Promotions

A promotion is a salon offer (for example «Promo Primavera: 20% su tutto» (Spring Promo: 20% off everything)) to which the program assigns a code. The client tells the code at the cash desk and the discount goes into the receipt (Discount code in the Cash desk). The rules by which a code is accepted or rejected are in Promotional code rules.

Contents

1. The page
2. Who can do what
3. The table
   1. What the list shows
   2. The toolbar
4. Creating a promotion
   1. Step 1 — Dati Offerta
   2. Step 2 — Applicabilità
   3. Step 3 — Limiti e Validità
   4. Saving
   5. The code
5. Editing a promotion
6. Switching off and deleting
7. Importing promotions from a flyer
8. Procedures
9. What to do if...
10. Related entries

The page#

It opens from Scartoffie ▸ Promozioni. At the top there are three tabs, each one third wide:

The chosen tab stays in the page's address. The browser tab's title is «Promozioni attive & Offerte speciali — Narciso» (Active promotions & special offers — Narciso), «Raccolta punti & Catalogo premi fedeltà — Narciso» (Points collection & loyalty rewards catalogue — Narciso) or «Registro utilizzi & Storico riscatti clienti — Narciso» (Uses register & clients' redemption history — Narciso). How many times a discount code has been used can be read in the Utilizzi column of the Promozioni table, not in the Utilizzi tab (Discount code uses).

Communication campaigns (messages to clients, social, website) are not made from here.

Who can do what#

All roles see the table and use the codes in the Cassa. Creating, editing, switching off, deleting and importing promotions is reserved for Titolare (owner) and Responsabile (manager): an Operatore (operator) who tries sees the yellow warning «Operazione riservata a Titolare o Responsabile.» (Operation reserved for Titolare or Responsabile.) and nothing changes.

The table#

The table has the title «Promozioni» and the general behaviour described in Data tables.

• The search («Cerca promozione...» (Search promotion...)) searches in the name and the code.
• Promotions appear from the most recent.
• To give the code to the client you copy it from the table: when you hold the mouse over a cell, the copy icon appears, which puts the text «Codice: K7PX3HWA» (Code: K7PX3HWA) on the clipboard (see Data tables).
• A double click on a row does nothing.

What the list shows#

The list shows only active promotions. A promotion that is switched off or deleted disappears from the list and there is no screen to see or switch it back on. With no active promotion the table is empty («Totale record: 0» (Total records: 0)).

The toolbar#

Creating a promotion#

Aggiungi ▸ Crea da zero opens the «Nuova promozione» window with three steps: Dati Offerta → Applicabilità → Limiti e Validità (Offer data → Applicability → Limits and validity). At the bottom there are Annulla (Cancel), Indietro (Back), Avanti (Next) and, at the last step, Salva (Save) (when editing, Aggiorna (Update)). In the step bar you can click only the steps already seen. Annulla, the X and a click outside the window close it without asking for confirmation and without saving.

When you press Avanti the program checks the step: the wrong field is highlighted with a red border and a red notification appears with the reason.

Step 1 — Dati Offerta#

Step 2 — Applicabilità#

The Elementi field is a menu with search («Filtra per nome...» (Filter by name...)): each entry shows the name, «Prodotto» (Product) or «Servizio» (Service) and the price. For free items you choose only one item; in the other cases you tick as many as needed and at the bottom there are Deseleziona tutti (Deselect all) and Chiudi (Close). The button shows «N selezionato/i» (N selected). If there is nothing to choose, «Nessun elemento disponibile.» (No items available.) appears. In the list only products with stock greater than zero and only Attivi services appear.

When you press Avanti the checks are: «Seleziona almeno un prodotto per applicare lo sconto» (Select at least one product to apply the discount), «Seleziona almeno un servizio per applicare lo sconto» (Select at least one service to apply the discount), «Seleziona almeno 2 elementi per il pacchetto Combo» (Select at least 2 items for the Combo package), «Seleziona il prodotto da offrire in omaggio» (Select the product to give away), «Seleziona il servizio da offrire in omaggio» (Select the service to give away).

Step 3 — Limiti e Validità#

If the end is before the start, «La data di scadenza non può essere precedente alla data di inizio» (The expiry date cannot be earlier than the start date) appears.

Saving#

You press Salva. The program rechecks the three steps and, if all goes well, the green notification «Promozione creata! Codice: CODICE» (Promotion created! Code: CODE) appears, the window closes and the promotion appears at the top of the list, with your own name in Creato da. The code can be read again at any time from the table. If the save is refused, a red notification appears with the reason or «Errore durante il salvataggio» (Error while saving).

The code#

It is made of eight characters (capital letters and digits, for example «K7PX3HWA»), without the letters I and O and without the digits 0 and 1 to avoid confusion. The program generates it on creation: it cannot be chosen or changed.

Editing a promotion#

1. Select the row and press Modifica.
2. Change what you need in the three steps.
3. Press Aggiorna: «Promozione aggiornata con successo» (Promotion updated successfully) appears. The code stays the same.

Good to know:

• Minimo di spesa and limite di utilizzi can be changed and also removed by emptying the field.
• The Evento correlato is not shown again when editing and, on saving, is removed: if needed it must be chosen again.
• The Cliente dedicato can be changed to another client. To make a code valid for everyone you create a new promotion.
• Products already linked that in the meantime have stock zero do not appear in the list but stay in the «N selezionati» (N selected) count.

Switching off and deleting#

Switching off. One click on the green switch in the Stato column deactivates the promotion («Promozione disattivata con successo» (Promotion deactivated successfully); if it fails, «Errore durante la modifica della promozione» (Error while editing the promotion)). Immediately afterwards the promotion disappears from the list and its code stops working in the Cassa («Codice non valido o inesistente» (Invalid or non-existent code)). It cannot be switched back on: if it is needed again you create a new one, with a new code.

Deleting.

1. Select one or more rows.
2. Press Rimuovi.
3. The browser asks «Eliminare N promozioni?» (Delete N promotions?).
4. With OK, «Promozioni eliminate» (Promotions deleted) appears.

«Deleting» is actually a deactivation, the same as switching off with the switch: the uses already recorded stay. The message «Promozioni eliminate» also appears if some deletions did not succeed: if in doubt, check the table.

Importing promotions from a flyer#

It is used to create promotions starting from flyers, posters, sheets or texts already written. It is reserved for Titolare and Responsabile.

1. Aggiungi ▸ Importa esistenti.
2. The guided import window opens, described in Importing clients: you upload the files, the program reads them with artificial intelligence and shows a preview of the promotions found, from which you choose which to insert.

For each promotion these are read: name (compulsory), description, type (percentage or amount in euro: never free item), value (compulsory, greater than 0), minimum spend, code, maximum uses, start and end of validity. Checks: a percentage cannot exceed 100 and the end must be after the start.

Imported promotions are created active, valid on the whole receipt and for all clients. If the document states a code, that one is used; if a promotion with the same code already exists, «Esiste già una promozione con il codice CODICE.» (A promotion with the code CODE already exists.) appears and that one is not inserted. If the code is missing, the program generates it. After the import it is best to recheck each promotion in the table.

Procedures#

A 20% discount on everything for a month

1. Aggiungi ▸ Crea da zero.
2. Step 1: name «Promo Primavera», type Sconto Percentuale, value 20. Avanti.
3. Step 2: scope Tutto il carrello (Globale); event and client left as they are. Avanti.
4. Step 3: Data Inizio today, Data Fine in a month. Salva.
5. You read the code in the notification «Promozione creata! Codice: …» or copy it from the table.

A personal code for a single client

1. Aggiungi ▸ Crea da zero, type and value, Avanti.
2. Step 2: Cliente dedicato ▸ choose the client. Avanti, Salva.
3. In the Cassa, in Riscuoti (Collect payment), choose that client and write the code (Discount code in the Cash desk).

What to do if...#

Related entries#

• Promotional code rules
• Discount code uses
• Discount code in the Cash desk
• Loyalty rewards
• Loyalty points