Promotion Rules is part of Promotions & Selling in Windward System Five. System Five includes 6 documented capabilities here — all 6 optional.
These 6 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Run buy-three-get-one across a range
Rewards a customer who buys a set number of items from the promotion group on one invoice, with an optional per-invoice maximum. Paired with the fixed sale-price reward it applies to every unit above the threshold and works mix-and-match across all items listed on the promotion.
Tie the sale to the loyalty customer
Triggers the reward when the shopper presents a customer card, name, account number or phone number, so purchases can be tracked to that customer. A maximum-invoices setting caps how many times it can be claimed.
Give contractor pricing on a named site
Gives a discount or points when the invoice is coded to a specific job site or job number, linking the offer to job costing. Commonly used to grant contractor pricing on a named project.
Reward customers who keep coming back
Rewards a customer who buys a required quantity of qualifying items within a rolling number of days, across separate invoices. Requires a customer attached to the invoice so purchases can accumulate.
Take coupons at the till without fiddling
A coupon carries its own barcode and can be scanned before or after the item at the till. Limits are set per invoice for maximum coupons, maximum items per coupon, and a maximum discount-from-list percentage above which points stop accruing.
Discount once they spend enough
Triggers when the customer's qualifying items reach a set dollar value measured at invoice list price, then discounts those same items by a set percentage from list. The threshold is judged on list price even when the customer is already on a better price schedule.
Yes. Rewards a customer who buys a set number of items from the promotion group on one invoice, with an optional per-invoice maximum. Paired with the fixed sale-price reward it applies to every unit above the threshold and works mix-and-match across all items listed on the promotion. This is optional in System Five.
Yes. Gives a discount or points when the invoice is coded to a specific job site or job number, linking the offer to job costing. Commonly used to grant contractor pricing on a named project. This is optional in System Five.
Yes. Rewards a customer who buys a required quantity of qualifying items within a rolling number of days, across separate invoices. Requires a customer attached to the invoice so purchases can accumulate. This is optional in System Five.
Yes. A coupon carries its own barcode and can be scanned before or after the item at the till. Limits are set per invoice for maximum coupons, maximum items per coupon, and a maximum discount-from-list percentage above which points stop accruing. This is optional in System Five.
Yes. Triggers when the customer's qualifying items reach a set dollar value measured at invoice list price, then discounts those same items by a set percentage from list. The threshold is judged on list price even when the customer is already on a better price schedule. This is optional in System Five.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.