This article shows you how to create and configure a Deal Group in XSite by defining items, quantities, pricing, and where the deal applies so you can enable accurate discounts at the POS so promotions apply correctly, transactions ring in properly, and customers receive the intended pricing.

Before you begin

• If you use Bulloch POS, set up a discount push key on Bulloch first.
• Make sure you know which site/region should use the deal.
• Have your item info ready (PLU, UPC, or item description), or have an existing item list, price group, or fuel product you want to use.

Steps

1. From the home page, go to Price Book.
2. Select [Promotions].
3. Select [Deal Groups].
4. Click [+] to start a new deal group.
5. Enter a deal group Name.
6. Click [Add New Deal Group].
7. Click the Deal Group ID to open it.
8. Under Sites/Regions, select where the deal should be active.
9. In Max Items, enter how many times the discount can apply per transaction.
10. In Validity, set the Start Date and End Date.
11. In the left Options panel, set any limits you need (example: Cash Only, Interac Only, or Pay at the Pump (AFD)).
12. Go to Components.
13. Add the items or fuel for the deal.
14. In Minimum Quantity, enter how many items (or how much fuel) the customer must buy to qualify.
15. In Item Price/Fuel CPL, enter the discounted item price or cents-per-litre discount.
16. Click [Save].

Tips & Warnings

• If the deal does not work at the POS, confirm the correct Sites/Regions were selected and the Validity dates include today.
• If the discount applies too many times, lower Max Items. Use 1 if you want the deal to apply once per transaction.
• If the wrong items are discounted, double-check what you added under Components (PLU/UPC/Description vs item list/price group).
• For Bulloch sites, the POS may also need the correct discount push key setup for the promotion to trigger.
• Test before rolling it out. Ring a small test sale on one register to confirm the discount applies as expected.