Lead in and out promotions help you take advantage of buy promotion pricing before and after a hosted sell promotion.
When suppliers offer cheaper buy prices before a sale, you can pass savings to customers early. After the sale ends, you can clear remaining stock purchased at the promotional buy price.
How Lead In/Out Promotions Work?
Lead in: Run a promotion before the hosted sell promotion starts, using items purchased at the promotional buy price.
Lead out: Run a promotion after the hosted sell promotion ends to clear remaining stock purchased at the promotional buy price.
These promotions automatically generate when you process a host file, retaining a percentage of the upcoming or outgoing promotion price.
💡 Tip: Lead in/out promotions only appear once rules are configured and you've processed a host file containing relevant promotions.
Configuring Lead In/Out Promotions
Accessing Store Settings
- Navigate to the Setup tab in Convenience
- Select Stores
- Double-click your store name (or select it and click Change)
Setting Up Department Rules
- Select InStore Leadins from the left-hand menu
- Click Departments
- Select the department you want to configure
- Click Add Rule
ℹ️ Note: Each department must be configured separately, giving you control over which items are included in lead in/out promotions.
Configuring Rule Options
When you add a rule, configure these options:
| Option | Description |
|---|---|
| Lead In Days | Days before the promotion starts |
| Lead Out Days | Days after the promotion ends |
| % deal to retain | Percentage of promotion price to use for lead in/out |
| Min weeks on buy promo | Minimum buy promo duration needed to trigger lead in/out |
| New Description | Custom description for generated lead in/out promotion |
Example configuration
Lead In Days: 7 (starts 7 days before the hosted promotion)
Lead Out Days: 7 (runs for 7 days after the hosted promotion ends)
Lead In %: 50 (item sold at 50% of the promotional discount)
Lead Out %: 50 (item sold at 50% of the promotional discount)
ℹ️ Note: Lead out promos are optional. Leave this at 0 to only generate lead in promos.
Applying Rules to Multiple Departments
Repeat the process for each department where you want lead in/out promotions:
- Click Departments
- Select the next department
- Click Add Rule
- Configure the options
- Click OK
Removing Rules
To remove a lead in/out rule from a department:
- Select the department
- Select the rule
- Click Delete Rule
Managing Generated Lead In/Out Promotions
Once generated, lead in/out promotions work like normal promotions: - Print shelf tickets as usual - They automatically activate on their scheduled dates - You can manually stop individual items if needed - They send to registers via Initiate/Terminate