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How do I add a temporary promotional price for a product?

Overview

In metasfresh, you can trade a specific product for a limited period of time at a specific promotional price, which will then apply to either single business partners (customers as well as vendors) or to entire business partner groups. Consequently, all previously defined price conditions will be overridden during the promotion period and remain ineffective until the end of the promotion.

You can also quickly record special price actions in general for different products under “Campaign Price” in the menu.

Steps

  1. Open the entry of an existing product or add a new one.
  2. Go to the record tab “Campaign Price” at the bottom of the page and click . An overlay window opens up.
  3. a) Select the Business Partner to whom the special offer shall apply. To do so, enter a part of the business partner name or number into the field and click on one of the results from the drop-down list.

    b) Select the Business Partner Group to which the special offer shall apply. To do so, enter a part of the name of the business partner group into the field and click on one of the results from the drop-down list.

    Note: Depending on the partner’s business relation (customer or vendor), the promotional price will be used either in sales orders or purchase orders.

  4. Select the Country in which the special offer shall apply. To do so, enter a part of the country name into the field and click on one of the results from the drop-down list.

    Note: The Currency will be automatically updated according to the selected country but can be changed manually afterwards.

  5. Set a Valid from date.

    Note: If this date lies in the past, the promotional price will be effective immediately. If it lies in the future, the price will apply from that date. metasfresh suggests the currently valid price based on the date promised of sales orders or purchase orders.

  6. Set a Valid through date.
  7. Enter a Standard Price that shall be used as the promotional price for the selected product during the promotion period.
  8. Select a Tax Category.
  9. Click “Done” to close the overlay window and add the promotional price to the list.

    Note: Repeat steps 2 to 9 to add further promotional prices for other business partners and/or time periods to the list.


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