Summary



Deals can be applied in both ordering modes but each have their benefits and limitations.


NOTE: An order line can only be assigned to 1 deal per order work item so you cannot split quantities for the same product across 2 different deals.

Products Ordering Mode
Pressing the Calculate button will identify any triggered deals based on quantities from ordered products to determine the best possible benefit applicable to apply on each order line.
A disadvantage of applying deals in this mode is not having the ability to decide which deal should be applied since they are assigned automatically.


Deals Ordering Mode

Pressing the Apply Deal button assigns the current selected deal to those order lines with a qualifying order quantity.


If an order line is already allocated to another deal but is also listed in the currently selected deal, pressing the Apply Deal button will detect this and prompt you to confirm if you wish to detach it from its existing one and make it count towards the one selected.


Choosing Yes to this will assign the order line to the selected deal along with all other products with a qualifying order quantity.


Pressing Cancel does not apply the deal to any order lines then returns you to the previous screen.


NOTE: Deals can only be applied while the app is connected to the internet because all of the calculations are performed on our cloud server. If using the app in Offline Mode, then you can still save your order without deals and return to it once the app is able to get back online again.



Referred Deals
If the Perenso Administrator allows referred orders, users will be able to apply deals even if they have not met the trigger.

All referred deals must be approved by head office and until done so, they are saved as 'Held - Referred'.

When the sale price or discount benefit is editable, it means the deal can be referred.



Stock Giveaway

This benefit provides a credit amount to be used for giving away bonus or free stock.


There are 2 types of stock giveaways:

  • Bonus Stock
    This giveaway amount scales with the order quantity.
    For example - every 10 units ordered will attract a value of 1 unit to give away, so an order of 40 units will receive the value of 4 units as credits.

  • Free Stock
    The credit given away is a fixed amount and is usable after the deal has been triggered.
    For example - order a minimum of 10 units to receive $50.00 for allocating free stock.
Giveaway deals can be setup to assign products automatically without user interaction, or can allow the user free reign to choose from a pre-defined selection of products.

When this deal type is triggered, the deal information menu will display the credit amount remaining and how much of it has been used.

Allocation of Bonus Stock
Products that are eligible as giveaway stock are identified by the Allocate button in the Bonus column.

NOTE: The stock being given away will always use the standard list price of the product as the value to deduct from the available credit amount.