Adding a Promotion Code

Users with HQ accounts with the 'Promotions' permission set can create promo codes and associate them with discounts.

To create a promo code:

1. Login to TRAY HQ with your credentials.
2. Click on the Promotion tab in the top bar.

   The promotions screen appears. There are two subtabs, one for the promo codes themselves and another for the code/discount configuration.

3. Click Add Promo Code. The Add Promo screen appears.In the Promo Code field, either enter a name for promo or select Generate to auto-generate a random promo code.

   Note: The code requires a minimum of six alphanumerical characters.

4. In the Description field, enter a description for the promotion.

5. Select Save to add the promo code or select Cancel to discard the changes.

Once the code is created, users can go to the Promotions subtab and associate it with a discount. If a discount hasn't been created yet, the user will need to either specify a flat discount amount in the next step, or go to the Discount subtab for their site and make one before being able to pair it. Instructions on making discounts can be found here.

To make a promotion with the new code:

1. Click on the Promotions subtab.
2. Click on the Add Promotion button. 
3. Select the desired settings in the promotion creation window.

Field	Description
All Users	If selected, any redemption restrictions will be on a per-guest basis. If unselected, redemption restrictions will be across the site. EG: an All Users enabled promotion with a quantity of 3 will allow 3 redemptions per guest account, but an All Users disabled promotion with a quantity of 3 will allow 3 redemptions total.
Sites	Indicates the site to which the promotion is applicable. The user can select any site that their account has access to.
Promo Code	Indicates the promo code. Enter the code created in the preceding steps.
Reward Type	Indicates the behavior of the Promo Code when used. Custom - this will reveal a second dropdown with the list of discounts for the site selected above.  General - this will act as a flat discount on the check when the code is used.
Amount	Indicates the discount amount if the Reward Type is General.
Specific Dates?	If selected, indicates the duration for which the promotion is usable.
Specific Days?	If selected, indicates the time of day and days of the week that the promotion is usable. NOTE: the validation will be performed at the time of order placement, not redemption. This may be relevant for sites using Order Ahead and/or Reservations.
Guest Profile	If selected, the promotion will require a guest account on the check to be used. If your site does not use guest profiles and/or you do not want to require guests to sign in to use the promotion, leave this unselected.
Code Type	Select whether the promo code can be used a limited number of times or not. Unlimited Quantity Limited Quantity - If selected, a prompt will appear for the number of times this code is allowed to be used.
Description	An optional field for a description of the promotion. This is not currently client-visible.