How-to Guide - Configuring Promotions

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Introduction

The Enactor Promotions Engine is a powerful and flexible system for defining promotional offers within the Enactor Retail System. It supports a wide range of offer types, qualification criteria, and reward mechanisms while remaining easy to manage through the Estate Manager.

In the Enactor Retail System, all promotions fall into one of two categories: Transaction Level promotions, where the reward is applied against the entire transaction, and Item Level promotions, where the reward is applied to specific items or groups of items. The Promotions Engine uses Best Deal Logic to automatically select the combination of promotions that gives the customer the highest discount.

The purpose of this guide is to provide a foundational understanding of the options and capabilities available when designing and configuring Promotions in the Enactor Estate Manager.

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Overview

The following steps are required to configure Promotions:

1. Promotion Fundamentals - Understand the nature of promotions, triggers, rewards, and timetables
2. Creating a Promotion - Access Promotion Maintenance and create a new promotion record
3. Manner of Application - Configure how the promotion reward is applied, including overlap and return behaviour
4. Promotion Timetable - Define when the promotion is active
5. Inclusion/Exclusion Criteria - Control which customers, employees, tenders, vouchers, regions, fascias, and locations the promotion applies to
6. Transaction or Item Set Configuration - Define the promotion type, reward, and qualification threshold
7. Broadcasting - Deliver the promotion configuration to the POS and store server

Prerequisites

Before starting, you should have the following resources in place:

• Enactor Estate Manager
• Enactor POS (configured within the appropriate region, connected to the Estate Manager)
• Standard Configuration, including base configuration and regionally appropriate data
• Product, Localisation, Tenders, Vouchers, and Customer configuration complete

You should be familiar with the following:

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

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Configuration Steps - Promotion Fundamentals

Before creating a promotion, it is important to understand the key concepts that define how promotions work in the Enactor system.

Nature of the Promotion

The Enactor Promotions Engine categorises all promotions into one of two types:

• Transaction Level - The reward is applied against the entire transaction when the transaction meets the qualifying threshold
• Item Level - The reward is applied to specific items or groups of items within the transaction when those items meet the qualifying threshold

Promotion Trigger

Transaction Level Promotions are triggered by the entire transaction meeting a 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 Level Promotions are triggered by meeting the qualifying threshold of a particular item or group of items within the transaction. As with Transaction Level Promotions, additional inclusion/exclusion rules can also be applied.

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 the ability to define 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 being active only during specific times of the day and/or on specific days of the week.

This completes the Promotion Fundamentals overview.

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Configuration Steps - Accessing Promotion Maintenance

All activity required to define and configure a new promotion is completed within the Promotions Maintenance application.

Navigate to Promotions using the Search or the path:

Main Menu > Configuration > Merchandise > Promotions

The Promotion Maintenance list is displayed, showing all configured promotions with their Promotion ID, Region, and Description.

The Promotion Maintenance list displays all configured promotions. Use the filter fields at the top to search by Region, Promotion ID, Description, or Status. Select Create New Promotion to begin creating a new promotion.

This completes the Accessing Promotion Maintenance section.

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Configuration Steps - Creating a New Promotion

Select Create New Promotion from the Promotion Maintenance list. The new promotion screen is displayed:

Select the Region for the promotion or leave as All Regions. Enter a unique Promotion ID or click Autogenerate ID to have one generated automatically. Select Create to proceed.

Field	Description
Region	The region this promotion applies to. Select a specific region from the dropdown or leave as All Regions.
Promotion ID	A unique identifier for the promotion within the selected region. Can be manually entered or auto-generated.

This completes the Creating a New Promotion section.

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Configuration Steps - Manner of Application

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

General - General Tab

The General tab controls the core promotion behaviour. Set the Description to define the text shown on the operator display and receipt when triggered. Use Best Deal Priority only when necessary to override the automatic Best Deal Logic. Configure Operation with Previous Promotions and Operation with Discounts to control how this promotion interacts with others.

Field	Description
Description	The promotion description shown on the operator display and receipt when triggered. Required.
Notes	Internal reference notes for the promotion. Not visible to the cashier or customer.
Best Deal Priority	Overrides the automatic Best Deal Logic to force certain promotions to be chosen over others. Use only when absolutely necessary as it may produce unexpected results.
Distribute Savings Over All Promotion Items	When ticked, distributes the total discount proportionally across all items involved in the promotion (including qualifying items), for accounting purposes. Has no impact on the discount amount given.
Operation with Previous Promotions	Controls whether the promotion calculates using gross or net price when overlapping with other promotions.
Operation with Discounts	Controls how the promotion interacts with manual discounts.
Limit Number Of Promotions	Limits how many times the promotion can trigger within a single transaction. Leave blank for unlimited.
Force Acknowledge Triggered Alert	When ticked, displays a pop-up message to the operator when the promotion triggers, requiring acknowledgement.
Alert Operator When Nearly Triggered	When ticked, alerts the operator when the customer is close to qualifying for the promotion.
Triggered Receipt Message	The message printed on the receipt when the promotion triggers.
Manual Activation Required	When ticked, the promotion must be manually activated by the operator rather than triggering automatically.
Prevent Negative Savings	When ticked, prevents the promotion from resulting in a negative saving (i.e. increasing the price).
Show On Operator View	When ticked, the promotion is displayed on the operator screen.
Show On Printed Receipt	When ticked, the promotion is printed on the receipt.

tip

When Force Acknowledge Triggered Alert is selected, an additional Triggered Alert Message field is displayed to specify the message sent to the operator.

When Force Acknowledge Triggered Alert is ticked, the Triggered Alert Message field appears. Enter the message to display to the operator when the promotion triggers.

When Alert Operator When Nearly Triggered is ticked, the Near Miss Alert Message field appears. Enter the message to display when the customer is close to qualifying. An additional threshold is also required to define when the alert should trigger.

General - Returns Tab

The Returns tab controls atypical Promotion behaviour during return transactions. These settings do not need to be changed to accommodate normal receipted return transactions.

The Returns tab controls how the promotion behaves during return transactions. Tick Allow for Return Items to make the promotion valid for returns as well as sales. Tick Allow for Return Items Only to restrict the promotion to returns only.

Field	Description
Allow for Return Items	When ticked, the promotion is valid for return items as well as sale items.
Allow for Return Items Only	When ticked, the promotion is valid for return items only.
Return promotion increases value to customer	When ticked, the sign of the reward is changed for return items.

General - Overlap Tab

The Overlap tab permits full control of how promotions interact when items qualify for multiple promotions.

The Overlap tab controls whether items involved in this promotion can also qualify for other promotions. Tick Allow Items To Be Used In All Other Promotions to allow full overlap. Otherwise, add specific promotions to the overlap list using the dropdown and Add Overlapping Promotion button.

Field	Description
Allow Items To Be Used In All Other Promotions	When ticked, items involved in this promotion can be used to qualify for all other eligible promotions. When unticked, only promotions in the overlap list are permitted.
Add Overlapping Promotion	Select a specific promotion from the dropdown and click to add it to the list of promotions that may overlap with this one.

This completes the Manner of Application configuration.

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Configuration Steps - Promotion Timetable

The Timetable tab controls when the promotion is active.

The Timetable tab controls when the promotion is active. Set the Start Date for when the promotion becomes active. Set the End Date for the last day the promotion is active. Use Transaction Trigger End Date to stop automatic triggering while keeping the promotion available for manual activation. Specify Valid Times per day to limit the promotion to certain hours.

Field	Description
Start Date	The first day the promotion is active. Promotions can be set up and broadcast in advance of this date.
End Date	The last day the promotion is active.
Transaction Trigger End Date	Stops the promotion from triggering automatically but keeps it available for manual activation.
Valid Times (per day)	Restricts the promotion to specific times of day for each day of the week. Leave at 00:00 To 00:00 for all day.

info

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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Configuration Steps - Additional Inclusion/Exclusion Criteria

In addition to the Timetable, several other factors can influence the validity of a Promotion. These are configured across the Customers, Employees, Tenders, Vouchers, Regions, Fascias, and Locations tabs.

Customers Tab

The Customers tab provides inclusion/exclusion options based on Customer attributes.

Customers - General

The Customers - General tab restricts the promotion to loyalty members. Tick Promotion applies to Loyalty Card Holders only to restrict eligibility. Select a specific Applicable Loyalty Scheme or Applicable Loyalty Tier if the retailer has multiple schemes or tiers.

Field	Description
Promotion applies to Loyalty Card Holders only	When ticked, only customers with a loyalty card can qualify for the promotion.
Applicable Loyalty Scheme	Restricts the promotion to a specific loyalty scheme.
Applicable Loyalty Tier	Restricts the promotion to a specific loyalty tier within the selected scheme.

Customers - Included/Excluded Customers

The Included Customers and Excluded Customers tabs allow direct entry of individual customer numbers. Enter the customer number and click Add Customer Number to add them to the list.

Customers - Included/Excluded Groups

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.

Employees Tab

The Employees tab controls a promotion's validity within Employee Sale Transactions.

Employees - General

The Employees - General tab controls whether the promotion is valid during Employee Sales. Tick Enable this Promotion during Employee Sales to allow it. Tick Restrict to Employee Sales only to make it exclusive to employee transactions. Tick Update Employee Discount Balance with savings to count promotional discounts towards the employee's discount limit.

Field	Description
Enable this Promotion during Employee Sales	When ticked, the promotion is valid within Employee Sale Transactions.
Restrict to Employee Sales only	When ticked, the promotion is only valid within Employee Sale Transactions.
Update Employee Discount Balance with savings	When ticked, promotional discounts count towards the employee's discount balance limit.

Employees - Included/Excluded Employee Groups

The Included Employee Groups and Excluded Employee Groups tabs allow inclusion or exclusion of specific Employee Groups. Select the desired group from the dropdown and click Add Employee Group.

Employees - Included/Excluded Employee Grades

The Included Employee Grades and Excluded Employee Grades tabs allow inclusion or exclusion of specific Employee Grades. Select the desired grade from the dropdown and click Add Employee Grade.

Tenders Tab

Promotions can be linked to the use of a specific Tender. Since the Promotion is not triggered until the tender has been selected, the transaction flow is slightly different from standard promotions.

The Tenders tab links the promotion to specific tenders. Select the desired Tender ID from the dropdown and click Add Tender. The promotion will only trigger when the selected tender is used.

info

By default, the Promotions Engine stops basket evaluation once the tendering process has been initiated. If a Tender is being used as a promotion trigger, the Enable Promotion Check in Tendering option must be ticked for that specific Tender in the Tender Maintenance application.

In Tender Maintenance, tick Enable Promotion Check in Tendering on the Restrictions 1 tab for any tender that should trigger promotions. Without this setting, tender-linked promotions will not activate.

When a tender-triggered promotion activates, the operator receives a message on the POS terminal informing them of the new total:

When a tender-triggered promotion activates, the POS displays a notification showing the potential discount. The operator selects OK to acknowledge or Cancel to dismiss.

Vouchers Tab

Promotions can be triggered through the use of Vouchers.

The Vouchers tab links the promotion to specific vouchers. Select the required voucher from the dropdown and click Add Voucher. The appropriate voucher must be presented to qualify for the promotion.

Regions Tab

The Regions tab allows inclusion or exclusion of the promotion at a Region level lower than the one at which it was created. Select the desired region from the dropdown and click Add Region.

Fascias Tab

Retailers that operate more than one Fascia can include or exclude promotions at the Fascia level.

The Fascias tab allows inclusion or exclusion at the Fascia level. Select the desired fascia from the dropdown and click Add Fascia. Fascias must be within the same Region hierarchy as the Promotion.

note

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.

Locations Tab

The Locations tab allows individual locations to be included or excluded from the promotion. Select the desired location from the dropdown and click Add Location. Locations must be within the same Regional hierarchy as the promotion.

info

If the Promotion was created for All Regions, any Location can be added to the Include or Exclude list. If the Promotion was created for a Region at the lowest level of the hierarchy, no further Regions or Locations will be available for selection.

This completes the Additional Inclusion/Exclusion Criteria configuration.

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Configuration Steps - 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.

The Transaction - Type tab defines the promotion type and reward. Select the desired Promotion Type from the dropdown. The reward fields displayed will vary based on the selected type.

There are 9 Transaction Promotion Types. The reward definition fields vary based on the selected type:

Additional Points

Rewards the customer with Additional Points deposited into their Loyalty account.

Set Promotion Type to Additional Points and enter the number of points to award in the Reward Value field.

Field	Description
Reward Value	The number of Additional Points to be deposited into the customer's Loyalty account.

Amount Discount

Rewards the customer with a currency Amount Discount applied to the transaction.

Set Promotion Type to Amount Discount and enter the discount amount in the Reward Value field.

Field	Description
Reward Value	The currency discount amount to be applied to the transaction.

Free Product Alert

Rewards the customer with a Free Product given by the operator upon qualification.

Set Promotion Type to Free Product Alert and enter the Free Product ID or click Select Product to search for it.

Field	Description
Free Product ID	The product ID of the free item to be given to the customer upon qualification.

Gift Card

Rewards the customer with a Gift Card to be used on a future purchase.

Set Promotion Type to Gift Card. Select the Gift Card Type from the dropdown and enter the gift card amount in the Reward Value field.

Field	Description
Gift Card Type	The type of gift card to be activated. Select from the dropdown.
Reward Value	The currency amount to be loaded onto the gift card.

% Discount

Rewards the customer with a Percentage-based Discount applied to the transaction.

Set Promotion Type to % Discount. Enter the discount percentage in the Reward Value field. Set the Rounding Rule to Up, Down, or Closest. Set Maximum Reward Saving to cap the discount amount, or leave at 0.00 for no cap.

Field	Description
Fractional Reward	When ticked, allows fractional reward calculations.
Reward Value	The discount percentage to be applied to the transaction.
Rounding Rule	Determines rounding direction: Up, Down, or Closest.
Maximum Reward Saving	The maximum currency discount amount. Enter 0.00 for no cap.

Points Multiplier

Rewards the customer with Additional Points determined by multiplying the points earned in the transaction by the Reward Value.

Set Promotion Type to Points Multiplier and enter the multiplier in the Reward Value field. For example, a value of 2 would double the points earned.

Field	Description
Reward Value	The multiplier applied to the points earned in the transaction.

Points Rate

Rewards the customer with Additional Points calculated by adding points at an alternative rate to those already earned.

Set Promotion Type to Points Rate and enter the alternative points rate in the Reward Value field.

Field	Description
Reward Value	The alternative points rate used to calculate additional points for the transaction.

Promotion Coupon

Rewards the customer with a printed Coupon to use on a future purchase.

Set Promotion Type to Promotion Coupon. Select the Promotion Voucher Type which defines the printed coupon format. Enter the Promotion Coupon Product ID which will be used as a qualifier on redemption.

Field	Description
Promotion Voucher Type	The voucher type that defines the information to be printed on the coupon.
Promotion Coupon Product ID	The product ID used as a qualifier when the coupon is redeemed.

Spend X Get Y

Rewards the customer with a currency Amount Discount that applies every time the threshold is met.

Set Promotion Type to Spend X Get Y and enter the discount amount in the Reward Value field. The threshold must be expressed in currency value. The reward applies each time the threshold is met (e.g. Spend 50 get 5 on a 100 transaction gives 10 discount).

Field	Description
Reward Value	The currency discount amount applied each time the threshold is met.

tip

The key difference between Spend X Get Y and Amount Discount is that Spend X Get Y applies the reward repeatedly each time the threshold is met, while Amount Discount applies the reward only once.

This completes the Transaction Promotion Types configuration.

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Configuration Steps - Transaction Threshold Types

All Transaction Promotions use the same form to define qualification thresholds. Select the Threshold sub-tab on the Transaction tab.

The Threshold tab defines the qualification criteria. Select the Threshold Type from the dropdown and enter the required Threshold Value.

There are 4 Threshold Types for Transaction Promotions:

Threshold Type	Description
Count	The number of items in the transaction.
Value	The currency 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 has been configured to Alert Operator When Nearly Triggered, an additional Alert Threshold Value field is shown:

When Alert Operator When Nearly Triggered is enabled on the General tab, the Alert Threshold Value field appears. Enter the threshold at which the near-miss alert should trigger.

This completes the Transaction Threshold Types configuration.

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Configuration Steps - Item Sets

Item Sets are used to trigger Promotions based on specific items or groups of items within the transaction. By using Item Sets, it is also possible to confine the Reward to a particular item or group of items.

Select the Item Sets tab and click Add Item Set to create a new Item Set.

The Item Sets tab shows all item sets defined for this promotion. Select Add Item Set to create a new item set. Multiple item sets can be created - all must be satisfied for the promotion to trigger.

info

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.

Defining Item Set Products

After adding an Item Set, the Item Set editing screen is displayed with tabs for Type, Threshold, Products, Context, Brands, Product Groups, MM Groups, and Prices.

Enter a Description for the item set and select the Promotion Type from the dropdown. The available promotion types for item sets include all transaction types plus several additional types.

Products Tab - Include/Exclude by Product ID

On the Products tab, add individual products by entering the Product ID and clicking Add Product ID, or click Select Products to use the Product Search.

The Product Search allows bulk selection of products. Use the filter fields to narrow the search, then tick the Selected checkbox for each product to include. Click Apply Selection to add the selected products to the item set.

Brands Tab

On the Brands tab, add brands to the Included or Excluded list. Select the desired brand from the dropdown and click Add Brand. Multiple brands on the same list are treated as an OR condition.

Product Groups Tab

On the Product Groups tab, add product groups to the Included or Excluded list. Select the desired group from the dropdown and click Add Product Group.

When multiple Product Groups are included, an additional option becomes available:

When multiple Product Groups are on the same list, the An item must match all product groups option appears. When unchecked, groups are treated as OR (default). When ticked, groups are treated as AND - an item must belong to all listed groups.

MM Groups Tab

On the MM Groups tab, add MM Groups to the Included or Excluded list. Select the desired group from the dropdown and click Add MM Group. When selecting an MM Group, all subgroups are also included.

info

When defining Item Sets using Brands, Product Groups, and MM Groups, the criteria can be combined with AND logic. For example, you can include a specific MM Group but exclude items of a specific Brand within that group.

This completes the Item Sets configuration.

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Configuration Steps - Item Set Promotion Types

There are 19 base Item Set Promotion Types. As with Transaction Promotions, the reward fields vary based on the selected type. Item Sets support all Transaction Promotion Types plus several additional types.

None

An Item Set with Promotion Type None is used when the items are required for qualification but no reward is applied to them. This is common in multi-item-set promotions where one set qualifies and another receives the reward.

Set Promotion Type to None for qualifying item sets that do not receive a reward. For example, in a '10% off accessories with a Tablet purchase' promotion, the Tablet item set would use None.

Additional Points

Set Promotion Type to Additional Points and enter the number of points in the Reward Value field.

Amount Discount

Rewards the customer with a currency Amount Discount applied once to the items defined by the Item Set.

Set Promotion Type to Amount Discount and enter the discount amount in the Reward Value field. The discount is applied once to the group of items.

Amount Discount by Item

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

Set Promotion Type to Amount Discount by Item. Unlike Amount Discount, this applies the Reward Value discount to each individual qualifying item.

Cheapest/Closest/Dearest Products Free

Rewards the customer by fully discounting a designated number of items in the Item Set. Variants control which items are discounted.

Set Promotion Type to Cheapest Products Free (or Closest Products Free or Dearest Products Free) and enter the Number Of Free Products. This is commonly used for BOGO-type offers.

Field	Description
Number Of Free Products	The number of items in the Item Set to be fully discounted.

% Discount (Cheapest/Closest/Dearest Products)

Applies a percentage discount to a designated number of items in the Item Set.

Set Promotion Type to % Discount (Cheapest/Closest/Dearest Products). Enter the Number of Items To Discount, the Discount Rate percentage, and select the Rounding Rule.

Field	Description
Number of Items To Discount	The number of items to receive the discount.
Discount Rate	The percentage discount to apply.
Rounding Rule	Rounding direction: Up, Down, or Closest.

Fixed Price

Applies a Fixed Price to a group of items as defined in the Item Set (e.g. buy any shirt and tie for 100).

Set Promotion Type to Fixed Price and enter the promotional selling price (not a discount amount) in the Reward Value field. This price applies to the group of items as a whole.

Fixed Price by Item

Applies a Fixed Price to each individual item in the Item Set.

Set Promotion Type to Fixed Price by Item and enter the promotional selling price per item in the Reward Value field.

Offer-Price Promotion

Applies an alternative Price Type for the items in the Item Set.

Set Promotion Type to Offer-Price Promotion and select the alternative Price Type from the dropdown.

Field	Description
Price Type	The alternative price type to use for qualifying items.
Price applies to subsequent item set rewards	When ticked, the alternative price is applied to rewards in subsequent item sets.

Free Product Alert

Set Promotion Type to Free Product Alert. Enter the Free Product ID of the give-away item. Optionally tick Force Acknowledge Alert and enter an Alert Message for the operator.

Gift Card

Set Promotion Type to Gift Card. Select the Gift Card Type from the dropdown and enter the gift card amount in the Reward Value field.

% Discount

Applies a Percentage-based Discount to the items defined by the Item Set.

Set Promotion Type to % Discount. Enter the Discount Rate percentage, select the Rounding Rule, and optionally set a Maximum Reward Saving cap.

Points Multiplier

Set Promotion Type to Points Multiplier. The Reward Value is the multiplier applied to points earned by items in the Item Set.

Voucher

Rewards the customer with a Voucher to be used on a future purchase.

Set Promotion Type to Voucher and select the Voucher Type from the dropdown containing all vouchers available within the promotion's selected region.

Promotion Coupon

Set Promotion Type to Promotion Coupon. Enter the Promotion Coupon Product ID directly or click Select Product to search for it.

tip

Within Product Maintenance, there is a special Product Type of Promotional Coupon Product. By creating a Product to represent a Promotional Coupon, that Product ID can be included in an Item Set of the Promotion it is designed to trigger. This is a simple way of issuing coupons when single use or serial number tracking is not required.

Spend X Get Free Product

Set Promotion Type to Spend X Get Free Product. Enter the Free Product ID directly or click Select Product to search. The customer receives the free product after meeting the currency spend threshold within the Item Set.

Spend X Get Y

Set Promotion Type to Spend X Get Y. Enter the discount amount in the Reward Value field. The reward applies each time the currency spend threshold is met within the Item Set.

Fee Override

Applies a promotional fixed selling price or discount percentage to a Fee Product Item (e.g. shipping, delivery, or installation fees).

Set Promotion Type to Fee Override. Enter a promotional selling price in Reward Value, or alternatively enter a discount percentage in Reward Rate with the appropriate Rounding Rule.

Field	Description
Reward Value	A promotional fixed selling price for the Fee Product Item.
Reward Rate	A discount percentage to apply to the Fee Product Item.
Rounding Rule	Rounding direction for percentage discounts: Up, Down, or Closest.

This completes the Item Set Promotion Types configuration.

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Configuration Steps - Item Set Threshold Types

All Item Set Promotions use the same form to define qualification thresholds. Select the Threshold tab within the Item Set editing screen.

The Item Set Threshold tab defines the qualification criteria. Select the Threshold Type and enter the Threshold Value. Additional options control item uniqueness, transaction-wide inclusion, per-item triggering, and cross-item-set exclusion.

There are 3 Threshold Types for Item Set Promotions:

Threshold Type	Description
Count	The number of items in the Item Set.
Value	The currency value of all items in the Item Set.
Points	The number of loyalty points earned by items in the Item Set.

Additional Threshold Options

Field	Description
Items Must Be Unique To Trigger	When ticked, 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	When ticked, all products are included by default. This removes the Include tabs from Products, Brands, Product Groups, and MM Groups (Exclude tabs remain available).
After Threshold Trigger On Each Item	When ticked, the reward continues to trigger for each additional qualifying item after the threshold is initially met.
Exclude Trigger Items From Other Item Sets	When ticked, prevents items used to satisfy this threshold from being used for qualification in other Item Sets, without affecting reward overlap.

If the Promotion has been configured to Alert Operator When Nearly Triggered, an additional Alert Threshold Value field is shown:

When the Alert Operator When Nearly Triggered option is enabled, the Alert Threshold Value field appears. In this example, the alert triggers at 90.00 and the promotion triggers at 100.00.

This completes the Item Set Threshold Types configuration.

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Configuration Steps - Broadcasting

To deliver the promotion configuration to the POS and store server, broadcast the following entities:

• Promotions

info

Promotions must be broadcast to POS terminals for them to take effect. Promotions can be set up and broadcast in advance of their active dates by using the Start Date on the Timetable tab.

Select Save to save the completed promotion, then broadcast the promotion entity to the relevant devices.

This completes the Broadcasting configuration.

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About This Document

(c) 2026 Enactor Ltd

All documents produced by Enactor Ltd are supplied to customers subject to Copyright, commercial confidentiality, and contractual agreements and must not be copied or transferred without permission.

Document Context

This document is part of the Enactor Product Documentation Series. All Enactor products include a comprehensive documentation set designed to improve understanding of the product and facilitate ease of use.

Document Inquiries

If you find that a document is inaccurate or deficient in any way, please contact:

Email: documentation@enactor.co.uk

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Document History

Version	Status	Issue Date	Author	Reason for Issue	Software Version
1.0	Initial Draft	11 Jan 2021	Michael Tolson	Initial Version
1.1	Reviewed	20 Sep 2023	Dilpa Sirimanna	Changed to new themes
2.0	Revised	30 March 2026	Shenol Silva	Reformatted to standard	2.7.1724