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How to Create Combo Offer - Free/Discount Scheme in MargBooks ?
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Overview of Combo Offer - Free/Discount Scheme in MargBooks

Process to Create Combo Offer - Free/Discount Scheme in MargBooks

Overview of Combo Offer - Free/Discount Scheme in MargBooks

In MargBooks, the Combo Offer – Free/Discount scheme allows businesses to create promotional offers where multiple items are bundled together and sold at a special price. This can include free items or discounts applied to one or more items in the bundle, helping businesses boost sales of selected products and encourage bulk purchases.

Process to Create Combo Offer - Free/Discount Scheme in MargBooks

  • Go to Master > Sales Promotions.

  • Click on 'Create' button or press 'F2' key.

  • User will mention ' Scheme Name' as per requirement.
  • Select 'Combo Offer - Free/Discount' from the Scheme Type dropdown.
  • User can view the 'Item' option selected by default in the Selection Criteria dropdown.
  • Specify the scheme applicability date range, along with the applicable time, as per the scheme requirements.

  • Click on 'Go To  Grid' or press 'F10' key.
  • User will select the item to which the scheme will be applied and specify the item quantity.
  • On this screen, the user can view that the offer type 'Free Item' has been selected.

  • On this screen, the user can view that the scheme has been created as a Combo Offer, where multiple items are bundled together.
  • The user can also see that discounts—both percentage and fixed amount—are applied according to the defined offer type.

  • The user can view that the 'Free Item' offer type is applied when the bill item and its quantity match the created scheme.
  • User will Click on 'Load Scheme' button.

  • The user can view the applicable scheme details.
  • The user can view the created Combo Offer scheme by clicking on the 'eye' button, and can apply the scheme by clicking the 'Green' tick button.

  • User can view a confirmation message 'Scheme Free Item Applied!' is displayed.
  • The corresponding free quantity is automatically added to the sale bill.

  • The user can view that the Discount % and Discount Amount offer type is applicable when the bill item and its quantity match the criteria of the created scheme.
  • User will Click on 'Load Scheme' button.
  • User can view a confirmation message, 'Scheme Free Item Applied!', displayed on the screen. The applicable Discount % and Discount Amount are added in the sale bill.

After following the above steps, the user can easily create a Combo Offer - Free/Discount  Scheme in MargBooks.


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