Promotional Scheme
Overview
Promotional Scheme — Business Overview
The Promotional Scheme is a business document used in Dafater to define and manage sales promotions that offer special benefits to customers, such as discounts, free items, or special pricing based on specific conditions. It helps businesses plan, control, and apply promotional offers in a structured and consistent way across sales activities.
Purpose in Business Operations
The Promotional Scheme is used to:
- Attract new customers and retain existing ones
- Increase sales volume or promote specific products
- Standardize how promotions are applied across sales teams and branches
- Ensure promotional costs are controlled and aligned with business goals
By using Promotional Scheme records, businesses avoid ad-hoc discounts and ensure promotions are applied fairly and transparently.
Prerequisites and Setup Requirements
Before using the Promotional Scheme, the following should be in place:
- Products or services must already be defined in Dafater
- Pricing structures should be clearly established
- Customer groups or market segments should be identified (if promotions are targeted)
- Sales and finance teams should agree on promotion rules and approval limits
Having these elements ready ensures the promotion works as intended and does not conflict with pricing or profitability goals.
Typical Workflow and Business Process Fit
Promotion Planning
Management or sales leadership designs a promotion (e.g., “Buy 10, Get 1 Free” or “10% Discount for Wholesale Customers”).Create Promotional Scheme
The promotion details are recorded in the Promotional Scheme, including:- Applicable products or categories
- Eligible customers or customer groups
- Promotion period (start and end dates)
- Type of benefit (discount, free item, special rate)
Activation and Use
Once active, the Promotional Scheme is automatically applied during sales transactions when conditions are met.Monitoring and Review
Sales and finance teams review performance to evaluate the promotion’s effectiveness and financial impact.
This workflow ensures promotions are planned, controlled, and measurable.
Key Business Scenarios Where It Is Essential
The Promotional Scheme is especially important in:
- Seasonal sales campaigns (festive offers, clearance sales)
- Product launches that require introductory offers
- Bulk sales incentives for distributors or key customers
- Competitive markets where pricing flexibility is needed
- Trade promotions negotiated with large customers
In these scenarios, the document ensures consistency and prevents revenue leakage.
Important Considerations for Users
- Profitability Awareness: Always assess the cost impact before activating a promotion.
- Clear Validity Periods: Ensure start and end dates are accurate to avoid unintended discounts.
- Targeted Use: Apply promotions only to relevant products or customer groups when possible.
- Internal Communication: Sales teams should fully understand active Promotional Schemes to avoid confusion with customers.
- Regular Review: Expired or ineffective schemes should be closed or adjusted promptly.
Summary
The Promotional Scheme in Dafater is a vital business tool for managing structured, controlled, and effective sales promotions. It supports strategic pricing decisions, improves sales performance, and ensures promotions align with overall business objectives while maintaining financial discipline.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| apply_on | Apply On | Select | ✓ | , Item Code, Item Group, Brand, Transaction | Select basis in Dafater where the promotional scheme applies |
| disable | Disable | Check | - | Disable this promotional scheme from being applied in Dafater | |
| items | Pricing Rule Item Code | Table | Pricing Rule Item Code | List of item codes eligible for this scheme in Dafater | |
| item_groups | Pricing Rule Item Group | Table | Pricing Rule Item Group | List of item groups eligible under this scheme in Dafater | |
| brands | Pricing Rule Brand | Table | Pricing Rule Brand | Brands covered under this promotional scheme in Dafater | |
| mixed_conditions | Mixed Conditions | Check | - | Allow combining multiple conditions within this scheme in Dafater | |
| is_cumulative | Is Cumulative | Check | - | Allow this scheme to stack with other schemes in Dafater | |
| applyruleon_other | Apply Rule On Other | Select | , Item Code, Item Group, Brand | Apply benefits on different items, groups, or brands in Dafater | |
| otheritemcode | Item Code | Link | Item | Specific item receiving benefits triggered by another item in Dafater | |
| otheritemgroup | Item Group | Link | Item Group | Item group receiving benefits triggered by another condition in Dafater | |
| other_brand | Brand | Link | Brand | Brand receiving benefits triggered by another condition in Dafater | |
| selling | Selling | Check | - | Enable scheme for sales transactions in Dafater | |
| buying | Buying | Check | - | Enable scheme for purchase transactions in Dafater | |
| applicable_for | Applicable For | Select | , Customer, Customer Group, Territory, Sales Pa... | Define business entity applicability for this scheme in Dafater | |
| customer | Customer | Table MultiSelect | Customer Item | Specific customers eligible for this scheme in Dafater | |
| customer_group | Customer Group | Table MultiSelect | Customer Group Item | Customer groups eligible for this scheme in Dafater | |
| territory | Territory | Table MultiSelect | Territory Item | Territories where this scheme is applicable in Dafater | |
| sales_partner | Sales Partner | Table MultiSelect | Sales Partner Item | Sales partners eligible for this scheme in Dafater | |
| campaign | Campaign | Table MultiSelect | Campaign Item | Marketing campaigns linked to this scheme in Dafater | |
| supplier | Supplier | Table MultiSelect | Supplier Item | Suppliers eligible for this scheme in Dafater | |
| supplier_group | Supplier Group | Table MultiSelect | Supplier Group Item | Supplier groups eligible for this scheme in Dafater | |
| valid_from | Valid From | Date | - | Start date for scheme validity in Dafater | |
| valid_upto | Valid Upto | Date | - | End date for scheme validity in Dafater | |
| company | Company | Link | ✓ | Company | Company for which this scheme is defined in Dafater |
| currency | Currency | Link | Currency | Currency used for scheme calculations in Dafater | |
| pricediscountslabs | Promotional Scheme Price Discount | Table | Promotional Scheme Price Discount | Discount slabs defining price-based benefits in Dafater | |
| productdiscountslabs | Promotional Scheme Product Discount | Table | Promotional Scheme Product Discount | Discount slabs defining free or discounted products in Dafater |
Child Tables
Pricing Rule Item Code (Pricing Rule Item Code)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_code | Item Code | Link | Item | Item eligible for this pricing rule in Dafater | |
| uom | UOM | Link | UOM | Unit of measure the pricing rule applies to |
Pricing Rule Item Group (Pricing Rule Item Group)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_group | Item Group | Link | Item Group | Item group eligible for this pricing rule | |
| uom | UOM | Link | UOM | Unit of measure applicable for pricing calculation |
Pricing Rule Brand (Pricing Rule Brand)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| brand | Brand | Link | Brand | Product brand this Dafater pricing rule applies to. | |
| uom | UOM | Link | UOM | Unit of measure for Dafater pricing rule calculations. |
Promotional Scheme Price Discount (Promotional Scheme Price Discount)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| disable | Disable | Check | - | Disable this promotional pricing rule in Dafater. | |
| applymultiplepricing_rules | Apply Multiple Pricing Rules | Check | - | Allow multiple Dafater pricing rules to apply together. | |
| rule_description | Rule Description | Small Text | ✓ | - | Business description explaining the Dafater promotional discount logic. |
| min_qty | Min Qty | Float | - | Minimum item quantity required to trigger Dafater discount. | |
| max_qty | Max Qty | Float | - | Maximum item quantity eligible for Dafater discount. | |
| min_amount | Min Amount | Currency | - | Minimum transaction amount required for Dafater discount. | |
| max_amount | Max Amount | Currency | - | Maximum transaction amount eligible for Dafater discount. | |
| rateordiscount | Discount Type | Select | , Rate, Discount Percentage, Discount Amount | Defines whether Dafater applies rate or discount type. | |
| rate | Rate | Currency | - | Fixed selling rate applied by Dafater promotional rule. | |
| discount_amount | Discount Amount | Currency | - | Flat discount amount applied by Dafater promotion. | |
| discount_percentage | Discount Percentage | Float | - | Percentage discount applied by Dafater promotion. | |
| forpricelist | For Price List | Link | Price List | Applicable Dafater price list for this promotion. | |
| warehouse | Warehouse | Link | Warehouse | Restrict Dafater promotion to specific warehouse. | |
| threshold_percentage | Threshold for Suggestion | Percent | - | Suggestion threshold percentage used by Dafater pricing engine. | |
| validateappliedrule | Validate Applied Rule | Check | - | Validate correct Dafater pricing rule before applying. | |
| priority | Priority | Select | , 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14... | Execution priority of this Dafater promotional rule. | |
| applydiscounton_rate | Apply Discount on Rate | Check | - | Apply Dafater discount after setting base rate. |
Promotional Scheme Product Discount (Promotional Scheme Product Discount)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| disable | Disable | Check | - | Disable this promotional discount rule in Dafater. | |
| applymultiplepricing_rules | Apply Multiple Pricing Rules | Check | - | Allow this rule to combine with other Dafater pricing rules. | |
| rule_description | Rule Description | Small Text | ✓ | - | Business description explaining purpose and conditions of the discount. |
| min_qty | Min Qty | Float | - | Minimum purchase quantity required to activate this scheme. | |
| max_qty | Max Qty | Float | - | Maximum purchase quantity eligible under this scheme. | |
| min_amount | Min Amount | Currency | - | Minimum transaction amount required to apply this discount. | |
| max_amount | Max Amount | Currency | - | Maximum transaction amount eligible for this discount. | |
| same_item | Same Item | Check | - | Apply free or discount benefit on the same purchased item. | |
| free_item | Item Code | Link | Item | Item offered free or discounted under this scheme. | |
| free_qty | Qty | Float | - | Quantity of free or discounted item offered. | |
| freeitemuom | UOM | Link | UOM | Unit of measure for the free or discounted item. | |
| freeitemrate | Rate | Currency | - | Applicable rate for the free or discounted item. | |
| roundfreeqty | Round Free Qty | Check | - | Round calculated free quantity to nearest whole number. | |
| warehouse | Warehouse | Link | Warehouse | Warehouse from which free or discounted item will be issued. | |
| threshold_percentage | Threshold for Suggestion | Percent | - | Percentage threshold to suggest applying this scheme. | |
| priority | Priority | Select | , 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14... | Execution priority when multiple Dafater schemes are applicable. | |
| is_recursive | Is Recursive | Check | - | Apply scheme repeatedly based on defined quantity slabs. | |
| recurse_for | Recurse Every (As Per Transaction UOM) | Float | - | Quantity interval triggering repeated application of this scheme. | |
| applyrecursionover | Apply Recursion Over (As Per Transaction UOM) | Float | - | Maximum quantity over which recursion will be applied. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Pricing Rule | Linked from | Accounts |
| Brand | Links to | Setup |
| Company | Links to | Setup |
| Currency | Links to | Geo |
| Item | Links to | Stock |
| Item Group | Links to | Setup |