Create Promotions

• Used to discount directly on products
• The program can be applied to Pos, Portal, Manual, Pre-order.
• Percent of product or fixed amount

To add a new promotions to your organization:

• Step 1. Go to Trade discount  menu under Omni Sales module from the left sidebar.
• Step 2. At the Promotions tab -> click Add button 
  
  
• Step 3. In the New trade discount page, fill in the required details: 
  
  1. Name trade discount: Enter a clear name for the promotion (e.g., Promotion 02/2026).
  2. Start date / End date: Define the valid period during which the discount program applies.
  3. Group Clients & Customers: You can select Customer Groups, individual Customers, or both. If both Customer Group and Customer are selected, the discount will be applied based on the Customer (higher priority).
  4. Group Items & Items: You can select Item Groups and/or specific Items. If both Item Group and Item are selected, the discount will be applied based on the Item (higher priority).
  5. Formal: Choose how the discount is calculated:
  Percent of product – Discount is a percentage of the product price.
  Price – Discount is a fixed amount deducted from the price.
  6. Global Discount: This is the default discount applied to all items in the program. Exception: Items or item groups configured in the Item / Group Discount section below will override this global discount.
  7. Channel: Select where the discount applies: POS, Portal, Manual, Pre-order
  8. Minimum order value: Enter the minimum order amount required for the discount to be applied.
  9. Item / Group Discount (Special Discounts): Use this section to configure special discounts for specific items or item groups. You can select:
       Item Group → Special discount for the entire group
       Item → Special discount for a specific product
  Priority rule: If both an Item Group and an Item are defined, the Item discount will be applied.
  Important Note: The items or groups configured here must already be within the scope of the selected Items or Group Items above.

Example: In the same order, some products have specific discounts (20%, 25%), while products without special settings will automatically apply the Global Discount, for example 10%.

Edit Promotions

To edit the details of an existing promotions:

• Step 1. Go to Trade discount menu under Omni Sales module from the left sidebar
• Step 2. Select Promotions tab -> Select the promotion to be edited and click Edit 
  
  
• Step 3. Make the necessary changes and click Save button
  

Delete Promotions

If a promotion is no longer operational, you can delete it. To delete a promotion:

• Step 1. Go to Trade discount menu under Omni Sales module from the left sidebar
• Step 2. Select Promotions tab ->Select the promotion to be deleted and click Delete
  
  
• Step 3. Confirm your selection in the following pop-up. The promotion will be deleted.