Managing promotion and discount
Promotions in ERPNext help you automatically apply branch-specific discounts or offers during POS billing without manually adjusting prices. This ensures:
- Accuracy – discounts are applied exactly as per company policy.
- Branch Control – each branch can have its own set of promotions.
- Time-Sensitive Offers – promotions only work within the set date range.
Step-by-Step Configuration
Step 1: Open the Promotion Module
- Log in to ERPNext.
- Navigate to Selling → Promotions.
- Click New to create a new promotion.
Step 2: Define Promotion Details
- Promotion Name:Give it a clear name, e.g., Branch 3 – August Offer.
- Company:Select the company for which the promotion applies.
- Applicable Branch: Select the branch in the POS Profile.
- Important: This ensures the promotion is applied only to invoices linked to this POS profile.
Step 3: Set Promotion Validity Period
- Valid From: Choose the start date when the offer becomes active.
- Valid Upto: Set the last date for the promotion.
Note: After the end date, the promotion will automatically stop applying.
Step 4: Configure Discount Rules
Go to the Item Table inside the promotion:
| Field | Description |
|---|---|
| Item Code | Select the item(s) eligible for the promotion. |
| Min Qty | Minimum quantity a customer must purchase to avail the discount. |
| Max Qty | Maximum quantity eligible for discount in one transaction. |
| Discount Type | Select Rate for fixed value or Percentage for % discount. |
| Discount Amount | Enter the value (e.g., 10 for 10 SAR discount or 15 for 15% off). |
| UOM | Specify the unit of measure (eg: Nos, kg). |
Step 5: Save & Apply
- Click Save to store the promotion.
- ERPNext will now automatically check every POS transaction against your promotion rules.
- If all conditions match, the discount will be applied instantly at billing.
How it Works at the POS Counter
- Cashier selects items in POS.
- POS automatically checks:
- Is the POS profile linked to a promotion?
- Is the current date within the promotion validity?
- Do items match the promotion list and quantity rules?
- If yes, the discount is automatically calculated and shown on the invoice.
- No manual price adjustment is needed.
Implementation Guidelines & Recommended Practices
- Create separate promotions for each branch to prevent overlap.
- Use clear naming so cashiers can quickly identify promotions.
- Review promotions regularly and deactivate expired ones.
- Test promotions before launch by creating a test sales invoice in POS.