> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/products/promotions/customer-promotions.md).
# Customer Promotions
**Customer Promotions** allow you to create and manage special offers that encourage customers to purchase more and increase sales. Supply’d makes it easy to set up targeted promotions for selected products, customer groups, or sales channels, ensuring discounts and offers are applied consistently and automatically.
This doc will guide you through the Promotions process, including:
* [#the-customer-promotions-page](#the-customer-promotions-page "mention")
* [#creating-a-promotion](#creating-a-promotion "mention")
* [#what-happens-next](#what-happens-next "mention")
* [#removing-a-promotion](#removing-a-promotion "mention")
***
## The Customer Promotions Page
From the **Customer Promotions** page, you can create promotional offers, define eligibility and pricing, manage active and upcoming promotions, and review expired offers. Whether you are running a limited-time sale, promoting new products, or rewarding loyal customers, Customer Promotions help you deliver targeted offers while simplifying promotion management and maintaining control over your promotional pricing.
To view the Customer Promotions page, select **Customers** from the main menu and go to the **Promotions** tab.
{% hint style="info" %}
The number in the grey box to the right of each promotion - - indicates how many customers that the promotion has been sent to.
{% endhint %}
Alternatively, to view promotions assigned to a specific customer, select the customer from the **Customers** list, then open the **Promotions** tab on the customer's page.
***
#### Promotion Details
Clicking on a promotion displays its details, including the offer information, description, customers the promotion has been sent to, its status, and any other relevant promotion details.
{% hint style="success" %}
Promotion Statuses are colour-coded for easy identification:\
* - The customer has been sent the promotion.
* - The customer has removed the promotion.
{% endhint %}
***
## Creating a Promotion
{% stepper %}
{% step %}
#### Go to the Promotions Tab
Select **Customers** from the main menu, then open the **Promotions** tab.
{% hint style="success" %}
Alternatively, you can select a customer from the **Customers** list, then open the **Promotions** tab on the customer's page.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Add +
Click **Add+** in the top right corner.
The **Create Promotion** form will open.
{% hint style="success" %}
To open or close the sections on this form, click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the sections as per the guidelines below:
***
{% endstep %}
{% step %}
#### Promotion Details
**Store**
Select which store the promotion is coming from. This is useful when managing promotions across multiple stores, allowing you to control where the offer is available.
**Customers**
Select the customers you would like to send the promotion to.
{% hint style="success" %}
If you open the **Create Promotion** form from a specific customer's page, that customer will be automatically selected. You can add additional customers to this field if you want to send the promotion to multiple customers.
{% endhint %}
**Description**
Add any additional details about the promotion. Use this field to explain the offer, highlight key benefits, or provide any information customers may need to understand the promotion, such as eligible products, special conditions, or promotional messaging.
***
{% endstep %}
{% step %}
#### Adjustment
**Adjustment Type\* \[required field]**
Select how the promotion discount will be applied. Depending on the option selected, additional fields will be displayed to configure the promotion details, such as the discount value, eligible products, or other adjustment settings.
This allows you to create different types of promotions, such as percentage discounts, fixed amount discounts, or other promotional adjustments, depending on how you want the offer to be applied.
* **Price Override:** Override the price to a new price, eg. $9.90.\
* **Increase $:** Increase by a fixed dollar amount, eg. $5 increase.
* **Increase %:** Increase by a percentage amount, eg. 10% increase.
* **Discount $:** Discount by a fixed dollar amount, eg. $5 off.
* **Discount %:** Discount by a percentage amount, eg. 10% off..
* **Buy X Save Y%:** Enter the percentage discount that customers receive when they purchase the required quantity of eligible items.
For example, a **Buy 3, Save 10%** promotion applies a **10%** discount when the **Minimum Qty** is set to **3** and the customer purchases three qualifying items.
\
\
{% hint style="success" %}
**Buy X Save Y%** is a quantity-based promotion where customers receive a percentage discount after purchasing a specified number of qualifying items.
**Examples:**
* **Buy 2, Save 10%:** Purchase any two eligible products and receive 10% off those items.
* **Buy 3, Save 20%:** Purchase three qualifying items and receive a 20% discount.
* **Buy 6, Save 15%:** Purchase six eligible products and save 15% on the qualifying items.
This promotion encourages customers to buy larger quantities by rewarding them with a percentage discount once the minimum purchase quantity is met. It can apply to a single product or a group of eligible products, depending on how the promotion is configured.
{% endhint %}
* **BOGO (Buy one, get one):** Enter the number of qualifying items required (**Minimum Qty**) and the number of free items to award (**Gifted Qty**). For example, if **Minimum Qty** is **2** and **Gifted Qty** is **1**, the customer receives 1 free item when they purchase 2 qualifying items.\
{% hint style="success" %}
**BOGO (Buy One, Get One)** is a promotional offer where purchasing a qualifying product entitles the customer to receive another product at a discount or for free.
**Examples:**
* **Buy One, Get One Free (BOGO):** Buy one loaf of bread and receive a second loaf free.
* **Buy Two, Get One Free:** Buy two qualifying items and receive a third item free.
BOGO promotions are commonly used to increase sales volume, encourage customers to purchase multiple items, and promote specific products or product ranges. They can apply to the same product or a group of eligible products, depending on how the promotion is configured.
\
\
**Best Practice:** \
Encourage customers to order the **total quantity they expect to receive**, including any free items. For example, with a **Buy 10, Get 10 Free** promotion, customers should order **20 items**, rather than ordering 10 and expecting an additional 10 to be added later.\
\
Ordering the full quantity ensures the promotion is applied correctly and provides greater accuracy throughout the fulfilment process. It also helps warehouse staff during **Pick & Pack**, as the pick list will show the full quantity to be picked (20 items in this example), reducing the risk of errors or missed free items.
{% endhint %}
***
{% endstep %}
{% step %}
#### Apply Adjustment
**Apply Adjustment To\* \[required field]**
Select whether the promotion adjustment should apply to all products or only selected products. This field determines the products, categories, or brands that will receive the promotion.
Depending on the option selected, additional fields will be displayed as follows:
* **All Products:** Applies the promotion to all products you sell.
* **Products:** Applies the promotion only to the selected products chosen from your product list.
* **Categories:** Applies the promotion to all products within selected product categories.
* **Brands:** Applies the promotion to products from selected brands.
**Start Date**
Select the date from which the promotion becomes active and the adjustment will be applied. Leave this field blank to make the promotion available immediately.
**End Date**
Select the date on which the promotion will no longer be active. Leave this field blank to keep the promotion running indefinitely.
{% hint style="warning" %}
Customer promotions are applied **after** any [Customer Specific Pricing](/supplyd-erp/customers/customer-specific-pricing.md). If a customer has a special price for a product, the promotion will stack on top of that price rather than the standard product price.\
\
For Example: If a product normally costs **$12.00**, but a customer has a special price of **$10.00**, and you create a **Buy 10, Get 10 Free** promotion, the promotion will be calculated using the customer's special price. This means the effective price becomes **$5.00 per item**, not **$6.00** based on the standard price.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Send
Click to send the promotion to the selected customer(s).
{% endstep %}
{% endstepper %}
***
### What Happens Next ?
{% stepper %}
{% step %}
#### The Customer Receives an Email
Once you send the promotion, the customer(s) will receive an email with details about the promotion.
Any promotions will also appear on the customer's **Suppliers** page under the **Promotions** tab, automatically marked as .
***
{% endstep %}
{% step %}
#### Promotion is Applied
The promotional price will be displayed on your and the customer's **Products** page, **Favourites**, and other relevant areas throughout Supply’d. The customer will be able to purchase the product at the promotional price for the duration of the promotion.
{% endstep %}
{% endstepper %}
***
## Removing a Promotion
{% stepper %}
{% step %}
Select the Promotion:
1. Select **Customers** from the main menu.
2. Go to the **Promotions** tab.
3. Select the promotion you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Promotion**.
You will be asked to confirm.
{% endstep %}
{% step %}
Click .
{% endstep %}
{% endstepper %}
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