Many companies will run a promotional campaign to entice new customers to purchase their products or services. Apptivo offers an easy method to manage these promotions and apply them to your orders. If you have already created a promotion code, then it's time to create an order.
Configure the promotion correctly
Before creating an order, ensure your promotion code is set up properly.
- You must have the correct items selected for this promotion.
- The promotion must be valid during the date of the order
- The promotion must have a coupon code
- The promotion must apply to all customers (or you must be billing a new customer)
Create your sales order
- On the order creation screen, fill in the customer, contact, and billing information.
- Click on the "Add Order Line" button to include a product
- Select the product using the search tool and enter the quantity
- Now select your promotion using the search tool
- Now select the correct payment term and payment type, and save the order.
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