Promotional Scheme
A Promotional Scheme helps businesses offer temporary discounts, special pricing, or free products based on predefined conditions. ERPNext automatically creates the required Pricing Rules, making promotional campaigns easy to manage.
Promotional Schemes simplify the process of running marketing offers such as percentage discounts, flat pricing, Buy One Get One (BOGO), free products, seasonal promotions, and customer-specific offers without manually adjusting prices during every transaction.
1. Prerequisites
Before creating a Promotional Scheme, ensure the following masters are already available:
- Item
- Item Group
- Customer (optional for customer-specific offers)
- Supplier (optional for buying promotions)
2. How to Create a Promotional Scheme
- Navigate to Selling → Items and Pricing → Promotional Scheme.
- Click New.
- Enter a title for the promotional scheme.
- Select where the promotion should apply:
- Item Code
- Item Group
- Brand
- Entire Transaction
- Select whether the scheme applies to:
- Selling
- Buying
- Both
- Configure Price Discount or Product Discount slabs.
- Optionally configure customer, supplier, territory, campaign, or sales partner restrictions.
- Save the document.
Whenever a Promotional Scheme is saved, ERPNext automatically generates the corresponding Pricing Rule(s). Multiple Pricing Rules can be linked to a single Promotional Scheme.
3. Mixed Conditions
Mixed Conditions allow multiple items to collectively satisfy the promotional requirement.
Example:
- Item A = 10 Qty
- Item B = 20 Qty
- Minimum Quantity Required = 30
Since the combined quantity reaches 30, the promotion becomes applicable.
4. Cumulative Promotions
Enable Is Cumulative when discounts should be based on the customer’s total purchases over multiple transactions instead of a single invoice.
Example:
- Invoice 1 = ₹1,400
- Invoice 2 = ₹600
- Cumulative Target = ₹2,000
The discount is applied once the cumulative purchase amount reaches the configured threshold.
5. Promotional Scheme Features
Apply Scheme on Another Item
The purchase condition can be checked on one item while applying the discount to another item.
Example:
- Buy Item A + Item B
- Receive Discount on Item C
Party-specific Promotions
Promotional Schemes can be restricted to specific business entities.
- Customer
- Customer Group
- Territory
- Sales Partner
- Campaign
- Supplier
- Supplier Group
Validity Period
Define a start date and end date to run promotions during a specific period. You can also restrict the scheme to a particular currency.
6. Price Discount Slabs
Price Discount Slabs determine when and how discounts should be applied.
- Minimum Quantity
- Maximum Quantity
- Minimum Amount
- Maximum Amount
- Rule Description
If the transaction falls outside these limits, the promotion will not apply unless Mixed Conditions or Cumulative options are enabled.
7. Discount Types
Rate
Replace the item’s selling price with a fixed rate.
Discount Percentage
Apply a percentage discount on the item’s price.
Discount Amount
Reduce the item’s price by a fixed amount.
8. Additional Discount Filters
- Warehouse — Apply the promotion only for items sold from a specific warehouse.
- Priority — Higher priority rules override lower priority ones.
- Threshold for Suggestion — ERPNext suggests increasing quantity or amount to qualify for the promotion.
- Validate Applied Rule — Prevents users from manually overriding promotional pricing.
9. Product Discount Slabs
Instead of reducing the item’s price, Product Discount Slabs offer free products.
- Free quantity
- Same Item or Different Item
- Free Item Rate (if applicable)
- UOM restrictions
- Apply Multiple Pricing Rules
10. Types of Promotional Schemes
Price Discount
Offers discounts through percentage, amount, or fixed pricing based on quantity or purchase value.
Product Discount
Offers free products when predefined purchasing conditions are satisfied.
11. Practical Examples
Example 1 — Mixed Conditions
A customer purchases:
- 10 Britannia Cake (₹5)
- 5 Britannia Cake (₹10)
If the promotional scheme requires a minimum combined quantity of 15, ERPNext applies the configured discount.
Example 2 — Discount on Another Item
If a customer purchases 30 units of Britannia Cake ₹5 or ₹10, ERPNext automatically reduces the price of Britannia Cake ₹15 from ₹15 to ₹12.
12. Benefits of Promotional Schemes
- Automates seasonal and promotional campaigns
- Supports customer-specific pricing
- Handles quantity-based and amount-based discounts
- Supports Buy One Get One and free product offers
- Reduces manual pricing errors
- Automatically creates Pricing Rules
SUMMARY
ERPNext Promotional Schemes provide a centralized way to manage discounts, free product offers, customer-specific pricing, and marketing campaigns. The system automatically generates Pricing Rules, supports cumulative and mixed-condition promotions, and helps businesses run flexible pricing strategies with minimal manual effort.
