How to apply a discount to an anniversary customer in your store

19.11.2025 11:59

Trade automation expert at Torgsoft

The core of the "Jubilee client discount" feature

The feature allows you to configure automatic discounts on the entire receipt or invoice with a specified frequency (for example, to every 3rd, 10th, or 100th buyer).

Step-by-step setup in the Торгсофт program:

go to the main menu item Marketing -> Jubilee client discount.

click the Add button.

in the window that opens, select the Document type for which the discount will apply: realization (for retail "Realization" mode) or invoice (for "Trade with invoice issue" mode).

select the Accounting center to which the discount will be applied.

fill in the Document number field. This is the triggering frequency. For example, if you enter the number "3", then every third client in the specified accounting center will be granted this discount.

in the Discount, % field, specify the discount amount in percent that will be applied to all goods in the receipt or invoice.

click the Save button. The created setting will appear as a row in the general list.

Activation and deactivation of the discount:

For the configured discount to start applying during sales, you need to check the corresponding boxes in the main settings window:

use in Realization.

use in Trade with invoice issue. (To stop the promotion, simply uncheck these boxes).

How it works in practice (at the checkout):

in "Realization" mode: the program will display a special informational message to the cashier (seller) at the moment of adding the first product to the realization.

in "Trade with invoice issue" mode: the discount will trigger, and the message will appear immediately after the invoice is created.

Also, in the program settings (Settings -> Parameters -> Sounds), you can set a sound signal that will play when the "Jubilee realization" event occurs.

Important technical nuance: the calculation of the "jubilee" (sequence number) is maintained across all documents of the corresponding type and Accounting center, regardless of the date when you enabled this setting.

Програма обліку товару для інтернет-магазинів, крамниць, торгових точок, складів та виробництва

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