How To

Configure A Special / Promotion

Back Office - How To

This outlines the How To Configure A Special/Promotion in Back Office.

 


Subjects      

 


About     

 

What Is It?      

A Special/Promotion generally refers to selected Items/Products being sold at a discounted price for a limited time period.

 

What Is Required?      

  • Items/Products that are active and flagged as active in at least one Location must already exist and have pricing configured in Back Office.
  • For Special/Promotion pricing to automatically be activated and then deactivated at the configured Start/End dates in Touch, the Service Monitor service will need to be running.
  • Ensure the Send Full Update option is selected in the End of Day Option screen. to ensure that any changes made to Special/Promotion configurations in Back Office are sent to Touch terminals as part of the end of day process.

 

When Is It Used?      

Specials/Promotions are mainly used by Venues to offer patrons discounts on Items/Products that are being promoted for a limited time period.

 


How To?      

 

How To Configure A Special/ Promotion?      

In Back Office, do as follows:

  • Review About and ensure the steps outlined HERE are addressed.
  • Select the Specials/Promotions option from the Products menu to open the Specials/Promotions screen.
  • Select the New option in the footer section to open the Promotion Edit screen.
  • Enter an appropriate name for the Happy Hour in the Happy Hour Name field in the header section. For example. This Week's Specials.
  • If required, Specials/Promotions can be grouped using the Group option.
  • Ensure the Enabled option is selected.
  • Select the days of the week in which it will be activated. For example, Monday, .
  • Select/Enter the Start/End dates within which it will be active. For example, 03/11/2025 to 09/11/2025.
  • Select/Enter the Start/End Buy Period dates. This is used to facilitate the ordering of stock intended for the Special/Promotion. Refer HERE for more information. For example, 20/10/2025 to 02/11/2025.
  • Using the Select Locations option to open the Locations screen, select the Locations in which it will be applied.

 

Notes ...

 

By default, all Locations are selected.

 

  • Add the Items/Products that will be discounted while the Special/Promotion is active. Items/Products can be added either:
  • Once all Items/Products have been added and their Promo Pricing checked and confirmed, select the Save option to save the changes.
  • Ensure a Full Update is sent to the required Touch terminals that will be offering patrons Happy Hour discounts. Refer HERE for more information.

 

How To Add Items/Products Manually?      

 

bo-how-to-configure-a-special-promotion-1

Example of manually adding an Item/Product to a Special/Promotion and pricing it accordingly. This will need to be repeated for all Items/Products that will be discounted while the Special/Promotion is active.

 

How To Add Items/Products Using The Wizard?      

 

bo-how-to-configure-a-special-promotion-2

Example of adding Items/Products to a Special/Promotion using the Wizard.

 

End of article