Overview
How to use promotions
See Using Promotions or Managing Promotions for Perishable Products
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- Discount on the items ordered
- Discounts on a list of items
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Promotions can have an expected sales quantity uplift that affects forecasting of sales.
Promotions can be entered to be Automatically applied - or manually selected from a list
Promotions can have a GL account to journal the $ benefit provided.
Promotions can be limited by dates, price lists, customer groups, individual customers in a list, branches, frequency (per week, month, ever
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), other promotions (eg no others per order, or only if you took promotion x will you qualify for y)
A promotion may be a template of items - to allow quickly entering a standard order with 10 lines etc of these products etc.
Promotions may have a % that can be claimed from the supplier of the $ sale, $ cost, Volume etc. for supplier assisted promotions - like new product introductions.
- A supplier claim process with supporting documentation is created via the sales process.
Qualifiers for a promotion include:
- Standard volume discount on a price list (above a number of qualifying cases discount is applied to anyone with the price list
- Brand Volume or $ value promotions - from a selected brand
- Identified basket of items volume or $ value (any 5 from these 10, or one of each from these 5 etc)
- Fixed template of items at fixed prices (normally manual)
Bonuses for a promotion include
- Discount on selected items
- Discount on other items (from a list - often limited to a quantity of bonuses
- Promotional price offered
- Sales Agent commissions (note standard commissions can be set at the Agent level)