Adding an incentive payment from Sales Order

  1. Select Sales Order on the navigation bar. The Sales Order list screen is displayed.
  2. Click Add. The Sales Order Header screen is displayed. SeeAdding a new Sales Order
  3. Click Check. The Products list screen is displayed.
  4. Select the required products. The Order Summary screen is displayed.
  5. Specify a value in the Incentive Payment field.
    Note: The value specified in this field must not exceed the value specified in the Max Incentive Payment field in the CRM Admin portal. You can also specify a value in the Incentive Percentage field.
  6. Select the required value from the list in the Incentive Reason field.
  7. Click Check.
    Note: If the sales order is added, you can check Main Menu Incentive payment list view for the latest entry.