coreSTORE - Inventory: Price Rules for Buy X Get Y Free (BOGO)
Buy One, Get One, or "BOGO" is a promotional offer commonly used to stimulate sales by offering customers an additional item at no cost when they purchase one at the regular price. This promotion can take different forms, such as "Buy One, Get One Free" (where the second item is free), "Buy One, Get One 50% Off" (where the second item is discounted by 50%), or variations tailored to specific products and promotions.
The goal of BOGO promotions is to incentivize customers to make immediate purchases by enhancing perceived value and offering a tangible benefit in the form of an extra item or discounted price. This strategy is effective in attracting attention, clearing inventory, and increasing transaction sizes by encouraging customers to buy more than they initially intended.
To set this up, on the left-hand side go to Inventory > Price Rules.
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Next, select the "+Create Rule" button at the top-right.
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For the "Rule Type", select the "Buy X Get Y Free (BOGO)" Option.
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Next, give the Price Rule a "Rule Name".
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Optional: You can choose if this discount only applies to customers associated with a "Price Tier".
Price Tier:</u> A Price Tier can be created under Company > Settings > Price Tiers. Once a Price Tier is created, you can assign it to a Customer under Sales > Customers > Find the customer and click "Edit" > Towards the bottom of this screen, inside of the "Tier Type" field you can choose one of your Price Tiers to be assigned to the customer.
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Optional: You can choose to apply this discount to Inventory Items that have a promotion happening via the "Apply If Item Has A Promo" setting.
Promotion:</u> You can assign a "Promo Price to an Inventory Item by going to Inventory > Items > Find your Item > Click "Edit" > At the top, go to the "Pricing" tab > In here, you can assign a "Promo Price" as well as the promotions "Promo Start Date" & "Promo End Date".
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Optional: You can choose to have this Price Rule override the "Price Tier" pricing structure for an inventory item with the "Override Price Tiers" setting.
Override Price Tiers:</u> When enabled, it will only apply the Price Rule discount. If disabled, then it will apply the Price Tier discount then the Price Rule discount
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Optional: You can choose to make this Price Rule only be applied on specific days using the "Applicable Days" setting. By default it should be set to "All".
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Next, we can establish the Price Rule's "Start Date" & "End Date" fields to determine how long the sale will go on for. The "Start Time" & "End Time" fields are completely optional.
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Next, we can specify which locations this Price Rule will apply to. By default the "All" setting is enabled.
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Optional: You can make your Price Rule require a "Coupon Code" to be entered in before the discount gets applied.
Coupon Code:</u> Whatever is typed into this field will need to be entered in on the sales screen to apply your discount to the qualifying products.
(Note: When in the "New Sale" screen, after ringing up your items click the big green "Continue" button at the bottom-right and you will then see a field labeled "Add Coupon Codes" and inside this field you can type in your "Coupon Code" to apply the discount from the Price Rule to this sale.)
Print Coupon On Receipt:</u> This will allow you to print the Coupon Code onto the customers receipt. This will display the Rule Name, Coupon Code with a scannable barcode, and also the Start and End Dates for the Price Rule. If enabled, it will also add a new field called "Spend Amount To Activate On Receipt".
Number Of Days Before You Can Use It Again:</u> This field would be used to make the Price Rule not allow the same customer to use the Coupon Code within the # of days you enter.
Spend Amount To Activate On Receipt:</u> This field would be used so the customer has to spend X amount of $ before the Coupon Code will print on their Receipt.
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Next, make sure the "Active" field is enabled. If not, then the Price Rule will be inactive and the system won't use it.
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Next, we can use either of the 4 "Qualifying" fields to tell the system which items specifically will be on sale for this Price Rule. We can also use the 4 "Reward" fields to choose which items the customer would receive for free.
Qualifying Items:</u> This field allows you to choose specific Inventory Items that this Price Rule will be applied to. Simply search for you inventory items and select them to pull the item in.
Qualifying Item Kits:</u> This field allows you to choose specific Item Kits that this Price Rule will be applied to. Simply search for the Item Kits and select them to pull the item in.
Qualifying Categories:</u> You can select as many Categories as you want to be used for this Price Rule and all inventory items that reside in that Category will have the discount applied.
(Note: If you select the Parent Category in this field, all Child Categories or "Sub-Categories" will also get the discount applied)
Qualifying Tags:</u> If you have any "Tags" applied to specific Inventory Items, whatever tag you type into this field will apply the discount to the inventory items that reside under that Tag.
Reward Items:</u> This field allows you to select specifically which Inventory Items are eligible to be given to the customer for free.
Reward Item Kits:</u> This field allows you to select specifically which Item Kits are eligible to be given to the customer for free.
Reward Categories:</u> This field allows you to select which Categories and the Inventory Items that reside under that Category will be eligible to be given to the customer for free.
Reward Tags:</u> If you have "Tags" applied to specific Inventory Items, whatever tag you enter into this field will make it so the Inventory Items residing under that Tag are eligible to be given to the customer for free.
(Note: If you select the Parent Category in this field, all Child Categories or "Sub-Categories" will also get the discount applied)
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Next, we need to fill out the "Quantity To Buy" & "Quantity To Get" fields.
Quantity To Buy:</u> This field allows you to choose how many items a customer has to purchase to be eligible to obtain a free item.
Quantity To Get:</u> This field allows you to choose how many items a customer gets for free.
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Optional: Instead of giving an item for free, you can instead give it to a customer at a discounted price.
Percentage Discount:</u> If you enable this, it will make it so the "Quantity To Get" field (Y amount) will be discounted based on the "Percentage Off" field instead of giving the item to the customer for free.
Percent Off:</u> You can input in a percentage to take off of the Y amount price instead of giving it to the customer for free.
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Next, if you want to be able to mix and match items related to this Price Rule, you will want to enable the "Mix And Match" setting.
Mix And Match:</u> This will allow you to add in multiple different Qualifying/Rewarding Inventory Items onto a sale for the customer to buy/obtain using this Price Rule. This will only work as long as the Qualifying/Rewarding Items reach the X and Y amounts that were specified inside of the "Quantity To Buy" & "Quantity To Get" fields.
For example: If the "Quantity to Buy" is set to 3, you need to sell at least 3 of the SAME Qualifying Inventory Items to be able to obtain the Y amount for it's Rewarding Inventory Items. With the "Mix And Match" option enabled, as long as there are 3 Qualifying Items inside of the sales screen, the Price Rule will be applied. They can then choose the Y amount of Inventory Items to obtain depending on the value. (You can choose any qualifying items to sell and any rewarding items to be obtained, they don't have to be the same items)
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Lastly, you can choose if you want to restrict how many times a customer can use this Price Rule.
Maximum Allowed Per Sale:</u> This feature lets you control how many times you can use this Price Rule in one purchase.
For example, if you set the "Maximum Allowed Per Sale" to 3, a customer can use this Price Rule up to 3 times. Any additional qualifying items added to the same purchase will be charged at the full price.
This helps ensure fair discounting and prevents customers from unintentionally exceeding intended promotional limits.
Unlimited:</u> This allows the Price Rule to be applied to a purchase as many times as the customer wants.
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Finally, we can click "Save" at the bottom-right to finish the Price Rule.
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The goal of BOGO promotions is to incentivize customers to make immediate purchases by enhancing perceived value and offering a tangible benefit in the form of an extra item or discounted price. This strategy is effective in attracting attention, clearing inventory, and increasing transaction sizes by encouraging customers to buy more than they initially intended.
To set this up, on the left-hand side go to Inventory > Price Rules.
_1.png)Next, select the "+Create Rule" button at the top-right.
_2.png)For the "Rule Type", select the "Buy X Get Y Free (BOGO)" Option.
_3.png)Next, give the Price Rule a "Rule Name".
_4.png)Optional: You can choose if this discount only applies to customers associated with a "Price Tier".
Price Tier:</u> A Price Tier can be created under Company > Settings > Price Tiers. Once a Price Tier is created, you can assign it to a Customer under Sales > Customers > Find the customer and click "Edit" > Towards the bottom of this screen, inside of the "Tier Type" field you can choose one of your Price Tiers to be assigned to the customer.
_5.png)Optional: You can choose to apply this discount to Inventory Items that have a promotion happening via the "Apply If Item Has A Promo" setting.
Promotion:</u> You can assign a "Promo Price to an Inventory Item by going to Inventory > Items > Find your Item > Click "Edit" > At the top, go to the "Pricing" tab > In here, you can assign a "Promo Price" as well as the promotions "Promo Start Date" & "Promo End Date".
_6.png)Optional: You can choose to have this Price Rule override the "Price Tier" pricing structure for an inventory item with the "Override Price Tiers" setting.
Override Price Tiers:</u> When enabled, it will only apply the Price Rule discount. If disabled, then it will apply the Price Tier discount then the Price Rule discount
_7.png)Optional: You can choose to make this Price Rule only be applied on specific days using the "Applicable Days" setting. By default it should be set to "All".
_8.png)Next, we can establish the Price Rule's "Start Date" & "End Date" fields to determine how long the sale will go on for. The "Start Time" & "End Time" fields are completely optional.
_9.png)Next, we can specify which locations this Price Rule will apply to. By default the "All" setting is enabled.
_10.png)Optional: You can make your Price Rule require a "Coupon Code" to be entered in before the discount gets applied.
Coupon Code:</u> Whatever is typed into this field will need to be entered in on the sales screen to apply your discount to the qualifying products.
(Note: When in the "New Sale" screen, after ringing up your items click the big green "Continue" button at the bottom-right and you will then see a field labeled "Add Coupon Codes" and inside this field you can type in your "Coupon Code" to apply the discount from the Price Rule to this sale.)
Print Coupon On Receipt:</u> This will allow you to print the Coupon Code onto the customers receipt. This will display the Rule Name, Coupon Code with a scannable barcode, and also the Start and End Dates for the Price Rule. If enabled, it will also add a new field called "Spend Amount To Activate On Receipt".
Number Of Days Before You Can Use It Again:</u> This field would be used to make the Price Rule not allow the same customer to use the Coupon Code within the # of days you enter.
Spend Amount To Activate On Receipt:</u> This field would be used so the customer has to spend X amount of $ before the Coupon Code will print on their Receipt.
_11.png)Next, make sure the "Active" field is enabled. If not, then the Price Rule will be inactive and the system won't use it.
_12.png)Next, we can use either of the 4 "Qualifying" fields to tell the system which items specifically will be on sale for this Price Rule. We can also use the 4 "Reward" fields to choose which items the customer would receive for free.
Qualifying Items:</u> This field allows you to choose specific Inventory Items that this Price Rule will be applied to. Simply search for you inventory items and select them to pull the item in.
Qualifying Item Kits:</u> This field allows you to choose specific Item Kits that this Price Rule will be applied to. Simply search for the Item Kits and select them to pull the item in.
Qualifying Categories:</u> You can select as many Categories as you want to be used for this Price Rule and all inventory items that reside in that Category will have the discount applied.
(Note: If you select the Parent Category in this field, all Child Categories or "Sub-Categories" will also get the discount applied)
Qualifying Tags:</u> If you have any "Tags" applied to specific Inventory Items, whatever tag you type into this field will apply the discount to the inventory items that reside under that Tag.
Reward Items:</u> This field allows you to select specifically which Inventory Items are eligible to be given to the customer for free.
Reward Item Kits:</u> This field allows you to select specifically which Item Kits are eligible to be given to the customer for free.
Reward Categories:</u> This field allows you to select which Categories and the Inventory Items that reside under that Category will be eligible to be given to the customer for free.
Reward Tags:</u> If you have "Tags" applied to specific Inventory Items, whatever tag you enter into this field will make it so the Inventory Items residing under that Tag are eligible to be given to the customer for free.
(Note: If you select the Parent Category in this field, all Child Categories or "Sub-Categories" will also get the discount applied)
_13.png)Next, we need to fill out the "Quantity To Buy" & "Quantity To Get" fields.
Quantity To Buy:</u> This field allows you to choose how many items a customer has to purchase to be eligible to obtain a free item.
Quantity To Get:</u> This field allows you to choose how many items a customer gets for free.
_14.png)Optional: Instead of giving an item for free, you can instead give it to a customer at a discounted price.
Percentage Discount:</u> If you enable this, it will make it so the "Quantity To Get" field (Y amount) will be discounted based on the "Percentage Off" field instead of giving the item to the customer for free.
Percent Off:</u> You can input in a percentage to take off of the Y amount price instead of giving it to the customer for free.
_15.png)Next, if you want to be able to mix and match items related to this Price Rule, you will want to enable the "Mix And Match" setting.
Mix And Match:</u> This will allow you to add in multiple different Qualifying/Rewarding Inventory Items onto a sale for the customer to buy/obtain using this Price Rule. This will only work as long as the Qualifying/Rewarding Items reach the X and Y amounts that were specified inside of the "Quantity To Buy" & "Quantity To Get" fields.
For example: If the "Quantity to Buy" is set to 3, you need to sell at least 3 of the SAME Qualifying Inventory Items to be able to obtain the Y amount for it's Rewarding Inventory Items. With the "Mix And Match" option enabled, as long as there are 3 Qualifying Items inside of the sales screen, the Price Rule will be applied. They can then choose the Y amount of Inventory Items to obtain depending on the value. (You can choose any qualifying items to sell and any rewarding items to be obtained, they don't have to be the same items)
_16.png)Lastly, you can choose if you want to restrict how many times a customer can use this Price Rule.
Maximum Allowed Per Sale:</u> This feature lets you control how many times you can use this Price Rule in one purchase.
For example, if you set the "Maximum Allowed Per Sale" to 3, a customer can use this Price Rule up to 3 times. Any additional qualifying items added to the same purchase will be charged at the full price.
This helps ensure fair discounting and prevents customers from unintentionally exceeding intended promotional limits.
Unlimited:</u> This allows the Price Rule to be applied to a purchase as many times as the customer wants.
_17.png)Finally, we can click "Save" at the bottom-right to finish the Price Rule.
_18.png)Updated on: 06/26/2024
Thank you!