PROBLEM: Automatic Customer Promotions do not recalulate on existing Quotes or Sales
Customer promotions can be setup to automatically
be added as a percentage to all quotes or sales which match certain
criteria. If you change the customer promotion to use a different
percentage, existing quotes and sales will not automatically recalculate
based upon the updated customer promotion. If you add additional line
items to which the promotion should be applied, it will still calculate
at the old percentage. This article will describe how to properly update
existing Quotes or Sales to use the new promotional percentage
- Open an existing Quote or Sale
- Remove the automatic customer promotion
- Save the Quote or Sale and close
- Open the Quote or Sale
- Since the Automatic Customer Promotion was deleted, it will not automatically be added back.
- Manually add the promotion by clicking on the Custom Promotions icon and selecting the appropriate item.
- The new percentage will be used.
Setting up PLCodes for Customer Promotions
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Customer Promotions and Additional Charges ...
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Summary This article describes how to set up customer promotions in SalesPRO. While your software comes with pre-loaded example promotions, you may add as many additional promotions as desired. More Information Customer Promotions are typically ...
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