Learn How to add Sales Promotion in SwilERP Software

Sales Promotion

         How to Add Sales Promotion in SwilERP (RetailGraph)


What does mean by Sales Promotion?

Sales promotion is a marketing strategy to boost sales and increase demand for a product or service. It involves the use of various promotions such as discounts, free qty, free points, trade discounts, etc, to encourage customers to make a purchase.

In SwilERP, there is an option of sale promotion offers for customers to buy products. With this option, the supplier can create promotional offers on their products and give them different offers.
Multiple promotion offers in SwilERP are given to customers:
  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 %
Here are the steps to create a sale promotion, do follow the below-given instructions:

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

  1. Go to the Masters menu. 
  2. Select the Others > Sale Promotion option. 
Reference Window:
SwilERP Dashboard Window
  1. After this, the below window will appear; select the New tab to add a new promotion.
  2. 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:

New tab

Process to add a Sale Promotion

  1. The first step is to choose the date "From to To" which you want to apply for the 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 customer, select Customer Name, or if you apply for a promotion on every customer, then there is no need to select the customer name.
  5. Now, select the promotion on Product, Product(Multiple), Invoice Value, Marketing Group, Product Category, Brand, etc. Users can choose it from the drop-down list.
  6. An important part is to select the promotional offers that you want to give from the drop-down list. (Free Products, Free Qty, Lot Discount, Lot Discount (%), Scheme Discount (%)).
  7. Suppose select the Free quantity in the promotion field.
  8. Enter the Qualifying quantity on which you want to give an offer and also select the Qualifying Unit as Pcs/Pack.
  9. Add a free quantity of Products that will be given to the customers.
  10. The last step is to click on the Save tab, and the promotion will be added.
Reference Window:

add a Sale PromotionSales Promotion



      • Related Articles

      • Create Sales Promotion

        How to Create Sales Promotion in SwilERP Software What does mean by sales promotion? A sales promotion is a marketing strategy in which a business uses an offer to increase interest or demand in its product. There are many reasons why a business may ...
      • Free Reward Points in Sales Promotion

        How to Apply Free Reward Points Sales Promotion in SwilERP What is Free Points? Reward point-based promotions are used for promoting sales in pharma retail businesses. Each time a buyer makes a purchase from the business, they receive reward points, ...
      • Export or Import Carrier/ Coupons/ Narration/ Promotion Data

        How to Export or Import Carrier/ Coupons/ Narration/ Promotion Data in SwilERP Basic Information Meaning of Carrier Carrier is used for transportation, which means services a common carrier performs, such as loading, hauling, crating, unpacking, and ...
      • Create Sales Challan & Convert Into Sales Bill

        How to Create Sales Challan In SwilERP (RetailGraph) What does mean by Sales Challan? Sales Challan is an agreement to sell the goods in which property/ownership of the goods is not passed to the buyer till an Invoice is prepared. The customer only ...
      • Sales Discount Master

        How to Add Sales Discount In SwilERP (RetailGraph) Software What does the mean by Sales Discount? In the SwilERP software, there is an option to add a sale discount for a particular customer or product. In this article, you can view how a business ...