Promotions are time-limited discounts that apply automatically to any customer whose order matches the rule you set. Use them for seasonal sales, clearance events, or coupon codes you hand out at races.

How to get there #

Menu: Customers → Promotions
Direct URL pattern: https://yourdomain.com/?bizRt=contacts/promos/managerImportant: In the demo build shipped with Bizuno v7.3.8-232, the Promotions screen may raise a PHP error on first load (Call to undefined method contactsPromos::managerSettings()). If you hit it, you’re looking at a known issue; update to the latest build and re-try. The feature is otherwise stable.

What you can build #

• % off — “15% off all inventory this weekend.”
• Fixed dollar off — “$50 off any order over $500.”
• Category or SKU-specific — “20% off helmets” or “All 2025 Cooper frames $200 off.”
• Coupon code — requires the customer (or the counter staff) to enter a code on the order.
• Customer-group-specific — apply only to customers on a given price sheet or in a given status.

Creating a promotion #

1. Click New.
2. Enter a Name (“Spring Tune-Up Event”).
3. Set Start and End dates. A promotion only fires on sales documents whose Post Date falls in this window.
4. Choose the Discount type and Amount (% or $).
5. Optionally set a Coupon Code — if set, the discount only applies when the code is entered on the order.
6. Optionally restrict Applies To — all items, a specific category, a specific SKU, or a list of SKUs.
7. Optionally restrict Eligible Customers — all, a specific price sheet, or a specific status (e.g., Active only).
8. Set a Maximum Uses if you want it to stop firing after N orders.
9. Save.

How promotions interact with prices #

Remember the price resolution order from Customer Prices Manager:

1. Per-customer override
2. Customer’s price sheet
3. Active promotion
4. Item default list price

Promotions compound with price sheets unless you tick Apply after price sheet only if lower — which stops a customer who’s already on Wholesale from stacking an additional 15% off.

Tips for Ridgeline Cycles #

• Set up a recurring Labor Day Weekend promotion once, and just update the dates each year — the line items and restrictions don’t need to change.
• For race-event coupon codes, set a tight expiration date and a low Maximum Uses — you don’t want an old code showing up in December.
• Tie a promotion to a single category (e.g., Apparel) to clear seasonal stock without discounting bikes.

Where to go next #

• Customer Prices Manager — the always-on pricing layer that promotions stack with.
• Sales Manager — see promotions applied to a live invoice.
• Customer Reports — measure promo performance.