Inventory > Manager > Rebate > Add Promotion
The Sapphire Add Promotion tool enables the SapphireOne user to add a promotion to any rebate in association with inventory. This gives the SapphireOne user the ability to create a promotion and apply it to a rebate in relation to a client or vendor.
Firstly, a rebate can take many forms. It may be as an incentive for customers of your organisation to reach a particular milestone. As an example, your organisation may give your clients a one million dollar incentive and they will receive a 2% rebate at a particular threshold, such as once they reach one million dollars worth of sales. Alternatively, it may be also be a rebate on a particular product or service that you remit back to your customer at the end of the month, quarter, half year or end of financial year. Furthermore, a rebate can be set on a variety of products, services, classes, buying groups, etc.
Add Promotion Procedure
For example, you may work within the marketing department of a business or an organisation. From here, the employee may wish to set a rebate on a particular product or service. Next, the SapphireOne user can then utilise the Add Promotion tool to create a promotion around the rebate. Consequently, this promotion may be created to incentivise the particular financial threshold of the rebate.
Additionally, to set up a promotion enter the data as follows.
- Period – First, enter the period that this promotion is for. For example, daily, Weekly, Monthly, etc.
- Client – Secondly, enter the client that this Promotion is for.
- Dates – Finally, it is critical to enter the dates that this promotion is for.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.