This article will show you how to create the heater promotions in Lightspeed.
The campaign includes a discount when you buy a product AND the buyer will get an installation credit of 350 dollar (AUD) on the installation of the pump. In Lightspeed these are two separate promotions:
1. Promotion for a installation credit if they purchase a pump.
2. Promotion for a discount on certain products.
The article ends with how to apply this credit in Vital.
Prerequisite
Check if the products that you plan on selling are in your inventory.
Help guide on how to set up a product in Lightspeed: Adding New Products VIDEO
Instructions on how to create the "Promotion for a installation credit if they purchase a pump."
1. Create a product called 'installation credit'.
Products > New product
Name = Installation Credit
Brand = Local product
Tag = Credit
Product category = labour
SKU code = custom > add your own (+ add another code) if you want to have a code for it
Leave supplier, supplier code and supplier price empty.
Untick 'track inventory levels for this product'.
Retail price = 350
Save the product.
2. Create the promotion to give the 350 credit if a pump is bought
Lightspeed > Promotion > New
Promotion name = Crank up the heat
Promotion description = Heating campaign 28 March - 1 May 2025, 350 AUD installation credit
Outlets = tick all
Select 'one time promotion'
Set the date from March 28 to May 1
Select 'advanced'
Select when a customer 'buys the following items'
Buy quantity = 1
Product = specific as you want this to be the case only when customers purchase a pump
Include = add the pumps you want to include in the heater campaign. This can be one pump or many pumps.
Tip: hit enter after selecting the pump to make the name appear in blue like in the picture below.
Select 'then they will' = get the following items.
Get = $
Amount = 350
Filter set to 'installation credit'
Make sure 'show a prompt about this promotion on the sell screen'.
Make sure the promotion is available to everyone.
Hit save at the top.
Instructions on how to create the "Promotion for a discount on certain products."
Lightspeed > Promotion > New
Promotion name = Crank up the heat
Promotion description = Heating campaign 28 March - 1 May 2025, 40% off on certain items
Outlets = tick all
Select 'one time promotion'
Set the date from March 28 to May 1
Select 'basic'
Get = 20% (or 40%) NOTE: Lightspeed can only handle 1 discount % per promotion.
If you want 20% and 40% you will have to create two promotions.
Product = specific
Include = all the items you want to give 20% (or 40%) discount on
Tip: hit enter after selecting the pump to make the name appear in blue like in the picture below.
Make it available to everyone and hit save at the top.
Test the promotions
Test the promotions to make sure they are correct.
How to apply the credit in Vital
Calculate the labour as per normal. Divide 350 / total labour value.
Eg 350/600 *100% = 58.33%
Add this into the Vital invoice as discount.
Continue as per normal.
Note
Should you want to do this wholly via Vital, you will have to manually add the correct discount after adding the product.