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How do I run a free goods scheme?

Switch Promotions & Rewards on in the sales setting, create the program with its condition and free item, and from then on each Sales Order offers the free lines it has earned when you press Reward or Save.

Screen
Sales and Distribution › Sales › Promotions & Rewards; Sales Order
Who
Trade marketing sets it up; the order desk applies it
Takes effect
On orders dated within the program's dates
Needs first
A free-goods Special Indicator in Inventory

Before you start​

Steps​

  1. Open Promotions & Rewards. Give Program, Name, Type Promotions, Currency, Special Indicator, Start Date and End Date.
  2. Pick Condition Rule Matrix and Calculation Rule Unit Related for "every 10 get 1".
  3. Set the limits if the scheme has a budget: Reward Limit Quantity for free units.
  4. Add the condition: Minimum Qty 10, Item Relation Item, and the item.
  5. Add the reward: Free Product, Quantity Reward 1, the free item and unit.
  6. Save.
  7. On a Sales Order of 25 units, press Reward, or Save and answer Yes. Two free units are added.

Check it worked​

  • A free line carrying the Special Indicator appears; it counts in Free of Cost, not in the order total.

If something looks wrong​

  • Nothing is offered - the order's currency or date is outside the program, the order has a different Pricing Group, or the limit is used up.
  • The free quantity is not what you expected - see The maths on Promotions & Rewards.