Promotion: Ordering
To easily order promotional items a draft order can be created from within the promotion. Alternatively, a promotion can be created using an item group from an order or invoice.
Create an Order from a Promotion
Once a promotion has been created a Draft order can be created from within the promotion for all or selected items. The Draft order will be created with a Qty of one for the primary supplier set on the item.
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From Pricing, click Promotions.
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Double click to open the promotion.
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Click Create Draft, then choose one of the following:
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Create for All Items.
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Create for Selected Items.
Highlight items (Press [Ctrl] to select individual lines) in the promotion to be ordered.
For example select only items with available Stock on Hand of Zero
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At the View Draft window choose
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Yes to view the draft order now
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No to remain in the Promotion
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Create a Promotion from an Order
Step 1: Add Items on the Order to an Item Group
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Go to Ordering > Open the Order.
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Select all items in the order that you would like on Promotion.
Press [Ctrl] to select individual lines, or [Ctrl+A] to select all lines.
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Right-click on any line of the order and click Add to group > Create new item group.
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Enter the name and description(optional) of the group.
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Click Save & Close.
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Close the order.
Step 2: Create a Promotion and Add the Item Group
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Go to Pricing > Promotions > New.
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Enter the Promotion details (Name, Type, Start Date, End Date) then click OK.
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Click Add Items.
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Click the Drop-down and select Search by Group > Select the group > Search.
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Use >> to move all items into the selected section of the add item window.
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Click OK.
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Enter Sale Price for all items.
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Use Tools > Global Promotion Options to set/remove item is not discountable or any other global options (as required).
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Check all details.
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Once ready, click Commit to apply the promotion.
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If required, select the Queue Labels for printing when this promotion is committed check box, then click Commit.