Promotion: Ordering

Fred Office Plus

To order promotional items, a draft order can be created from within the promotion. Alternatively, a promotion can be created using an item group from an order or invoice.

Create an order from a promotion

Once a promotion has been created, a draft order can be created from within the promotion for all or selected items. The draft order will be created with a quantity of one for the primary supplier set on the item.

1. Go to Pricing, then select Promotions.
2. Double click to open the promotion.
3. Click Create Draft, then choose one of the following:
   • Create for All Items — or —
   • Create for Selected Items. Highlight items (press Ctrl to select individual lines) in the promotion to be ordered. For example, select only items with available Stock on Hand of zero.
4. At the View Draft window, choose:
   • Yes to view the draft order now — or —
   • No to remain in the promotion

Create a promotion from an order

Step 1: Add items on the order to an item group

1. Go to Ordering, then select Open the Order.

2. Select all items in the order that you would like on promotion.

   Press Ctrl to select individual lines, or Ctrl+A to select all lines.

3. Right-click any line of the order and click Add to group, then select Create new item group.
4. Enter the name and description (optional) of the group.
5. Click Save & Close.
6. Close the order.

Step 2: Create a promotion and add the item group

1. Go to Pricing, then select Promotions, then select New.
2. Enter the promotion details (Name, Type, Start Date, End Date), then click OK.
3. Click Add Items.
4. Click the drop-down and select Search by Group, then select the group, then click Search.
5. Use >> to move all items into the selected section of the add item window.
6. Click OK.
7. Enter Sale Price for all items.
8. From the Tools menu, select Global Promotion Options to set or remove item is not discountable or any other global options as required.
9. Check all details.
10. Once ready, click Commit to apply the promotion.
11. If required, select the Queue Labels for printing when this promotion is committed check box, then click Commit.

Related links

Discounts in Fred Office Plus