Jim2® Business Engine Help File

Promotion#

Next available Promotion number

When adding a new promo, the next available number will be selected. Promotion# is a code which can be edited to suit, ie. FY2018 or B123.

Type

Promotion type

Available options are:

▪Project

▪CardFile

▪CardFile Group

▪Price Level

▪Everyone

A promotion type must be selected and once selected the appropriate recipients can be chosen. See Promotion Type for more detailed information.

Start

Date and time

For promos based on date range, or for setting up ahead of time, an optional start date and time can be entered, ie. 1/9/2018 9:00am. If no start date/time is entered, the promotion will always be available.

End

Date and time

For promos based on date range, an optional end date and time can be entered, ie. 30/9/2018 12:00pm. If no end date/time is entered, the promotion will always be available.

Active

Tick box

By default, Active will be ticked and will be available if within the start/end date range. Untick Active to make a promotion inactive, regardless of the start/end date range.

Desc

Text

Enter information describing the promo, ie. End of Season Sale – Summer 2018.

Notes

Text

Enter any relevant notes related to the promo.

Promo Break

Tick

Forces a promotion to be used, ensuring no other promos apply. See Example Usage of Promotional Pricing for more information.

Our Ref

Text

Enter a reference that is meaningful to the promo, for instance, WEB, BID, HP, LENOVO, etc.

Currency

Currency

Promotions are based on a currency. If selling in multiple currencies, you may choose to have a promotion for each currency you deal in, or a specific country, etc. By default, the home currency will be selected.

Tax Total

Tax Paid Down/Tax Free Up

Choose either Inc or Ex GST.

Branch

Branch

Select Branch here, if you are using branches.

Vend#

Vendor card code

Optional default vendor used when adding stock to a promotion. If all stock is from the same vendor this will populate the stock grid with that vendor.

Attributes

Stock Attributes

Optional default attributes used when adding stock with the same attributes to a promo. This will automatically populate the attributes in the stock lines of the stock grid.