Purpose: The main purpose of giving the offer to increase the sales and Your Consumers are always looking for ways to save money, and they prefer to buy from stores that offer the best deals. One thing you can do to attract more customers is to introduce variety of offers on your products or services. Offers are not only beneficial to your customers; they can also do great things for your business.

Process involved in Creating an offer:  

Step 1 :Go to Master->Customer ->Offer Management

Step 2: Offer Management Screen->Click on "Create offer"

Step 3 : Fill up the below details

1.Offer Name - Give a exciting name for your offer

2.Offer Family - Press Enter Button in the offer family box and a pop up containing different offers will be listed.

* Bill offer - Disc % - Buy for a RANGE OF BILL AMOUNT AND GET N % OFFER ON BILL AMOUNT.

*Bill offer - Disc amount - Buy for a RANGE OF BILL AMOUNT AND GET N amount OFFER ON BILL AMOUNT - Same as the (1), instead of Disc %, you can provide Disc amount.

3.Select the location for which offer applies to and Confirm.

5.Offer Period - To restrict the offer by date filter, select Period check box and then specify the From Date and To Date in DD-MM-YYYY format. Example : New year and Pongal offer which applies for January month from 1 to 31st.

6.Happy Hours - To restrict the offer by hours, select Happy Hours [24:00] check box and then specify the From time and To Time in HH:MM format. Example : Offer applies only on evening times, when it is the shopping time.

7.Happy Days - To restrict the offer by days, select Happy Days check box and then select the days in the grid. Example : Offer applies only on Saturday and Sunday where crowd will be huge.

8.Customer/Customer group-The offer can be applied based on Customer or Customer group created.

Step 4:Apply the condition,  From &To Amount , Discount Percentage or Amount and Notify Amount.

Offer works based on any one of the Below mentioned condition

*Greater than and Equal to- In the From amount and To amount.The mentioned amount can be either greater than or equal to then the offer will be applicable.

*Equal to-The mentioned amount must be equal to the sales amount if so offer will be applicable.

*Range-We can set the range to avail the offer.

Notify Amount: If consumers  crosses the notify amount, In sales screen will get the Notification like " Dear User, Buy for 1000 to avail the offer"

For Example: To avail the offer consumer should purchase for "1000", Notify Amount is "500". If consumers purchased for 600 ,Store person will get the notification so that they can inform to the consumer if they purchase 400 more then the offer will be applied.

Step 4 : Click on Save button to save the changes.

Note: If the particular offer need to be applied in Bill , Then the respective Order type should be enabled the offer applicable as "YES".

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Step 5:Go to sales screen->Add the items to cart

Step 6:Click on More options ->Apply offer

Step 7:If Bill amount satisfy the offer condition then the offer will be shown in "Select Offer"Screen.

After the offer applied to the bill will get the notify the respective offer name applied