How To: Automatically Add a Free Stock Item when Another Stock Item is Added to a Sales Order
Table Of Contents
Introduction
Khaos Control allows you to automatically add a free stock item to a sales order whenever a specified stock item is added.
This is configured using the Up/Cross Sell functionality and is commonly used for:
- Free promotional gifts
- Product samples
- Complimentary accessories
- Buy-one-get-one style promotions
Once configured, the free item is automatically added to the sales order when the qualifying product is entered.
Configure an Automatically Added Free Item
- Open a Stock screen.
- Load the stock item that will trigger the free item being added.
- Open the [ Stock | Detail | Up/Cross Sell ] tab.
- Press Alt+E or click Edit to enter edit mode.
- Click the Add button located at the top left of the grid.
- Select the stock item that should be added automatically.
- Configure the following options:
- Tick Up Sell
- Tick Free Item
- Tick Auto Add
- Press Ctrl+S or click Save.
The selected item will now be added automatically as a free item whenever the trigger product is added to a sales order.
How It Works
When a user adds the trigger stock item to a sales order:
- Khaos Control recognises the Up Sell relationship.
- The linked stock item is added automatically.
- The item is added as a free line because the Free Item option has been enabled.
- No manual intervention is required.
This helps ensure promotions are applied consistently and reduces the risk of free items being missed.
Important Notes
Customer Restrictions
By default, this setup applies to all customers regardless of classification.
If you want the free item offer to apply only to specific customer groups, you can:
- Add the stock item to a keycode.
- Restrict the keycode to specific company classes.
Discontinued and Run to Zero Items
Up/Cross Sell functionality does not work with items that are:
- Discontinued
- Marked as Run to Zero
These settings are maintained in the [ Stock | Detail | Options ] tab.
Quantity Behaviour
Automatically added free items are added when the trigger item is first entered onto the sales order.
If the quantity of the trigger item is later increased:
- The quantity of the free item is not automatically increased.
Additional free items are only added when:
- The trigger item is entered again on a separate sales order line.
- The Up Sell relationship is triggered again.
Additional Information
Automatic free item promotions can help:
- Increase customer satisfaction.
- Support marketing campaigns.
- Reduce manual order entry.
- Ensure promotional products are applied consistently.
- Improve order processing efficiency.
Before activating promotions, consider whether they should be available to all customers or limited to specific customer groups using customer classifications and keycodes.