Create and apply offers
Set up offers and check their effect on the final sales price.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Have permission to manage pricing. Decide eligibility, validity and the intended benefit before creating an offer.
Step by step #
- Open Offers from the pricing menu.
- Add or edit an offer and complete its eligibility and validity controls.
- Set its configured discount/benefit and save.
- In a sales transaction, select the relevant party and items.
- Enter the coupon when required and refresh prices/offers.
- Review the amount breakdown before saving.
Understand the fields #
- Validity: limits when the offer can apply.
- Eligibility: limits qualifying customers/items or other configured conditions.
- Coupon: not all offers apply automatically.
- Amount breakdown: shows the resulting calculation.
Check the result #
Test one eligible and one ineligible transaction before using the offer broadly.
If something goes wrong #
If an offer does not apply, check date, party, items, quantities and other configured pricing conditions. Do not add a manual discount without checking for double benefit.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.