How to Set Up Customer Promotions

How to Set Up Customer Promotions

Summary

This article describes how to set up customer promotions in SalesPRO.   While your software comes with pre-loaded example promotions, you may add as many additional promotions as desired.

More Information

Customer Promotions are typically added and shown as a line item on your quotes or orders.  They can be a dollar amount or a percentage.  You may also set these up to automatically apply to all product lines items or to apply to selected line items. 

Instructions

  • From within SalesPRO, navigate to Maintenance>Customer Promotions.

  • Click on New to add a promotion, or double-click an existing entry to edit.

  • Using the drop-down for Group, select either $ Discounts or % Discounts.  Enter the Name, and optional Description.  The Sequence will be filled in by the software, leave that blank.
  • Check the box to "Treat this item as a product item".  This will show the promotion as a separate line item on your quote or sale. 
  • Select the Method to be used:  Flat rate, Per Product, Percent, or Percent per Product.  If percent is chosen, when the promotion is applied to a quote, you will be prompted to select the line item(s) to which it applies.  
    • Flat rate - exact dollar amount, one time.
    • per Product - dollar amount multiplied by the quantity of all "qualified" products.
    • Percent - a percentage that will be applied to the unit price (after customer and item discounts) of line items selected when the quote is processed.
    • Percent per Product - a percentage that will be applied to the unit price (after customer and item discounts), multiplied by the quantity, of all "qualified" products.
    • Rate per Total Square Foot - dollar amount multiplied by the total square footage of the line item, multiplied by the quantity.
    • Rate per Total Linear Foot - dollar amount multiplied by the total linear footage of the line item, multiplied by the quantity.
  • An amount needs to be entered in the Value field.  The amount entered does not need to be negative, the software will apply it as a negative either way.
  • Check the "Taxable" box if this discount is discounting taxable items.  


  • Click on the Options tab if you would like to set up start and end dates for the promotion.  
  • You may also opt to have the promotion automatically apply to every quote.
  • Click OK to save.


Note:  If you setup a customer promotion as 'Percent' instead of 'Percent per Product', meaning that you must select the lines to which the promotion will apply, the promotion WILL NOT be applied to any additional line items added after the fact.

Related Articles

  • Understanding How Pricing Works in SalesPRO

Applies to

  • SalesPRO Software

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