How to Setup a Customer Promotion

Setup a Product Promotion via Price Control Manager:

  1. Go to sales invoicing > Select Price Management.
  2. Select the product that your setting up for a promotion price.
  3. Select the customer in the bottom grid that you want to have the promotion for, right click, select Start Promotion.

 

  1. A popup window will appear, enter the customer price and select your dates, as you can see I have changed the product price for the customer from 13.670 to 13.000 to last for a month.

 

  1. When you have entered the promotion details select the save icon.
  2. You will be asked if you want to save the special price, select ‘Yes’.

  1. You will now see the promotion marked for the customer in yellow within the pricebook.

 

To set a product promotion via Customer Setup:

  1. On the operations menu, go to Sales Invoicing -> Customer Setup.

  1. Within Customer Setup, go to pricing -> Customer Prices

  1. Select the product that you want to set a promotion for and then right click to start promotion.
  2. Now follow steps 4-7 as above to set your promotion