Before accepting Perks at your dealership, you need to set up your invoicing system:
1. Create a new part number: PERKS
2. Set the description field to: PERKS?
3. Save the part number
IMPORTANT: The "?" in the 15th (last) position forces the system to require a description, which is where your frontline staff will enter the six-digit customer promo code
When processing a Perks discount:
1. Add "PERKS" as a part number in your invoice
2. Enter the customer's six-digit promo code in the description field
3. Enter "-1" in quantity (ORD)
4. Enter the discount amount in the price field
5. Complete the invoice