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A3. 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🔗

Promo codes list

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🔗