Overview

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• Description: Enter the description of the promotion. This will display in the Programs list view and will help differentiate the sales program from all other promotions.
• Class: Select the Program Class to assign to the promotion. This is for categorical purposes and the lookup will only include those program classes assigned a program type of ‘Promotions’. This field is required.
• From: Enter the date as of which the promotion is eligible. This field is required.
• To: Enter the date as of which the promotion is no longer eligible.  This field is required.
• Settle To: This field defaults to ‘Invoice’ and is not editable for Promotions.
• Frequency: This field defaults to ‘Invoice’ and is not editable for Promotions.
• Inactive: This field allows users to inactivate the program. When the program is set to inactive, it is not assigned to Sales Order transactions. 

Once completing the header fields, click Save.

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Once finding an address to assign to the promotion, select the checkbox that corresponds to the address and click the save grid toolbar icon. This will sort the selected address(es) to the top of the list to easily identify the address(es) currently assigned to the promotion.

Assigning a customer address specific promotion start date

Each customer address displays with a Start Date field, allowing the user to enter a unique start date, separate from the promotion’s ‘From’ date, that is specific to that customer address.

If a Start Date is entered for a Customer Address, it must be between the From and to date of the promotion for it to be recognized on a transaction. If no Start Date is entered for a Customer Address that is assigned to the promotion, that Customer Address will inherit the start date of the promotion.

Click the Customers tab Save grid toolbar icon to save any unique Start Dates.

Step 2: Entering a transaction with the Promotion

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