Promo codes

In short

Promo codes create discounts that can be applied on the POS and in online ordering: fixed amount, percentage, or free delivery, with a validity period and conditions (minimum amount, targeted products or customers).

Who / when

For the manager launching a commercial offer: a launch promotion, a loyalty code, a weekend deal, or a discount reserved for specific customers.

How to get there

Menu Management → Promo codes

Prerequisites

🔑 Manage products

Screen tour

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At the top: the number of configured codes, a search bar (code, description, or type), the Publish online button, and New code on the right.

The table shows the following columns, in order:

• Code: the code to enter, with the description below it and, where applicable, Inactive, Expired, or Scheduled badges.

• Discount: the value and its type (amount in DH, percentage, or free delivery).

• Channels: POS (register), Online, and Auto customer badges indicating where the code applies.

• Period: the start and end dates and times.

• Conditions: minimum amount, eligible products, targeted customers.

• Usage: number of uses consumed against the limit (e.g. 5 / 5).

• Actions: edit, publish to Step Client, delete.

Step-by-step procedures

Create a promo code

1. Click New code.

2. Fill in the code's identity:

   • Code (required; it is locked once in edit mode)

   • Type: fixed amount, percentage, or free delivery

   • Value

   • Description

3. Set the channels (toggles): Active, POS, Step Client, Auto.

4. Define the validity:

   • Start and end date and time

   • Minimum order amount

   • Usage limits (total and per customer)

   • Calculation base

   • Free delivery option in addition to the discount

5. Specify the targeting if needed: eligible products, phone numbers of the relevant customers.

6. Confirm.

Edit a code

Click the pencil. All settings can be changed except the Code itself, which remains locked.

Publish to Step Client

Use the Publish online button or the Step Client publish action on a row to make the code available on the customer side.

Delete a code

Click the trash icon on the row and confirm.

Messages & edge cases

• The Inactive, Expired, and Scheduled badges indicate that a code is not (or not yet) active: check the dates and the Active toggle.

• When usage reaches the limit (e.g. 5 / 5), the code can no longer be applied.

Tips

• Schedule the start and end in advance so a promotion activates and deactivates automatically.

• The Auto customer channel lets you apply a discount without the customer entering the code.

See also

• A2. Products

• A1. Categories