Invoice promotion Manual
The document-level promotion: a discount granted to a customer group, applied line by line — not in the invoice footer.
Overview
The Invoice promotion screen defines a discount that targets no particular item: it applies to every line of the documents of a customer group. It is the document-level promotion — typically a partnership discount or a year-end rebate.
This is not a footer discount. Swifto applies it line by line, exactly like an item promotion. The document total is never cut as a block: each line carries its own discount.
| Characteristic | Value |
|---|---|
| Scope | Document — every line, but applied individually to each of them. |
| Customer target | A mandatory customer group. |
| Items | None: the promotion designates no item. |
| Percentage | From 1 to 90%. |
The general rules are detailed in Sales promotions.
Access and navigation
Side menu: Items → Invoice promotion.
The promotion list
This is the simplest list of the three screens: neither item nor category.
| Label⇅ | Beginning Date⇅ | Ending date⇅ | Percentage⇅ | Client Group⇅ | Domain⇅ | Detail⇅ |
|---|---|---|---|---|---|---|
| Partnership rebate 2026 | 01/01/2026 | 31/12/2026 | 5.00% | Strategic partners | General | |
| Year-end campaign | 01/12/2026 | 31/12/2026 | 7.00% | Mass retail | General | |
| Northern network launch | 01/09/2026 | 30/11/2026 | 10.00% | Northern network | General |
| Column | Content |
|---|---|
| Label | Promotion name. |
| Beginning / Ending date | Validity bounds, included. |
| Percentage | Rate applied to each line of the group's documents. |
| Client Group | Targeted group — mandatory on this screen. |
| Domain | Owning domain. |
| Detail | Opens the promotion in view / edit mode. |
Creating a promotion
The form has only six fields: it is the shortest of the three promotion screens.
| Field | Entry rule |
|---|---|
| Domain | Mandatory in a multi-domain company. |
| Label | Mandatory. |
| Client Group | Mandatory. It is the promotion's only target. |
| Beginning Date | Mandatory; cannot be earlier than today. |
| Ending date | Mandatory; the calendar offers no date earlier than the start date. |
| Percentage | Mandatory, between 1 and 90. |
| Description | Optional — useful to reference the commercial agreement. |
On this screen the date consistency check is stricter than on the others: the end date is bounded by the start date as you type.
What is actually discounted
The document promotion competes with line promotions, item by item. Here is how a mixed document resolves.
| Line | Line promotion | Invoice promotion | Discount kept |
|---|---|---|---|
| OLIVE OIL 1L | 15% (category) | 5% | 15% |
| HOUSEHOLD SOAP | — | 5% | 5% |
| NOTEBOOK 96 PAGES | 3% (product) | 5% | 5% |
| Observation | Explanation |
|---|---|
| Line 1 | The category promotion (15%) is stronger than the document one (5%): it wins. |
| Line 2 | No line promotion: the document discount applies. |
| Line 3 | The product promotion (3%) is weaker than the document one: the document wins. |
The result is always the best rate for the customer, line by line. Never 15% + 5%.
Important consequence: an invoice promotion does not guarantee the same rate across the whole document. Lines already better discounted keep their higher rate.
Editing and deleting
| Operation | Behaviour |
|---|---|
| Edit | Fields editable; the effect is immediate on new documents. |
| Change the group | Possible. Customers of the former group lose the discount as soon as you save. |
| Delete | Logical deletion after confirmation. |
As with every promotion, documents already issued are not recomputed.
For an annual partnership rebate, bound the promotion to the financial year: you then keep a year-by-year history of the agreements granted.
Business rules
| Rule | Detail |
|---|---|
| Line-by-line application | Never a global footer discount — a structuring decision in Swifto. |
| Competition with lines | The document rate is compared, item by item, with the line rate; the highest wins. |
| Mandatory group | An invoice promotion always targets an identified customer group. |
| Floor | The price never falls below the ex-works price. |
| Documents covered | Quotes, customer orders, delivery notes and sales invoices. |
If several invoice promotions apply to the same customer, only the highest is kept — the logic is identical to that of line promotions.
FAQ & Tips
Why is the discount not the same on every line?
Because some lines benefit from a stronger item or category promotion. The customer always gets the best rate, line by line.
I want a global 5% discount in the invoice footer?
That is not what this screen does. The discount is spread over the lines; the discounted total is equivalent, but the presentation differs.
The calendar refuses my end date?
The end date cannot precede the start date: fill in the start date first.
Can I combine an invoice promotion with a manually entered commercial discount?
The discount imposed by the promotion locks the line's price and discount: a manual discount can no longer be entered on those lines.
Tip. Reserve the invoice promotion for cross-cutting agreements (partnership, volume, year-end) and per-product or per-category promotions for product campaigns. The two combine without interfering, since the best rate wins.
Swifto ERP · Items & Catalog · User Manual v1.0
Invoice promotion — Sales promotions · Sales invoices · Home