How to Process a Promotional Discount.

To process a promotional discount:

Create an Expense account for Promotion.

When the promotion is redeemed

Post a discount to the Promotion account.

Optimal tracking and follow up of these offers would be done in the Commercial Project Management module (CPM).

Optionally to track without CPM.

Enter a quote for each offer mailed.

Enter a service line the estimated delivery date should be the expiration date.

Run a Materials Analysis for Quotes report by estimated delivery date for a follow-up listing.