Entering a Customer Promotion as a line item in SalesPRO

Entering a Customer Promotion as a line item in SalesPRO

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