Promotions and Offers - yrestom/POS-Awesome GitHub Wiki

POS Awesome has an inbuilt promotions and offers module that is independent of ERPNext's "Pricing Rules". To use this feature (called POS Offers) you must ignore the inbuilt ERPNext Pricing Rule by checking the "Ignore Pricing Rule" box in POS Profile

You can use the POS Offer to run multiple types of promotions from the Point of Sale, some examples of these are;

Buy X get Y free (either of one type of item or from a group of items or buy from a group of items and get X free from another group)
Buy X get Y% discount off Z
Buy Total Invoice of $X and get y% discount

You can access the POS Offers from the POS Awesome Module or by searching for it in the magic search box.

There are two sections when creating a new POS Profile. The Qualifying section and the reward section

QUALIFYING SECTION

You give the offer/promo a name, this name will be visible at Point of sale to the cashier. You can also give the promo a description. This description will also be visible to the cashier at Point of Sale. In the Qualifying Transaction/Item field you can choose the nature of the qualifying item or transaction.

Item Code - this means the customer will buy certain quantities of a particular item to qualify. If you choose this option you will have to choose the particular item in the "Apply rule on item code" box
Item Group - this means the customer will buy certain quantities of items from a group of items. If you choose this option you will have to choose the particular item group in the "Apply Rule on Item group" Box
Brand - this means the customer will buy certain quantities of items from a particular brand. If you choose this option you will have to choose the particular brand in the "Apply Rule on Brand" Box
Transaction - This means the qualification will be based on the total value of items purchased, regardless of the types of items.

The next option is the Promo Type - Once a Customer has qualified what type of reward is she getting?

Item Price - The customer will get a specified discount once she qualifies or the product rate for all the items bought will be a flat rate.
Give Product - The customer will get a product, either for free, at a discount or at a certain price once she qualifies. This can be a specified item or from a group of products
Grand Total - The customer will get a discount percentage on the grand total once she qualifies
Loyalty Point - The customer gets extra loyalty points once she qualifies, this is only valid when a loyalty program is in place and running.

Validity Period - The promo can have a start and end date. The end date can be left blank for an open ended promo.

Auto Apply - Check this box if you want the promo to be automatically applied once the customer qualifies. Note that this option will not be available if the reward has to be chosen from a group of products.

POS Profile - You can restrict this promo to a particular POS Profile. if left blank all POS Profile will be able to apply this promo

Warehouse - You can restrict this promo to a particular warehouse. If left blank all warehouses will be able to apply this promo.

Min Quantity - this is the minimum quantity of the qualifying item(s) that must be bought
Max Quantity - this is the maximum quantity of the qualifying item(s0 that must be bought
Min Amount - This is the minimum value of the grand total of the invoice for qualification
Max Amount - this is the maximum value of the grand total of the invoice for qualification

Note that you can chose to use either quantity or amount as the qualification. You can also choose to use both (eg buy any 3 items and qualify so long as the total value is at least USD200)

REWARD SECTION

This is the section where the actual reward is determined. It can either be applied on Item Group or a specific item. Make this choice in the "Apply type" box.

You can choose which particular Item Group or Item Code in in the "Item Group" Box

There is also an option to apply this on the cheapest item by checking the "Replace Cheapest Item" Box. If this box is checked, whatever reward (free, discount etc) will be applied on the cheapest item. This is optional.

In the "Item rate should be less than" box, you can restrict whatever reward to items whose prices are lower than the value in the box. This is to prevent expensive items from been used in the reward. This is optional.

Given Quantity - here you key in the quantity of the reward. For example in a Buy 2 Get 1 free offer you will key in 1 in this box.

Price Discount Scheme - in this section you choose the Discount type and rate. The options are

Rate - if you choose rate you can input the rate for the product that will be giving, key in zero if the item will be free
Discount Percentage - if you choose discount percentage you are choosing to give a discount on the reward product, for example Buy 3 get 4th one at half price
Discount amount - in this case you are selling the reward item at a specific price, eg buy 2 get the 3rd one for $5

USING POS OFFER AT Point of Sale

Once the promo/offer has been properly set up, the effect at point of sale is almost all automatic.

When a customer qualifies for an offer a pop message "New Offer Available" comes up to alert the cashier.

At the bottom of the item page the status of the offers is shown. In the image above it says 1 Offer is available and none has been applied. This scenario will occur where the "Auto apply" is not checked for the offer, this means we expect the cashier to apply the offer. This is optional.

To apply the offer the cashier clicks on the offer status label

This opens up the POS Offer section on the POS as shown below

This section will show all the offers available to the customer in the invoice.

Cashier can check the "Applied" button to give the customer the promo reward.

If the reward requires choosing from a group of items the cashier can scroll down in the "Give item" field and choose the reward. In the example above the offer is to give the cheapest one away for free thus the item is automatically chosen and cannot be changed

Notes

If the cashier removes items from the cart after the reward has been applied, and the cart quantity falls below the qualification quantity, the reward is automatically removed.
If you want the reward to auto apply without any manual action by the cashier, check the "Auto Apply" box when creating the POS Offer at the backend
Multiple offers can run at the same time.
In the Shopping cart reward items are identified by a check in the "is Offer" column. This makes it easy for the cashier to identify offer items in the cart