Promotions

A promotion adds free goods to a sale once a line reaches a set quantity, such as one carton free for every ten bought. It is applied by the server, so the office, the rep app, the till and the online store all give the same free goods without anyone adding them by hand.

Set up a free-goods promotion

1. Go to Sales ‣ Pricing ‣ Promotions and click New promotion.
2. Enter the Code, Name and Description.
3. Pick the Type Buy X get Y.
4. Enter the Start date and End date of the offer.
5. Open the Conditions tab and click Add condition.
6. Pick the Condition Item, the Operator Greater or equal, and the item in Target. Enter the quantity that earns the reward in Value, as a number above zero.
7. Open the Rewards tab and click Add reward.
8. Pick the Type Free item, enter how many are given in Qty, and pick the free item in Target item.
9. Click Save.

The promotion starts Active, and the list shows it as Active, Scheduled or Expired by its dates.

Give each promotion one condition and one reward. A promotion uses only the first row of each tab.

Example

A dairy distributor runs a summer offer: buy 10 cartons of yoghurt, get 1 free. The condition is Item, Yoghurt carton, Value 10; the reward is Free item, Qty 1, Yoghurt carton. A shop that orders 25 cartons receives 2 free, one for each full ten.

To reward a quantity of any item, pick the Condition Quantity instead and leave Target empty. The first line on the order that reaches the Value earns the reward.

See what an order receives

When a line reaches the promotion’s quantity, a free line is added to the document at a price of zero, named after the promotion.

• The free goods are given in the same unit of measure as the line that earned them. Choose a free item that is sold in that unit.
• A sale that qualifies for several promotions receives the free goods of each.
• The free line is shipped and invoiced with the rest of the order, at zero.

In the rep app the free line shows in the cart with the promotion’s name, and the rep cannot change it. The online store adds it at checkout.

End a promotion

1. Open the promotion and click Edit.
2. Switch it to Inactive.
3. Click Save.

From now on no sale receives its free goods. A promotion cannot be deleted; it stays on the list, switched off, as a record of the offer.

Danger

The dates do not start or stop a promotion. An active promotion adds free goods to every qualifying sale from the moment you save it until you switch it to Inactive, whatever its Start date and End date. Save a future offer as Inactive, and switch it on the day it begins.

Messages you may meet

Message	What to do
A promotion with this code already exists.	Enter another Code.
The end of the date range falls before its start.	Set the End date on or after the Start date.
Add at least one condition to activate.	Shown on an empty Conditions tab. Click Add condition.
Add at least one reward.	Shown on an empty Rewards tab. Click Add reward.