Promos

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Before we dive into setup, let’s talk about what promos you can offer.

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Instant Rebates – These are discounts reimbursed by the manufacturer. They’re automatically applied at checkout, and sales tax is based on the original price.

Retailer Coupons – These are promo codes you provide, usually retailer-funded. The discount is applied when the customer enters the code, and sales tax is calculated after the discount. Both help drive sales — and setting them up is super simple.

Under the Basic Settings section, click on Promos.

You’ll see two tabs: One for Instant Rebates and one for Retailer Coupons. We’ll start with Instant Rebates.

On the Instant Rebates page, you’ve got two main views: Active — all current rebates

And archived — past rebates you’ve wrapped up.

Need to find something quick? Use the Search bar to look up a rebate by name.

Ready to add a new rebate? Click the + Add Instant Rebate button.

You’ll see a pop-up — here’s what to fill out:

Rebate Name

Type – The Percentage, gives a % discount on eligible items, or Dollar-based, where it takes off a fixed amount.

For this one, we'll try percentage. Enter the Discount Amount.

Minimum Order Value – Want to set one? Choose Yes

and type the amount.

Applied To – Choose optional filters like Brands, Categories, or Models.

Available In – Select where it applies: In-Store, E-Commerce, or Both.

Here's how it looks on the website. You'll see a Rebate Available.

Click it to see all of the details.

Start Date – When do you want this rebate to begin?

End Date (Optional) – Add this if the rebate should expire on a specific date

– This is when you must submit for reimbursement.

Delivery By Date – The item must be delivered by this date to qualify.

Done? Just hit Save,

And the rebate is live!

Need to tweak something later? Click the pencil icon to edit. Or, if it’s no longer needed, hit the red box to archive it.

Now let’s move to the other tab: Retailer Coupons.

The layout is basically the same: active

and Archived tabs.

And a Search bar to quickly find your promos.

To create a new coupon, click + Add Coupon.

You’ll fill in similar details as with rebates — minus the Manufacturer Redemption and Delivery by Dates.

Add the Coupon Name, Type, Discount Amount, and Minimum Order Value, Choose which Brands, Categories, or Models it applies to, Select whether it’s available In-Store, Online, or Both, and Set the Start and End Dates.

Then just hit Save,

and your coupon is ready to go!

Let’s see how it works in action. When you’re working on a Quote and ready to move to payment:

Go to the Rebates section.

If the order qualifies, the rebate will show up automatically.

Check the box and click Apply Rebates.

Boom — rebate applied to the order.

Have a coupon code instead? Just type it into the Promo bar at checkout

Click Apply,

and the discount kicks in!

You can also apply coupons right from the Cart on the website.

Enter the promo code, then hit apply.

And just like that, the coupon is applied to your order. Whether you’re quoting in-store or shopping online — it’s quick, easy, and effective.

And that’s how you set up promos in Appliance.io! Thanks for watching — and we’ll see you next time!

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