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Preparing for the Holiday Season: Planning Discounts

The 2020 holiday season is fast approaching! 2020 has been a strange year for many retailers because of COVID-19, so it is doubly important to be prepared for the holidays.
As we get ready for the holiday season, it’s a good idea to plan how you will give customers discounts in Counterpoint.
There are a few ways in Counterpoint you can extend discount pricing to you customers, such as:
  • Create a discount code for a certain percentage or dollars off a transaction
  • Create a discount code for a certain percentage or dollars off a line item
  • Create a promotion for a certain percentage or dollars off a line item
  • Create a promotion for a certain percentage or dollars off a line when you buy more than one of the same item (BOGO rules)
  • Create a promotion for a certain percentage or dollars off line items when you buy more than one item (BOGO rule with a Mix and Match Code)
  • Create planned promotion to quickly add promotional line discounts off certain items
  • Create a discount item to take dollars off a ticket
So how do you choose a method? There are a few questions you should ask yourself:
  • Will the discount be applied to a line item or to the ticket as a whole?
  • Will the user/clerk be the one to apply the discount? Or should Counterpoint apply the discount automatically?
  • Can the discount be used on items that do not have the discountable checkbox checked?
  • Can a barcode be used to apply the discount to the line items or ticket?
Below is a table with more information.
Method Line or Ticket User initiated or automated when selling item? Can be used on non-discountable items? Can a barcode be used to trigger the discount?
Line Discount Code Line User Initiated No Yes
Ticket Discount Code Ticket User Initiated No Yes
Promotion Line Automated Yes, unless filter is applied Not without extra configuration
BOGO Promotion Line Automated Yes, unless filter is applied Not without extra configuration
BOGO Promotion with Mix and Match Code Line(s) Automated Yes, unless filter is applied Not without extra configuration
Planned Promotion Line Automated Yes Not without extra configuration
Discount Item Ticket User Initiated Yes, discount applied to a ticket Yes
Need more help setting up promotions and discounts?
  • Click here for instructions on setting up a Buy One, Get One Promotion
  • Click here for instructions on setting up discount codes.
  • Click here for instructions on setting up coupons.

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