Gift Policy Management

1. Permissions

• To assign permissions for the gift policy, navigate to Permissions → Select the user group you wish to configure and enable the relevant permissions for the gift policy: Access, Add, Edit, Delete, and View All. Once permissions are granted, users can create, edit, or delete gift policies as needed.

2. Adding a New Gift Policy

To create a new gift policy, follow these steps:

• Go to Sales Policies → Select Gift Policy → Click Add New.

The following fields need to be completed:

• Policy Name: Enter the name of the gift policy.

• Effective Period: Specify the start and end dates for the policy.

• Applicable Customers: Define the customer groups eligible for this policy.

• Product Categories: Optionally, select product groups to be included.

• Description: Provide additional details about the policy, if necessary.

• Applicable Products: Define the rules for eligible products, including:

Purchased Products: Specify the product name, quantity (equal to, greater than, less than, within a range, etc.).

Promotional Products: Identify the product(s) being offered as a gift, along with their quantities and any relevant notes.

After completing these fields, click Add New to save the gift policy.

To activate the policy, navigate back to the gift policy screen and toggle the Apply button.

3. Notes When Creating a Gift Policy

• Gift policies can only be applied in the Sales module.

• When placing an order, if a customer qualifies for multiple gift policies, the system will follow this priority logic:

• Policies specific to this product for the individual customer.

• Price policies specific to this product for the individual customer.

• Price policies specific to this product for all customers.

• Policies for this customer across all products.

• Policies set for a specific customer group will take effect last and will be applied independently.