Walkthrough: Free promotion; 2 free prosecco on minimum 60 bottles wine

We want to promote our Prosecco Wine. With the Guildford Wholesalers (50000), we agreed that they get 2 bottles Prosecco for free with every 60 bottles of wine that they order. It does not matter what kind of wine is ordered, as long as the total is at least 60 bottles

1. Select the Search icon , enter Sales Orders, and then choose the related link.
2. Select New to create a new entry.
3. In the Customer field, enter the name Guildford Wholesalers.
4. Enter an External Document No.
5. Fill in lines:

   Item	Quantity
   3500-20	5
   3550-20	3
   3650	2

6. Choose the Release action.
7. Verify that the customer gets 2 bottles of Prosecco for free
8. Choose the Reopen action adjust the Quantities as needed.
9. Choose the Release action again and verify the results.

Explanation

The promotion in this exercise is defined in a Condition Rule. This Rule can be verified:

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link..
2. Select Rule No. 37 and choose the Edit action.
3. On the General FastTab, in the Calculation Code field , the PROM_FREE code is selected. We use this code for our “other item” promotions.
   • The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
4. The Description (General FastTab) makes clear what the promotion is about. It is shown on the order and can be printed on the invoice.
5. The rule has the Certified Status. Which means that it will be used in transactions that meet the criteria for the rule. Rules with other statuses will never be used in transactions.
6. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 50000 (Source Type and Source No.) and is based on transactions with that customer (Based on Source is Member).
7. On the Item FastTab,
   • In the Item Type field, Per Document was selected. This means that the calculation of the condition is done on all the lines in the order.
   • We explained for which products the discount is applicable: all items that belong to the Classification Item WINE. Use the AssistEdit button to the view this classification. In combination with the Item Type Per Document this means that all lines with WINE items will be taken in account.
8. On the Others FastTab:
   • In the Reason Code field, we selected FREE_PROM2. This is why the line with the free bottles has this reason code.
   • We added an additional criterium for the rule. It is only applicable on sales lines with a Reason Code that belongs to the SALES group. In our example, we did not set this reason code by ourselves. It was automatically inserted from the Aptean Beverage Foundation Management.
9. On the Rates FastTab:
   • BOTTLE is selected as Unit of Measure (Quantity); the minimum quantity is expressed in bottles. In our example, the Sales Unit of Measure was BOX. A box contains 6 bottles and the calculation converts boxes to bottles.
   • In the Minimum Quantity field we entered 60.
   • The Calculation Code for the rule (PROM_FREE) is of the Calculation Type Promotion (Free Item). Due to that type, the 100.00 was automatically set in the Rate Unit (Gross%) and Item Other in the Free Item Type field. Both fields cannot be changed.
   • By selecting the Recurring field, the Recurring Quantity is by default filled with the Minimum Quantity, but you can change it as necessary.
   • In the Free Item Type field, Item Other was selected. In the Free Item No. field the Prosecco is selected. That is the Item we give for free.
   • The Free Quantity field is by default filled with 1, but you can change it as necessary. In our example, we set it to 2.