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One of the requirements from our offices is that they are able to add a “complementary” part to a sales quotation, it will show the price but not add the price of that part into the total. 

 

So in a case where the customer contacts us for a Sales Quotation. Our team would like to add complementary parts (or what they call alternative parts) on the Sales Quotation. They want to show the price to the customer and potential discount, however, they don’t want to show it in the total. 

Is this an option within IFS? I know complementary parts exist but it seems to always add them into the total of the Sales Quotation. It seems more of an opportunity functionality rather than Sales Quotation. 

Hi, I think answers to below question have answered your question.

 

 

Hi @Ngerst, will the “Sales Promotion” functionality available in IFS help in achieving your goal? Here is a basic introduction to this functionality from the online help page:

 

“A sales promotion is a sales incentive offered by you as a supplier to your customers. You can use sales promotions as a business strategy in order to improve customer satisfaction, increase sales, increase visibility on the market, bringing customers to store, reduce inventory levels and many more reasons.

A sales promotion is used in order to reward a particular buying behavior e.g. Buy part A, get part B free of charge. The buying behavior is defined in the conditions as a minimum quantity or a minimum amount for specific parts or assortment nodes. The deal is defined as a discount amount, discount % or a special price and is given for defined promoted parts. The promoted parts are defined as a minimum quantity or minimum amount for specific parts or assortment nodes.

Sales promotions are applied to customer orders and sales quotations as negative charges. In the sales quotation, sales promotions are calculated to indicate the sales promotion benefits the customer will receive if all the quotation lines are converted to order lines belonging to a single customer order.”

 

If you are interested, you may search more details regarding this from the online help page which can be accessed by pressing F1 key while you are in the Sales > Pricing > Campaign window, and then clicking the “Sales Promotion” link.

 

 

 

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