Aleran Unified Commerce Platform provides a powerful set of promotions that you can use to create interest and generate sales with customers.
If you want to apply an existing promotion to an order in RepDesk, this can be done by going to your Sales Order Items tab and expanding the promotions section to get a list of available promotions. In the list view, you will be able to see the promotion code, vendor, start date, promotion type and whether it is active or inactive. Inactive promotions will be displayed based on the sale date on the order so you can see upcoming promotions for the next calendar month.
If you click on any of the promotions in the list, you will get a quick view of the promotion details like promotion type, discount, minimum requirements, usage limits and eligibility to the current order.
Applying a promotion to your sales order is easy, all you must do is simply click the Apply button on the promotion of your choice and it will be applied to the order if that promotion remains eligible to be added to the order. The line-item amount and discount will be calculated and updated at the press of a button. Notice there will be a new line item at the bottom of the sales order with the applied promotion. As you apply certain updates to the order (add items, remove items, adjust quantity, apply unit discounts, etc), the promotion may no longer be eligible for the order. RepDesk will not automatically remove these promotions as you are making changes to the order.
You can always utilize the ‘Check Eligibility’ button to refresh and check the eligible promotions for your sales order as you are making changes to the order. Please note that promotion eligibility will not update automatically unless you click the ‘Check Eligibility” button, go to add the promotion to the order, share the order, print the order, or submit the order.
You can remove the promotion as easily as you added it by clicking the delete icon on the added promotion line item in order details. Once you do this, the line-item amount and discounts will be recalculated, and the promotion will be removed.
Please note that adding a vendor level discount will remove any applied order promotions.