Sell cartons and pieces from the van, with VAT and a promotion
Suppose that one Wednesday Omar sells Nile Market 2 cartons of Juice 1L and 10 Water 6-packs from his van (a van sale), while a “buy 10, get 1 free” promotion runs. This example shows how each line is priced, which line earns the free goods, how VAT is added, and what the sale changes. Who: rep · Where in the cycle: Sell.
Before you start
Section titled “Before you start”- Omar is a Seller who sells from van VAN-03, has accepted today’s load and is checked in at Nile Market (Sell from the van).
- Nile Market is on RETAIL: Juice 1L PCS 100.00 and CTN 1,150.00 (a carton of 12 has its own price; it is never 12 × the piece price); Water 6-pack PCS 50.00. VAT is 14 %, added.
- A promotion runs, code TENPLUS1, named “Buy 10 get 1”: “For every 10 of anything, get 1 free, up to 1,000 EGP in total” (Run a promotion).
- VAN-03 holds 60 Juice 1L and 38 Water 6-pack. Nile Market owes 254.00 on a 5,000.00 limit.
The example, step by step
Section titled “The example, step by step”1 · Add the lines — Omar, on the phone
Section titled “1 · Add the lines — Omar, on the phone”In the visit Omar taps New order. He adds Juice 1L, picks Carton of 12 on its line and sets the quantity to 2: 2 × 1,150.00. He adds Water 6-pack, keeps Piece, and taps the quantity to type 10 in How many?: 10 × 50.00.
The phone keeps one line per product. To sell the same product in cartons and pieces, take two orders.
2 · Read the promotion and the bar
Section titled “2 · Read the promotion and the bar”Promotions shows “Buy 10 get 1 · 1 free · Water 6-pack” — an estimate: “Promotions are confirmed when the order is received.”
The carton line earns nothing. A promotion counts each line on its own, in the line’s own unit: 2 cartons are 24 bottles, but the line says 2, which is less than 10. The Water line says 10, which earns 1 free Water 6-pack, in the unit of the line that earned it (a piece).
The summary bar shows EGP 2,800.00 before VAT and Billed EGP 3,192.00 with VAT — the credit check uses this. Nile Market may still take 5,000.00 − 254.00 − 0.00 (no open orders) = 4,746.00 on credit (its credit left), so the order passes.
- Carton of 12: the line is priced by the carton
- Promotions: an estimate, the invoice decides
- Billed with VAT: the credit check uses this
- Save order
3 · Save and share the invoice
Section titled “3 · Save and share the invoice”Omar taps Save order. The Provisional invoice opens at once, the free line marked Free with the promotion’s name. He taps Share invoice and sends the PDF to the shopkeeper on WhatsApp. The app doesn’t print.
- Free · TENPLUS1: the Buy 10 get 1 pack, no VAT
- VAT, added per line
- Share invoice
4 · The sale reaches the office
Section titled “4 · The sale reaches the office”At his next sync the office prices the order again, applies the promotion for real, takes the goods off VAN-03 and issues the invoice. VAT is worked out per line and rounded to the piastre; the free line is 0.00 and carries no VAT:
Nile Fresh
INVOICE · INV-000003
- Customer
- Nile Market
- Rep
- REP-03 · VAN-03
- Net
- 2,800.00
- VAT
- 392.00
- 2 CTN Juice 1L × 1,150.002,300.00
- VAT 14%322.00
- 10 PCS Water 6-pack × 50.00500.00
- VAT 14%70.00
- 1 PCS Water 6-pack · Free · TENPLUS10.00
TotalEGP 3,192.00
The van gives up what was handed over, in pieces: 2 cartons are 24 bottles of juice; the water is 10 sold and 1 free. The promotion’s budget is charged the free pack at its list price, 50.00.
| Item | Before | After | Change |
|---|---|---|---|
| VAN-03 · Juice 1L | 60 PCS | 36 PCS | −24 |
| VAN-03 · Water 6-pack | 38 PCS | 27 PCS | −11 |
| Nile Market owes | 254.00 EGP | 3,446.00 EGP | +3,192.00 |
| TENPLUS1 budget left | 1,000.00 EGP | 950.00 EGP | −50.00 |
Once synced, the official invoice with its number replaces the provisional copy on the phone; Omar can share it again from Recent invoices on the shop. (Invoice numbers in this example are illustrative.)
What happens next
Section titled “What happens next”- Money: Nile Market owes the total with VAT, 3,446.00 in all, well inside its 5,000.00 limit. Omar can collect a payment before he leaves.
- The office sees the sale on Orders as Delivered (a van sale is born delivered) and the invoice on Invoices, where it can be printed.
- The promotion’s list shows the budget bar with 950.00 left.
- ERP: the invoice joins the invoice feed.
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
The line offers Piece only | The shop's price list has no carton price for that product. Ask the office to add one; it is never worked out from the piece price. |
… has … left and this order needed … — no free goods given | The promotion's budget ran out. The sale stands without the free pack. |
Your van doesn't have enough of a product. Lower the quantity. INSUFFICIENT_VAN_STOCK | The van held less than the phone thought (24 bottles for 2 cartons). Open the order on Orders and tap Fix and resend with less. |
Free items don't match any promotion. Remove them and send again. UNJUSTIFIED_FREE_GOODS | Free items are added by the office, not typed by the rep. Remove them and send again. |
A product has no price today. Remove it or ask the office to set a price. NO_VALID_PRICE | A price ended or hasn't started. Remove the line, or ask the office to set a price. |
This order goes over the shop's credit limit. Collect a payment first, or take a smaller order. CREDIT_LIMIT_EXCEEDED | The shop's balance changed since the last sync. Collect a payment, or sell less. |