# 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.  
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/MOfimage.png)  


#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/3VPimage.png)

#### **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.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/zhLimage.png)
- #### **Period**: Define the start and end dates of the promotion period (e.g., August 5, 2025).  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/GGoimage.png)
- #### **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.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/giWimage.png)

#### **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.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/yMzimage.png)
- #### **Discount**: Enter the size of the discount in percentage **(%)** that will be given if the **Total SO Amount** condition is met.  
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/LVmimage.png)

#### **Step 4: Define the Free Product**

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

1. #### Click **\[+\] Multiple Item \[-\]** to add a row. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/4elimage.png)
2. #### Select the product from the item list that appears (as seen in the List of Item image).
3. #### Fill in the **Qty** column to determine the quantity of the free product to be given. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/dwpimage.png)

#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/e2cimage.png)

### **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.