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How do I record a vendor's promotion so orders get it?

Switch Required Promotion & Rewards on in the setting, then write the scheme on Promotions & Rewards: what the order must reach and what it earns. On a purchase order, Reward lists the schemes it qualifies for, and Save offers any newly earned one.

Who
The purchase manager; the buyer accepts the reward
Takes effect
On the order's save, when you accept
Needs first
Required Promotion & Rewards ticked in Procurement and Sourcing Setting; a special indicator and discount category for rewards

Steps​

  1. Open Promotions & Rewards, New. Program, Name, Type, Currency, Special Indicator, Start and End Date; for Promotions, Condition Rule and Calculation Rule. Create.
  2. Rules: the minimum quantity or amount and the items it counts.
  3. Reward: a discount (percentage and discount category) or free goods (item, unit, quantity). Save.
  4. On a Purchase Order of type PO, press Reward to apply what the order earns; Save also offers a newly earned program.

Check it worked​

  • The order shows the reward lines or discounts, which cannot be edited by hand.

If something looks wrong​

  • No Reward button. The setting is off, or the order is a return order.
  • "No new applicable rewards found for this order." The order meets no program it does not already carry.