Setup Promotions and Discounts

Want to set up promotions and discounts on your products? Would you like to give your users free supplementary items? You can offer your customers a fixed value, percentage, or discount on products.

You can also specify the dates for which the discount is valid, the minimum quantity required to apply the discount, and to which products, or variants the discount can be applied. You can apply a discount on the number of products.

In this tutorial, I will show you how to create a discount configuration. The steps are very simple. Let us take an example to better explain the process. Imagine you have to create a discount on your product that says, “All order quantity above 3 will get a 20% discount”. Here’s how to do it in EFFORT.

Create Discount and Supplementary Lists

This section helps you to create Discount and Supplementary lists with the required fields.
  1. As a first step, you need to create the following list specs with the fields, as shown in the screenshots. To know more about how to create a list spec, refer to Create List.
  2. Now create the Discount and Supplementary list specs using the above list specs as shown in below screenshot.
  3. After creating the list specs, you need to add items to all of them.

Define Filter Functions to Discount

This section walks you through the filter function. Here you can define parameters based on which the filters apply.
  1. Now, you need to create filter functions for the Discount list spec.
    Refer to Create Filter Functions for more details.
  2. Define the function parameters as shown in the below image.

Create a Sales Invoice Form

This section gives you details about the sales invoice form. Here we have created a sales invoice with the required fields.
  1. Now create a sales invoice form.
    For more information, refer to Create a Form.
  2. You need to create the sales invoice form with the fields given in the below link.

    https://spoors.io/manual/settings/References/salesinvoiceconfigurationformfields.html

  3. In this tutorial, we created the sales invoice form with the fields as shown in the screenshots.
  4. Configure lists such as Customer Groups, Unit of Measurement, Product, and FOC Material to the appropriate form fields.
  5. Make Discount Master field as a Function field.
  6. Now click on the textbox under the Computed/Default field and configure inputs to the parameters as shown in the screenshot.
  7. Click Save.

Configure Promotion and Discounts

This section helps you to configure Promotion and Discounts to the form spec which we created above..
  1. After saving the form, scroll down to the Utilities section. Click on the Configure Promotions and discounts card.
  2. Now enable the below checkboxes and configure as shown in the screenshot.
    • Enable Discount

    • Enable Supplementary

    • Enable Product Price

    • Enable Product

    • Enable Promotion

  3. Click Save.

Promotion and Discounts List Configuration

This section helps you to create List configurations. Based on these list configurations the data will flow to the mobile app.
  1. First, create the Promotions list configuration as shown in the screenshot. To create, refer to Create Promotions List Configuration for more information.
  2. Now create the Product list configuration as shown in the screenshot. To create, refer to Create Product List Configuration for more information.
  3. In the same way, create the Product Price list configuration as shown in the screenshot. To create, refer to Create Product Price List Configuration for more information.
  4. Similarly, create the Discount list configuration as shown in the screenshot. To create, refer to Create Discount List Configuration for more information.
  5. Now create the Supplementary list configuration as shown in the screenshot. To create, refer to Create Supplementary List Configuration for more information.

Promotion and Discounts Form Configuration

This section helps you to create Form configurations. Based on these form configurations the data will flow to the mobile app.
  1. As a final step, we need to create SalesInvoice form configuration. To create, refer to Create Sales Invoice Form Configuration for more information.
  2. Now configure the fields as shown in the below screenshot.
This is the whole process to configure Promotion and Discounts.