The sales manager sets up "10% on group A, 5% on everything else" once. The next morning the discount shows up at the till, on the rep's phone and on the invoice without anyone touching a calculator, and without anyone checking a note on which product gets which rate.
A "buy 10, get 1 free" campaign works the same way. The free goods land on the document on their own, as a separate line of the same product, either at a 100% discount or at a zero price, whichever the rule says. It is there when the order is entered; raise the dispatch note from the order and the campaign comes along, and on an invoice entered directly the same rule simply runs again.
Who is it for?
Sales managers and commercial teams who build and watch campaigns. The person writing the rule does the work once. The rep entering the order, the warehouse clerk raising the dispatch note and the cashier at the till only see the result. Finance can read from the performance summary how much budget each campaign has used.
How it works
Take a pre-holiday campaign. Group A gets 10%, brand B gets 15%, one specific stock item gets a different tier, and everything else gets 5%. All of it lives in one campaign as product-rule groups. You pick the type at campaign level; the groups share that type and differ in rate and tier. You can add a separate rule for "all other products" and exclude any group you do not want covered.
Next you narrow the scope: which products, which customers, which dates, which channel, which document type. Before publishing, drop a sample basket into the simulator and look at the result. The conflict view shows on one screen which campaigns land on the same line.
Once live, the campaign is applied server-side on orders, dispatch notes, invoices and POS sales. Web or mobile, the result is identical, because the math never happens on the screen. A campaign on the order is inherited by the dispatch note. A discount the rep typed in by hand stays where it is, and the campaign discount is added behind it.
When several campaigns fit the same line, you decide which one runs alone and which one combines with the others. If you set a budget and a usage count, the campaign stops applying the moment a limit is reached, with no need to wait for the end date.
On mobile you see the campaign list, and the document and fast-sale panel show which campaign was applied. Removing a campaign from a document is its own permission, so not everyone can do it.
What you can do with it
There are four campaign types: percentage discount, buy X pay Y, gift item and free goods. For free goods you define buy N, get M free, for example 10 get 1 or 25 get 2.
The approval flow is optional. Turn it on in the company settings and an authorized user approves or rejects a campaign before it goes live. A sensible check for companies that do not want discount decisions resting on one person.
The performance summary tracks each campaign's usage and budget status. Which one has been used how much, and which one burned through its budget early, is on screen.
Benefits
Nobody reads the same campaign rule differently on different channels. Rep, cashier and warehouse clerk see the same result.
The free-goods line does not get forgotten or miscalculated. It comes from the rule.
You try a campaign in the simulator before it goes live, and you spot two overlapping campaigns before a customer does.
A budget and usage limit keep a campaign from turning into an open-ended discount.
Limits and license
Campaigns are enabled as a company feature on top of the Sales license, and permissions are granted per role through permissions.
Frequently asked
What happens to a manually entered discount? It stays. The campaign discount is added behind the line.
How do free goods appear? As a separate line of the same product. Per rule, you choose whether it shows a 100% discount or a zero price.
What happens when a limit is reached? The campaign stops applying and the document continues at the normal price.
Does it work in POS? Yes. Campaign lines use the same price and discount layout as POS and document entry.
Next step
Pick the most complicated campaign you run today, build it with product-rule groups and test a basket in the simulator. Start with Try Free. For the whole sales side see Sales Management, and for the field counterpart see visit and route management.