How do I enter a promo order in Quick Quote?
Game One funded Promo Orders can be entered in Quick Quote
GO-funded Promo Orders can be entered using Quick Quote by following this process:
- Determine the order customer: For Decorated Orders, select the customer where the art exists. For non-decorated orders, select the customer where the item is shipping.
- On the Order Info tab, adjust the bill-to and ship-to customer as needed:
- For RSM/BDF/SPL promo, the bill-to customer must be set to the school's promo account (i.e. 123456GO)
- For Rep Promo, the bill-to customer must be set to the sales rep promo account (i.e. 1111GO)
- Set the Special Type and the Promo Rep:
- RSM Promo = RSM ID
- BDF Promo= BDF ID
- SPL & Rep Promo = Sales Rep ID)
- Add the items to the order, setting the pricing accordingly
- RSM/BDF/SPL = Use MSRP pricing
- Rep Promo = Use Commission Cost (cost available in the Gross Profit window)
- Complete the quote and submit to FDM4 when ready.
For more details on the GO-funded promo policy, please refer to Go-Funded Promo Process.