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Excluding Items from Offers

This feature allows you to exclude specific products, categories, or item groups from an offer’s applicability, even if they are originally included within the eligible items, ensuring more precise offer targeting and preventing the offer from being applied to intentionally excluded items.

Before You Start

  • Ensure that the Offers app is enabled by navigating to Settings from the main menu, then selecting Apps Manager.
  • The item exclusion feature is available for most offer types that support item targeting (see the “How It Works” section below for the full confirmed list).

Steps

  • From the main menu, click Sales.
  • Select Sales Settings, then Offers.
  • Add a new offer or open an existing offer for editing, then select an offer type that supports item targeting.
  • Select the eligible item type and the items to include in the offer as usual.
  • Enable the Excluded Items toggle displayed below the main item selection field.
  • Select the Exclude Item Type and the Exclude Items.
  • Click Save to complete the offer setup.

How the System Works

  • Confirmed types that support item targeting and exclusions:
    • Discount on Item, except when Product is selected as the eligible item type.
    • Buy N Get Discount on Cheapest Item.
    • Buy One Get One / Mix & Match.
    • Quantity-Based Discount.
    • Tiered Spending Discount.
  • Confirmed types that do not support item targeting or exclusions:
    • New Customer Welcome Offer.
    • Free Delivery Service.
  • When the Excluded Items toggle is enabled, matching items are excluded from the offer’s applicability even if they are originally included within the main inclusion scope. The excluded item type can also differ entirely from the main eligible item type. For example, if the main inclusion is “Category: Electronics” and the exclusion is “Product: a specific product,” the offer applies to all electronics except that specific product.
  • Even when the eligible item type is set to “All,” you can still configure exclusions to exclude specific item groups or products from this general scope.

Validation Rules

  • Configuring exclusions is completely optional and is not required to save the offer.
  • The exclusion feature cannot be used when the offer’s eligible item type is set to “Product” only.