Setting Up Promotion Pricing

To setup a promotion pricing program for your customers, perform these steps:

  1. Open the  Price Promotions and Rebates form.
  2. On the Price Promotions and Rebates form, specify a promotion code and a description for the program.
  3. In the Promotion Type field, select Promotion.
    • To create a program that creates future payment credits for the customer, select Rebate.
  4. Set effective and expiration dates for the program.
  5. Optionally, you can set additional criteria to narrow the promotion. For example, you can limit the program to apply to only order lines placed by a particular salesperson and/or for a particular corporate customer and/or for a specific item. You can set as many or as few limitations as necessary. To leave the promotion open for all customer order lines within the promotion date range, do not specify any limitations.
  6. On the Promotions tab, do one of the following:
    • To offer an item price discount, select Percent or Amount for the discount type and then specify the value for that type in Promotion Discount. For example, you could specify a discount amount of 10.00 or a discount percent of 10.
    • To offer a set price, specify that price in Fixed Price.
    • To offer free items with the purchase of one or more items, specify the required number of items to buy in Buy Qty Multiple and the number of free items in Get Free Qty Multiple.
  7. With each of the promotion options above, you can optionally define these additional criteria to qualify customer order lines for the promotion:
    • Min Net Price: Specify the minimum extended price value required for the order line to qualify. For example, you can require that customers spend at least $100 to get the promotion pricing.
    • Min Qty Ordered: Specify the minimum quantity that must be ordered for the order line to qualify. For example, you can require that customers order at least 10 of an item to get the promotion pricing.
    • Max Promotion Disc Amt: Specify the aggregate total amount available for the program. For example, you can limit the promotion to a total cost to your company of $1000.
    • Max Promotion Qty To Disc: Specify the total number of items available for the program. For example, you can limit the promotion to 500 items. This setting can be used only if you have set up the program for a specific item.
  8. Save the record.