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Part of the Promotions series

Create Category Level Promos

  • Last Updated: August 4, 2023
  • Compatible Version: 8.302Does your Exatouch look different? View prior release →

Promos can be applied to a group of items that share a Category. Run Category Level Promos during specific hours during the day, for a specific time period.

Create Category Level Promos

  1. From Home, navigate to Items > Categories to display the Categories screen.Items module highlighted with arrow leading to categories submodule
  2. Select a category, scrolling through the Categories list to find a specific category.Apps category selected and highlighted
    • Tip! If the category you need is not in your system, create a new category and add the appropriate items to the category. See: Create Categories and Subcategories.
  3. Select the On Sale checkbox. The On Sale pricing work area displays.On sale checkbox highlighted with arrow leading to promo settings
    • Note: The Buy and Promo fields must be configured, and at least one day of the week must be selected to run this promotion. Some Promo options may require additional information.

  4. In the Buy field, enter the number of items a customer needs to purchase to receive the Promo.Buy field highlighted
  5. Select a Promo, then configure one of the following:
    1. Dollar Amount: For dollar-based promos, enter the discount in dollars that a customer receives for this promo.
    2. Percentage: For percentage-based promos, enter the discount as a percentage that a customer receives for this promo.
      • Note: This field displays either as Dollar Amount or Percentage off, depending on the type of promo selected in the Promo field. The field displays as inactive for Get one free or Get one half price promos.

      Promo and percentage fields highlighted

      • Note: Discounts apply to the lowest priced item sold as part of the promotion.
  6. Optional: Configure the following fields, as desired:
    1. Max Per Trx: Enter the maximum amount of qualifying purchases customers can make to receive the promo.
    2. Start Date: Select the date the promo begins.
    3. End (Date): Select the date the promo ends.
    4. Daily Time Start: Select the time the promo begins.
    5. End (Time): Select the time the promo ends.Start and end date and time fields highlighted
  7. Select the desired the days to run this promo. At least one day must be enabled. If no days are enabled, this promo will not run. Default: All.
    • Example: This promo only runs on Fridays.Days checkboxes highlighted

  8. After completing your changes, tap Save. This promo is now active for all items in this category for the days and times selected.
    Save button highlighted

Full List of Promo Fields

  • Buy: (Required) Enter the number of items a customer must purchase to apply this promo.
  • Promo: (Required) Select a promo from the Promo drop-down menu.
    Promo drop-down menu

    • Get one free: Purchase the number of items in the Buy field to get an additional item free. The customer must purchase at least one more eligible promo item than listed in Buy to get a free item. The free item will be of equal or lesser value than other eligible items.
    • Get one half price: Purchase the number of items in the Buy field to get an additional item at half price. The customer must purchase at least one more eligible promo item than listed in Buy to get a half price item. The half price item will be of equal or lesser value than other eligible items.
    • Get one for percentage off:  In addition to the Get item(s), this promo is applied to the single item purchased.
      • Enter a Percentage amount, up to two decimal places, to discount the item.
    • For dollar amount: Buy one or more items at the specified price. The purchase of only one item is required to activate this promo. If multiple items are purchased, the promo price is applied to all items.
      • Enter a Dollar Amount, up to two decimal places, to discount the item(s).
    • For percentage off: Buy one or more items for a percentage off the original purchase price. The purchase of only one item is required to activate this promo.
      • Enter a Percentage amount, up to two decimal places, to discount the item(s).
    • For dollar amount off:  Buy one or more items for a dollar amount off.
      • Enter a Dollar Amount, up to two decimal places, to discount the item(s).
  • Start Date and End Date: (Optional) Specify the start and end date for the promo.
  • Daily Time Start and End: (Optional) Specify the start and end time for the promo if it is a partial-day promotion.
  • Sun – Sat fields: (Required) Enable all days for this promotion to run. At least one day must be enabled.

Promo Samples

Sample promotion settings:

  • Example: TGIF Special on Appetizers: Buy one appetizer, get one 50% all day Friday.Apps category highlighted and configured for buy one get one half price

  • Example: Seasonal Hair Care Sale: All hair care products on sale at the discounted price of $3.99.Hair care category highlighted and configured for buy one for $3.99

  • Example: Salon Services Promo: Purchase one nail service and receive a second one of equal or lesser value for 20% off.Nail services category highlighted and configured for buy 1 get one 20% off

View Promos at the Register

Check your work by ringing up promo items in the Register app.

Fried Mac and Cheese and Fried Green Tomatoes highlighted with $5 off

  • Items sold with a promotional discount are shown in a Green font color. Items sold at regular price are shown in a Black font color.
  • The total amount of the Promo discount is shown as a separate line item in the Totals area.
  • Discounts are displayed in the register app by default. Admins can change this setting in Register Preferences. See: Manage Promo Preferences

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

Related Topics

  • Set Up & Manage Promotions
  • Apply Promos

Related Articles

  • What Type of Promo Should I Create?

    Last Updated: July 28, 2023

  • How to Use Promos

    Last Updated: July 28, 2023

  • Manage Promo Preferences

    Last Updated: July 28, 2023

  • Create Item Level Promos

    Last Updated: January 31, 2025

  • Create Subcategory Level Promos

    Last Updated: August 8, 2023

  • Create Mix & Match Promos

    Last Updated: January 17, 2023

  • Create Promo Layers

    Last Updated: July 31, 2023

  • Deactivate Discounts and Promos

    Last Updated: January 17, 2023

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