---
title: "Managing Promotions"
slug: "managing-promotions"
updated: 2026-07-27T10:04:07Z
published: 2026-08-10T20:17:56Z
canonical: "help.idibilling.com/managing-promotions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Promotions

Promotions are discounts applied in the retail setting. They are sets of rules to determine when and how retail discounts are applied to transactions. When the rules are met, the system automatically applies the discounts during the sale. The system evaluates all possible discounts and applies the one(s) with the greatest savings for the customer.

Promotions, or retail discounts, are applied at the time of the sale. Promotions are created under **Product Management > Promotions**.

> [!NOTE]
> Note
> 
> Billing discounts are applied during billing and are often based on usage. Billing discounts are created in the Product Catalog as Discounts. See [Discounts](/v1/docs/discounts) to create billing discounts.

#### Prerequisite

At least one Retail Discount Reason must added to the system before promotions can be created. See [Retail Discount Reasons](/v1/docs/about-retail-discount-reasons).

#### Viewing a List of Existing Promotions

To view the list of all existing Promotions:

- From the **Applications** menu, select **Product Management > Promotions**. This displays the list of existing Promotions.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35155(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A59%3A00Z&se=2026-11-14T11%3A59%3A00Z&sr=c&sp=r&sig=4SVYA6tpUaQQtaLFrp2ZbWrhNo3oWxySI4NZ4azaPhQ%3D)

> [!NOTE]
> Note
> 
> Before the promotion can be used, after you add it you must also configure it.

#### Creating a Promotion

To create a Promotion:

From the existing promotions view.

- Right-click in the list and select **New** or **Edit**. This displays the Add/Edit Promotions window.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35141(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A59%3A00Z&se=2026-11-14T11%3A59%3A00Z&sr=c&sp=r&sig=4SVYA6tpUaQQtaLFrp2ZbWrhNo3oWxySI4NZ4azaPhQ%3D)
- Enter the **Name** of the new promotion.
- Enter the name to appear on the invoice in the **Caption** field.
- Enter a **Description** if desired.
- Choose the **Start Date**.
- Choose the **End Date** if required.
- Select the **Discount Reason**.
- Click the **Availability** tab to view and edit the availability of the promotion in your retail locations. The information on this tab is the same as the Availability tab of a Product. See [New Product - Availability Tab](/v1/docs/new-product-availability-tab).

#### Configuring a Promotion

Configure the promotion to specify which items must be purchased to apply the discount and which items are discounted. To do this:

- From the Promotions window, right-click the promotion and select **Configure**. This opens the Promotions Configuration wizard ***Promotion Type*** form.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34984(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A59%3A00Z&se=2026-11-14T11%3A59%3A00Z&sr=c&sp=r&sig=4SVYA6tpUaQQtaLFrp2ZbWrhNo3oWxySI4NZ4azaPhQ%3D)
- Select the **Promotion** type and follow the instructions in the wizard.
  - [**Flat**](/v1/docs/configuring-a-flat-promotion) - Applies a fixed amount or percentage discount to the eligible retail product(s).
  - [**Tiered**](/v1/docs/configuring-a-tiered-promotion) - Applies a scaled amount or percentage discount to the eligible retail product(s) based on the quantity purchased or the total charges of the sale.
  - [**Bundled**](/v1/docs/configuring-a-bundled-promotion) - Applies an amount or percentage discount to the applicable retail product(s) based on the purchase of one or more retail and/or billing products.
  - **Custom** - Info Directions can create a custom promotion to perform complex discounting calculations. For more information, please contact your Program Manager.

#### Editing a Promotion

To edit a Promotion:

- Double-click the promotion to be changed. This displays the Edit Promotions form. This form is the same as the New Promotion form with the addition of the Configuration tab.

The Configuration tab lists the current details of the promotion.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/37516(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A59%3A00Z&se=2026-11-14T11%3A59%3A00Z&sr=c&sp=r&sig=4SVYA6tpUaQQtaLFrp2ZbWrhNo3oWxySI4NZ4azaPhQ%3D)

To change this setup, click **Configure**. This opens the Promotion Wizard.

#### Deleting a Promotion

To delete a Promotion:

- Right-click the promotion to be deleted and select **Delete** from the shortcut menu. This displays a confirmation window.
- Click **Yes** to delete the promotion.