Overview
Free item and free category promotion screens define the reward side of promotions. They help users control what free products or categories can be offered when promotion rules are met.
Where To Find It
Path: Promotions > Free Items and Free Categories
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users create or review the free item/category records, link them to the promotion structure, and confirm that the promotion logic uses the intended rewards.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Selection | Identifies the record, option, or item being maintained. | Use it before entering or changing details. |
| Details | Stores the values that control how the feature works. | Use it when creating, updating, or reviewing setup information. |
| Save and review | Applies the change so QBM can use it in transactions or lookup screens. | Use it after confirming the values are correct. |
Recommended Workflow
- Open the free items or free categories promotion screen.
- Review the promotion or rule the reward belongs to.
- Select the item or category that can be offered as the free reward.
- Save the setup and test the promotion in a controlled transaction.
- Review applied promotions to confirm the reward behaves as expected.
Best Practice
- Test promotion rewards before using them in live sales.
- Use clear names for free item and category records.
- Avoid overlapping rewards unless the promotion rules are intentionally designed that way.