ERPNext CRM
What is Promotional Scheme in ERPNext?
- Promotional Scheme in ERPNext
- Promotional Scheme in ERPNext defines discount rules — based on quantity, customer group, or item — applied automatically on sales transactions.
What is a Promotional Scheme?
A Promotional Scheme is a rule-based discount engine in ERPNext that automatically applies price adjustments when transaction conditions (qty, amount, customer type, date range) are met.
Types of Promotions
Supports flat discount, percentage discount, product-free offer (buy 5 get 1), and price point promotions. Multiple schemes can run simultaneously with priority control.
Setup
Go to Selling → Promotional Scheme. Define applicable items/groups, customer groups, date range, and discount type. The scheme auto-applies on Quotations and Sales Orders.
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