Promotional code rules

This entry collects the rules that the program applies to a promotional code. How to create a promotion is in Promotions; how to write the code in the Cassa and the verification messages are in Discount code in the Cash desk.

Contents

1. Where a code is used
2. The rules, in the order in which they are checked
3. How the discount is calculated
4. When a code is used up
5. The automatic birthday and name-day codes
6. Holiday greetings (without a code)
7. Rules of use in brief
8. The states of a promotion
9. What to do if...
10. Related entries

Where a code is used#

A code is applied only in the Cassa, in Riscuoti (Collect payment) mode, in the «Sconto / Promo...» (Discount / Promo...) box. When creating or editing an appointment there is no field for the code: the appointment's price is the sum of the price-list prices. When you go from the appointment to checkout, the Cassa opens with the appointment's items and there you write the code as for any other sale.

A code is valid only in the location where the promotion was created.

The rules, in the order in which they are checked#

The program stops at the first rule that is not met and shows the corresponding message.

Items rule. If the promotion lists only one item, that item must be in the receipt. If it lists two or more, all of them must be there: this also applies with the scope «Prodotti specifici» or «Servizi specifici», not only with «Combo». For free-item codes this check does not exist.

The dedicated client and the labels are evaluated on the client chosen in Riscuoti.

How the discount is calculated#

• The discount is calculated only once, when the code is verified. If the items or the client then change, you delete the code with the red eraser and verify it again.
• Only one code per receipt is applied: verifying another replaces the first.
• The code cannot be combined with a loyalty reward code, which is not written in this box (Loyalty rewards).

When a code is used up#

When the sale is recorded, the program marks the code as used: the Utilizzi counter goes up by one and the promotion and the discount are recorded for that sale (Discount code uses).

• The total limit is checked at the moment of use: the counter never exceeds the maximum, not even with two simultaneous sales («Codice non più utilizzabile: raggiunto il limite di utilizzi.» (Code no longer usable: uses limit reached.)).
• The same promotion cannot be applied twice to the same sale («Questa promozione è già stata applicata a questa vendita.» (This promotion has already been applied to this sale.)).
• The per-client limit («one use each», set by the automatic birthday and name-day codes) is checked only after the sale has been recorded: if the client has already reached it, the discount was given anyway and the Cassa shows in red «Vendita registrata, ma il codice sconto "CODICE" non è stato segnato come usato: Questo cliente ha già raggiunto il limite di utilizzi di questo codice. Controlla manualmente il codice.» (Sale recorded, but the discount code "CODE" was not marked as used: This client has already reached the uses limit of this code. Check the code manually.)
• If a sale is cancelled, the uses it had consumed become available again.
• The discount that then appears in the sale's history for a percentage is calculated on the already discounted total: it may turn out lower than the one given in the Cassa. For exact accounts the sale's total counts.

The automatic birthday and name-day codes#

If in Comunicazioni (Communications), in the assistant's settings, Gestione compleanni (Birthday management) and/or Gestione festività (Holiday management) are active (see Comunicazioni settings), every day the program creates a personal code by itself:

• It is a 15% discount on the whole receipt, dedicated to that client, valid for 30 days from that moment, with a limit of one use per client.
• Each client is entitled to only one per year for each event.
• The code is sent to the client in the greeting message, on the last channel the client used (or the first available).
• The promotion appears in the table of the first location the client is linked to, with Creato da «Automazione compleanno» or «Automazione onomastico». There is nothing to do; like the others, it can be switched off or deleted.

In the Cassa the client must be chosen in Riscuoti: without a client, «Questa promozione è disponibile solo per clienti specifici...» appears.

Holiday greetings (without a code)#

With Gestione festività active, at 08:05 every day the program also sends the greetings for the general holidays: only the message, with no discount code. The text is of the type «🎄 Buon Natale, Anna! Da parte di NomeSalone.» (🎄 Merry Christmas, Anna! From SalonName.)

• The greetings go out only to clients who have given consent to commercial communications.
• Women's Day goes only to female clients and International Men's Day only to male clients; without the gender indicated in the client record they do not go out.
• Each client receives the greetings for each holiday only once a year.
• The message goes out on the last channel the client used (or the first available), as for birthday and name day.
• Civil holidays such as 25 April, 1 May, 2 June, All Saints' Day (Ognissanti) or St Francis's Day (San Francesco) do not generate messages.

Birthday and name day, on the other hand, do not require consent to commercial communications.

Rules of use in brief#

The states of a promotion#

What to do if...#

Related entries#

• Promotions
• Discount code uses
• Discount code in the Cash desk
• Loyalty rewards