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  11. Create a sales promotion

Create a sales promotion

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  1. Select the Work with sales promotions menu item.
  2. On the initial panel, click Add.
  3. You access the detail panel where you define the criteria that will connect the sales promotion you are creating to other actions within the system. Complete the following fields:
    4. Promotion
    Enter a unique code that will identify the sales promotion.
    Description
    Enter a description of the sales promotion.
    Valid from
    Enter the date from which this sales promotion is valid.
    Valid to
    Enter the date to which this sales promotion is valid.
    Handler
    Enter a handler for the sales promotion.
    Promotion pricing
    Set this field to YES to indicate this promotion is used for promotion pricing.

    The following fields are optional, but by selecting at least one or more pricing keys, a selection criteria is created. You define the values for the keys that you choose here on detail level. The price or discount would only be applied if the values on a sales order/quotation match the criteria. The keys are the defining parameters of the sales promotion:

    Keys 1-5
    Enter a valid key code from the DIS control keys table. You can enter up to five keys which remain in the sequence they are entered. Keys are numbered as Key 1, Key 2, Key 3, Key 4, Key 5. For the purpose of this example, enter an active code from item related key group.

    Click OK to update.

  4. You return to the initial panel. A sales promotion is now created, but you need to define the key details for the Item related key you selected, which in this example is Item group. In Create a sales pricing method from a sales promotion you will use the item related key to connect the items in the Item group to prices and discounts. Select the sales promotion you created and click Key values.
  5. You access Work with sales promotions, Key values, Selection. Highlight the Item related key you selected for the sales promotion and click Key values.
  6. You access the Key values detail panel for the Item related key. Click Add to define which Item group should be selected as the detail key value for the sales promotion.
  7. You access Work with sales promotions, Key values, Item related.
    Item
    Since you have selected Item as your Item related key, this field is displayed on the panel. Enter the item group you wish to connect to the sales promotion. All items that belong to this group are then applicable as search criteria for the prices, discounts, etc., that are defined for the sales promotion. The price and discount defined for the sales promotion only apply to the entered key and to what matches the criteria when sales orders or quotations are entered. Note: You may enter several key values if they too should match the criteria for the sales promotion.

    Click OK to update and exit the routine.

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