Customer premiums, also known as gifts with purchase, can be added to qualified invoices either automatically or manually based on invoice settings. When customer premium prompts are enabled in invoice preferences and the qualifying total is met, a prompt appears after saving the invoice to select a premium item. Premium‑eligible items must be marked accordingly in the product’s advanced settings to appear as options, and selecting one adds it to the invoice at no charge.
Customer premiums are usually non-retail products not intended for resale (typically a section 2 item).
Options:
Enabling the Automatic Prompt When Invoicing
Including Customer Premium on the Invoice
Adding or Removing a Customer Premium Option
Enabling the Automatic Prompt When Invoicing
From the sidebar navigation, click
Settings, then Preferences.
- Under the Invoices tab, and under the Customer Premium section, choose either Prompt or Off.
- If Prompt is chosen, enter the Qualifying Total, then select Save to save and close Preferences.
Including Customer Premium on the Invoice
If Prompt is set in Preferences, after selecting Save on a qualified invoice, a pop-up will appear allowing you to select from the list of premiums.
The printed invoice will then display the premium and apply the Gift sale type.
Tip: Clicking OK without selecting an item will continue to save without adding a premium.
Adding or Removing a Customer Premium Option
From the sidebar navigation, click
Products, then Product List.
- Using the Search field on the product list, find and open the product profile.
- From the product profile toolbar, select the settings button
. - Select or uncheck the Customer Premium option.
- Select Save then close the product profile.
Additional Information:
For regular section 1 retail gifts, see Handle Gifts Given Away.