Setting up Sales Promotion codes
Posted by Cameron Telfer, Last modified by Duncan Clarke on 20 December 2017 06:02 PM
Sales Promotions allow you to create and customise special offers by using a voucher-code system to trigger an analysis code or billing plan discount. Sales Promotions can be ad-hoc or scheduled to only be available between certain dates. By setting up different promotions and reporting on them, you can track which marketing campaigns have been most successful for your business.
Overview of steps:
Open Sales Promotions by navigating through the Maintenance menu.
Select Add Sales Promotion.
Step 2. Create and customise the Promotion
Enter the details of your promotion.
When the Sales Promotion Type is Billing Plan:
When the Sales Promotion Type is Analysis Code:
Agreement showing Voucher code
When rent is next billed, the voucher code will show as a line item under Transactions
Step 3. Save