O2VEND Offers and Discounts Setup - Create and Manage Promotions

Learn how to create and manage promotional offers and discounts in O2VEND Back Office. Configure buy incentives, customer-specific deals, and channel-wide promotions.

The Offers and Discounts feature in O2VEND Back Office allows you to create dynamic promotional campaigns that drive customer engagement and increase sales. Configure offers and discounts based on purchase conditions, customer groups, product categories, and sales channels.

How to Access Offers and Discounts

  1. Open Back Office
  2. Navigate to Settings tab
  3. Click Loyalty and Promotions
  4. Select Offers and Discounts
O2VEND Back Office Loyalty and Promotions Settings Navigation

The Offers page displays a list of all offers and discounts with their names, start dates, end dates, active status, and action options. Click the Create an Offer button to add a new promotion.

O2VEND Offers List View showing all active offers and discounts ---

Creating and Editing an Offer in O2VEND

When you create or edit an offer, you'll configure it through multiple tabs. Each tab manages a different aspect of the offer promotion:

General Information Tab - Offer Details and Discount Settings

This tab contains the core offer details and discount settings for O2VEND offers.

Field Description Example
Name* The display name of the offer Welcome Cashback Offer
Description A brief explanation of the promotion Get cashback on eligible purchases
Minimum Product Value* Minimum purchase amount required to trigger the offer 1
Maximum Product Value Maximum purchase amount where the offer applies 1000000
Start Date and time when the offer activates 29 Nov 2025 12:41 PM
End Date and time when the offer expires Leave blank for ongoing offers
Apply* The discount rule type to apply buy_N_get_N
Buy Items* Number of items the customer must purchase 1
Get Items* Number of items the customer receives the discount on 2
Discount Amount* The discount value (fixed amount or percentage) 10
Priority* Determines which offer applies when multiple offers match (1 = highest) 1
Active Toggle to enable/disable the offer true or false
Adjust Discount Amount in Price (Back Office) Automatically adjust the visible product price in back office true or false
O2VEND General Information Tab for creating offers with all discount settings

Apply Field - Offer Types and Discount Rules

The Apply field determines the type of discount rule for your offer. Choose from these options:

Offer Type Description
Fixed amount discount for Product Apply a fixed currency amount discount to products
Percent of product price discount Apply a percentage-based discount on product price
buy_N_get_N Buy N items and get N items at a discount
Fixed Price Set a fixed price for the product
buy_N_get_% Buy N items and get a percentage discount on additional items
Free Product Offer a free product when conditions are met
O2VEND Apply Field showing all offer types - Fixed amount discount, Percent discount, buy N get N, Fixed Price, buy N get %, Free Product

Customer Filters Tab - Target Customers for Offers

Target specific customers or customer groups for the offer. Leave these selections blank to apply the offer to all customers.

Field Description
Customer Selection Select individual customers by email or user ID
Customer Group Selection Choose customer groups such as VIP, Wholesale, or Retail
O2VEND Customer Filters Tab for targeting specific customers and customer groups

Product Filters Tab - Apply Offers to Specific Products

Define which products, categories, or brands the offer applies to. Leave blank to apply to all products.

Field Description
Products Selection Choose specific products by name or SKU
Category Selection Select product categories (e.g., Jewelry, Apparel)
Brand Selection Filter by brand names
O2VEND Product Filters Tab showing product selection, category selection, and brand selection options

Benefits Tab - Add Extra Incentives to Offers

Add additional incentives beyond the base discount, such as bonus points or free items.

Channel Filters Tab - Select Sales Channels for Offers

Select which sales channels the offer applies to. Leave blank to apply across all channels.

Field Description
Channel Group Selection Choose channel groups such as POS, Online Store, or Agent App
O2VEND Channel Filters Tab for selecting channel groups like POS and Online Store

Edit Offers Page - Modify Existing Offers and Discounts

The Edit Offers interface allows you to modify existing offers and discounts. It displays a summary table showing:

Column Description
Name The offer name
Rule To Apply The discount type (e.g., buy_N_get_N)
Discount Amount The discount value
Maximum Discount Amount Cap on discount per transaction
O2VEND Edit Offers Page showing offer summary table with name, rule to apply, discount amount, and maximum discount

Offer Actions - Edit, Delete, and Manage Offers

  • Edit (✏️) – Modify offer details, filters, and discount rules
  • Delete (❌) – Remove the offer permanently
  • Active Status – Toggle the offer on or off without deleting it

Best Practices for O2VEND Offers and Discounts Configuration

  • Set realistic Minimum/Maximum Product Values to avoid unintended discount stacking
  • Use Priority wisely when multiple offers may apply to the same purchase
  • Configure Customer Filters to target high-value segments
  • Test offers on a limited Channel Group before rolling out to all channels
  • Monitor offer performance and adjust Start/End dates based on seasonal demand