Creating and Using Discount Offers in Hike

Creating & Using Discount Offers in Hike

Amongst the various ways in which retail stores attempt to enhance and promote their business is through the power of discount offers.

And through retailers look to discounts as an opportunity to attract new customers (which it is), the benefits of utilizing special offers in-store can be far more wide-reaching.

These advantages include:

  • An increase in store traffic, leading to an increase in sales.
  • A way in which to move, previously dead stock – items that you no longer plan on selling.
  • Attract a brand loyalty, with regular discounts that you can customize to a specific set of people: i.e. the Elderly, University Students, Club Members etc.

However, to seamlessly use discounts, a sophisticated point of sale system, that can not only create discounts, but do so in a way that is completely customizable, is needed.

To that end, Hike POS is the perfect solution to do just that where retailers can select to add discount offers on things like Brands, Products, Product Types, Order Value and more! Moreover, users can choose how long the offer will last, to who they will be offered to – i.e. VIP Members – and in which store/s they will be activated in.

Gain an influx of new customers, and increase your store’s bottom line with Discount Offers in Hike.

Discount Offers Overview

With Hike’s built-in discount program, retailers get a streamlined way to provide their customers with a wide-range of markdowns, based on a range of factors and special conditions, all of which are completely customizable.

Before we look at how to how to create your own discount offers however, let’s look at the Discount Offers section in Hike, to give you an overview on what’s on the screen so that you can better familiarize yourself with it.

To begin, select Products on the Hike Menu and navigate to the Discount Offers screen.

0._Dash.png

This is where you’ll find all the discount offers that you have created – both ones that are currently active, and ones de-activated. You’ll also be able to find and search for discounts offers – useful if you need to edit them – as well as create new discounts, when the time arises.

Find…

1._Find.png

+ ADD DISCOUNT OFFER

The +ADD DISCOUNT OFFER button, triggers a new dialog box to slide out, where you will be able to create your new discount offer.

2._Overview.png

Discount Offers List View

The Discount Offers List View is in reference to the columns occupying the Discount section. Below we’ll go through what each column means:

Offer Name

The name of the discount offer. Clicking on the name will open the details of the discount, enabling you to edit anything that needs changing.

Outlet

The outlets/s the discount offer will be available to.

Discount Type

Lists whether the discount is based on Product Type, Brand, Product or Order Value.

Active?

Whether the offer is currently active or not.

  • Toggle the TICK button make the offer active
  • Toggle the CROSS button to deactivate offer.

Create a New Discount Offer in Hike


To begin, select Products on the Hike Menu and navigate to the Discount Offers screen.

3._Menu_-_Copy.png

Click on the +ADD DISCOUNT OFFER button to start creating your new Discount Offer.

4._Overview_2.png

From here, a new Discount Add Offer form will load, giving you a complete range of customizable details to create a new special offer to suit your retailing (and customers) needs.

First let’s go through the easiest part of the form, filling out the discount’s name:

5._Screen.png

Offer Name

Offer Name

This is the name you will give for your discount. E.G. 10% off Selected Items. This name will only be used internally.

Display Text

Here you can enter descriptive text that will appear on the Enter Sale Screen when the discount offer is selected.

6._Offer_Name.png

Following this, you’ll need to select the type of discount your offer will be.

Go to our Discount Type Overview to read a full-breakdown of our discount offers.

Discount Type Overview

Once you’ve entered the name of your discount, you’ll need to select the particulars of what exactly your discount offer will be.

Discount Type

From the Discount Type drop-down box, select the discount you will be offering your customers. You can select from:

  • Product Type
  • Brand
  • Product
  • Order Value

Once you’ve selected the Discount Type, you will need to select the Discount Offer to go along with it.

Your options for Discount Offers will change depending on what Discount Type you have selected. For your convenience, we’ve listed each of the Discount Types and their associated Discount Offers, below

Product Type

When Product Type is selected as your Discount Type:

SELECT

  • % discount on items in one or more product types – If you want to offer a % discount off all products in the selected product type.
  • Buy X unit/s, get Y more units in the same product type for free (same or lesser value) – If when your customer buys an X amount of a selected Product Type, your discount offers them a certain number of them for free.
  • Buy X Get Y percent off – If when your customer buys an X amount of a Product type, the discount offers them a percentage off.

07.-Discount_Types.png

Brand

When Brand is selected as your Discount Type:

SELECT

  • % discount on brands – If you want to offer a % discount off all products linked to a selected brand/s.
  • Buy X unit/s, get Y more units in the same brand for free (same or lesser value) – If when your customer buys an X amount of a products linked to a selected brand, your discount offers them a certain number of those same products linked to the brand for free.
  • Buy X Get Y percent off – If when your customer buys an X amount product linked to the brand, the discount offers them a percentage off.


Product

When Product is selected as your Discount Type:


SELECT

  • % discount on items on product/s – If you want to offer a % discount on all selected products.
  • Buy X quantity, get Y more units in the same product for free – If when your customer buys an X amount of the selected products, your discount offers them a certain number of those same products for free.
  • Buy X or more units to receive Y% off on all units – If when your customer buys X number of products, the discount offers them a percentage off.
  • Buy X units of product A and get $Y off (Set $ amount off, not %) - When your customer buys X or more units of product A, s/he will get $Y off from the sales total.
  • Buy X or more of the products, get $Y off for each - When your customer buys X or more units of product A, s/he will enjoy $Y off from each product A.

Order Value

When Order Value is selected as your Discount Type:

SELECT

  • % discount on order total – When a customer’s order exceeds a set value, the discount offered them a % off the total order price.

12_Order_Value.png

Once you have selected what discount type you will be creating, ensure that you have filled out the rest of the Discount Offers parameters, as per your specifications.

Adding a Discount Type in Hike

Once you’ve selected the Discount Type & Discount Offer, you’ll need to begin specifying the who, where and how long portions of your Discount.

Validity

Select the Date Range in which the discount offer will be applicable for.

13._Validity.png

Customer Groups

SELECT

  • All Customers – If the discount offer applies to all customers who shop in your store.
  • This particular customer group – If the discount applies to a specific customer group, i.e. VIP Customers. When selected, enter the customer group name in the search bar.

Find out more about on how to create Customer Groups

14._Customer_Groups.png

Availability

This is where you’ll select where this offer will appear.

In Store

Select this box, to have your discounts displayed in-store & then choose from the following options:

  • All locations (current and future) – Select this box for the offer to be available in all your stores.
  • Particular location/s (select locations) – Select this box to restrict the discount offer to a specific outlet/s – if you have them. You’ll be able to search for those outlets, once selected.



Upload Image

On the top right of the Discounts page, you’ll find a place to upload an image related to your discount.

Note: Once you have an image, you can replace it, but not delete the image.

Save

Once you have created your discount, click on SAVE to activate the offer.

You can always return and click on the discount name to edit the offer, at any time.

Deactivating a Discount Offer in Hike

If you de-activate a discount offer, it will no-longer be in use. However, a de-activated offer can be re-activated at a later date, and like all discount offers it can be edited at any time.

To de-activate a discount offer, select Products on the Hike Menu and navigate to the Discount Offers screen to view the full list of discounts you have created.

15.5._Menu.png

15.9._Overview_3.png

The final column in the discount offers table is Active? Toggling this button will determine if the discount offer is currently active or not.

16._Active.png

  • Toggle the button to the TICK position to make the offer active
  • Toggle the button to the CROSS position to make the offer de-active.

17._Deactive.png

Deleting a Discount Offer in Hike


To permanently delete a discount offer, simply click on the name of the offer you’d like to delete from the Discounts section in Hike.

17.5_Overview_4.png

At the bottom of the page, click on the DELETE THIS OFFER button.


Upon clicking, a pop-up window will open to confirm:

  • Click NO to cancel the deletion
  • Click YES to confirm and permanently delete this offer.

    18.5_Delete_Perm.png

How to perform a Discounted Sale on the Enter Sale Screen in Hike

Once you have created your discounts in Hike, you will be able to use them as you use your Enter New Sale screen.

To do this, ensure that the discount offer you want to enable is activated on the Discounts page. (Note: In this case the discount we will be using is 20% Off All Handbags).

19._Activate_Offer.png

Once it has been activated, select Point of Sale on the Hike Menu and navigate to the Enter New Sale Screen, to start your transaction to a customer.

20._Menu.png

Assuming your customer’s purchase has activated the discount – in this case by purchasing a handbag – you will notice that the discounted product will appear with a tag icon.

This tag icon represents that the product has a discount applied to it. Select the item.

21._Handbags.png

22._Green_Handbag.png

Once you have selected the item, you will notice that the discount will automatically have been applied, with old price crossed out.

23._Checkout.png

To see details about the discount, simply click on the item in the cart.

The custom sale screen will appear, and the discount will appear under OFFERS. You are also free to customize the sale even further if you desire.

24._Custom_Sale.png

Proceed with the sale as per normal.

How to Add On-The-Spot Discounts in Hike


There are 3 ways in which retailers can add discounts in Hike. They are as follows:

  • Add Discounts on the Enter New Sale Screen – Linked to Main Receipt
  • Add Discounts on the Enter New Sale Screen – Linked to Individual Product
  • Add Discounts using the Discount Offers Screen – Detailed Discount Offers.

Below, we’ll go through how to add a discount directly from the Enter Sale Screen. These are quick, on-the-spot alternatives to creating Discount Offers on the Discounts Screen.

You can find out how to add Discount Offers using the Discounts screen page in Hike here

Add Discounts on the Enter New Sale Screen – Linked to Main Receipt

When putting through a sale, you can add a discount to the total transaction by using the Hike Enter Sale Screen. This is useful for when you want to run on-the-spot discounts against the total transaction, i.e. 10% off everything.

This discount will be recorded against the receipt, and can always be viewed when accessing transaction details from the Sales History.

To complete an on-the-spot Discount against the total order, you will need to first:

Assign a product to the sales cart and click on the DISCOUNT row, on the receipt, where a new window will pop-open.

25._Discount_Sale_Screen.png

In the pop-up window, you will choose the value of the discount by either percentage or money discount.

Select ENTER once you have finished.

26._Discount.png

You will then note that your Discount row will be filled with the total sum of the discount offer, with your new prices populated.

Complete the transaction as normal by selecting PAY.

27._After_Discount.png

Add Discounts on the Enter New Sale Screen – Linked to Individual Product

You can also put through a sale by discounting against an individual product. This is useful when you wish to make a discount regarding the individual items, i.e. damaged stock, close to expiry, etc, but not the whole sale.

This discount will be recorded against the receipt and can always be viewed when accessing transaction details from the Sales History.

To complete an on-the-spot Discount against an individual product, you will need to first:

Assign a product to the sales cart and click on the product on the receipt, where a new window will pop-open.

28._Discount_on_Product.png

Make the discount by over-writing the fields, either by:

  • Writing in a new dollar amount for the sale.
  • Writing in a new percentage amount for the discount.

29._Product_Discount_Screen.png

You will then note that your item has been discounted on the receipt itself – including a description of the discount – and the new total cost updated.

Complete the transaction as normal by selecting PAY.

30._After_Product_Discount.png

 


    • Related Articles

    • Creating & Adding Products in Hike

      Your products are the lifeblood of your business, for obvious reasons, and the need to ensure you add each new item into your point-of-sale correctly, is essential. From customizable product tags and descriptions, to setting up things like inventory ...
    • Creating & Completing Inventory Counts in Hike

      Inventory counts (or stock takes, depending on where you live) are an essential part of any business – helping retailers keep track of their inventory. The basic premise of an inventory count involves recording the quantity of each product in your ...
    • Creating Payment Types in Hike

      Whilst retail stores are most commonly outfitted with cash and card payment types, modern economy has seen the rise of integrated card payments, where sales are made via a third-party card terminal. Hike integrates with leading payment providers ...
    • Creating Tax Rules in Hike

      Incorporating your tax rates in your POS is a necessary step to ensure that your in-store prices are in line with your countries goods and services tax code. Understanding how your point-of-sale can add new tax rates then is obviously necessary to ...
    • Creating Receipt Templates in Hike

      Handing your customers receipts after a sale is a required step for any business, not just in the sense of customer satisfaction – which it provides – but also in instances to protect the retailer. This can be most commonly identified through ...