myPromotions

Use myPromotions to manage coupons, discounts, and promotions.

Add a Coupon

myNextep Portal myPromotions Coupons

To add a coupon:

  1. In the lower-left of the Coupons screen, select Generate.

  2. Configure the following:

    Field

    Description

    Name

    Coupon name.

    Type

    Coupon type: currency amount or percentage.

    Amount

    Currency amount or percentage of the coupon.

    Expiration Date

    Coupon expiration date. Select the calendar icon to select the date from a popup calendar.

    Count

    Number of coupons to generate. The maximum is 10,000.

  3. In the lower-right of the Coupons screen, select Save.

  4. On the Coupons screen, locate the coupon.

  5. On the right, select Export to export the coupons to an Excel file. Each coupon in the Excel file includes a unique and scannable UPC code.

    • An external application can be used to convert the UPC codes into bar codes.

Additional Actions

The following describes the additional actions available from the Coupons screen.

Action

Description

Copy

Copy the selected coupon to create new coupons.

History

View a list of redeemed or voided coupons.

Void

Void the selected coupon.

Add a Discount

myNextep Portal myPromotions Discounts

To add a discount:

  1. In the lower-left of the Discounts page, select Add New Discount.

  2. Configure the following:

    Field

    Description

    Name

    Discount name.

    Type

    Discount type: currency amount or percentage.

    Value

    Currency amount or percentage of the discount.

    Tax Exempt

    If selected, the discount is exempt from tax.

    Text

    To add a description:

    1. From the dropdown, select the display language for the description text.

    2. In the provided field, type the description text.

    Price Range

    To define the eligible price range for the discount:

    1. From the Usage dropdown, select the applicable discount usage option: Order or Item.

    2. In the From field, type the minimum currency amount that is eligible for the discount. Leave the field blank for zero (0).

    3. In the To field, type the maximum currency amount that is eligible for the discount. Leave the field blank for no limit.

    Item Level

    If selected, the cashier at the POS can apply the discount to individual order items. From the Select Specific Items to Discount field, select the items that are eligible for the discount.

    1. From the Available Items field, select the eligible item(s). Hold down Ctrl on the keyboard to select multiple items.

    2. Select the right arrow to move the selected items to the Discounted Items field.

    Valid Roles For Discount

    From the Role dropdown, select the role(s) that have permission to apply the discount at the POS, and then select Add.

  3. In the lower-left of the Edit Discount screen, select OK.

  4. In the lower-left of the Discounts screen, select Save Discounts to save the changes.

  5. In the lower-left of the Discounts screen, select Publish Discounts to publish the changes to all sites.

    • Select Advanced Publish to publish the changes to select sites.

Add a Promotion

myNextep Portal myPromotions Promotions

To add a promotion:

  1. In the lower-left of the Promotions page, select Add New Promotion.

  2. Define the following:

    Field

    Description

    Name

    Promotion name.

    Availability

    From the dropdown, select the date/time when the promotion is available at the site.

    To the right of the Availability field, select plus sign + to add a new availability entry. Specify the start and end dates, and the time of day when the promotion is available.

    Disable

    If selected, the promotion is disabled and not applicable at the site.

    Pricing

    From the dropdown, select a pricing option:

    • Amount Off - Reduce the price by a specified currency amount.

    • Percent Off - Reduce the price by a specified percentage.

    • Fixed Price - Replace the standard price with the specified price.

    Amount

    Promotion currency amount or percentage (type the number only; do not add the percent or currency symbol).

    This value relates to the Pricing selection above.

    Items Included

    Select the items for the promotion.

    1. From the Available Items field, select the items to include.

    2. Select the right arrow to move the selected items to the Promotional Items field.

    If no specific items are selected, then the promotion is applicable to all items.

  3. In the lower-left of the Edit Promotion screen, select OK.

  4. In the lower-left of the Promotions screen, select Save Promotions to save the changes.

  5. In the lower-left of the Promotions screen, select Publish Promotions to publish the changes to all sites.

    • Select Advanced Publish to publish the changes to select sites.