Follow the steps below to guide you on how to setup Promotional Pricing.
- Open Item screen > Pricing tab > Promotional Pricing tab.
- A new line will be available to allow you to add a new promotional pricing information.
- Pricing is setup per location. Select a location in the Location field.
- Select a Promotion Type.
- Select Item UOM. To show how Unit Price is computed on this tab, see How Unit Price is computed based on UOM selected.
- The UPC field will show the UPC added for the selected UOM.
- The Qty field will be updated by the Unit Qty setup of the UOM you selected.
- In the Discount By field select either Percent, Discount or Terms Rate.
- Depending on the Discount By selected, fill in amount or percent in the Amount/Percent field.
- The Unit Price will automatically be computed based on Retail Price/MSRP, Pricing Method and Amount/Percent selected.
- The Discounted Price will automatically be computed based on Unit Price, Discount By and Discount Amount/Percent. To show how Discounted Price is computed, see How Discounted Price is computed based on Discount By selected.
In the Begin Date and End Date fields set begin and end dates for discount/rebate to be in effect.
This means that it will use the discounted price if date of purchase is within Begin and End Dates.
- Save the record. You can click the Save toolbar button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
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