Temporary price adjustments applied automatically at checkout — percent off, margin target, or fixed dollar — scoped to a vendor/department/class/fineline, a specific product, or everything.

How to use this page: if you're setting up your first promotion, follow the Creating a promotion walkthrough. Already know the form and want a quick recipe? Skip to Common patterns.

Where to find Promotions

POS mode → Products in the sidebar → the Promotions tab.

The list page shows each active promotion by name, the products it covers, the locations it applies in, and when it was last updated. Click Add promotion to create a new one.

<aside> ⚠️

Can't see the Add promotion button? Two things to check:

• You're on the right page. Add promotion only lives on POS > Products > Promotions (the list tab). There's no Add promotion button on a specific product's detail page — promotions are set up company-wide, not from an individual product.
• Your staff permission is off. Creating and editing promotions is gated by the Create, edit, and manage promotions and spiffs permission on your staff record. If it's unchecked, the Add promotion button won't render for you. An admin can turn it on from Staff — open the staff member, click the Permissions tab, and check the box. See POS security for how staff permissions and company-wide security toggles stack. </aside>

Creating a promotion

The New promotion form with the five sections: Details, Assign to, Products, Pricing strategy, Schedule and location

The form has five sections. You don't need to fill in every field — Rundoo uses sensible defaults.

Details

• Name — what the promotion shows up as in the list and on receipts.

Assign to

Who gets this price. By default, All customers. (Customer-specific pricing lives in the adjacent Custom prices tab — see Custom prices when a price should stick for one customer permanently, not run on a schedule.)

Products

Three ways to choose what's on sale:

• By rules — the broad option. Pick a Vendor, Department / Class / Fineline (Rundoo's product categorization hierarchy), and/or a Product tag. Every product matching the filters gets the promotion. Good for "10% off Benjamin Moore" or "everything tagged summer clearance."
• By product — pick specific SKUs. Good for a handful of named items on sale.
• All products — storewide. Good for tier-wide discounts (see Pricing strategy below).

Pricing strategy

What kind of adjustment this is — pick one: