...
A discount may be created manually on the sales order at the line level (Requires Secure Features)
GL Account for Ad-hoc discounts
Quantity Price Breaks for all - or limited by Price List
Quantity Price breaks are not journaled to a separate GL account.
Promotions GL Accounts
An invoice when created will have multiple GL lines:
- The full sale price of the stock article to this customer (their normal price after quantity breaks)
- Promotion discounts funded by your business (Promotion Discount)
- Promotion discounts funded by your suppliers (Supplier funded promotion discount)
- Supplier Funded Rebate is used for the Supplier Claim GL account
Types of Promotions
Defined to assist with reporting and finding the correct promotions to apply when using the sales order forms.
...
Branches are defined on the Host Company
By Customer Groups
| Note |
|---|
The intersection of all selections is the result. ie if you choose a number of price lists and a number of sales channels - only customers that comply with BOTH conditions will find the promotion available |
All these are optional limitations
- Multiple price lists
- Multiple Customer Categories
- Multiple Sales Channels
Categories are Customer Categories
...
Key accounts flag is enabled on Host Company profiling section and then on key account debtors.
By Individual Customers
To limit to unique customers and their 100% owned companies
...
- Promotions can be prioritised for presentation
- Agent % Commission can be set using promotions for unusual commission situations
- Expected uplift for forecasting will apply an uplift for the related products see Perishable Goods Forecasting TrainingProduct Forecasting - Based on Sales History
- No Further discounts will ensure no other discounts are applied to the order
- Highlight in Raw Sales Data separates the sales linked to the promotion - see Perishable Goods Forecasting TrainingProduct Forecasting - Based on Sales History
- GL Account - used to set the account the journals will be journaled to
...