Fulfillment: Create Promos/Comps/Donations (Read Time: 2 mins)

To remove Finished Products as a donation/promo/comp, users will create an order in the same fashion they would a regular customer order, only utilizing the “Promos/Comp” or “Donations” sections under the Fulfillment tab instead. This helps to ensure reporting data is as accurate as possible.

To create a Promo/Comp or Donation order:

• Navigate to Fulfillment > Promo/Comps or Donations
• Either select “Add New Comp” or “Add New Donation” in the top right of the page
• Enter the Date/Time
• Check the Desired Ship Date box and enter the desired ship date
• Choose to either Create a New Customer or select an Existing Customer
• Enter the Order Number
• Either Upload an existing Order File or allow Dx5 to Auto-Generate Order File for you
• Select the Warehouse to remove items from, then assign Products to the order
• If you'd like to automatically perform a status change on this order, check the Change Order Status box to enter changes once order is saved
• Click Add Comp or Add Donation to save this order

Note: Promo/Comp/Donations will still need to be Shipped to remove inventory from your system.