For EQUIP dealers, you need to set up a new part number for each Perks promotion:
- Part number = Offer ID (e.g., FILTER20) - provided by Kigo
- Description = "PERKS"
When processing a Perks discount:
1. Create invoice as usual
2. Add the Offer ID (e.g., FILTER20) as a part number
3. Enter "-1" in the quantity field (Qty#)
4. Apply the discount amount in the Exc Tax field
5. In PDAP: Enter the invoice number and discount amount
Important: If the invoice number isn't available at the time of applying the promotion, check the "Invoice number not available" box in the portal and enter the sales order number instead. You must return to the portal later to add the final invoice number for reimbursement.