Name of Feature/Request: Request for Automatic Addition of Promo Line Item for Eligible Products in Sales Orders
What financial, time savings, or quality of life improvements will occur from this: /Topic?: The goal is to streamline the application of promotions in sales orders by automatically including a promo line item when any eligible product is added to the order, and adjusting the discount appropriately when eligible products are removed.
Where in the system is this located?: Customers > Sales > Sales Orders
How is the user accomplishing now / past: Currently, we add PROMO line items to sales orders manually. This process is prone to errors and inconsistencies, as salespeople often fail to add the promo line item when eligible products are included. Instead, they use different versions of the promo name in the discount description, making it difficult to run accurate reports.
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None
StrivenID: 4613856