How to Add a Purchase Promotion in SwilERP (Retailgraph)

What does mean by Purchase Promotion?

A Purchase promotion is a marketing strategy a business uses to increase interest or demand for its product. Many companies may use a purchase promotion.

In SwilERP, there is an option of purchase promotion offers for customers to buy products. There are multiple promotions offers in SwilERP that are given to vendors:

1. Free Products
2. Free Points
3. Free Qty
4. Lot Discount
5. Lot Discount (%)
6. Scheme Discount (Rs/Unit)
7. Scheme Discount %
8. Trade Discount %
   

Follow the below-given process to add a purchase promotion:

Start with Login in the SwilERP dashboard to initiate the process:

1. Go to the Masters > Others > Purchase Promotion. 
   

Reference Window:

SwilERP Dashboard Window

1. Below window will appear; select the New tab to add a new promotion. 
   
2. Here, you will see all the promotional details that you have created.
   
3. Users can also Edit / Print and Delete the previously created promotions. 

Reference Window:

1. How to add a Purchase Promotion:

1. Firstly select the Date 'From to To' till which you want to apply for promotion.
   
2. In the Time option, You can also set from what time to when the promotion is to be applied.
3. Enter the Name of your promotion.
4. If you want to give a promotion to a particular vendor, select Vendor Name, or if you apply for a promotion for every vendor, there is no need to select the Vendor name. 
   
5. Select the Product in Apply On the field (for example we are applying promotion on the product,  you can select the any option from the drop-down list and promotion will be apply accordingly).
   
6. Now, select those products on which you want to apply offer (That means free product promotion will be applicable only on the selected products). 
7. In the Promotion section, select the promotional offers as Free Product. 
   
8. Enter the Qualifying Qty & Unit on which you want to give an offer. (For example, entered the Qualifying Qty 10 ).
   
9. Now, select the Free Product that you want to give as a free product to the Vendor.
10. Enter the Value and Qty of the selected free product.
11. If you want to add promotion scheme for a particular Location and Refer By then select these options. (Or apply for a promotion for every Location and Refer By; in that case, there is no need to choose these details.
12. And the last to save field details click on the Save.