1. OVERVIEW
2. CONFIGURATION
3. CONDITIONALS
4. APPLY PROMOTIONS IN REVO XEF
5. PRACTICAL EXAMPLES

REVO's promotions will allow us to apply discounts to products and orders when the conditions we want are met, as well as cross-selling and suggested sales. This is a module with many customisation options. In the following sections, we will see how they can be configured and some practical examples.

1. OVERVIEW

In order to be able to use the promotions' module, it is first necessary to activate it in the back-office, by going to Configuration / Promotions and clicking on the button Activate:



Once we have activated it, we will enter the general view, shown in the image below.

To create a new promotion, just click on +New at the top right. You can also edit and delete promotions.



The options that we can see in each promotion are the following:

  • Active: Here we can see if the promotion is activated or deactivated, as well as change this status by clicking on it.

  • Photo: We can upload a photo to display in Revo DISPLAY when we use the suggested sale.

  • Name: Name of the promotion.

  • Suggested sale: Here we will see if a promotion has the suggested sale activated or not.

  • When: In this section we will see the period, hours and days of the week when the promotion is applied.

  • Description: This field will show a summary of the functionality of the promotion. It is automatically generated depending on the promotion we have configured.

  • Promoted product: This is where we can see and define the products to which the promotion applies.

    Note: The products that we assign are the ones that the cross-sale will suggest and to which the product discounts configured in the promotion will be applied.

  • Conditional: In conditional, we will be able to see and define the necessary conditions to apply the promotion, explained in more detail in Conditional.

We will be able to order the promotions by dragging the row and clicking Save Order at the top right.


CONFIGURATION

In this section, we will detail all the options available when creating or editing a promotion. Each promotion will have the following tabs:

1. MAIN: In this tab, we will be able to change the name of the promotion and activate/deactivate it.



2. SUGGESTED SALE: Here we can indicate if the promotion uses suggested sale. We also have the option to activate if we want the question to be shown to the customer via Revo DISPLAY.



This functionality pops up a window in Revo XEF (or DISPLAY if we have configured it this way) asking if we want to add the product that is missing to fulfil the promotion.

Important: It will only be shown when there is a pending condition with quantity 1.



3. WHEN: If we want to limit the promotion to a date range, time slot or days of the week, we can define it in this section. If we leave all the fields blank, the promotion will always be active.



4. CONDITIONS: This tab will allow us to define:

  • Total minimum: The minimum amount that the order needs for the promotion to be applied.

  • Minimum diners: The minimum number of diners required for the promotion to be applied.

  • Can be stacked: If we activate this option, we will be able to use the promotion on the same order several times. By default, it will be deactivated.



5. ACTION: This is where we are going to define what type of promotion will be applied when the configured conditions are met, we have several types of actions with their parameters, which we will define below:



  • Discount value: By choosing this option, you can enter an amount to apply as a discount to the order or products. The values that can be configured are:

    • No extras: If we activate this option, the extras will not be affected by the promotion.

    • Value of the discount: The amount in € to be discounted.

    • Apply to: You can select an order or a product.

    • Type of application: If you select a product, you can choose to apply the promotion to the cheapest product, the most expensive product, or to all of them.

  • Percentage discount: We can apply a percentage discount to the order or products.

    • No extras: If we activate it, the extras will not be affected by the promotion.

    • Value of the discount: The amount in % to be discounted.

    • Apply to: You can select an order or a product.

    • Type of application: If you select a product, you can choose to apply the promotion to the cheapest product, the most expensive product, or to all of them.

  • Fixed price: The fixed price will allow us to define the specific price for the whole order or products.

    • Discount value: The amount in € to assign.

    • Apply to: We will be able to select an order or product.

    • Type of application: If you select a product, you can choose whether the promotion is to be applied to the cheapest product, the most expensive product, or to all of them.

    • Product: If we want the discount to be shown as a product, we can assign it here.

      Important: When we have promotions applied to products these will be applied to the promoted products. If we don't have any promoted products, the discounts will be applied to the products/categories that we have configured in the conditionals.

  • Cross-selling: This type of action will allow us to perform "cross-selling", when the conditions of the promotion are met, a window will open in Revo XEF asking if we want to add any product (defined in promoted products) to the order.



3. CONDITIONALS

In conditionals, we can configure which products or categories we should add to the order so that the promotion can be applied.

To configure them, click on the "CONDITIONALS" column of the promotion you want to edit:



Once inside, we can add conditions and groups:



  • Conditions: If we click on "Add condition" we will be able to define the following values:

    • Quantity: Number of products required.
    • Type: We will be able to define if it is a specific product or a category.
    • Category/Product: Here, we can select which product or category to add.
  • Group: If we click on "Add group" we must add a logical condition, we have the options "AND" and "OR":

    • And: In a group with the "AND" condition, all conditions must be met for the promotion to be applied. In the following image we have an "AND" group and two conditions. This indicates that for the promotion to be fulfilled, two soft drinks and two drinks must be included in the order:



    • Or: In a group with the condition "OR" only one of the added conditions needs to be fulfilled. In the following image, we have the same conditions, but we have modified the group to "OR". This indicates that in order to fulfil the condition, we will have to enter either two soft drinks or two beers:



Note: There is no limit to the number of conditions or groups, so we can add as many values as we need.

APPLY PROMOTIONS IN REVO XEF

To apply promotions in Revo XEF, we have two options:

  • Order actions: Within the order, we can choose to apply promotions from the "Order actions" dropdown:



  • On payment: Promotions will be applied automatically when we go to collect the order:



5. PRACTICAL EXAMPLES

In this section, we will explain how to set up three different types of promotions step by step:

Cross-selling:

In this example, we want Revo XEF to ask us to add chips to the order when we enter two soft drinks or two beers.

  • Firstly, we will create a new promotion, name it "Do you want chips" and activate it:



  • Open the "Action" tab and select the type of promotion "Cross-selling", save:



  • Go to "Promoted products" and select the products you want to recommend, save:



  • Access conditionals, choose "OR" and add two conditions within this group:



  • Here we configure the two conditions with quantity 2, select category and add beers and soft drinks respectively, save.

After these steps, we will have the cross-selling configured:



2x1:

Now we will configure the following promotion: A 2 for 1 promotion on starters, as long as the total of the order is more than €20, applicable on Wednesdays and Thursdays:

  • We will create a new promotion, name it "2X1 Starters" and activate it:



  • In the "When" tab, we add Wednesday and Thursday in the field below. We do not fill in any date range or time, as we want the promotion to apply every Wednesday and Thursday throughout the day.



  • Go to the conditions tab, put "20" in the "Min. Total" field to make the promotion only apply to orders over €20.

    Important: in this case do not activate "Can be stacked" as the 2 for 1 will be applied every time you add two starters.



  • We want to apply 100% discount on one of the two products, in this case the cheaper of the two. It would be configured as shown in the image below:



  • Now we go into conditionals and add a single condition, two starters.



    Note: In this case, defining AND/OR in the group is indifferent, as we only have a single condition (2 starters).

As we have not added any promoted product, this promotion will be applied to the categories configured in the conditionals, so we will already have a 2x1 promotion configured:



10% Off:

This last example will be more complicated and will allow us to observe how to configure different groups of conditionals. We will create a promotion that allows us to apply a 10% discount to the entire order if a first and a second are consumed, with a minimum of two diners:

  • Firstly, we will create a new promotion, we will name it "10% with first and second" and we will activate it:



  • In the "When" tab, we will configure the promotion from 19:00 to 23:59 and the following days of the week:



  • To limit the promotion to a minimum of two guests, we will indicate it in the "Conditions" tab:



  • In action we will select discount percentage, 10% and applied to the order, save.



  • To configure the conditionals, we want any starter (from the categories starters or salads) and any second (burgers, suggestions or mains) to be compulsory. In the main group we will use "AND" logic, and we will add two more groups with "OR" logic:



  • Within these two groups we will add three conditions with each of the categories, we save:



We have configured the promotion: