How To Configure Promotions

The purpose of this guide is to provide a foundational understanding of the options and capabilities available when designing Promotions in the Enactor system. The Enactor Promotions Engine is extremely powerful and flexible while remaining easy to manage, providing nearly limitless capabilities when defining offer qualifications and rewards.

All activity required to define and configure a new offer is completed within the Promotions Maintenance application. However, offer behaviour can be influenced by additional factors such as Regions, Locations, MMG hierarchy, Brands, Product Groups, Loyalty Programmes, and others. A system should be fully configured and loaded with all master data before proceeding with Promotions setup.

note

This guide focuses on the core concepts of Promotions configuration. For a detailed account of all available options, refer to the full Enactor Application Configuration book.

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Overview

This guide covers the configuration for the following:

1. Promotion Fundamentals - Core concepts: Transaction vs Item Level promotions, Triggers, Rewards, Manner of Application, and Timetable.
2. Manner of Application - General tab settings controlling how a Promotion is applied.
3. Promotion Timetable - Configuring active dates and times.
4. Additional Inclusion/Exclusion Criteria - Restricting Promotions by Customer, Employee, Tender, Voucher, Region, Fascia, and Location.
5. Transaction Promotion Types - The 9 transaction-level Promotion Types and their Reward configuration.
6. Transaction Threshold Types - Qualification thresholds for Transaction Promotions.
7. Item Sets - Defining item-level qualification and reward groups.
8. Item Set Promotion Types - The 19 item-level Promotion Types.
9. Item Set Threshold Types - Qualification thresholds for Item Set Promotions.
10. Broadcasting - Delivering Promotions to POS devices.

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Prerequisites

Resources

Before starting, the following resources should be in place:

• Enactor Estate Manager
• Enactor POS (configured and connected to the Estate Manager)
• Standard Configuration (Base Configuration and appropriate regional config pack)
• Regionally appropriate data including Products, Localisation, Tenders, and Vouchers
• Customer configuration including Loyalty, Tiers, and Groups

Prior Training/Experience

You should be familiar with the following:

• Estate Manager configuration
• Enactor configuration concepts: Locations, POS Terminals, Products
• Data broadcasting
• Standard POS Sales processes

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Promotion Fundamentals

Nature of the Promotion

The Enactor Promotions Engine categorises all promotions into one of two types: Transaction Level or Item Level. Transaction Level Promotion rewards are applied against the entire transaction. Item Level rewards are applied to specific items or groups of items in a transaction.

Promotion Trigger

Transaction Level Promotions are triggered by the entire transaction meeting the qualifying threshold (value, quantity, points, etc.). Additional Inclusion/Exclusion rules can be imposed for attributes such as Loyalty Membership, Customer Segment, Regions, Location, and more.

Item Set Inclusion/Exclusion

Item Level Promotions are triggered by meeting the qualifying threshold (value, quantity, points, etc.) of a particular item or group of items within the transaction. As with Transaction Level Promotions, additional Inclusion/Exclusion rules can be imposed.

Promotion Reward

When a Promotion is triggered, a Reward is provided. The specific type and value of the Reward are defined as part of the Promotion configuration. A large number of Reward types are supported, including Discounts, Vouchers, Free Items, Fee Override, Gift Cards, and others.

Manner of Application

The manner in which a Reward is applied is defined through configuration and is specific to the Promotion. This includes how the Reward behaves during returns and how it interacts with other Promotions, Discounts, and Overrides.

Promotion Timetable

Promotions are typically effective over a specific range of dates. Beginning and ending dates can be specified for each offer. Promotions can also be limited to specific times of day and/or days of the week.

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Configuration

Promotions are configured in the Promotions Maintenance application.

Navigate to Promotions using the Search or the path: Main Menu > Configuration > Merchandise > Promotions

The Promotions Maintenance page displays all existing promotions, which can be filtered by Region, Promotion ID, Product ID, MM Group, Description, or Status:

The Promotion Maintenance list displays all existing promotions. Use the filter fields to find a specific promotion.

Select Create a new Promotion to add a new Promotion. If the Promotion is for a specific Region, select it from the dropdown. Otherwise, leave it as All Regions. Each Promotion must have a unique Promotion ID per Region, which can be automatically generated if not specified:

Enter a Region and Promotion ID - or use Autogenerate ID - then click Create.

Field	Description
Region	Select the Region for which the Promotion applies, or leave as All Regions.
Promotion ID	A unique identifier for the Promotion within the selected Region.
Autogenerate ID	If selected, the system will generate a unique Promotion ID automatically.

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Manner of Application

Numerous tabs are displayed within Promotion Maintenance. The options on the General tabs primarily control how the Promotion is applied.

The General - General tab is where the core Promotion properties are configured:

The General - General tab contains the core settings that control how the Promotion is applied and displayed.

Field	Description
Description	Required. The description displayed on the operator screen and receipt when the Promotion is triggered.
Notes	Optional. A more detailed internal description not visible to cashiers or customers.
Best Deal Priority	Overrides Best Deal Logic to force certain Promotions over others. Use only when necessary.
Distribute Savings Over All Promotion Items	If selected, distributes the total discount proportionally across all qualifying items (for accounting purposes). Does not affect the discount amount.
Operation with Previous Promotions	Defines how this Promotion interacts with other Promotions applied to the same transaction.
Operation with Discounts	Defines how this Promotion interacts with manual Discounts.
Limit Number of Promotions	Restricts how many times the Promotion can trigger within a single transaction. If blank, it triggers as many times as needed.
Force Acknowledge Triggered Alert	Displays a pop-up message to the operator when the Promotion is triggered, requiring acknowledgement.
Alert Operator When Nearly Triggered	Displays a near-miss alert to entice further purchases when the customer is close to qualifying.
Prevent Negative Savings	Prevents the Promotion from resulting in a negative saving.
Show On Operator View	Displays the Promotion on the operator screen when triggered.
Show On Printed Receipt	Prints the Promotion description on the customer receipt when triggered.

When Force Acknowledge Triggered Alert or Alert Operator When Nearly Triggered is enabled, additional message fields are displayed:

When alert options are enabled, additional message fields appear to specify the text shown to the operator.

The General - Returns tab controls Promotion behaviour during return transactions. These settings do not need to be changed for normal receipted returns:

The Returns tab controls atypical Promotion behaviour during returns. Normal receipted returns do not require changes here.

The General - Overlap tab controls how the items involved in this Promotion interact with other Promotions. To allow items to be used in all other eligible Promotions, select Allow Items To Be Used In All Other Promotions. To restrict overlap to specific Promotions, add them individually using Add Overlapping Promotion. To disallow all overlap, leave the option unselected and the list empty:

Use the Overlap tab to control which other Promotions may share qualifying items with this Promotion.

This completes the Manner of Application configuration.

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Promotion Timetable

Managing when a Promotion is valid is accomplished on the Timetable tab. Promotions can be set up and broadcast in advance of their active dates.

Configure the Promotion's active date range and restrict it to specific days and times using the Timetable tab.

Field	Description
Promotion Start Date	The first day the Promotion is active.
Promotion End Date	The last day the Promotion is active.
Transaction Trigger End Date	Stops the Promotion from triggering automatically after this date, while keeping it available for manual activation.
Valid Times	Day-of-week and time-of-day restrictions. If no times are specified, the Promotion is active all day.

note

If no dates are specified, a Promotion will be active immediately upon broadcast and remain active until an End Date is supplied or the Promotion is removed.

This completes the Promotion Timetable configuration.

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Additional Inclusion/Exclusion Criteria

In addition to the Timetable, several other factors can influence the validity of a Promotion.

Customers tab

The Customers tab provides Include/Exclude options based on Customer attributes.

The Customers - General tab restricts the Promotion to Loyalty members or specific Loyalty Schemes and Tiers.

Individual customers can be added to the Included Customers or Excluded Customers lists by entering the customer number and clicking Add Customer Number:

Add individual customers to the Included or Excluded Customers list using the Add Customer Number button.

The Included Groups and Excluded Groups tabs allow Inclusion or Exclusion of specific Customer Groups. Select the desired Group from the dropdown and click Add Customer Group:

Add Customer Groups to the Included or Excluded Groups list using the Add Customer Group button.

Employees tab

The Employees tab controls a Promotion's validity within Employee Sale transactions. To make a Promotion valid within an Employee Sale, select Enable this Promotion during Employee Sales. Selecting Restrict to Employee Sales only limits the Promotion exclusively to Employee Sales. The Update Employee Discount Balance with savings option causes Promotional discounts to count towards an Employee's discount limit:

The Employees - General tab controls whether this Promotion is active during Employee Sales.

If Employee Groups have been defined, they can be Included or Excluded on the Included/Excluded Employee Groups tabs. Select the group and click Add Employee Group:

Add Employee Groups to the Included or Excluded Employee Groups list using the Add Employee Group button.

Employee Grades can similarly be Included or Excluded on the Included/Excluded Employee Grades tabs:

Add Employee Grades to the Included or Excluded Employee Grades list using the Add Employee Grade button.

Tenders tab

Promotions can be linked to the use of a specific Tender. Select the desired Tender ID from the dropdown and click Add Tender. Since the Promotion is not triggered until the tender has been selected, the transaction flow is unique. The Enable Promotion Check in Tendering option must be enabled for the specific Tender in Tender Maintenance for this to work:

Add Tenders to the required list - the Promotion will only be triggered when one of the listed Tenders is selected.

When a Tender-triggered Promotion qualifies, the operator receives a message on the terminal showing the updated total:

When a Tender-triggered Promotion qualifies, the POS displays the promotional saving and the new amount due.

Vouchers tab

Promotions can be triggered through the use of Vouchers. Select the required Voucher from the dropdown and click Add Voucher. The customer must present the appropriate Voucher to qualify for the Promotion:

Add Vouchers to the required list - customers must present the voucher to qualify for the Promotion.

Regions tab

On the Regions tab, it is possible to Include or Exclude the Promotion at a Region level lower than the level at which it was created. Select the desired region from the dropdown and click Add Region:

Use the Regions tab to Include or Exclude the Promotion at a sub-region level.

Fascias tab

Retailers operating more than one Fascia can Include or Exclude Promotions at the Fascia level. Select the desired Fascia from the dropdown and click Add Fascia:

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Fascias are tied to Regions. For a Fascia to appear as an option, it must be within the same Region hierarchy as the Promotion and at the same level or below.

Add Fascias to the Included or Excluded Fascias list using the Add Fascia button.

Locations tab

Using the Included Locations and Excluded Locations tabs, individual Locations can be Included or Excluded from a Promotion. Select the desired Location from the dropdown and click Add Location:

Add individual Locations to the Included or Excluded Locations list using the Add Location button.

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Locations will appear as options only if they are within the same Regional hierarchy as the Promotion and at the same level or below.

This completes the Additional Inclusion/Exclusion Criteria configuration.

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Transaction Promotion Types

In a Transaction Promotion, qualification is evaluated at the Transaction Level and the Reward is applied at the Transaction Level. Select the Transaction tab to define the qualifiers and rewards.

There are currently 9 Transaction Promotion Types. The form displayed for Reward definition will vary based on the selected Promotion Type:

Select the Promotion Type from the dropdown - the Reward configuration form will update based on the type selected.

Additional Points

Rewards the customer with Additional Points deposited into their Loyalty account. The Reward Value represents the number of Additional Points to be received:

Additional Points - enter the number of points to award in the Reward Value field.

Amount Discount

Rewards the customer with a currency Amount Discount applied to the transaction. The Reward Value represents the Discount Amount:

Amount Discount - enter the currency discount amount in the Reward Value field.

Free Product Alert

Rewards the customer with a Free Product to be given by the operator upon qualification. This Promotion requires entry of the Free Product ID:

Free Product Alert - enter the Free Product ID or use Select Product to locate the product.

Gift Card

Rewards the customer with a Gift Card activated during the tender process. The Gift Card Type must be selected from the dropdown and the Gift Card Amount is specified in the Reward Value:

Gift Card - select the Gift Card Type and enter the activation amount in the Reward Value field.

% Discount

Rewards the customer with a Percentage-based Discount applied to the transaction. The Rounding Rule determines whether the discount amount is rounded Up, Down, or to the Closest amount. A Maximum Reward Saving can be set to cap the discount:

% Discount - set the Discount Percentage, Rounding Rule, and optionally a Maximum Reward Saving.

Points Multiplier

Rewards the customer with Additional Points by multiplying the Points earned in the transaction by the Reward Value:

Points Multiplier - set the multiplier value in the Reward Value field.

Points Rate

Rewards the customer with Additional Points by adding Points earned in the transaction to the number of Points that would be earned using the rate entered as the Reward Value.

Promotion Coupon

Rewards the customer with a printed Coupon to use on a future purchase. Requires specification of the Promotion Coupon Product ID and the Promotion Voucher Type (which defines the information printed):

Promotion Coupon - select the Voucher Type and enter or search for the Coupon Product ID.

Spend X Get Y

Rewards the customer with a currency Amount Discount applied every time the qualifying Threshold is met. For example, a Spend £50 Get £5 promotion would yield £10 on a £100 transaction and £15 on a £150 transaction. The Reward Value should equal the lowest level currency Discount Amount:

Spend X Get Y - set the Reward Value to the per-threshold discount amount.

This completes the Transaction Promotion Types configuration.

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Transaction Threshold Types

All Transaction Promotions use the same form to define the qualification Threshold. Select the Threshold Type from the dropdown and enter the desired Threshold Value:

Select the Threshold Type and enter the Threshold Value to define when the Promotion qualifies.

Threshold Type	Description
Count	The number of items in the Transaction.
Value	The monetary value of all items in the Transaction.
Points	The number of Loyalty Points earned in the Transaction.
Points Balance	The customer's current Loyalty Points balance.

If the Promotion is configured to Alert Operator When Nearly Triggered, an additional Alert Threshold field is displayed. This represents the condition that must be met to trigger the near-miss alert:

When Alert Operator When Nearly Triggered is enabled, an additional Alert Threshold field appears.

This completes the Transaction Threshold Types configuration.

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Item Sets

Item Sets are used to trigger Promotions based on specific Items or groups of Items within the transaction, and to confine a Reward to a particular Item or group.

To define an Item Set, select the Item Sets tab and click Add Item Set:

The Item Sets tab lists all item sets for the Promotion - click Add Item Set to create a new one.

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It is possible and common to create more than one Item Set within a Promotion. When more than one Item Set exists, all Item Sets must be satisfied for the Promotion to be triggered.

On the Item Set editing form, the Type tab is used to define the Promotion Type and Reward. The remaining tabs define which products qualify for this Item Set:

The Item Set Type tab defines the Promotion Type and Reward - use the other tabs to define qualifying products.

Products tab

On the Products tab, items can be explicitly Included or Excluded by entering the Product ID and clicking Add Product ID. Multiple products can be added at once using Select Products and the Product Search function:

Add individual products by ID or use Select Products to search and add multiple products at once.

The Product Search dialog allows multi-criteria filtering to find and select products for inclusion.

Brands tab

To add a Brand to the Included Brands or Excluded Brands list, select the desired Brand from the dropdown and click Add Brand. Multiple Brands are treated as an OR condition:

Add Brands to the Included or Excluded Brands list - multiple Brands are treated as an OR condition.

Product Groups tab

To add a Product Group to the Included Product Groups or Excluded Product Groups list, select the group and click Add Product Group. Multiple Product Groups are treated as an OR condition by default. When multiple groups are listed, the additional option An item must match all product groups becomes available, switching to AND logic:

Add Product Groups to the Included or Excluded lists - by default multiple groups use OR logic.

When multiple Product Groups are listed, enable 'An item must match all product groups' to switch from OR to AND logic.

MM Groups tab

To add an MM Group to the Included MM Groups or Excluded MM Groups list, select the desired MM Group and click Add MM Group. When selecting an MM Group, all sub-groups are automatically included:

Add MM Groups to the Included or Excluded lists - all sub-groups of a selected MM Group are automatically included.

tip

Item Set criteria from different tabs can be combined using AND logic. For example, select an MM Group on the Included MM Groups tab to include a category, then exclude a specific Brand on the Excluded Brands tab to remove certain items from that category.

This completes the Item Sets configuration.

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Item Set Promotion Types

There are 19 base Item Set Promotion Types. The information required to define the associated Reward varies based on the selected Promotion Type.

None

Used in Promotions where the qualifying items are different from the items receiving the Reward. For example: 10% off accessories with a Tablet purchase - the Tablet Item Set has Promotion Type None (qualifying only), while the accessories Item Set has % Discount (the Reward):

Use Promotion Type 'None' for qualifying Item Sets where no Reward is applied to those items.

Additional Points

Rewards the customer with Additional Points deposited into their Loyalty account. The Reward Value represents the number of Additional Points:

Additional Points - enter the number of points to award in the Reward Value field.

Amount Discount

Rewards the customer with a currency Amount Discount applied singularly to the Item or Group of Items in the Item Set:

Amount Discount - enter the total discount amount for the qualifying item group in the Reward Value field.

Amount Discount by Item

Rewards the customer with a currency Amount Discount applied to each item in the Item Set:

Amount Discount by Item - the Reward Value is applied per item, not per group.

Cheapest/Closest/Dearest Products Free

Rewards the customer by fully discounting a designated number of items in the Item Set (100% discount). The variants - Cheapest, Closest, Dearest - control which item in the group is given free. Specify the Number Of Free Products:

Cheapest/Closest/Dearest Products Free - specify how many items in the group receive a 100% discount.

% Discount (Cheapest/Closest/Dearest Products)

Rewards the customer by applying a percentage discount to a designated number of items. Requires the Number of Items to Discount, Discount Rate, and Rounding Rule:

% Discount (Cheapest/Closest/Dearest) - specify which items receive the discount and the discount percentage.

Fixed Price

Rewards the customer by applying a Fixed Price to the group of items defined in the Item Set (e.g., any shirt and tie for £100). The Reward Value is the promotional selling price, not a discount amount:

Fixed Price - enter the bundle promotional selling price in the Reward Value field.

Fixed Price by Item

Similar to Fixed Price, but establishes a promotional selling price for each individual item rather than the bundle. The Reward Value is the promotional price per item:

Fixed Price by Item - enter the per-item promotional selling price in the Reward Value field.

Offer-Price Promotion

Rewards the customer by applying an alternative Price Type for the items defined by the Item Set. Select the Price Type to use for the Promotion:

Offer-Price Promotion - select the alternative Price Type to apply to the qualifying items.

Free Product Alert

Rewards the customer with a Free Product given by the operator upon qualification. Requires entry of the Free Product ID. Optionally, enable Force Acknowledge Alert to require operator acknowledgement and set a custom Alert Message:

Free Product Alert - enter the Free Product ID and optionally require operator acknowledgement.

Gift Card

Rewards the customer with a Gift Card activated during the tender process. Select the Gift Card Type and enter the amount in the Reward Value:

Gift Card - select the Gift Card Type and enter the activation amount in the Reward Value field.

% Discount

Rewards the customer with a Percentage-based Discount on the items defined by the Item Set. The Rounding Rule controls rounding direction. A Maximum Reward Saving can cap the discount:

% Discount - set the Discount Rate, Rounding Rule, and optionally a Maximum Reward Saving cap.

Points Multiplier

Rewards the customer with Additional Points by multiplying the Points earned by items in the Item Set by the Reward Value:

Points Multiplier - set the multiplier value in the Reward Value field.

Voucher

Rewards the customer with a Voucher for a future purchase. The Voucher Type is selected from a dropdown containing all Vouchers available within the Promotion's selected Region.

Promotion Coupon

Rewards the customer with a Promotion Coupon for a future purchase. Enter the Coupon Product ID directly or use Select Product and the Product Search application:

Promotion Coupon - enter the Coupon Product ID or use Select Product to find it.

tip

A Promotional Coupon Product can be created in Product Maintenance (Product Type: Promotional Coupon Product) and included in an Item Set as a simple coupon mechanism when single-use or serial number tracking is not required.

Spend X Get Free Product

Rewards the customer with a Free Product after meeting a currency spend Threshold within the Item Set. Enter the Free Product ID directly or use Select Product:

Spend X Get Free Product - enter the Free Product ID that will be given upon reaching the spend threshold.

Spend X Get Y

Rewards the customer with a currency Amount Discount applied every time the spend Threshold is met within the Item Set. The Reward Value is the per-threshold discount amount:

Spend X Get Y - set the Reward Value to the per-threshold discount amount applied to the Item Set.

Fee Override

Rewards the customer by applying a promotional fixed selling price or discount percentage to a Fee Product Item (such as shipping, delivery, or installation fees). Enter either a selling price in Reward Value or a discount percentage in Reward Rate with the appropriate Rounding Rule:

Fee Override - enter the promotional selling price (Reward Value) or discount percentage (Reward Rate) for the fee product.

This completes the Item Set Promotion Types configuration.

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Item Set Threshold Types

All Item Set Promotions use the same form to define the qualification Threshold. Select the Threshold Type from the dropdown and enter the desired Threshold Value:

Configure the Item Set Threshold Type and Value - additional options control how items qualify and whether rewards can repeat.

Threshold Type	Description
Count	The number of items in the Item Set.
Value	The monetary value of all items in the Item Set.
Points	The number of Loyalty Points earned by items in the Item Set.

If the Promotion is configured to Alert Operator When Nearly Triggered, an additional Alert Threshold field is displayed:

When Alert Operator When Nearly Triggered is enabled, an Alert Threshold field appears to define the near-miss condition.

The following additional options are available on the Threshold tab:

Option	Description
Items Must Be Unique To Trigger	A specific product can only be used once for qualification, regardless of how many times it appears in the transaction.
Include Any Item In The Transaction	Moves all products into an Include state. Removes the Include tabs from Products, Brands, Product Groups, and MM Groups - Excludes can still be specified.
After Threshold Trigger On Each Item	The reward continues to trigger for each additional item after the threshold has been met. For example, a 10% discount at 3+ shirts would also apply to a 4th shirt.
Exclude Trigger Items From Other Item Sets	Prevents a single item from being used to satisfy the threshold in multiple Item Sets.

This completes the Item Set Threshold Types configuration.

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Broadcasting

After configuring Promotions in the Estate Manager, the changes must be broadcast to POS devices for them to take effect.

info

Broadcast the following entity after creating or modifying Promotions:

• Promotion

Broadcasts are covered in detail in the Broadcasting How-To Guide.

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About This Document

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Document History

The following versions of this document have been produced:

Version	Status	Issue Date	Author	Reason for Issue
1.0	Initial Draft	11 Jan 2021	Michael Tolson	Initial version.
2.0	Updated	2026-02-28	Mark Harrison	Reformatted to Docusaurus format; screenshots updated.