Specify Promotional Items

This page allows you to specify the promotion details applicable for the quotation. Promotion is the use of a price off or value-added offer or incentive for the purpose of influencing purchasing behavior. Promotions can be seen as temporary efforts to create extra interest in the products or service by offering values in excess of those afforded by such purchases.

The types of promotions that are applicable for ordered items are Price deal, Discount Deal and Free goods. Promotion details can be recorded for each line item or for the document as a whole. Depending on the level of the promotion selected, the promotions items ID applicable for that level are displayed in the multiline. You can also enter the details pertaining to the promotion items. The item details are populated from the main page.

Select the "Specify Promotional Items” link at the bottom of the "Create Quotation" page.

The "Specify Promotional Items" page appears.

The following details are displayed from the main page:

Quotation No.	The unique number identifying the quotation. The system checks for the existence of the quotation number.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Currency	The currency applicable to the quotation.

Enter the following fields in the “Promotional Item Details” multiline:

Promotional Level	Use the drop-down list box to select the level at which the promotional items are to be specified. You can select from “Item Based” or “Document Based”. The options available are:
	Item Based – indicates that the promotions are added for each line item.
	Document Based – indicates that the promotions are added for the document as a whole.

The system displays the following field:

Promotion Id.	The id identifying the item code and the associated promotional item.
Item Code	The code identifying the item. The system checks for the validity of the item code from the “Item Administration” business component. The system retrieves the description of the item variant and uom for the given item code.
Variant Code	The code identifying the item variant.
Item Variant Desc.	The description of the item variant.

Enter the following fields:

Promotion Item Code	The code identifying the promotional item (Alphanumeric, 32).
	Help facility available.
Promotion Variant Code	The code identifying the variant of the promotional item (Alphanumeric, 8).

The system displays the following field:

Promotion Item Variant Desc.

The description of the promotional item variant.

Enter the following details:

Qty.	The quantity of the promotional item available (Integer). The system ensures that this field is not left blank.
UOM	The unit of measurement for the promotion item (Alphanumeric, 15). If this field is left blank, then the system retrieves and displays the default UOM for the specified item code. It also checks for the validity of the UOM with a valid conversion factor against stock UOM from the “UOM Administration” business component. The system also ensures if fractions are allowed for quantity.
	Help facility available.
Rate	The rate of the promotion item (Integer).
Remarks	Remarks if any (Alphanumeric, 255).

Click the “Specify Promotional Items” pushbutton to specify promotional item details.

The system saves the promotional item details specified in this page.

To proceed, carry out the following

Select the “Attach Notes” link at the bottom of the page to specify notes for the quotation.