How to add deals

How promotion- or deal groups work on Skynamo.

Promotion- or Deal groups (the name on your browser differ depanding on your browser language setting) help us to apply special pricing (discounts) of products to select customers. One Promotion- or Deal group can be applied to many customers. Meaning, that you can provide special prices to the customers you decide on. Skynamo Promotion- or Deal groups are very flexible. 

How do I create a Promotion or Deal?

1. First, download the Promotion- or Deal group template. (Click on settings, imports, import promotion groups and download template).

2. Complete the price deals template.

Group name = Give your Promotion- or Deal group a name.

Group prices editable =  in this column, type either of the following:

• TRUE - if you want reps to be able to edit this price in an order/quote.
• FALSE - if you do not want reps to be able to edit this price in an order/quote.

Product code = Copy the exact code of the product you want to create a special price for.

Order unit = Copy the Unit name of the product you stated above (You can see this in your product database as well).

Effective date = Enter a date if you want this special pricing to begin at a particular point in time. The format is YYYY/MM/DD.

Expiry date = The date when the Promotion or Deal will expire and will no longer be applicable.

Buy-free quantity = Specify how many units someone must buy in order to receive the free number of units that you will specify in the next column (Buy 1 get 1 free).

Buy-free units = The number of units a customer will get free when they buy the quantity specified in the previous column.

*Note that the buy-free option is not compulsory. If you do not want to structure your Promotions or Deals like this, they can simply be left blank, as is done in the example below.

Price-bracket quantity = This is the number of units (quantity) that a customer must buy in order to receive the special price. If this is not applicable (i.e. the Promotion or Deal structure is simply a discount on the products) this can be set to "0". The product will then automatically reflect the discounted price.  

Price-bracket price = This is the special price the customer will get when all the conditions above are met.

Here is an example of a Promotion or Deal group I will create:

1. In this example, you can see that I named my Promotion or Deal group: "Smile".
2. Reps will be able to edit this price within orders/quotes since I made the group prices editable "TRUE".
3. The Promotion or Deal also only came into effect on 20 July 2024 and it will expire on 20 November 2024.
4. The special price is R35 for my BC001 product (on my default price list, the price is R65).

3. Import Product Group back into Skynamo:

Refer to the following article: How to import files