Growth
Promotions & Discounts
Promotion types, setup, and manual discounts.
Sometimes you want to run a sale or bundle offer. EVRST has built-in promotion rules to handle this.
Types of Promotions
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Buy 2 Get 1 Free - Classic BOGO
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Buy X Pay Y - e.g., "Buy 3, Pay for 2"
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Percentage Off - % discount on a category
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Fixed Discount - Flat amount off
Setting Up a Promotion
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Go to Settings > Master Data > Promotions
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Click Create Promotion
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Define the trigger (which items or categories qualify)
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Define the reward (free item, % off, fixed amount)
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Set dates if it is a limited-time offer
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Save
Promotions apply automatically at checkout. The customer sees the discount calculated.
Manual Discounts
You can also manually discount individual lines on any invoice or quotation:
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Open the invoice
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Click the discount icon on a line item
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Enter a percentage or fixed amount
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If it exceeds a configured threshold, request supervisor approval
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Save
This is handy for negotiated prices or loyalty adjustments.
Frequently asked questions
What types of promotion can EVRST run?
EVRST supports Buy 2 Get 1 Free, Buy X Pay Y such as buy 3 pay for 2, a percentage off a category, and a fixed amount off.
Do promotions have to be applied manually at checkout?
No. Promotions apply automatically at checkout and the customer sees the discount calculated. You can still discount individual lines by hand, which may require supervisor approval if it exceeds a configured threshold.
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