Promotions that are applied to both materials sold and the total of sales transaction are recorded in the slip lines. In sales dispatches and invoices, promotions are applied to 

  • material or material class processed in the line, and
  • transaction total

Promotions that are applied to sold materials are recorded under the related line in slip lines, and promotions applied to transaction total are recorded in the section separated with double lines by specifying the line type. Promotion lines are entered using the existing promotion definitions. Otherwise, information about the promotional material is recorded by selecting the material. 

Applying Promotions to Line Transactions

Promotion material information is saved either by entering the related material in the line directly or by means of using the existing promotions in sales dispatches and invoices. In this case, the conditions that are set in the promotion definition are applied to the transaction in the slip line. 

Applying Purchase Promotion Definitions to Lines

The quantity that is calculated according to the formula designated in the promotion definition is transferred automatically to the slip. Apply Promotion option becomes available in the right click menu if there are promotion definitions that define the material(s) that will be given as promotion along with the material sold and their quantity. When you apply promotion to the line in sales slip/invoice, Sales Promotions window opens and it lists the promotions belonging to the related material. You select a promotion definition from the list. The application checks the transaction date and promotion start and end dates. Promotions browser lists only the promotion definitions with valid dates. The information about the material line to which a promotion is applied is listed with the Promotion line type under the related line. The quantity of promotional materials is calculated by the application according to the formula specified in the promotion definition. The amounts of these materials are calculated according to the unit prices specified in Promotions. A 100% discount is applied for materials, and the calculated discount is transferred into the Total Discount field. The VAT amount of promotional materials is calculated according to the Unit Price and VAT rate specified in the Promotion. 

Recording Promotion Info Directly

You can also save information of the material that is given as promotion in sales slip and invoice lines directly. To do so, select Promotion in line type field, select information of the promotion material and record directly in the corresponding fields. 

Applying Promotions to Slip/Invoice Totals

You can also apply promotions to slip or invoice total in sales transactions. You save information of the promotions that are applied to the slip total under the double line in the grid section of dispatches and invoices. To save general slip or invoice promotion information, select Promotion in line type field, enter promotion information in the corresponding fields. Promotions that are applied to slip or invoice total are tracked under a separate G/L account or proportionally distributed to the materials in the line. 
You designate the effect of sales dispatch/invoice promotion lines on the material costs by using the parameters in System Settings module > Sales Management Defaults and Parameters. "Distribute Promotion" parameter has two options. Yes and No. If you select Yes option, promotions that are applied to transactions total are distributed to the materials by their weight when calculating the material costs. If you select No option, promotion discounts that are applied to sales operations are tracked under a separate G/L account.