Entering a Customer Promotion as a line item in SalesPRO : Solatech, Inc.

Entering a Customer Promotion as a line item in SalesPRO Print

Modified on: Wed, 11 Jul, 2018 at 9:42 AM

Summary

To enter an additional discount as a line item, please follow the directions below. Additional line item discounts may be a percentage or a dollar amount.

Instructions

From within order entry, select the Add Customer Promotion icon
Select a Customer Promotion from the drop down menu. Your software comes with sample Customer Promotions pre-loaded. For the example below, we have selected a percentage discount.

The value will appear as a negative number. You may change the percentage to a different amount.
The amount will be applied as a negative whether or not you type it that way.
Click Add.
Some % promotions will prompt you to choose to which line items you would like the promotion to apply. If so, highlight all of the line items desired and click OK.
The discount will apply as a line item on your quote.

For instructions on setting up additional Customer Promotions, please see this knowledge base article How to Set Up Customer Promotions

Applies to

SalesPRO Software

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Entering a Customer Promotion as a line item in SalesPRO Print

Summary

Instructions

From within order entry, select the Add Customer Promotion iconSelect a Customer Promotion from the drop down menu. Your software comes with sample Customer Promotions pre-loaded. For the example below, we have selected a percentage discount.

Applies to

Related Articles

From within order entry, select the Add Customer Promotion icon
Select a Customer Promotion from the drop down menu. Your software comes with sample Customer Promotions pre-loaded. For the example below, we have selected a percentage discount.