id="bkmrk-field-purpose-for-ca" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>For category, brand and department rule match:</td><td>*Choose whether a qualifying product must be within one of the qualifying categories/brands/departments, or in all of them*

</td></tr><tr><td>Choose qualifying categories</td><td>*Choose the Categories that are qualifying; products within them will be eligible for the Promotion*

</td></tr><tr><td>Choose qualifying brands</td><td>*Choose the Brands that are qualifying; products within them will be eligible for the Promotion*

</td></tr><tr><td>Choose qualifying departments</td><td>*Choose the Departments that are qualifying; products within them will be eligible for the Promotion*

</td></tr><tr><td>Choose qualifying products</td><td>*Choose specific Products that will be eligible for the Promotion*

<p class="callout info">If you choose any specific Products, only those Products will be eligible for the Promotions</p>

</td></tr><tr><td>Must also buy these qualifying products</td><td>*Choose specific Products that must be part of the order in order to qualify for the Promotion*

</td></tr><tr><td>Optional Filter</td><td>*Enter text that will filter the application of this Promotion to specific Variants. E.g., to only apply this promotion to the large variant of a product, simply enter "large" here. Use a comma-separated list to allow multiple values to qualify.*

<p class="callout warning">*This must be an exact text match.*</p>

</td></tr></tbody></table>

#### Excluded

<p class="callout info">If not set, there will be no exclusions</p>

<table border="1" id="bkmrk-field-purpose-for-ca-1" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>For category, brand and department rule match:</td><td>*Choose whether a qualifying product must be within one of the qualifying categories/brands/departments, or in all of them*

</td></tr><tr><td>Choose excluded categories</td><td>*Choose the Categories that are excluded; this will override any selections under Step 7*

*It is possible to include Categories, and exclude their Sub Categories*

</td></tr><tr><td>Choose qualifying brands</td><td>*Choose the Brands that are excluded; this will override any selections under Step 7*

</td></tr><tr><td>Choose qualifying products</td><td>*Choose the Products that are excluded; this will override any selections under Step 7*</td></tr><tr><td>Exclude sale items</td><td>*This will exclude any and all Products with an active Special Offer Price from the Promotion*

</td></tr><tr><td>Exclude 'Must also buy these qualifying products' from the discount?</td><td>*Although required to trigger the Promotion, these Products will be excluded from any discounts*</td></tr></tbody></table>

#### Limit Offer

<table border="1" id="bkmrk-field-purpose-maximu" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Maximum uses</td><td>*Enter a maximum number of times the Promotion may be used*

</td></tr><tr><td>Times used so far</td><td>*This number will automatically increment*

*It may be edited if required*

</td></tr><tr><td>Limit to once per customer</td><td>*This will limit Promotion usage to once per email address*</td></tr></tbody></table>

#### Exclusive

<table border="1" id="bkmrk-field-purpose-use-wi" style="border-collapse: collapse; width: 100%; height: 203.455px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Field</td><td style="height: 29.8785px;">Purpose</td></tr></thead><tbody><tr style="height: 80.2431px;"><td style="height: 80.2431px;">Use with other promos?</td><td style="height: 80.2431px;">*If set to 'no' this Promotion will not be used with other Promotions*

*If multiple Promotions are available to a Basket, the one with the largest saving will be applied*

</td></tr></tbody></table>

#### Customer Group

<table border="1" id="bkmrk-field-purpose-qualif" style="border-collapse: collapse; width: 100%; height: 66.1216px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Field</td><td style="height: 29.8785px;">Purpose</td></tr></thead><tbody><tr style="height: 36.2431px;"><td style="height: 36.2431px;">Qualifying customers</td><td style="height: 36.2431px;">*Select a [Customer Group](https://bookstack.iconography.co.uk/books/groups) to limit access to the Promotion*

</td></tr></tbody></table>

#### Account Type

<p class="callout info">This step will only be applicable to instances with both D2C and B2B solutions</p>

<table border="1" id="bkmrk-field-purpose-pricin" style="border-collapse: collapse; width: 100%; height: 99.1216px;"><colgroup><col style="width: 49.947%;"></col><col style="width: 49.947%;"></col></colgroup><thead><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Field</td><td style="height: 29.8785px;">Purpose</td></tr></thead><tbody><tr style="height: 69.2431px;"><td style="height: 69.2431px;">Pricing Type</td><td style="height: 69.2431px;">*If set to 'Retail', all figures will be based on Gross prices*

*If set to 'Trade', all figures will be based on Net prices*

</td></tr></tbody></table>