Automatically including brand new inventory items in existing discounts

Automatically including brand new inventory items in existing discounts

Product Described: Mix or Match Discount Builder

Automatically including brand new inventory items in existing discounts


Question: 

A busy service center keeps adding new SKUs to Clover inventory every week. Staff wants those fresh items to be discounted with existing Mix or Match promos without re-editing discounts after every addition. They need automation so promotions stay accurate, speed up checkout, and reduce maintenance time. How do we set Mix or Match so new items are included automatically the moment they are created in inventory?

Answer:

Use Mix or Match with a category-based rule. When the discount targets a category, any new item you add to that category is instantly covered by the discount. No need to delete or recreate the discount. Here is how to set it up and how it differs from item-based rules.

How to set up automatic inclusion using categories

  1. Open Mix or Match on Clover.
  2. Create a new discount or edit an existing one.
  3. Choose Category as the eligibility method instead of selecting individual items.
  4. Pick the category that represents the group you want discounted. 
  5. Save. From now on, any new item assigned to that category will automatically participate in the discount.
When to use item-based vs category-based

  1. Item-based setup
    1. You manually select specific products.
    2. After adding a new SKU, you must edit the discount and add that item.
    3. Good for tightly controlled, small sets.
  2. Category-based setup
    1. You select a category once.
    2. Every future item in that category joins the discount automatically.
    3. Best for fast-changing assortments where you add new SKUs often.

Operational tips

  1. Keep categories clean and purposeful. If a category is meant to drive a promo, avoid mixing unrelated items.
  2. If an item should be excluded, place it in a different category or create an exception discount strategy. 
  3. You can migrate an existing item-based discount to category-based. Edit the discount, switch eligibility to Category, select the right category, and save.

Training shortcut for new items

When staff creates a new product in Clover inventory, have them assign the correct category right away. That single step keeps discounts accurate with zero extra work.

Video tutorial https://youtube.com/shorts/Ej6coUYsVPo?feature=share


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