H&L Training Document
How to Create Mix & Match Deals
About
Mix & Match promotions allow you to create simple promotions or add complexity with different levels of required items, membership or location requirements, giveaway items, and more. They can run over a date range or be activated via a time switch to apply on specific days and times. Mix & Matches are the preferred method for setting up Happy Hour promotions.
Table of Contents | Page # |
| Introduction | 2 |
| Creating the Promotion | 2 |
| Update the Exceed POS Terminal | 5 |
| Mix & Match Promotion Examples | 6 |
| Viewing the Success of the Promotion | 9 |
| Cloning Promotions | 9 |
| Activate Promotions via Time Switch | 11 |
| Apply to Member Clubs | 13 |
Note
Per Steps 12 and 13 on page three:
- In the Items Already on Special dropdown, if selecting the "Do not include in counts" or "Include in counts but do not discount" options, in the Point of Sale Behavior dropdown, you must select one of the corresponding top three options (1, 2, or 3) that do not specify "+ Allow Further Discounts".
- in the Items Already on Special dropdown, if selecting the "Include in counts and allow further discount" option, in the Point of Sale Behavior dropdown, you must select one of the corresponding bottom three options (4, 5, or 6) that do specify "+ Allow Further Discounts".
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