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
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