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
- 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.
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
Related Articles
Setting up PLCodes for Customer Promotions
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Customer Promotions and Additional Charges ...
How to Set Up Additional Charges
Summary This article describes how to set up Additional Charges in SalesPRO. More Information Additional Charges are similar to Item Price Adjustments in that they are defined by your business, representing services or items for which your customers ...
Managing Customer Discounts
Summary This article explains how Customer Discounts are created and updated in SalesPRO. More Information We will be working with Discount functions found on the Maintenance tab. General Customer discounts are the percentages that you, the user, ...
Working With Discounts and Promotions in Order Entry
Summary This article explains how to apply and manipulate Customer Discounts and Customer Promotions in Order Entry. More Information Customer Discounts are reductions in the price of products, based on a category assigned to the customer (e.g. ...
PROBLEM: Automatic Customer Promotions do not recalulate on existing Quotes or Sales
Summary Customer promotions can be setup to automatically be added as a percentage to all quotes or sales which match certain criteria. If you change the customer promotion to use a different percentage, existing quotes and sales will not ...