Knowledge

There are two types of discounts in the Rental module: Promotion and Voucher, with four main program types:

• Promotion by Order Value
• Promotion by Rental Time
• Voucher by Order Value
• Voucher by Rental Time Promotion programs are applied to orders created in both Admin Portal and Customer Portal. Voucher programs are only applied to orders created through the Customer Portal. How the System Selects Applicable Promotions Order Value and Promotion Rental Time When creating a rental order, if both “Promotion by Order Value” and “Promotion by Rental Time” programs exist, the system will apply the following logic to determine which promotion to use: 1. Filter by Customer The system will first filter promotions to find programs that: - Are valid (within the start and end date) - Include the selected customer or apply to all customers
  2. Select the Most Recent Program With Promotion: among the programs currently applied to that customer, the system will automatically select the one that was created most recently, regardless of whether it's a “Promotion by Order Value” or “Promotion by Rental Time” type. With Vouchers, whichever voucher code the customer enters, the discount will be calculated according to that voucher

• Eligibility Criteria:
  • The discount applies when the total order value is greater than or equal to the Minimum Order Value.
  • The promotion can be limited by customer group, validity period, and specific product groups.

Step to create a promotion order value.

• Step 1. Go to Rental → Discount → Promotion order value
• Step 2. Click Add
• Step 3. In the New trade discount order value, fill in the following details:
  • Name trade discount: Enter the name of the promotion program.
  • Start date: Select the program's start date.
  • End date:Select the program's end date. Note: End date must be greater than or equal start date.
  • Customer groups: Select the customer groups to apply for this promotion. If no groups are selected, the promotion applies to all customers.
  • If you want to target specific customers, check the Select customers option, then choose individual customers under the Customers field. If both Customer Groups and Customers are selected, the program will apply to customers who belong to the selected groups or to the specifically selected individual customers.
  • Product Groups: Select the product groups this promotion applies to. If no groups are selected, the promotion applies to all products.
  • If you want to target specific products, check the Select products option, then choose individual products under the Products field. If both Product Groups and Products are selected, the program will apply to products that belong to the selected groups or to the specifically selected individual products.
  • Discount type: Choose between Percentage or Fixed
  • Discount: Enter the discount value based on the selected discount type. The discount will be calculated on the applicable products.
  • Minimum order value: Enter the minimum order value required for the discount to be applied.
• Step 4. Click Save to complete the promotion setup. Example: You want to set up a promotion program that gives customers a 10% discount if their order total is at least $500. This promotion should apply only to VIP customer group and only to products in the Cooling & Air Treatment group. It runs from August 1 to August 31, 2025. Result:
  • If a VIP customer places an order worth $500 or more that includes Cooling & Air Treatment, a 10% discount will be automatically applied.
  • If a customer is not in the VIP group, or the order value is less than $500, no discount is applied.
  • If other product types are added (not in "Cooling & Air Treatment"), they won't be discounted

Promotion rental time: Auto Discount Based on Rental Duration

• Objective: Encourage customers to rent for longer periods by increasing discounts based on rental length. Example discount structure:
  • 1< X ≤ 3 days rental → 5% discount
  • 3< X ≤ 7 days rental → 10% discount
  • Over 7 days → 15% discount This discount is applied directly to the rental order.
• Eligibility Criteria:
  • The discount applies when the total order value is greater than or equal to the Minimum Order Value.
  • The discount is calculated per product line based on its rental duration. Discounts can be configured per product group or specific individual products.
  • The promotion can be limited by customer group, specific customers, validity period.

Step to create a promotion rental time.

• Step 1. Go to Rental → Discount → Promotion rental time
• Step 2. Click Add
• Step 3. In the New trade discount rental time, fill in the following details:
  • Name trade discount: Enter the name of the promotion program (e.g., Long-Term Rental Savings).
  • Start date: Select the program's start date.
  • End date:Select the program's end date. Note: End date must be greater than or equal start date.
  • Customer groups: Select the customer groups to apply this promotion. If no groups are selected, the promotion applies to all customers.
  • If you want to target specific customers, check the Select customers option, then choose individual customers under the Customers field. If both Customer Groups and Customers are selected, the program will apply to customers who belong to the selected groups or to the specifically selected individual customers.
  • Minimum order value: Enter the minimum order value required for the discount to be applied.
  • Discount type: Choose between Percentage or Fixed.
  • Product Groups: select product groups the promotion applies to. All products under these groups will be eligible.
  • Products: Select individual products for more specific targeting. If both Product Groups and Products are selected, the program will apply to products that belong to the selected groups or to the specifically selected individual products.
  • From day, To day: Define the rental duration range that qualifies for this discount. Example: From day = 1, To day = 3. Rule: From Date < Number of rental days ≤ To Date
  • Discount: Enter the discount value (percentage or fixed) that applies to the defined duration range.
• Step 4. Click Save to complete the promotion setup. Example: Result:
  • A customer renting an Construction Drill D300 1500W for 5 days with a total order value of $300 will automatically receive a 10% discount.
  • If the same customer rents for 11 days, they will receive a 15% discount
  • If other product types are added (not in "Cooling & Air Treatment"), they won't be discounted.

Voucher order value

• Create discount vouchers that can be applied to rental orders. When a customer enters a valid voucher code at checkout, the system will automatically apply the corresponding discount to their order.
• Eligibility Criteria:
  • The discount applies when the total order value is greater than or equal to the Minimum Order Value.
  • The promotion can be limited by customer group, validity period, and specific product groups.

Step to create a voucher order value.

• Step 1. Go to Rental → Discount → Voucher order value
• Step 2. Click Add
• Step 3. In the New voucher order value, fill in the following details:
  • Name: Enter the name of the voucher program.
  • Voucher: Enter the voucher code that customers will use at checkout.
  • Start date: Select the program's start date.
  • End date:Select the program's end date. Note: End date must be greater than or equal start date
  • Customer groups: Select the customer groups to apply this voucher. If no groups are selected, the voucher applies to all customers.
  • If you want to target specific customers, check the Select customers option, then choose individual customers under the Customers field. If both Customer Groups and Customers are selected, the program will apply to customers who belong to the selected groups or to the specifically selected individual customers.
  • Product Groups: Select the product groups this voucher applies to. If no groups are selected, the voucher applies to all products.
  • If you want to target specific products, check the Select products option, then choose individual products under the Products field. If both Product Groups and Products are selected, the program will apply to products that belong to the selected groups or to the specifically selected individual products.
  • Discount type: Choose between Percentage or Fixed.
  • Discount: Enter the discount value (percentage or fixed) based on the selected discount type. The discount will be calculated on the applicable products.
  • Minimum order value: Enter the minimum order value required for the voucher to be valid.
• Step 4. Click Save to complete the voucher setup. Example: A customer rents products with a total order value of $4,400 from the Cooling & Air Treatment group and enters the voucher code BIGORDER2025 on the Customer Portal. System checks conditions:
  • Order value $500 → ✅
  • Voucher is within valid date range → ✅
  • Product is in eligible group → ✅ Result: 10% discount is applied to the products that satisfy the program

Voucher rental time

• Objective: Encourage customers to rent for longer periods by increasing discounts based on rental length. Example discount structure:
  • 1< X ≤ 3 days rental → 5% discount
  • 3< X ≤ 7 days rental → 10% discount
  • Over 7 days → 15% discount The discount is applied directly to the rental order when the customer enters a valid voucher code at checkout.
• Eligibility Criteria:
  • The discount applies when the total order value is greater than or equal to the Minimum Order Value.
  • The discount is calculated per product line based on its rental duration. Discounts can be configured per product group or specific individual products.
  • The voucher can be limited by customer group, specific customers, validity period.

Step to create a voucher rental time.

• Step 1. Go to Rental → Discount → Voucher rental time
• Step 2. Click Add
• Step 3. In the New voucher rental time, fill in the following details:
  • Name trade discount: Enter the name of the voucher program
  • Voucher: Enter the voucher code that customers will use at checkout.
  • Start date: Select the program's start date.
  • End date:Select the program's end date. Note: End date must be greater than or equal start date.
  • Customer groups: Select the customer groups to apply this voucher. If no groups are selected, the voucher applies to all customers.
  • If you want to target specific customers, check the Select customers option, then choose individual customers under the Customers field. If both Customer Groups and Customers are selected, the program will apply to customers who belong to the selected groups or to the specifically selected individual customers.
  • Minimum order value: Enter the minimum order value required for the discount to be applied.
  • Discount type: Choose between Percentage or Fixed.
  • Product Groups: select product groups the voucher applies to. All products under these groups will be eligible.
  • Products: Select individual products for more specific targeting. If both Product Groups and Products are selected, the program will apply to products that belong to the selected groups or to the specifically selected individual products.
  • From day, To day: Define the rental duration range that qualifies for this discount. Example: From day = 1, To day = 3. Rule: From Date < Number of rental days ≤ To Date
  • Discount: Enter the discount value (percentage or fixed) that applies to the defined duration range.
• Step 4. Click Save to complete the voucher setup. Example: A customer rents products with a total order value of $2,200 and enters the voucher code LONGRENT15 on the Customer Portal. System checks conditions:
  • Order value $500 → ✅
  • Voucher is within valid date range → ✅
  • Product is in eligible group → ✅ Result: discount is applied to the products that satisfy the program