How to Start Free Reward Points Scheme for Customers in SwilERP (RetailGraph)
Free points are a sales promotion marketing strategy for a business to increase interest or demand for a Product. Many segments, such as Departmental stores, Pharma, Garments, Wholesale distribution, etc., may use a sales promotion to give customers free points, but the primary reason is to boost sales. A businessman uses the free points sales promotion scheme to increase product sales.
If the supplier/Vendor wants to start Free Points promotional offers on their products, they can do it in the SwilERP software. This article will show you how to apply for a Free Points promotion scheme for a particular customer or all customers.
Start with Login in the SwilERP dashboard to initiate the process:
Step 1: How to apply the Free Reward Points Scheme:
Go to the Masters menu.
Select Others > Sales Promotion.
Reference Window:
SwilERP Dashboard Window - After that below window appears; select the New tab to add a new promotion.
- You will see here all the promotional details that you have created.
- Users can also Edit / Print and Delete the previously created promotions.
Reference Window:
- The First step is to choose the date 'From to To'.
- In the Time option, you can also set the time. And promotion applied accordingly.
- Enter the Name of your promotion.
- Suppose you want to give a promotion to a particular customer, select a Customer Name, or apply for a promotion for every customer; in that case, there is no need to choose the customer name.
- Select the Location and Refer By, and the promotion will be applied accordingly.
- Now, select the Invoice Value in Apply On the field.
- Enter the Qualifying Amount on which you want to give an offer. (For example, entered the Qualifying Amount of Rs 100/-)
- In the Promotion section, select the promotional offers as Free Points.
- Enter the Free Points Value, (For example, the customer will get 1 free point on sales of Rs 100/-)
- And then click on the Save button.
Reference Window:
Step 2: Auto-apply Free Rewards points scheme in the Transaction Series.
Go to the Masters menu.
Select the Others > Transaction Series option.
Reference Window:
SwilERP Dashboard Window - After that Transaction Series window will appear.
- Select the Sales Invoice series in this window and click on the Edit tab.
- Go to the Additional Details section.
- Check Mark in the Auto Apply Promotion option.
- Now to save the window, click on the Save button.
Reference Window: