AdminCustomers and loyalty

Create and manage promotions

To create and manage promotions, start with customer access and a confirmed customer identity before changing profile, credit, points, or promotions. In Admin, search promotions, create promotion, select discount type, and set schedule. Collect only necessary customer data and verify consent, balances, eligibility, and expiry before changing credit, loyalty, or promotions.

Before you start

Customer access and a confirmed customer identity before changing profile, credit, points, or promotions
Search first to avoid duplicate customers and verify branch, dates, balances, and limits

Steps

Open /promotions and search existing promotions before choosing New promotion.
Choose the discount or benefit type, then enter the required value, eligible items, audience, and branches.
Set start and end times, usage limits, and coupon fields only when that promotion type exposes them.
Resolve every validation message, review the preview, save once, and reopen the promotion to confirm status and scope.

Expected result

The saved promotion reopens with its benefit type, eligibility, branches, schedule, limits, coupon, and status. Validation failures identify the field to correct and do not publish a partial promotion.

Permissions

Promotion listing uses its mounted read guard; new requires promotions-v2.write, and edit accepts promotions-v2.write or promotions-v2.read while saves still require write access.

Troubleshooting

The promotion cannot be saved.

Resolve every displayed benefit, eligibility, branch, schedule, limit, or coupon validation. Review the preview and submit once; a failed draft must not be treated as active.

The saved promotion is missing or has the wrong status.

Search by the promotion identity, clear status filters, and reopen the record. Verify schedule and branch scope before editing; report the promotion reference and differing fields if persistence is wrong.

Manage customer records
Create or edit the correct customer identity while keeping profile, order, loyalty, and credit records distinct.Manage Khata customer credit
Review customer credit, record payments or adjustments, handle approvals, and inspect aging or statements safely.Manage the loyalty program
Review member activity, cashback, punch cards, and supported loyalty settings for the selected branch.