Discount & Free Item Group

Module Guide: Discount And Free Item Group

Module Location

Sales > Sales Trade Agreement > Discount And Free Item Group

Module Objective

The Discount And Free Item Group module is a flexible promotional tool. Its purpose is to create a promotional program that combines a percentage discount with a free product gift, which becomes applicable if the total purchase reaches a specific nominal value.

1. Main View (Group List)

The main page of this module displays a list of all the promotional programs that have been created.

View Explanation

This page is for viewing and managing all existing promotional programs.

Filter: You can search for a specific program using the search bar based on the Group Code.
Group List: The table below will display a summary of each program, with columns for Group Code, Group Name, Last Update, and Updated By.

Button Functions

New: The primary button to create a new promotional program.
Delete: To delete a selected program.

2. Steps to Create a New Program

Step 1: Create a New Program

From the Main View, click the New button to open the Add Discount And Free Item Group form.

Step 2: Fill in General Program Information

Fill in all the general information at the top of the form:

Group Code & Group Name: Provide a unique code and a clear name for your promotional program.
Period: Define the start and end dates of the promotion period (e.g., August 5, 2025).
Customer Category: Select the target customers for this promotion by moving the relevant category from the left box to the Selected Category box on the right.

Step 3: Define the Terms and Conditions

Total SO Amount: Enter the minimum total purchase value on a Sales Order that the customer must reach to get this promotion.
Discount: Enter the size of the discount in percentage (%) that will be given if the Total SO Amount condition is met.

Step 4: Define the Free Product

In the Free Item detail table, list the product(s) that will be given as a free gift:

Click [+] Multiple Item [-] to add a row.
Select the product from the item list that appears (as seen in the List of Item image).
Fill in the Qty column to determine the quantity of the free product to be given.

Step 5: Save the Program

After all details are filled in, click the Save button in the bottom-left section to save and activate this promotional program.

Tips & Important Notes

This module is very effective for encouraging customers to increase their transaction value (upselling) to reach the Total SO Amount threshold.
Ensure you select the correct Customer Category so that the promotion only applies to the customer segment you are targeting.
Once this program is active, the system will automatically apply the discount and add the free product to a Sales Order if the customer and their total purchase meet the conditions.

Revision #3
Created 5 August 2025 08:33:32 by Sayu
Updated 5 August 2025 14:12:35 by Sayu

Discount & Free Item Group

Module Guide: Discount And Free Item Group

Module Location

Sales > Sales Trade Agreement > Discount And Free Item Group

Module Objective

The Discount And Free Item Group module is a flexible promotional tool. Its purpose is to create a promotional program that combines a percentage discount with a free product gift, which becomes applicable if the total purchase reaches a specific nominal value.

1. Main View (Group List)

The main page of this module displays a list of all the promotional programs that have been created.

View Explanation

This page is for viewing and managing all existing promotional programs.

Filter: You can search for a specific program using the search bar based on the Group Code.

Group List: The table below will display a summary of each program, with columns for Group Code, Group Name, Last Update, and Updated By.

Button Functions

New: The primary button to create a new promotional program.

Delete: To delete a selected program.

2. Steps to Create a New Program

Step 1: Create a New Program

From the Main View, click the New button to open the Add Discount And Free Item Group form.

Step 2: Fill in General Program Information

Fill in all the general information at the top of the form:

Group Code & Group Name: Provide a unique code and a clear name for your promotional program.

Period: Define the start and end dates of the promotion period (e.g., August 5, 2025).

Customer Category: Select the target customers for this promotion by moving the relevant category from the left box to the Selected Category box on the right.

Step 3: Define the Terms and Conditions

Total SO Amount: Enter the minimum total purchase value on a Sales Order that the customer must reach to get this promotion.

Discount: Enter the size of the discount in percentage (%) that will be given if the Total SO Amount condition is met.

Step 4: Define the Free Product

In the Free Item detail table, list the product(s) that will be given as a free gift:

Click [+] Multiple Item [-] to add a row.

Select the product from the item list that appears (as seen in the List of Item image).

Fill in the Qty column to determine the quantity of the free product to be given.

Step 5: Save the Program

After all details are filled in, click the Save button in the bottom-left section to save and activate this promotional program.

Tips & Important Notes

This module is very effective for encouraging customers to increase their transaction value (upselling) to reach the Total SO Amount threshold.

Ensure you select the correct Customer Category so that the promotion only applies to the customer segment you are targeting.

Once this program is active, the system will automatically apply the discount and add the free product to a Sales Order if the customer and their total purchase meet the conditions.