Any way to automate a BOGO (buy one get one free) discount

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  • jeffreysgrossman
    Member
    • Jan 2025
    • 96

    #1

    Any way to automate a BOGO (buy one get one free) discount

    Just curious if anyone has tried to do any BOGO type discounting with Espo. I know the sales rep can manually add in another row on the sales order and just set it to be 100% Discounted. But with the use of Pricebooks it would be nice to be able to set those up by someone as a pricebook rather than rely on people to do the work manually. If anyone has any ideas I am very open.

    Thank You,
  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 216

    #2
    Hijeffreysgrossman,
    As i understood, to automate BOGO discounts using the Workflow tool:
    1. Add a custom "BOGO" Enum field to Products (e.g., "Yes"/"No").
    2. Create a Workflow for Sales Orders: Trigger on record creation, check for BOGO="Yes" products, and add a new line item for the same product with 100% discount. Which you define in the create record action.

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