Select the required stock item from the Stock Lookup dialog box.
In the grid, enter the quantity of this stock item to be added to the Sales Order if the checkbox in the Auto Add column has been ticked. Note: if the Qty field is left as zero, the stock item will be added to the sales order with a quantity of zero. If the user changes this to 1 or more the item will be added to the sales order; if left as zero the item will be deleted when the sales order is saved.
Enter a sell price for the item or leave as 0.00 if it is free.
Tick the Net checkbox if the sell price is Net.
Tick the One Time checkbox if the offer is to be limited to a single use per customer.
Enter a sales order total so that when the net order total is exceeded (excluding delivery charges), the designated quantity of the stock item will be added to the sales order. Leave this value set to "0.00" if you want to add the stock item to all sales orders (e.g. where you want to include a catalogue with every order despatched).
Enter a start date for the offer.
Enter an end date for the offer.
Tick the Active checkbox to activate the special offer, else you can set them up in advance and activate them when required.
Tick the Auto Add checkbox to automatically add the item to the sales order.
If the special offer is to be for a specific brand, F4 and select the brand from the list.
Use the Company Class dropdown if the offer is to be limited to a specific Company Class.
If the special offer is going to be available on the website leave the Web checkbox ticked, otherwise untick it.
If the special offer is going to be available for manually created sales orders leave the MOTO checkbox ticked, otherwise untick it.
If an extended description is required for the offer:
to enter edit mode.
to add a new item.
to save.