To setup a promotion pricing program for your customers, perform these
steps:
-
Open the Price Promotions and Rebates form.
-
On the Price Promotions and Rebates
form, specify a promotion code and a description for the program.
-
In the Promotion Type field, select
Promotion.
- To create a program that creates future payment credits for
the customer, select Rebate.
-
Set effective and expiration dates for the program.
-
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.
-
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.
-
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.
-
Save the record.