Promotional Product - Golden Product

Aaron Aldrich Updated by Aaron Aldrich

Introduction

The Promotional Product Golden Product allows you to quote and sell promotional items using either manual entry or direct integration with the Sage Promo Catalog. This product simplifies the process of sourcing, pricing, and presenting promotional products while allowing you to include vendor charges and additional markups. This article is designed to supplement the video below, with terminology and steps aligned directly to the walkthrough demonstrated.

Related video: Promotional Product

Steps

Step 1 – Locate the Promotional Product
  1. Navigate to Settings → Products.
  2. Locate the Promotional Product Golden Product in your product list.
  3. Open the product.

Unlike most Golden Products, there is typically little to no pricing configuration required because pricing is generally determined at the item level when building a quote.

Step 2 – Verify Sage Catalog Access
  1. Navigate to Settings → Catalogs.
  2. Review the available Managed Catalogs.
  3. Confirm the Sage Promo Catalog is connected and available.
  4. Save any changes if necessary.

The Promotional Product UI uses Sage as its primary product catalog source.

Step 3 – Create a Promotional Product Using Manual Entry
  1. Create a quote or sales order.
  2. Select Promotional Product as the product type.
  3. Enter the Item Name.
  4. Enter a Part Number if available.
  5. Enter the Quantity.
  6. Enter the vendor's Cost Per Unit.
  7. Enter the desired Markup Percentage.
  8. Review the automatically calculated selling price.

This option is ideal when quoting products from vendors outside of the Sage catalog.

  1. Enter any relevant Item Details.
  2. Enter Imprint Details.
  3. Include any production notes or customer requirements.
  4. Save the information.

Examples may include:

  • Imprint location
  • Imprint colors
  • Artwork requirements
  • Vendor specifications

These details help communicate production requirements to both your team and the customer.

Step 4 – Add Additional Vendor Charges
  1. Navigate to the Additional Charges section.
  2. Click Add Charge.
  3. Enter the charge description.
  4. Enter the vendor cost.
  5. Apply a markup if desired.
  6. Save the charge.

Default charge examples include:

  • Setup Charges
  • Shipping Charges

Additional examples may include:

  • Run Charges
  • Color Change Fees
  • Rush Charges
  • Additional Imprint Fees

These costs can be marked up and passed through to the customer.

Step 5 – Search the Sage Promo Catalog
  1. Open the Research section.
  2. Enter a keyword, product number, item number, or supplier reference.
  3. Click Search.

Examples of search criteria:

  • Wristbands
  • Mugs
  • Pens
  • Tote Bags
  • Supplier Item Number

You may also use quick search filters such as featured or environmentally friendly products.

Step 6 – Review Product Results
  1. Review the search results.
  2. Click View Info on a product.
  3. Review:
    • Quantity Breaks
    • Supplier Information
    • Item Number
    • SPC Number
    • Pricing Details
  4. Confirm that the item meets the customer's requirements.

This allows you to evaluate available products before adding them to the quote.

Step 7 – Add a Product from Sage
  1. Select the desired product.
  2. Review the default quantity.
  3. Choose the appropriate quantity breakpoint.
  4. Select the product color.
  5. Add the product to the quote.

The system will automatically pull pricing and supplier information from the Sage catalog.

Step 8 – Review Imported Charges
  1. Review any charges imported from Sage.
  2. Verify setup charges.
  3. Verify repeat charges.
  4. Adjust markup percentages if needed.
  5. Remove charges that should not be passed to the customer.

Common imported charges may include:

  • Setup Charges
  • Repeat Charges
  • Vendor Fees

These values are pulled directly from the promotional product catalog.

Step 9 – Finalize the Promotional Product Quote
  1. Verify product specifications.
  2. Confirm quantity selections.
  3. Review costs and selling prices.
  4. Review all additional charges.
  5. Save the line item.

The promotional product can now be included in the quote or sales order.

Notes & Tips

🔹 Tip: Use Sage catalog searches whenever possible to reduce manual data entry and improve quote accuracy.

🔹 Tip: Review supplier-provided setup and repeat charges before sending quotes to customers.

🔹 Tip: Add detailed imprint instructions to reduce production errors and supplier questions.

🔹 Tip: Use manual entry when sourcing specialty products that are not available within Sage.

🔹 Tip: Search using item numbers or supplier numbers when possible to find products more quickly.

⚠️ Warning: Promotional product pricing often changes by quantity breakpoint, so always verify the selected quantity before sending a quote.

⚠️ Warning: Imported supplier charges may not always align with your pricing strategy. Review all markups before finalizing a quote.

⚠️ Warning: Removing setup charges from customer pricing may negatively impact profitability if not accounted for elsewhere.

⚠️ Warning: Be sure to confirm item colors and imprint specifications before submitting vendor orders.

Outcome / Summary

After following these steps, you should be able to:

· Create promotional product quotes using either manual entry or the Sage Promo Catalog.

· Search and select products from the Sage database.

· Review supplier information, quantity breaks, and pricing details.

· Add setup, shipping, and other vendor-related charges.

· Customize markup percentages and customer pricing.

· Document imprint requirements and production details.

· Generate accurate promotional product quotes using shopVOX PRO.

How did we do?

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