--- id: "prepare-a-deal" lang: "en" title: "Prepare a deal for one customer" summary: "Put together a star product and gifts at a special price for one named customer, with a printed voucher and a page of their own. It becomes a sale when they come in." area: "Marketing" kind: "task" url: "https://zeropos.shop/help/prepare-a-deal" alternate: "https://zeropos.shop/help/prepare-a-deal?lang=es" markdown: "https://zeropos.shop/help/md/en/prepare-a-deal.md" screens: ["/pos/custom-deals","/backoffice/custom-deals","/backoffice/custom-deals/[id]"] where_to_find: ["Quick actions › New deal","BACKOFFICE › Marketing › Deals"] related: ["discounts-and-deals","send-an-offer","customer-file","worth-a-call"] updated: "2026-10-08" --- # Prepare a deal for one customer Put together a star product and gifts at a special price for one named customer, with a printed voucher and a page of their own. It becomes a sale when they come in. A deal is a promise to one customer: this product, these gifts, this price, until this date. Saving it is not a sale; nothing moves until you convert it at the till. For one person. To email an offer to many customers at once, use [Send an offer to your customers](https://zeropos.shop/help/send-an-offer). Where to find it: Quick actions › New deal; BACKOFFICE › Marketing › Deals. ## Steps ### Prepare the deal 1. Open [Quick actions › New deal](https://app.zeropos.shop/pos/custom-deals). 2. Pick the customer, or add a new one with a name and an email. A deal always belongs to a customer. - The same customer details are required as at checkout. 3. Choose the **Star product**, then add any **Complimentary gifts**. 4. Type the **Offer price** and the **Regular price** to compare it with. The saving shows underneath. 5. Pick when it **Expires**: a day, a week, two weeks, a month, or a date of your own. 6. Add an **Internal note** if useful. Customers never see it. 7. Tap **Save & print** to print the voucher with its QR code, or **Save only**. - The voucher prints in the shop's **Customer language** ([Languages](https://zeropos.shop/help/languages)), whatever language your screen is in. Its **Headline** and **Voucher tagline** are the shop's own words, set in [MANAGE › Settings › Deal page & vouchers](https://app.zeropos.shop/backoffice/settings/custom-deals); until the shop writes them, ready-made words in that same language. ### When the customer comes in 8. Open the deal from [BACKOFFICE › Marketing › Deals](https://app.zeropos.shop/backoffice/custom-deals). Search by customer, product or deal number. 9. Tap **Convert to sale**. The till opens with the products and a ticket discount that makes the total match the offer. 10. Take the payment and tap **Create Sale**. > Who can do this: Converting and cancelling deals are separate permissions; by default managers and owners hold them, and sellers prepare deals. ## What happens next - Saving a deal takes no money and moves no stock. - The QR code opens the customer's own page, counting down to the expiry. When they tap a button on it, the deal shows **Engaged** and the tap joins its **Interest timeline**. - Converting records an ordinary sale: stock, takings and commission. The deal is marked converted and links to it with **View invoice**. - A deal nobody converts turns **Expired** on its date. It can still be converted if the customer comes in. ## Deal statuses **Active**: live and waiting. **Engaged**: the customer tapped a button on their page (WhatsApp, a call, email). **Expired**: past its date. **Converted**: sold. **Cancelled**: withdrawn; its page no longer works. Use the **Expired** filter to find customers worth another try. ## The customer's page It shows the star product, the gifts, **Regular price**, **Your exclusive price**, **You save** and the time left. Its buttons, and the words and picture on it, are set once for the shop in [MANAGE › Settings › Deal page & vouchers](https://app.zeropos.shop/backoffice/settings/custom-deals). The WhatsApp, email and SMS buttons open the customer's own app with a message already written, asking for the deal, in the shop's **Customer language** ([Languages](https://zeropos.shop/help/languages)). ## Common questions ### What if the offer is below the minimum price? The builder warns you, but you can still save and print; the warning is for information. At the till, a total below the minimum may need a manager's approval: [Below-minimum approvals](https://zeropos.shop/help/below-minimum-approvals). ### Is a deal the same as an offer email? No. A deal is for one named customer, printed or shared as its own page. An offer email goes to many customers at once: [Send an offer to your customers](https://zeropos.shop/help/send-an-offer). ### How do I cancel a deal? Open it and tap **Cancel deal**, then confirm. The public link stops working. ### Can I print the voucher again? Yes. Open the deal and print it again from **Voucher print**. The deal counts how many times it was printed. ## If you see this - “**A customer is required. Pick one or add a new customer.**” — What to do: Search for the customer and pick them, or fill in the new customer's details. - “**Add the customer's email before saving the deal.**” — What to do: Deals need the customer's email. Type it in, or pick the customer's existing file. - “**Enter both offer and regular price.**” — What to do: Fill in both **Offer price** and **Regular price**. - “**Expiry must be in the future.**” — What to do: Pick one of the lengths, or a date and time after now. ## Related guides - [Discounts at the till](https://zeropos.shop/help/md/en/discounts-and-deals.md) - [Send an offer to your customers](https://zeropos.shop/help/md/en/send-an-offer.md) - [The customer file](https://zeropos.shop/help/md/en/customer-file.md) - [Worth a call: who to phone this week](https://zeropos.shop/help/md/en/worth-a-call.md)