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Overview
Promotions Module
Create and manage offers, vouchers, and happy hours across your venue using the Paimnt Promotions Module.
Screenshots and Final Touches Coming Soon Images and final formatting are still being added to this guide.
The Promotions module is where you set up all discounts, deals, bundles, and vouchers in Paimnt HQ. Whether you’re running a happy hour, a monthly special, a bundle deal, or a member voucher campaign — it all starts here.
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What you'll need
Before configuring anything in the Promotions module, make sure the following are already set up in HQ:
| Prerequisite | Where to configure | Why it is needed |
|---|---|---|
| Sites | HQ > Site > Sites | Required to assign promos and offers to specific venues |
| Locations | HQ > Site > Locations | Required for location-based filtering in rules and offers |
| Price Lists | HQ > Products > Price Lists | Required for Happy Hours and Time Periods rules |
| Product Tags | HQ > Products > Product Tags | Required for tag-based product filtering |
| Loyalty Tiers | HQ > Customers > Loyalty Tiers | Required for loyalty tier-based offer triggers |
| POS Keyboard | See: Configuring Your Till Keyboard | Required for manual offer and voucher redemption at the till |
Quick Reference
| Task | Go to |
|---|---|
| Set the order my Happy Hours and Time Period promos apply in | Priority |
| Create a time-of-day discount (e.g. Happy Hour 4–6pm) | Happy Hours |
| Create a date-range discount (e.g. Beer of the Month) | Time Periods |
| Create a flexible discount, bundle, or deal | Offers |
| Create a redeemable voucher | Vouchers |
| Track and manage issued vouchers | Voucher Ledger |
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What you'll learn
After reading this guide, you’ll be able to:
- Priority — Set the order your Happy Hours and Time Period promos apply in when multiple promos could apply to the same sale
- Happy Hours — Create time-of-day discounts within a date range (e.g. Happy Hour 4–6pm on weekdays)
- Time Periods — Create broader date-range discounts (e.g. Beer of the Month) without time-of-day granularity
- Offers — Build flexible discounts, bundles, and deals using a trigger-and-action rules engine
- Vouchers — Create redeemable voucher records tied to your Manual Offers
- Voucher Ledger — Track and manage all issued vouchers — active, scheduled, and inactive
Module Overview
What the Promotions module is
The Promotions module is where you configure all discounts, deals, bundles, and vouchers in Paimnt HQ. Everything here shares the same goal: discount items or a sale under certain conditions. The system is designed to be flexible — a wide variety of promotional needs across different venue types can all be configured here.
All setup is done in HQ. To use the full range of promotional functions at the till, your POS keyboard needs stacked buttons configured with the relevant actions. See: Configuring Your Till Keyboard.
[Screenshot: Promotions tab selected in HQ left nav, showing 6 sub-pages]
Two types of features — different focus, both actively used
The Promotions module contains two types of tools that coexist and work together:
| Type | Pages | Focus |
|---|---|---|
| Price-Focused | Priority, Happy Hours, Time Periods | Set a specific price on a product within a time-based condition. The ‘special’ is a set price. |
| Discount-Focused | Offers, Vouchers, Voucher Ledger | Apply a specific discount or action when trigger conditions are met. The ‘special’ is a discount amount or action. |
Both types are actively used. Price-Focused promos (Happy Hours and Time Periods) always apply before Discount-Focused offers.
The 6 Pages
From HQ, select the Promotions tab. A left-side navigation list shows 6 pages:
[Screenshot: Left-side nav list showing all 6 Promotions pages]
| Page | Type | Purpose |
|---|---|---|
| Priority | Price-Focused | Sets the hierarchy order for Happy Hours and Time Period promos |
| Happy Hours | Price-Focused | Set a specific price for products on set days within a time-of-day window |
| Time Periods | Price-Focused | Set a specific price for products across a date range |
| Offers | Discount-Focused | Flexible rules engine: define triggers and actions for discounts and deals |
| Vouchers | Discount-Focused | Create redeemable vouchers linked to Manual Offers |
| Voucher Ledger | Discount-Focused | Track and manage all issued vouchers |
Key terms
These terms have specific meanings in Paimnt and are used throughout this guide:
| Term | Meaning |
|---|---|
| Promo | A price-based rule created in Happy Hours or Time Periods |
| Offer | A rule created in HQ > Promotions > Offers — has a trigger and an action |
| Voucher | A redeemable code or record linked to a Manual Offer |
| Voucher Ledger | The log of all issued vouchers and their redemption status |
| Offer Group | A category that groups Offers together, controlling priority and stacking behaviour |
| Trigger | The condition(s) that must be met for an Offer action to fire |
| Action | What the Offer actually does when triggered (e.g. apply a discount, issue a voucher) |
| Automatic Offer | Applies as soon as the trigger is met — no staff input needed |
| Manual Offer | Requires a Voucher to be applied at the till — used for printed or member vouchers |
Common Questions
What is the difference between Happy Hours and Time Periods?
Happy Hours lets you set specific days of the week and a time-of-day window (e.g. Mon–Fri, 4pm–6pm). Time Periods only has a date range — no day or time filtering. Use Happy Hours for recurring time-slot deals and Time Periods for date-range campaigns like a weekly or monthly special.
What is the difference between a promo and an offer?
A promo is created in Happy Hours or Time Periods. The result is a specific price applied to a product within a time-based condition — the ‘special’ is a set price. An offer is created in the Offers page and uses the trigger-and-action rules engine — the ‘special’ is a specific discount amount or action. Promos are time-focused and price-setting. Offers are more flexible and can handle bundles, member conditions, voucher issuance, and more.
What is the difference between an Automatic and a Manual offer?
An Automatic offer applies itself as soon as the trigger is met — no staff input needed. A Manual offer requires a Voucher to be applied at the till (printed, member account, or keyboard button). Use Manual when the discount is voucher-dependent.
Can I apply multiple discounts to the same sale?
Yes — put them in separate Offer Groups. Offers within the same group compete (engine picks best combination). Offers across different groups stack sequentially. See Offers for the recommended 3-group structure.
When exactly does a voucher get issued?
At sale finalisation — not when the trigger is first met mid-sale. The engine resolves all discounts first, then issues any vouchers at the point the sale is completed.
What happens when multiple promos (Happy Hours or Time Periods) could apply to the same sale?
The Priority page determines the order. The promo highest in the priority list takes precedence. Go to HQ > Promotions > Priority to review and adjust the order.
Can I limit an offer to members only?
Yes — use the Is Member trigger. For more precision (e.g. only Gold tier members), use the Loyalty Tier trigger and select the relevant tier as Included.
Can I limit a voucher to specific sites or time windows?
Yes — both Places and Periods can be configured on the voucher itself during creation. If left empty, the voucher is valid at all sites and at all times.
Why can I not see a voucher I just created in the Voucher Ledger?
The Voucher Ledger shows issued vouchers — ones that have been triggered and generated. A voucher you created in HQ > Promotions > Vouchers is a template. It only appears in the Ledger once it has been issued (at sale finalisation or manually applied).
Next Steps
- Set up your Offer Groups first — before creating any offers, decide on your group structure (Item Discounts, Sale Discounts, Voucher Issues)
- Create Price-Focused promos — if you need time-of-day or date-range discounts, start with Happy Hours or Time Periods
- Set your Priority order — once you have multiple Happy Hours or Time Period promos, go to Priority and drag them into the correct order
- Build your Offers — create trigger-and-action rules for bundles, member deals, and voucher issuance
- Create Vouchers — if you have Manual Offers, create the voucher records so they can be redeemed at the till
- Monitor the Voucher Ledger — track issued vouchers and manage redemptions on an ongoing basis
More Information
Best practices at a glance
| Area | Best Practice |
|---|---|
| Offer Groups | Create 3 groups for most venues: (1) Item Discounts, (2) Sale Discounts, (3) Voucher Issues |
| Offer Groups | Keep each type in a separate group so discounts stack correctly and vouchers issue cleanly at the end |
| Sale Value trigger | Always put Sale Value offers in your Sale Discounts group — never mix with item-level offers |
| Issue Voucher action | Always put Issue Voucher actions in your Voucher Issues group |
| Happy Hours vs Time Periods | Use Happy Hours for time-of-day recurring deals. Use Time Periods for date-range campaigns |
| Priority order | Place Happy Hour promos higher than Time Period promos in the Priority page |
| Price list promos | Create one promo per price list for best control unless a flat rate across all tiers is intentional |
| Product tagging | Use Bulk Tag Products (HQ > Products > Product Tags) before setting up Item Matcher tag filters |
| Manual vs Automatic offers | Use Automatic for self-applying discounts. Use Manual only when a voucher needs to be applied at the till |
| Voucher prerequisite | Always create the Manual Offer first, then create the Voucher |
| Trigger default | Always change the default “Always” trigger when creating an offer. Never leave it as-is |
| Discount Qty | Set Discount Qty on Item Discount actions whenever the deal is “buy X get Y” |
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