Add a Customer Premium to an Invoice

Customer premiums are gift-with-purchase items that can be manually added to invoices or prompt you to add to qualified invoices.

Step 1: Prompt Customer Premiums (or set to Off)

1. From the Edit menu, select Preferences.
2. Click on the Invoice tab, and under the Customer Premiums section, choose either Prompt or Off.
3. If Prompt is chosen, enter the Qualifying Total, then click  OK  to save and close Preferences.

Step 2: On Qualifying Invoices

If Prompt is set in Preferences, after clicking  Save on a qualified invoice, the Customer Premium Options pop-up and allow you to then select from the list of premiums. If you click  OK  without selecting an item, a premium will not be added to the invoice. 

Add or Remove Premium Options

1. From the product list, find and open the product profile.
2. From the product profile toolbar, click Settings and then select Advanced Settings from the drop-down.
3. Select or un-check the Customer Premium option.
4. Click   OK   to accept and close the form, then  Save.

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Additional Information:

• For section 1 retail product given as a gift, see Handle Gifts Given Away.