Offers

Overview

The Offers submodule is used to create and manage promotional offers that are automatically applied during billing in the POS module.

Offers can be configured for specific items or for entire item categories. Once the configured conditions are met during billing, the applicable offer is automatically applied.

Interface Overview

The Offers page provides the following controls:

  • Search – Quickly locate offers using keywords.

  • Filter – Filter offers based on available criteria.

  • Refresh – Reload the latest offer records.

  • Add Offer – Create a new offer.

  • Action Menu (⋮) – Manage an existing offer record.

The offer list displays:

  • Offer Name & Code

  • Description

  • Items

  • Categories

  • Minimum Amount

  • Offer Type

  • Offer Value

  • Start Date

  • End Date

The list provides a summary of each offer. To view the complete configuration of an offer, use the Action Menu (⋮) and select View.

Creating an Offer

To create a new offer:

  1. Open Master Data → Offers.

  2. Click Add Offer.

  3. Enter the offer details.

  4. Select the branches where the offer should apply.

  5. Select whether the offer applies to specific Items or a Category.

  6. Select the required items or category.

  7. Configure the offer type and value.

  8. Set the offer validity period.

  9. Click Save.

The following information can be configured:

Field

Description

Offer Name

Name of the offer. This field is required.

Offer Description

Optional description of the offer.

Assigned Branches

Branches where the offer can be applied. This field is required.

Minimum Bill Amount

Minimum bill amount required for the offer to apply.

Select Type

Determines whether the offer applies to specific items or an item category.

Items / Categories

Items or category to which the offer applies, based on the selected type.

Offer Type

Determines whether the offer is a fixed amount or percentage.

Offer Value

Value of the offer based on the selected offer type.

Start Date

Date and time from which the offer becomes valid.

End Date

Date and time until which the offer remains valid.

Selecting Items or Categories

The Select Type option determines how the offer is assigned:

  • Items – Apply the offer to selected individual items or products.

  • Category – Apply the offer to items belonging to a selected category.

Categories used for offers must be created beforehand in Master Data → Create → Category.

Offer Type

The Offer Type determines how the offer value is calculated:

  • Rupees (₹) – Applies a fixed monetary offer.

  • Percentage (%) – Applies the specified percentage as an offer.

For example, an offer value of ₹50 applies a fixed ₹50 reduction, while an offer value of 10% applies a 10% reduction to the applicable amount.

Viewing an Offer

To view the complete details of an offer:

  1. Locate the required offer.

  2. Click the ⋮ menu.

  3. Select View.

The system displays the complete offer configuration, including the assigned branches, applicable items or category, minimum bill amount, offer value, and validity period.

Editing an Offer

To modify an existing offer:

  1. Locate the required offer.

  2. Click the ⋮ menu.

  3. Select Edit.

  4. Update the required information.

  5. Click Save.

The offer can be updated using the same configuration options available while creating it.

Deleting an Offer

To remove an offer:

  1. Locate the required offer.

  2. Click the ⋮ menu.

  3. Select Delete.

  4. Confirm the deletion.

Deleted offers will no longer be automatically applied during POS billing.

Offers vs Discounts

Offers and discounts serve different purposes in POS billing.

Offers

Discounts

Automatically applied when the configured conditions are met.

Manually selected and applied during billing.

Can be configured for specific items or item categories.

Created as a discount that can be manually applied to the bill.

Useful for promotional pricing and automatic campaigns.

Useful when the cashier needs to apply a discount manually.


Note: An Offer should not be confused with a Discount. Offers are automatically applied by the system when their conditions are satisfied, whereas discounts require manual selection during POS billing.

Applying Offers in POS

Offers are automatically applied during billing in the POS module when the configured conditions are satisfied.

The system checks the offer's applicable branch, minimum bill amount, selected item or category, offer value, and validity period before applying it.

No manual selection is required from the cashier when an eligible offer is triggered and applied offers can be manually edited too while billing too.

Notes

  • Offers can be configured for individual Items or entire Categories.

  • The required category must be created before it can be used in an offer.

  • The Minimum Bill Amount determines the minimum bill value required for the offer.

  • The offer can be configured as a fixed ₹ amount or a percentage.

  • The Start Date and End Date determine the offer's validity period.

  • Offers are automatically applied during POS billing when the configured conditions are satisfied.

  • Use View from the Action Menu (⋮) to see the complete offer configuration.