What is Promotion Checking Tools in Xilnex?
Introduction
Use case
This tool helps you simulate and test your promotion setups in Xilnex. It's especially useful for verifying time-sensitive, branch-specific, or customer-specific promotions before they go live — ensuring that all your configurations behave as expected under different conditions.
Where to find it?
- You can search "Promotion checking tool" in search bar to immediately locate it.
- Alternatively, it's park under Customer Engagement > Promotion Checking Tool.
How to Use It?
1. Select Your Simulation Conditions
Under "Checking for", set the primary simulation conditions:
- Platform:
Choose where you're checking from (e.g., LiveOrder, Classic POS, etc.).
- Branch:
Pick the branch (e.g., MAIN BRANCH) the transaction is happening at.
- Fulfillment Type:
Choose the order type such as Delivery, Pickup, etc.
Once these 3 are selected, click the green "APPLY" button to activate the base conditions.
Make sure you add at least one item to simulate a transaction
2. (Optional) Refine with Advanced Conditions
Click + More conditions to test specific promotion scenarios by setting:
- Sales Person
- Customer Type
- Customer Group
- Xcard Type
- Priority
- Payment Method
- Sales Date (simulate future or past promotions)
This helps you mimic real-world customer profiles or time-specific promos (e.g., festive campaigns, VIP-only rewards, weekday-only discounts).
3. Add Test Items
In the lower section:
- Search by item code or scan a barcode
- Enter quantity
- Click ADD
This step mimics a cart or order entry, letting the system validate if the promotion will apply based on the items and quantity.
4. View Results
Once items are added:
- The system will return whether any promotions are triggered based on your setup.
- You can adjust conditions and try again to ensure all edge cases are covered.
Use Cases & Tips
- Simulate a future date to test upcoming holiday campaigns.
- Switch customer types to verify loyalty tier-based discounts.
- Try different payment methods to confirm method-specific offers.
- Test before major deployments to avoid promotion errors at live checkout.
Mode Indicator
Check the top-right corner for Mode: Retail / F&B, to ensure you're testing in the correct operational context.
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