Offers, Coupons & Promotions

X POS includes a comprehensive promotional system with POS Offers, Coupon Codes, Gift Cards, and integration with ERPNext's Promotional Scheme.

POS Offers

POS Offers are the primary promotional mechanism in X POS. They define automatic or coupon-based discounts and free product rules.

Creating a POS Offer

Navigate to POS Offer in your ERPNext instance and click + Add POS Offer.

POS Offer Fields

Field	Type	Description
Title	Data	Unique name for this offer
Description	Small Text	Description shown to cashiers
Disable	Check	Temporarily disable the offer
Company	Link	Company this offer applies to
POS Profile	Link	Specific POS Profile (optional, leave blank for all profiles)
Warehouse	Link	Specific warehouse (optional)

Apply On — What Triggers the Offer

Apply On	Description
Item Code	Offer applies when a specific item is in the cart
Item Group	Offer applies when any item from a group is in the cart
Brand	Offer applies when any item from a brand is in the cart
Transaction	Offer applies based on the overall transaction amount

Offer Type — What the Customer Gets

Offer Type	Description
Item Price	Discount on the item price (percentage or fixed amount)
Give Product	Free product/item added to the cart
Grand Total	Discount on the overall invoice total
Loyalty Point	Bonus loyalty points awarded

Conditions

Field	Description
Min Qty / Max Qty	Quantity range for the offer to apply (e.g., buy 3 or more)
Min Amount / Max Amount	Amount range for the offer to apply
Valid From / Valid UpTo	Date range for offer validity

Discount Configuration

For price/total discount offers:

Field	Description
Discount Type	"Percentage" or "Amount"
Rate	Fixed price to set (for "Item Price" offer)
Discount Percentage	Percentage off
Discount Amount	Fixed amount off

Auto vs. Coupon-Based

Field	Description
Auto	Default: Yes. Automatically applied when conditions are met
Coupon Based	If checked, the offer requires a coupon code to activate

Give Product Configuration (For "Give Product" Offers)

When the offer type is "Give Product":

Field	Description
Given Item	The free item to add
Given Qty	Quantity of the free item
Replace	Whether the free item replaces the trigger item

POS Coupons

Coupons are codes that customers can present to activate coupon-based offers.

Creating a POS Coupon

Navigate to POS Coupon in your ERPNext instance.

Coupon Fields

Field	Type	Description
Coupon Name	Data	Human-readable name (also used as auto-name)
Coupon Type	Select	"Promotional" or "Gift Card"
Coupon Code	Data	Unique code the customer enters (auto-generated if left blank)
Company	Link	Company this coupon belongs to
POS Offer	Link	The POS Offer this coupon activates (must be coupon-based)
Campaign	Link	Marketing campaign (optional)
Valid From / Valid UpTo	Date	Validity period
Maximum Use	Int	Maximum number of times the coupon can be used (Promotional only)
Used	Int	Current usage count (auto-incremented)
One Use	Check	Limit to one use per customer

Promotional Coupons

Can be used by any customer
Usage limited by Maximum Use count
Ideal for marketing campaigns and promotions

Gift Card Coupons

Tied to a specific customer
Customer's name, mobile, and email are fetched automatically
Used count tracks redemption
Ideal for store credit and gift cards

Coupon Validation Logic

When a coupon is entered in X POS, the backend validates:

Coupon exists with matching company
Coupon is not fully used up (Used < Maximum Use for Promotional)
Current date is within Valid From and Valid Up-to
For Gift Cards: customer matches the coupon's customer
For one-use coupons: customer hasn't already used it (checks submitted invoices)

If any check fails, an error message is returned to the POS.

Applying Coupons in X POS

Manual Coupon Entry

In the Cart Summary, click the Coupon button (ticket icon)
Enter the coupon code in the input field
Click Apply
If valid: the coupon and its linked offer are applied; a success message shows
If invalid: an error message explains why (expired, used up, wrong customer, etc.)

Auto-Fetch Gift Coupons

If "Auto Fetch Coupons/Gifts" is enabled in POS Profile, the system automatically checks for available gift card coupons for the selected customer and can apply them.

Coupon in Invoice

When a coupon is applied:

It's stored in the Coupon Detail child table of the invoice
On invoice submission, the coupon's Used count is incremented
On invoice cancellation, the Used count is decremented
The coupon code appears in the order details view

Promotional Scheme Integration

X POS also integrates with ERPNext's built-in Promotional Scheme feature. When fetching offers, the system:

Loads all direct POS Offers
Also loads applicable Promotional Schemes and converts them to the POS Offer format
Product discount rules become "Give Product" offers
Price discount rules become "Item Price" or "Grand Total" offers
All converted offers are auto-applied

This means existing ERPNext Promotional Schemes work seamlessly in X POS.

Offer Evaluation Logic

When offers are active, the cart automatically evaluates them whenever items change:

Item-Level Offers

For each offer that applies to specific items (Item Code, Item Group, Brand):

Check if the triggering conditions are met (min qty, min amount, date range)
For Item Price offers: Calculate and apply the discount to matching items
For Give Product offers: Add the free item to the cart with a special Is Offer flag
For Loyalty Point offers: Track bonus points for award after submission

Transaction-Level Offers

For offers that apply to the entire transaction:

Check if the transaction total meets the minimum amount
For Grand Total offers: Apply the discount percentage to the invoice total
The discount appears in the Cart Summary as "Offer Grand Total Discount"

Free Item Sync

When offers add free items to the cart:

Free items are marked with Is Offer = true
When offers are re-evaluated (after item changes), old free items are removed and new ones added
Free items cannot be manually edited or removed (they're managed by the offer engine)
When an offer is removed, its associated free items are also removed

Delivery Charges

X POS supports configurable delivery charges that can be added to transactions.

Setup

Delivery charges are configured as a child table on the POS Profile:

Field	Description
Label	Display name (e.g., "Standard Delivery", "Express")
Default Rate	Standard delivery rate
Rate	Actual rate to charge
Shipping Account	Account for the delivery charge
Cost Center	Cost center for reporting

Using Delivery Charges

Click the Delivery button in the Cart Summary
Available delivery charges are loaded and displayed
Click a charge to apply it — the amount is added to the grand total
Click the same charge again to remove it
Delivery charges are not available in Return Mode
If "Auto Set Delivery Charges" is enabled, the default charge is automatically applied