How to Create Self-Promo Orders

Learn the best practices for processing self-promo orders inside of commonsku.

On this page:

How to create a self-promo order

Reporting

FAQ

How to create a self-promo order

Creating a self-promo order is just as easy as making a sales order. The only difference is that you're the client!

To create a self-promo order:

  1. Add your company as a client and add yourself as a contact
  2. Create a sales order  and the products you'd like to order
  3. When editing the products, enter net costs for the supplier/decorator POs, but change the retail price to $0
  4. Generate POs and submit them to suppliers as usual
  5. Create an invoice and log supplier bills as usual

Reporting

You can use the Sales Rep Report to track self-promo orders. You can either filter the report to show projects where your company is the client or use order tags to group your self-promo orders.

FAQ

  • Why would I invoice/bill a self-promo order?

Why would I invoice/bill a self-promo order?

Invoicing a self-promo order makes it easier to track your overall profitability and include any losses in your reports.