Create discounts and promo codes

InnoBooks lets you create discounts that apply on their own or promo codes your customers type in. You choose a fixed amount or a percentage, on the whole cart or on specific items, with a schedule, usage limits, and even a shareable promotion page. Here’s how.

What you’ll need

• The POS add-on enabled on your business.
• Permission to create and edit discounts.
• Your POS items and categories already created if you want to target specific products.

Steps

1. Open the Discounts page

   From the menu, open the Discounts page. Discounts show as cards, split across the All, Active, Inactive and Expired tabs. Click Add Discount at the top right.

   

2. Fill in the general information

   In the General Information section, enter the name and description (in French and English). In Promo Code, type a code for the customer to enter, or leave it empty for an automatic discount. Choose the Discount Type — Fixed Amount (Cart), Percentage (Cart), Fixed Amount (Item) or Percentage (Item) — then the value (Amount or % of Total depending on the type). Tick Before tax to apply the discount before GST (5%) and QST (9.975%) are calculated.

3. Set the limits and schedule

   In Limits & Schedule, optionally set a Minimum order amount and a Maximum discount amount. Choose the Start date (required) with its hour and minute, and an optional End date. You can also cap usage with Total usage limit and Limit per customer.

4. Target the products it applies to

   In Applies to, choose the Target: All products, Specific items or Specific categories. For the last two, a Manage Products or Manage Categories button appears to select the exact items. Set the Priority to break ties between several applicable discounts.

5. Set the options and save

   In Options, tick as needed: Active (the discount is live), Automatic (applied without a code), Stackable (combinable with other discounts) and Exclusive (hidden, requires code) (invisible until the customer enters the code). Then click the save button.

6. Share the promotion page (Optional)

   On the discount card, the external-link icon opens the discount’s public promotion page, and the copy icon copies its link to the clipboard so you can send it to customers. The pencil and trash icons edit or delete the discount.

Tips & edge cases

• Promo code or automatic: an empty Promo Code field combined with the Automatic option applies the discount on its own; a filled-in code requires the customer to type it.
• Before tax applies the discount to the subtotal before GST and QST; untick it to apply after taxes.
• The Exclusive (hidden, requires code) option hides the discount from the public: it only activates with its code — perfect for a reserved offer.
• Priority and the Stackable option determine how several discounts combine or which one wins.
• The All, Active, Inactive and Expired tabs each show a count; the Sort by menu and the ascending/descending arrow reorder the cards. The usage counter updates live.

Frequently asked questions

Automatic discount or promo code — what’s the difference?

An Automatic discount (no code) applies as soon as its conditions are met. A promo code requires the customer to enter the code from the Promo Code field. Leave the code empty and tick Automatic for a hands-off discount.

Amount or percentage, cart or item?

The Discount Type combines both dimensions: Fixed Amount (Cart), Percentage (Cart), Fixed Amount (Item) or Percentage (Item). “Cart” reduces the order total; “item” reduces the price of the targeted items.

How do I limit a discount to certain products?

In Applies to, set the Target to Specific items or Specific categories, then use Manage Products or Manage Categories to pick the exact items.

Is the discount calculated before or after taxes?

You decide with the Before tax checkbox: ticked, the discount applies to the subtotal before GST (5%) and QST (9.975%); unticked, it applies after.

How do I share a promotion with my customers?

On the discount card, the external-link icon opens the public promotion page and the copy icon copies its link. Paste that link into an email, a message or your social channels.

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