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On the ribbon, go to Stock > Promotional Pricing.
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Promotion#
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Next available Promotion number
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When adding a new promotion, the next available number will be selected. Promotion# is a code which can be edited to suit, ie. FY2018 or B123.
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Type
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Promotion type
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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.
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Start
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Date and time
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For promotions 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.
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End
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Date and time
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For promotions 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.
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Active
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checkbox
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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.
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Desc
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Text
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Enter information describing the promotion, ie. End of Season Sale – Summer 2018.
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Notes
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Text
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Enter any relevant notes related to the promotion.
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Promo Break
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Tick
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Forces a promotion to be used, ensuring no other promotions apply. See Example Usage of Promotional Pricing for more information.
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Our Ref
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Text
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Enter a reference that is meaningful to the promotion, for instance, WEB, BID, HP, LENOVO, etc.
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Currency
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Currency
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Promotions are based on a currency. If selling in multiple currencies, a promotion can be used for each currency or a specific country, etc. By default, the home currency will be selected.
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Tax Total
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Tax Paid Down/Tax Free Up
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Select either Inc or Ex GST.
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Branch
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Branch
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Select Branch here, if branches are enabled.
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Vend#
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Vendor card code
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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.
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Attributes
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Stock Attributes
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Optional default attributes used when adding stock with the same attributes to a promotion. This will automatically populate the attributes in the stock lines of the stock grid.
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Further information
Promotional Pricing Security
Example Usage of Promotional Pricing
Promotional Pricing Examples
Promotional Pricing List
Promotional Pricing Order of Processing
Promotion Start and End Dates
Promotion Type
Promotions in Use on Jobs and Quotes
Promotions on the Common Tabs
Stock Promotional Pricing
Adding, Importing Stock to a Promotion
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