Many companies will run a promotional campaign to entice new customers to purchase their products or services. Apptivo offers an easy method to manage these promotions and apply them to your orders. If you have already created a promotion code, then it's time to create an order.

Configure the promotion correctly

Before creating an order, ensure your promotion code is set up properly.

  • The promotion must be valid during the date of the order
  • The promotion must have a coupon code.
  • The promotion must apply to all customers (or you must be billing a new customer)

Creating Marketing Promotion Codes

Create your sales order

  • On the order creation screen, fill in the customer, contact, and billing information.

Order Customer Information

  • Click on the Plus icon button to include the items/products for the order.

Add Sales Order Line

  • Select the product using the Search tool and enter the quantity. You can also create a new item but using the Plus icon beside the search tool.

Select Product Sold

  • Now enter the promotion code and apply it. You can see the promotion discount is applied to the order.

Select the Sales Promotion

  • Select the payment term, finalize the summary section and Create the order.

Save Sales Order

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