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How to Set Up POS Promotions

Who Is This For?

StoreHub merchants who run promotions on the offline POS register.

Overview

This article shows how to create promotions that apply on POS only or include POS as the channel. It covers Take Percentage Off, Take Amount Off, Buy X Get Y For Free, Combo Set or Package or Bundle, and Override Existing Price. It also explains customer tags, required product purchase, and allowing a promotion to repeat in the same transaction.

  • For the six-type decision table and the rule that POS and online promotions must be separate records, see here.

  • For Webstore, Beep Delivery, QR Order and Pay, or Free Shipping, see here.


Before You Begin

  • You use Advanced or Pro.

  • You can edit promotions in BackOffice.

  • Staff can sync the POS register after you save changes.

  • You created a separate online promotion if you also sell on Webstore or Beep channels.


Step-by-Step Guide

Create a Promotion for POS

1. Log in to your BackOffice, click on 'Promotion' title page, then select '+ New Promotion'.

BackOffice screen showing Promotions menu and New Promotion entry.

2. Type a promotion name. This name can print on receipts when the promotion applies.

3. Choose stores.

4. Select channel 'POS'. Do not tick Webstore or Beep channels on this record if this promotion is POS only.

5. Tick 'Enable' if the promotion should start when you save.

6. Set start and end dates. Leave the end date blank if the offer should stay open until you disable it.

New promotion form showing name, store selection, channel checkboxes, promo code field, enable promotion toggle and promotion start and end date.

Note:

  • Promo codes are optional on POS. Online channels require a promo code in a separate online promotion record.


Set Up Take Percentage Off on POS

1. Under discount type, select 'Take Percentage Off'.

2. If it requires specific product purchase to enjoy this promotion, check the Require Specific Product Purchase, add the relevant products & you can even set the Minimum quantity of purchase.

You can add the products through specify products of a Category, Tag or specific products.

Note:

  • Take Percentage Off promotion only applies when the products selected share the same tax code.

Example:

All Customers must purchase at least 2 Burgers to get 10% Off. This applies to orders spend over or equal to RM 100.

Required Products section should be set up this way:

  • Specific Products: Burgers

  • Min Quantity: 2

3. Enter the percentage value.

4. Under 'Apply to', choose all orders, orders over a minimum amount, category, tags, or specific products.

All Orders

This promotion applies to all transactions.

Orders over or equal to

Discount is only applicable for orders over or equal to the specified amount.

Products of Category

This selects the category that the promo is applied.

The promotion will be applied to either one of the categories if there is more than one category.

Products with Tags

This selects the tags that the promotion applied to.

If there is more than one tag, the promotion will be applied to either one of the tags.

Specific Products

This selects the products that the promotion applied.

Promotion will be applied to either one of the products if there is more than one product.

5. Tap 'Save'.

Note:

  • Sync your POS register after creating any POS promotion so tills load the latest rules.


Set Up Take Amount Off on POS

1. Under discount type, select 'Take Amount Off'.

2. If it requires specific product purchase to enjoy this promotion, check the 'Require Specific Product Purchase', add the relevant products & you can even set the Minimum quantity of purchase.

You can add the products through specify products of a Category, Tag or specific products.

Note:

  • Take Amount Off promotion only applies when the products selected share the same tax code.

Example:

All Customers must purchase at least 2 Burgers to get RM 5 Off. This applies to all Orders.

Required Products section should be set up this way:

  • Specific Products: Burgers

  • Min Quantity: 2

3. Enter the fixed amount to deduct from the bill when rules match.

4. Configure 'Apply to' for the basket scope you need.

Setting up promotion steps: Take Amount Off

5. Tap 'Save'.

Note:

  • Sync your POS register after creating any POS promotion so tills load the latest rules.


Set Up Buy X Get Y For Free on POS

1. Under discount type, select 'Buy X Get Y For Free'.

2. Choose category, tag, or specific products that qualify for the buy side.

Buy X Get Y product selection by category tag or SKU with Save.

3. Tap 'Save'.

Notes:

  • When two different items qualify, the system typically applies the free discount to the lower priced qualifying line.

  • Sync your POS register after creating any POS promotion so tills load the latest rules.


Set Up Combo Set, Package, or Bundle on POS

1. Under discount type, select 'Combo Set/Package/Bundle'.

2. Enter the package price customers pay when all components are in the cart.

Example:

  • A Burger Combo (Burger + Fries) is sell at RM 10.

3. Add each component with quantity using category, tag, or specific products. Keep tax codes aligned with combo rules.

Note:

  • Combo Set/Package/Bundle promotion only applies when the products selected share the same tax code as the combo.

Based on example above, the products can be set up this way:

  • Specific Product: Burger; Quantity: 1

  • Specific Product: Fries; Quantity: 1

This means the customer must order at least 1 Burger + 1 Fries to get the combo at RM 10.

4. Tap 'Save'.

Notes:

  • Combo Set bundles different products at one price. Do not confuse it with Override Existing Price, which targets the same SKU at volume.

  • Sync your POS register after creating any POS promotion so tills load the latest rules.


Set Up Override Existing Price on POS

1. Under discount type, select 'Override Existing Price'.

2. Tick 'Require Specific Product Purchase' when shoppers must buy a gate quantity first. Add rows and minimum quantities.

Note:

  • Override Existing Price promotion only applies when the products selected share the same tax code.

Example:

Customer must purchase at least 2 sets of Burger to get 1 Fries at RM 1.

Required Products section should be set up this way:

  • Specific Products: Burgers

  • Min Quantity: 2

3. Enter the override price for the discounted product lines.

Based on the example above, RM 1 (Fries) should be key in under Price section.

4. Under 'Apply to', choose the lines that receive the override price. Set min and max quantity when you need a cap.

Based on the example above, the Apply to section should be set up this way:

  • Apply To: Specific Products (Fries)

  • Min. Quantity: 1 & Max. Quantity: 1

This way, customer can only get 1 set of Fries at RM 1. If more than 1 set Fries is added to the bill, the promotion will not applied.

5. Tap 'Save'.

Notes:

  • Override Existing Price is a volume discount on the same product. Take Amount Off reduces the total bill instead.

  • Sync your POS register after creating any POS promotion so tills load the latest rules.


Set Customer Eligibility on POS Promotions

1. Open a Take Percentage Off or Take Amount Off promotion that runs on POS.

2. Go to the Customer Eligibility area.

3. Choose tag-based eligibility when you want only tagged customers to receive the deal.

Customer Eligibility area on a value-based promotion with audience choices.

Everyone

Specific groups of customer

i. All Customers

  • Applies to all customers based on channels set for promotion to apply

i. By Customer Tags

  • Only applicable for Offline transactions (POS)

  • Refer to this article for more details on how to setup customer tags.

ii. First Time Customers

  • Only applicable for QR Order and Pay, Beep Delivery & Online Store

iii. For Membership

  • Select all the Tier's from the list.

4. Tap 'Save', then sync POS registers.

Note:

  • Customer Eligibility for Take Percentage Off and Take Amount Off does not apply to other discount types.


Set Require Specific Product Purchase on POS Promotions

1. Open or create a promotion that supports the requirement.

2. Tick 'Require Specific Product Purchase'.

3. Choose 'Products of Category', 'Products with Tags', or 'Specific Products'.

4. Add the product/category/tag according to your choice.

5. Enter minimum quantity for each row.

Require Specific Product Purchase section showing category tag or SKU rows and quantities.

6. Tap 'Add Product' when more gate lines are needed.

7. Tap 'Save', then sync POS if the promotion targets registers.


Allow Promotion to Repeat in the Same Transaction

1. Open a Take Percentage Off, Take Amount Off, or Override Existing Price promotion on POS.

2. Enable 'Allow promotion to repeat in the same transaction'.

3. Set minimum and maximum quantities so the register knows how many times the rule may fire in one bill.

4. Tap 'Save', then sync POS.


Edit or Delete a POS Promotion

1. Go to 'Promotions' and open the promotion.

2. To edit, change fields, then tap 'Save'. Drag promotion order if your team uses list priority when multiple rules could match.

Promotion list edit controls.

3. To stop sales, disable the promotion. Delete only when your role and policy allow removal.

Promotion list disable or delete controls.

4. Sync every POS register that should drop or refresh the rule.


Troubleshooting

Issue

Solution

Promotion missing on POS

Confirm channel 'POS' is ticked, the promotion is enabled, dates are valid, then sync the register. Drag the promotion higher in the list if your team uses ordering.

Buy X Get Y never applies

Confirm qualifying categories, tags, or SKUs are in the cart. Remember the free line is usually the lowest-priced qualifier. Sync after save.

Combo price will not apply

Check every component line, quantity, and shared tax code rules. Sync after save.

Override applies once then stops

Review max quantity and repeat settings. Sync and retest.

Deleted promotion still appears on POS

Disable or delete in BackOffice, confirm list order, then sync all registers.

Discount vanishes when a second item is added

Check min and max quantity, repeat settings, and required purchase rows.


FAQs

1. Can I use Buy X Get Y on Webstore with this screen?

No. Build a separate catalogue approach. For bundle-style selling online, see these articles.

2. Do I need a promo code on POS?

Usually no. POS promotions typically auto-apply when basket rules match.

3. Must I sync after every POS promotion change?

Yes. Sync is compulsory so registers load new, edited, or removed promotions.

4. Where do membership tiers fit?

Membership-linked rewards are covered in this article. Use this POS article for standard BackOffice promotions on the register.


Need Help?

Contact StoreHub Support via live chat in your StoreHub app or email [email protected].


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