Printed from https://zeropos.shop/help/prepare-a-deal
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.
Owners can change what each role may do.
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.
When to use it
For one person. To email an offer to many customers at once, use Send an offer to your customers.
Steps
Prepare the deal
- Step 1
Open Quick actions › New deal.
- Step 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.
- Step 3
Choose the Star product, then add any Complimentary gifts.
- Step 4
Type the Offer price and the Regular price to compare it with. The saving shows underneath.
- Step 5
Pick when it Expires: a day, a week, two weeks, a month, or a date of your own.
- Step 6
Add an Internal note if useful. Customers never see it.
- Step 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), whatever language your screen is in. Its Headline and Voucher tagline are the shop's own words, set in MANAGE › Settings › Deal page & vouchers; until the shop writes them, ready-made words in that same language.
When the customer comes in
- Step 8
Open the deal from BACKOFFICE › Marketing › Deals. Search by customer, product or deal number.
- Step 9
Tap Convert to sale. The till opens with the products and a ticket discount that makes the total match the offer.
- Step 10
Take the payment and tap Create Sale.
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 Cancelled: withdrawn; its page no longer works.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.
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).
Questions
What if the offer is below the minimum price?
Is a deal the same as an offer email?
How do I cancel a deal?
Can I print the voucher again?
If you see this…
On screen
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.
On screen
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.
On screen
Enter both offer and regular price.
What to do
Fill in both Offer price and Regular price.
On screen
Expiry must be in the future.
What to do
Pick one of the lengths, or a date and time after now.