Pricing, coupons and loyalty
Promotions are the three ways WorkOSync changes a price without anyone editing a line by hand: pricing rules that set rates and discounts by product, quantity or customer; coupon codes a customer enters to get a one-off discount; and a loyalty program that earns and redeems points. All three apply automatically on quotations, sales orders and invoices.
Promotions read the ERPNext engine when it is connected and fall back to demo data when it is not. Discounts are applied before VAT, so the 5% is charged on the discounted amount, which is what the FTA expects on a tax invoice.
The promotions workspace
Open Run then Promotions, or go to /promotions. The page is titled Promotions with the subtitle "Pricing rules, coupons and loyalty". Three tabs across the top, each with a count badge: Pricing rules, Coupons and Loyalty. KPI tiles summarise each: active rules, live coupon codes, redemptions and loyalty members.
Pricing rules
A pricing rule sets a price or a discount automatically when its conditions match a document line. Rules carry a priority so the most specific one wins, and a validity window so a promotion can start and end on dates.
| Field | Notes |
|---|---|
| Applies to | An item, an item group, or all items; optionally narrowed to a customer or customer group. |
| Condition | A minimum quantity or amount, for example a break at 100 units (volume pricing). |
| Effect | A fixed rate, a percentage discount or a fixed amount off. |
| Validity | From and to dates; the rule is ignored outside them. |
| Priority | When several rules match, the highest priority applies. |
Pricing rules are how you give a contract customer a standing discount, run a seasonal promotion, or set volume breaks, without touching the item catalogue rate that everyone else pays.
Coupon codes
A coupon is a code a customer types in to claim a discount. Each code has a discount (percentage or fixed amount), an optional minimum spend, a usage limit (total and per customer) and an expiry date. The Coupons tab lists each code with its discount, how many times it has been used against its limit, its validity and whether it is active. Applying a valid code to a document reduces the line or document total before VAT and records the redemption against the coupon.
Loyalty program
The loyalty program rewards repeat customers with points they earn on what they spend and redeem against future invoices. Points accrue at a set rate per currency unit, and customers move through tiers as their lifetime points grow, with a better earn rate at each tier:
| Tier | Qualifies at | Earn rate |
|---|---|---|
| Silver | Entry level | 1 point per AED 10 spent |
| Gold | A lifetime points threshold | 1.5 points per AED 10 spent |
| Platinum | A higher threshold | 2 points per AED 10 spent |
A points value in AED sets what a point is worth on redemption. The Loyalty tab shows the tiers, the earn and redemption rates, and the members with their points balance and tier. Points redeemed on an invoice reduce the amount due and the balance falls accordingly.
Setting up a promotion
- Decide the mechanism
A standing or volume discount is a pricing rule; a one-off code the customer enters is a coupon; a rewards scheme for repeat buyers is loyalty.
- Create it on its tab
Add the rule, coupon or tier with its conditions, effect and validity. Set a priority on rules so the right one wins.
- Sell as normal
Pricing rules and loyalty earning apply automatically on the document; a coupon is applied when the customer's code is entered.
- Watch the numbers
Redemptions and member balances update as you invoice. Discounts land before VAT, so the tax invoice stays correct.
Promotions change the price; the documents still do the posting. See Quotations and Invoicing for how a discounted line prints, and Accounting for how the discounted VAT flows into the VAT 201 return.