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Zero Promotions

Distributor steps for creating a Zero promotion in Encompass to zero out price for breakage, expired product or donations and adjust inventory. Zero promos do not download to handhelds. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create a Zero Promotion
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A Zero promotion is most often used for breakage, expired products, donations, and other functions where inventory needs to be reconciled or adjusted.
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  1. Using Universal Search, navigate to the Promotions table.
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  2. Click the Add Promotions button.
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  3. Enter values to all required and applicable optional fields displayed in the New Promotion form and click the Add Record button when completed.
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    a. Set the Promotion Type field to 9) Zero
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    b. In the All Products field toggle it off so that the Zero Promotion does not apply to All Products
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Fields And Definitions

  • Promotion Name - Field to name your Promotion
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  • Condition - Free text field, does not have any functional bearing, a good place to tell your salespeople any restrictions such as how many cases are needed to reach a case discount amount
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  • Amount* - Total dollar amount of the Promotion. A Zero Promotion will be $0
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  • Participation* - Dollars, Yuan, Euros, Pesos, etc
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  • Min Purchase* - Minimum number of Products that need to be purchased to qualify
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  • Min Product Count* - Minimum number of different Products that need to be purchased to qualify
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  • Start Date* - Beginning date range for Date Field
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  • End Date - Purely for reporting purposes, does not have any functional purpose
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  • Next On - Minimum number of Products that need to be purchased to qualify
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  • Salesman Override* - Allow the properly authorized user to change the discount pricing on an invoice line item according to four (4) overrides: “No override to”, “No override from,” “Min Num Units,” and “All Rules”
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  • Active* - True/False
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  • All Products* - True/False
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  • Free Units - Not an editable field
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Best Practices

  • If you do not want a Promotion anymore, set an end date, do not delete Promotions
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  • Zero promotions are not downloaded to the handheld, so if your reps need to interact with or deliver invoices with a zero-dollar price, use a percentage promotion with a 100% discount instead of a zero promotion.
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  • To transfer Products out of Encompass using a Zero Promotion add Products to an Invoice for an Inventory Adjustment Customer who is qualified for a Zero Promotion. Customers are Qualified for a Promotion when they are added to the Promotions Zone on the Promotion or Market or as a Promotions Customer on the Promotion

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