How to: Create Sales Line Discounts for Campaigns

When you have set up your campaign, decided what segments you want the campaign to cover, and set the starting and ending dates, you register the discount percentage that the customer will receive on the individual items on the lines in the Sales Line Discounts window.

To create a sales line discount for a campaign

1. In the Search box, enter Campaigns, and then choose the related link.

2. Open the relevant Campaign card.

3. On the Navigation tab, in the Campaign group, choose Sales Line Discounts. The Sales Line Discounts window opens.

4. The Sales Type field is set to Campaign, and the Sales Code field contains the campaign number. As the campaign will cover the period defined on the campaign card for all items with sales prices, you cannot change the starting and ending dates on the individual lines. The program transfers the values from the starting and ending date fields on the campaign card to the lines in the Sales Line Discounts window.

5. Fill in the Type, Code, Unit of Measure, and Line Discount % fields. You can also fill in the Variant Code field if there are several variants of the item. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

6. If the customer needs to purchase a minimum quantity in order to obtain the campaign discount percentage, fill in the Minimum Quantity field.

Repeat these steps for every item for which you want to create a sales line discount.

See Also

Tasks

How to: Enable Sales Prices and Line Discounts in Campaigns
How to: Deactivate Sales Prices and Line Discounts in Campaigns