Promotional Pricing Rules, Campaign Coupons & Loyalty Points

Learning Objectives

By the end of this guide, you will:

1. Create automated Pricing Rules for volume discounts and customer groups.
2. Generate Campaign Coupon Codes with validity windows and minimum spend thresholds.
3. Establish a Customer Loyalty Program to award and redeem points.
4. Manage prospective sales opportunities with the Leads & Pipeline module.

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1. Automated Pricing Rules (Volume & Tiered Discounts)

Pricing rules eliminate manual price adjustments by automatically applying special rates when specific order conditions are met:

Steps to Create a Pricing Rule:

1. Navigate to Master Data > Pricing Rules > New Pricing Rule.
2. Apply On: Select Item, Item Group, or Brand.
3. Customer Segment: Restrict to specific customer groups (e.g. Wholesale Dealers) or apply globally.
4. Min / Max Quantity: Define the quantity threshold brackets (e.g., 10 to 49 boxes).
5. Discount % / Rate: Set the percentage or fixed rupee discount per unit.

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2. Marketing Coupon Codes

Create promotional coupon codes for holiday sales campaigns, seasonal events, or influencer marketing:

1. Navigate to Master Data > Coupon Codes > New Coupon Code.
2. Set the Coupon Code (e.g., EID2026), Discount Type (Percentage or Fixed Amount), and Min Invoice Amount.
3. Set Max Usage Count and Expiry Date.
4. When creating a sales invoice, enter the code EID2026 into the Apply Coupon field. Roznamcha Digital validates minimum spend requirements and deducts the discount automatically.

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3. Customer Loyalty Programs

Turn one-time shoppers into lifelong repeat customers by awarding loyalty points on every purchase:

Configuring Loyalty Programs:

1. Navigate to Master Data > Loyalty Programs > New Loyalty Program.
2. Collection Factor: Set how much a customer must spend to earn 1 point (e.g. Spend PKR 100 = 1 Point).
3. Redemption Factor: Set the cash discount value of 1 point (e.g. 1 Point = PKR 1.00).
4. Minimum Redemption Threshold: Prevent redemption until a customer accumulates a minimum balance (e.g. Minimum 200 Points).

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4. Leads & Prospective Client Pipeline

Track new business opportunities before they convert into paying customers:

Navigate to Accounting > Leads > New Lead:

• Lead Name & Organization: Contact person and business name.
• WhatsApp & Mobile Contact: For sending quotations.
• Lead Status: Open → Contacted → Quotation Sent → Converted / Lost.
• 1-Click Conversion: Once a deal is agreed upon, click Convert to Customer to automatically create their master party record and generate a Sales Quotation.

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Common Pitfalls & Best Practices

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Knowledge Check