Minimum Version Required: 24.09
Pre-Conditions
The Promotions Auto Increase Rules table must be populated with valid Promotions, Customers, and Products.
The promotion chosen must be a minimum quantity buy.
The customer chosen must be part of the applicable promotion.
The product chosen must be part of the applicable promotion.
Steps
Server
Add records to the Promotions Auto Increase Rules table
Encompass Mobile
Enter an order for an applicable product that is less than the minimum quantity on the promotion.
Once the invoice is saved, the system will automatically increase the value of the product to meet the minimum quantity of the promotion
Fields And Definitions
The Promotions Auto Increase Rules table is used to define which Promotions, Customers, and Products are eligible to get automatically increased if they do not satisfy the minimum quantity.
Promotion = Applicable minimum quantity promotion
Chain = Chain that is applicable for an auto increase within the promotion. If this field is populated, do not use the Customer field on the same record
Customer = Customer that is applicable for an auto increase within the promotion. If this field is populated, do not use the Chain field on the same record
Start Date = Invoice Date in which the system will start looking to auto increase orders
End Date = Invoice Date in which the system will end auto increasing orders
Auto Increase Product = Product that will be auto increase if the minimum quantity is not met
Alternate Product = If the primary product is not available, the system will use this product to meet the minimum quantity deal
Best Practices
Promotions Auto Increase Rules are used to ensure that sales reps are complying with volume goals/contracts with given retailers.