Getting started
Open Plugins → Promotions and click New promotion. Give it a name, choose a type, and set the dates it runs.
Promotion types
- Percentage off — for example 5% off every Anchor product. You can ask for a minimum quantity per line.
- Free goods — "buy 10, get 1 free". For every 10 units on a line, 1 more unit is added free of charge.
- Order discount — a discount on the whole order once it reaches an amount, for example Rs 1,000 off orders over Rs 50,000. Choose a percentage or a fixed amount.
Which products
A percentage or free goods offer can cover all products, one category, one brand or a single product. You can also limit any promotion to one route.
How offers are applied
- Offers apply when an order is created, both in the admin panel and in the field sales app.
- The order screen shows an Offers box that updates as items are added, so the rep can tell the shop what they get.
- If more than one offer fits a line, the one that saves the shop the most is used. Line offers come on top of any discount typed in by hand.
- Free goods are added to the line quantity and taken off the line total, so stock and invoices stay correct. If there is not enough stock, fewer free units are added.
Results
The promotions list shows, for each offer, how many orders used it, the discount given, free units handed out and the value of those orders. Cancelled orders are not counted.
Who can use it
People who approve orders can create and change promotions. Anyone who creates orders gets the offers applied automatically.