This guide outlines the different methods for managing cart promotions, covering both the technical configuration of redemption workflows and the specific logic governing how various promotion types are issued and validated.

Configuring cart promotion evaluation strategy

The promotion redemption process supports two strategies for applying discounts to a transaction:

The standard approach involves the promotion engine evaluating a cart and returning a final, calculated set of discounts to be applied.
An alternative strategy offers greater flexibility by separating the evaluation and redemption steps. This flow allows an external system to first request a complete list of all available promotions for the items in a cart. The external system can then apply its own logic to determine the final combination of discounts, and after the transaction is complete, it informs the promotion engine which specific promotions were redeemed.

To configure the cart promotion redemption strategy for your organisation, raise a JIRA ticket to the Capillary Product Support team.

Configuring cart promotion redemption strategy

The promotion redemption process supports two strategies for applying discounts to a transaction:

Redemption with cart validation (REDEMPTION_AGAINST_CART_EVALUATION): The POS system sends the customer's complete and final cart for evaluation. In response, the cart promotion engine returns the available cart discounts along with a secure evaluation ID. To finalize the sale, the POS must submit this ID with the transaction, allowing the engine to validate that the applied promotions are legitimate and untampered before recording the redemption.

Redemption via Post-Transaction Reporting (REDEMPTION_WITHOUT_CART_EVALUATION): Once the transaction is completed and recorded, the POS informs the cart promotion engine of the promotions used by sending the final details to a separate, dedicated redemptions API, which the engine then records asynchronously.

To configure the cart promotion redemption strategy for your organisation, raise a JIRA ticket to the Capillary Product Support team.

Understanding cart promotion issuance and redemption

Cart Promotion Type	How is it issued?	How is it redeemed?	Does it require evaluation?	Example
Loyalty Promotion	Automatically available to all loyalty members, no specific issue is required.	Applied automatically at checkout when the shopping cart meets the specified conditions.	Requires evaluation to check cart conditions and promotion limits against the customer	"All loyalty members get 20% off on carts above $100."
Loyalty Earning Promotion	Earned when a customer completes a specific action, like registering or finishing a 3rd purchase.	Becomes available to redeem only when the customer makes a future transaction after it is earned.	Requires evaluation for two checks: 1. Did the customer finish the goal? 2. Does the current cart meet the specified conditions?	"Complete 3 purchases to unlock 30% off on your next order."
POS Promotion	Available at the store level, it can be restricted to a specific tier, like Gold or Silver members.	Applied automatically based on the store location, time of day, or membership level.	Automatically applied based on transaction context (store, time, tier). No evaluation is required.	"Gold tier members get a flat 50% off during Black Friday at select stores."
Rewards Promotion	The customer redeems loyalty points from the Rewards Catalog to claim the promotion.	Applied as a cart discount at the next qualifying checkout after the points redemption is confirmed.	Requires evaluation to validate the points redemption and check cart conditions.	"Redeem 500 points to unlock a Buy 1 Get 1 Free offer."
Code-Linked Promotion	Unique codes are created and shared with customers (e.g., via email or ads).	The customer must manually enter the code at checkout.	Requires evaluation to validate promo code and check limits.	"Use code SAVE20 to get 20% off on orders above $50."

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By default, Cart Promotion is not enabled for all the orgs. Raise a ticket to the Product Support team to enable.