Promotions

Insight, then Promotions. A promotion is an automatic offer: it applies when its conditions are met, without anyone typing a code.

The fields

Field	Meaning
Name	What it is, shown on the quote when it fires
Type	The kind of offer
Parameters	The numbers for that type, for example buy 100, free 10
Stackable	Whether it can combine with other promotions
Starts on and Ends on	The window
Active	Off disables it
Redemptions	How many times it has applied

Typical shapes:

Promotion	Parameters
Buy 100 get 10 free	buy 100, free 10
15% off after the third order	orders 3, percent 15

How they apply

The engine evaluates promotions when a quote is saved and shows what was applied, alongside the pricing rules trail. Your sales person sees the offer land rather than having to remember it exists.

Stackable, carefully

Stackable off is the safe default. Two stackable promotions on the same job compound, and a buy-100-get-10-free stacked on a loyalty percentage can quietly cost more than you intended.

Before you tick stackable, work out what the worst case actually costs on your biggest job.

Keeping them honest

• Give every promotion an end date. A permanent promotion is just a lower price, and it belongs in your pricing rules where you can see it.
• Watch the redemptions column. A promotion nobody triggers is not tempting anyone; one triggering on every order is your new list price.
• Check margin after a promotion fires on a real job, not in theory.