Promotion

Promotions records create quotation line type seven. Promotions should normally be added after the equipment has been configured.

Note: If the equipment is reconfigured then you need to adjust or recreate the promotion.

From the quotation promotion tab, press the 'New Promotion' button or from the 'All' tab highlight the product and choose open related and 'Add Promotion'.
Select a promotion from the list, and click Refresh to update the display. If the promotion is not displayed, adjust the basic data.
Double-click on the promotion record to manually update the sequence number, campaign identification and the actual discount amount. If you enter an actual discount which is different than the original discount and the claimable flag is on, then the profit margin on the promotion line will be the difference between the original discount and the actual discount. This is because you should be able to reclaim back the original amount. If the claimable flag is off, then the whole of the promotion will become a cost thereby influencing the margin.

The original discount amount and percentage come from the basic data setup. The actual discount amount is manually entered in this process.
To promotions from the quotation, right-click the record and choose Delete.

For additional information, refer to Promotion Records.