How to create and use the Line Item (promotional) product in Solatech
Summary:
To handle special promotions, such as vendor "free cordless" or coupon
savings, you may wish to create one or multiple promotional products to
be used in Order Entry. This article describes how to create and
utilize these promotional products.
Open Product Manager. (From the main menu, click Products>Product Manager.)
Look for the product called Line Item Product. If you do not
see this product, you may need to download it from Product Updater. It
will be found in the All other products section, under the manufacturer
Solatech.
From the Product Manager toolbar, click the Duplicate Selected Product button
Enter the New Product Name.
Click in the New File Name field. The file name is
automatically created using the product name. You may change the file
name if so desired.
Click OK.
You will be prompted to refresh your product list. Select "Yes"
When the product refresh completes, look for the new product
you created and place a check mark next to the product name, which will
activate the product for use in Order Entry
How to use the product
Open a quote or order
Select the duplicated product
The only style will be Promotion
Enter a negative value in the item price field and hit "Enter"
In the example below, the promotion applies to three line items, so the quantity has been changed to 3
Add the line item to your quote/order
The amount which was entered will be automatically deducted from your total.
Applies To:
SWCS 4.2
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