Applying Offers Across Sales and POS Screens

This page explains how the system evaluates promotional offers and automatically applies them to sales transactions using the same logic and user experience.

Before You Start

This feature requires active, preconfigured offers (see the “Adding a New Offer and Configuring Its Basic Details” guide).

Steps

When creating or editing any sales transaction (an invoice, sales order, or estimate), whether through the web application, desktop application, or POS (web or mobile):

1. Create or edit the transaction as usual by adding items and the client.
2. The system automatically evaluates all active and eligible offers, applies the applicable ones according to the configured business rules, and calculates the resulting discounts.
3. A notification appears on the screen indicating the applicable offer.
4. When converting an estimate to a Sales Order or Invoice, or converting a sales order to an Invoice, the applied offers are automatically transferred to the new document without being re-evaluated.

How the System Works

• The Offers evaluation engine operates using exactly the same logic—evaluation, validation, application, and user experience—across the three supported modules: Invoices, Sales Orders, and Estimates.
• When creating or editing a sales order, offers are automatically evaluated and applied. When the sales order is converted to an invoice, all applied offers are transferred to the invoice as they are, and the invoice retains all offer-related discounts and calculations without the system re-evaluating the offers during the conversion process.
• When creating or editing an estimate, offers are automatically evaluated and applied in the same way. When the estimate is converted to a sales order or invoice, the applied offers are transferred to the converted document, and the new document retains all discounts and calculations without re-evaluating the offers.
• The same Offers functionality, business rules, discount calculation logic, and user experience are available across all supported platforms: Web Application, Desktop Application, POS Web, and POS Mobile Application.

Validation Rules

• Offers are not re-evaluated or recalculated when converting a Sales Order to an Invoice.
• Offers are not re-evaluated or recalculated when converting an Estimate to a Sales Order or Invoice.
• The offer evaluation logic must remain identical across the three supported modules (Invoices, Sales Orders, and Estimates) and all supported platforms.