Minimum Version Required: 22.01
Steps
How to create an at-cost promotion
Using Universal Search, navigate to the Promotions table
Click the Add Promotions button
Enter values to all required and applicable optional fields displayed in the ‘New Promotion’ form and click the ‘Add Record’ button when complete
NOTE: This is most often used for selling Products to another Distributor. There are several variations of At-Cost Pricing that you can choose between. Different variations of At-Cost pricing determine what costs you will/will not pass along to the buyer.
At-Cost type options:
● FOB is simply your cost from the vendor
● Laid In - Tax is FOB + Freight + Other Costs - Tax
● Laid In is FOB + Freight + Other Costs
● Laid In+ Tax is FOB + Freight + Other Costs + Tax
Add or create the supporting Sub Table records for Promotion Zones, Promotions Customers, and Promotions Locations by clicking their designated sub table buttons
Add qualifying Products to the Promotion by creating Promotions Products records using the Add Promotions Product button on the Promotions Products sub table
In the Add Products search, select a Filter to search for the product(s) you want and click the Search button
After searching for the product, use the checkboxes to select the qualifying products and click Save or Save and Add More Products when complete
Repeat Step 8 until all qualifying products are saved and Promotions Products records are created for each qualifying product.
Review the Promotions Products records and edit, if needed
Fields And Definitions
* = required field
● Promotion Type* - FOB, Laid-In, Laid-In + Tax, Laid-In - Tax
● Market* - The collection of Customers you want this to apply to
● Line - The collection of Products you want this to apply to
● Promotion Name - Field to name your Promotion
● 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.
● Amount* - Total dollar amount of the Promotion.
● Participation* - The $ amount that a Supplier will contribute to the Promotion
● Currency* - Dollars, Yuan, Euros, Pesos, etc.
● Min Purchase* - Minimum number of Products that need to be purchased to qualify
● Min Product Count* - Minimum number of different Products that need to be purchased to qualify
● Start Date* - Beginning date range for Date Field
● End Date - Ending date range for Date Field
● Next On - Purely for reporting purposes, does not have any functional purpose
● Salesman Override* - Allow the properly permissioned 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.
● Active* - True/False
● All Products* - True/False
● Free Units - Not an editable field
● Memo - A place to note why this is being created
Best Practices
If you do not want a Promotion anymore, set an end date, do not delete Promotions
To sell Products to another Distributor at Laid In, add Products to an Invoice and ensure that the Distributor is qualified for the Laid In 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.