Experience a no pressure, live demo of our software.   Talk with our sales team

Tips, Tricks & Techniques for Setting Up Promotions on Any POS System

Estimated reading time: 6 minutes

Promotions are the lifeblood of any successful convenience store or gas station business. They aren’t just about giving stuff away; they are a strategic tool to drive sales, attract new customers, move slow inventory, and cement loyalty. In the hyper-competitive world of cstores, getting your promotions right is non-negotiable.

The problem, however, is that every POS system-be it an industry standard like a Gilbarco Passport or something more general like Square or Clover-handles promotions a bit differently. But you know what? Many systems share core capabilities, and that’s where the real power lies. This guide skips the platform-specific jargon and delivers universal “how-to” best practices that work regardless of what checkout technology you are using.

1. Know What Your POS System Can Actually Handle

Before you dream up a “Buy One, Get One Half Off” mega-deal, you must audit your point of sale (POS) system. It’s important to find out exactly what kinds of discounts it allows you to create and schedule. Most modern platforms support a few common structures:

  • Percentage Discounts: 10% off the whole order or a specific category.
  • Fixed-Amount Discounts: $1.00 off a fountain drink.
  • Time-Based Discounts: Like a “Happy Hour” from 2:00 PM to 4:00 PM.
  • Multi-Item Promos (BOGO): Buy one candy bar, get a second one free.
  • Loyalty/Reward Promos: Discounts or free items tied to a customer’s points or status.

The Crucial First Step: Don’t design a promotion that your system cannot execute. For instance, if your POS only handles full-order fixed-amount discounts and doesn’t do item-level percentage reductions, you’ll have to adjust your strategy. Audit your features first so that you choose a promo format the cash register can actually apply without a hitch.

2. Define the Goal Before Setting the Price

A promotion without a goal is just a loss of profit. What exactly are you trying to accomplish? This is the most important question.

  • Are you trying to boost foot traffic during the dead hours between 11 AM and 2 PM?
  • Do you need to clear out 30% of your existing overstocked seasonal candy before it expires, which is what we all struggle with sometimes?
  • Is the objective to increase the Average Basket Size?

This is where statistics come in handy. NACS data has historically shown that 30% to 40% of in-store sales come from tobacco, dispensed beverages, and packaged drinks. If you want to increase overall basket size, a promotion like, “Add any packaged snack to a beverage purchase and get 50¢ off the total,” can target a high-traffic area (drinks) to pull customers toward a smaller item (snacks). Aligning the promotion type-whether it’s a deep discount or a loyalty point bonus-to the specific metric you care about ensures the results are measurable and meaningful.

3. Sketch Out the Logic: The Checklist Technique

Most friction happens when the rules of the promotion are unclear or complicated. Whether you’re on a sophisticated enterprise system or something simpler like Square, promotions often involve specifying things like minimum spend thresholds, eligible product categories, or time windows.

Trick/Best Practice: Sketch out all the “rules” of your promotion on a simple paper checklist before you touch the POS terminal.

  • Eligible Items/Categories: Is it for all drinks, or just fountain drinks?
  • Exclusions: Does it stack with the 10¢ off fuel discount? (Usually, the answer is no.)
  • Start/End Dates: 12/1/2025 to 12/31/2025.
  • Customer Eligibility: Everyone, or only loyalty members?
  • Minimum Spend: Must spend $5.00 to get the deal.
  • Stackability: Can this deal combine with other deals?

This kind of clear pre-planning helps you avoid configuration errors and unexpected discount behavior at the register; this is especially important when you run multiple promotions simultaneously. On a completely different note, I was reading an article just yesterday about how the NRF is predicting a slight uptick in holiday retail sales this year, which is a good sign for everyone in retail, including cstores, but back to the main point, planning prevents mistakes.

4. Test the Promotion Before Going Live

This step is critical, and many operators skip it because they are in a rush to get the deal running. You should always run sample transactions on your register, or ideally, a test terminal if your POS supports a non-production environment.

Technique: Have a staff member pretend to be a customer.

1.  Ring up an item that should get the discount.

2.  Ring up an item that should not get the discount.

3.  Ring up items that are eligible, but the customer fails the minimum spend requirement.

4.  If it’s a loyalty promo, test enrolling a new customer and applying the discount.

The goal is to catch any stacking conflicts or unintended discounts before the doors open. Frontline employees, like your cashiers, will often catch usability issues faster than anyone else, so get their feedback after testing.

5. Train Staff and Document Procedures

Even the most perfect promotion setup can fail if your employees don’t know how to apply it consistently. Customer friction often starts at the point of sale. Mistakes at the checkout counter not only cost you money but also frustrate customers who think they are being overcharged or were misled.

Action: Create a simple, laminated “cheat sheet” for staff. For example: “If customer buys two energy drinks, click Discount à Holiday Two-Pack 2025.”

Role-playing common scenarios, such as how to handle a customer attempting to combine a BOGO deal with a loyalty points redemption, ensures consistency across all shifts. Staff needs to know when a promotion automatically applies and when they need to manually select a discount code.

6. Monitor and Analyze Performance with POS Reporting

Your POS system is a powerful analytics tool, not just a cash register. Use the data it gathers to confirm if your promotion met its goal.

  • Average Ticket Size: Did it increase?
  • Redemption Rate: How many customers took advantage of the deal?
  • Inventory Reduction: Did the slow-moving stock actually move?

Tip: If your POS allows, always assign a clear, unique internal tag or code (e.g., “SUMMER_BOGO_2025”) to the promotion. This simple step allows you to filter sales and discount reports later to analyze performance by promo type. Did the buy-one-get-one promotion perform better than the 20% off coupon? You won’t know unless you can isolate the data.

FAQ for C-Store/Gas Station Owners

How can I prevent customers from stacking multiple discounts unintentionally?

This is about configuration logic. In your POS system’s promotion setup area, there is usually a “stackability” setting. Always set your high-value promotions to be mutually exclusive with other discounts (e.g., a BOGO candy bar deal cannot be combined with a 10% overall store discount). If your system is limited, staff training (Section 6) is your final guardrail-they must know to manually remove one conflicting discount.

My system doesn’t have a loyalty program. Can I still run effective promos?

Absolutely! Focus on time-based and multi-item promotions. Use happy hour discounts (e.g., 10% off all coffee from 6 AM to 8 AM) to drive traffic. BOGO and multi-pack deals (e.g., “Three Candy Bars for $3”) are powerful for increasing average spend and inventory reduction, no loyalty required.

This points to the need for better inventory integration. In modern systems, like many cloud-based solutions, promotions should be linked to stock alerts. Configure your POS to flag an alert or even automatically deactivate a promotion when the stock level for an eligible item drops below a critical threshold (e.g., $10$ units). This prevents frustrating stock-outs and avoids misleading customers.

Get Started Today! Request a Live, No-Pressure Demo!

Request Demo Petrosoft

With just a few minutes of your time, see live and in action how Petrosoft increases profits and simplifies business operations. No pressure, ask any questions you like!

Get Started Today! Request a Live, No-Pressure Demo!