Create a promotion
Add New Promotion opens a short wizard: pick a type, set its terms, choose customers.
Who uses it
- Supplier staff with full access to promotions.
How it works
1. Type. Choose one:
| Type | Example |
|---|---|
| Percentage Off Entire Order | 15% off your entire order |
| First Time Buyer Discount (Percentage) | 10% off your first order via Clipp |
2. Targets. Set the terms:
- Percentage Off: from 0.1 to 100.
- Start Date, and either an End Date or No Expiry Date. A promotion starts at the beginning of its first day and ends at the end of its last.
- Minimum Order Value: the order must reach this subtotal. Optional.
- Maximum Discount Value: the most the promotion can take off one order. No Limit if empty.
3. Customers. Tick customers, or Select All Restaurants. At least one is required. A First Time Buyer Discount goes to every customer, so it skips this step.
When saved, the targeted customers get a push notification such as "10% Off: Supplier Name". A paused promotion sends none. Editing a promotion notifies again.
Calculations
A promotion is worth its percentage of the order's subtotal, held to the maximum. A 20% promotion capped at $50:
| Subtotal | 20% | Discount |
|---|---|---|
| $200.00 | $40.00 | $40.00 |
| $400.00 | $80.00 | $50.00 |
With a $100 minimum, a $90 order earns nothing and a $100 order earns 20%.
Where it shows up
The Promotions page, a push notification, and discount lines on orders and invoices.
Permissions
Promotions: full access.
Known limitations
- Buy X get Y is not offered.
- Promotions cannot be limited to certain products.
FAQ
Can a promotion apply to one customer only? Yes: choose just that customer on the Customers step.
Why does the first-order type skip the customer step? It targets every new buyer by definition.