Walkthrough:Limit the promotion free item – Per Customer

We want to limit the promotion free items extended to our customer, S_Fragment. We agreed with S_Fragment to provide a free keg item 1080 for every 10 crate item that they purchase. There are two scenarios available – per customer and per rule.

The promotion in this exercise is defined in a condition rule. The following procedure defines how to create this rule.

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
   The Sales and Purchase Condition Rules page opens.
2. On the action bar, New to create a new entry.
   The Sales and Purchase Condition Rule Card page opens.
3. On the General FastTab, in the Calculation Code field, the select PROM_FREE code.
   We use this code for our ‘mix & match’ promotions.
4. On the Customer/Vendor (Source) FastTab, in the Source Type field, select All Customers.
5. On the Item FastTab, in the Item Type field, select Per Document and in the Based on Item Type field, select Member.
6. On the Rates FastTab, enter the following fields:

The following values depict that if you buy a minimum quantity of 10 crates, you will get one item 1080 for free.

When a quantity, for example, 7 is entered in the Maximum Quantity Deal (per Source Member) field and in the Status field, Certified is selected on the General FastTab of the Sales and Purchase Condition Rule Card page, the customer can avail the free item only within this mentioned quantity, when the associated sales order is released.

To calculate sales price for a customer using per customer:

1. Select the Search icon , enter Sales Orders, and then choose the related link.
   The Sales Orders page opens.
2. On the action bar, select New to create a new entry.
   The Sales Order page opens.
3. On the General FastTab, in the Customer No. field, enter the name, S_Fragment.
4. On the Lines FastTab, enter the following fields:

5. On the action bar, select Actions > Functions > Calculate Drink-it Lines.
   No promotion free items are calculated on the Lines FastTab. This sales order is created for the second customer.

When creating a second sales order for the same customer that has already availed the free item, upon executing the Calculate Drink-it Lines action on the Sales Order, the customer will not get any promotion free item.

To delete the free items availed in a released sales order:

1. Open the associated sales order.
2. On the action bar, select Release > Reopen.
3. On the Lines FastTab, select the context menu button > Delete Line.
   The availed free items get deleted.