Activate Discount Promotions

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Promotions are used to discount items based on promotions running at the practice for a period of time. For example, whitening promotion throughout August and September.

Activate Feature

  1. Go to Location Setup > General tab

  2. Group: Accounting: Invoices & Receipts

    1. Activate Discount Promotions: Yes                               

  3. After activating the feature, it is necessary to close and open D4W/PSS to complete the activation.

 

Set Security

The promotions feature is automatically locked and users must be given access.

Set Security on Modules/Features/Actions

Set Security Permissions

 

Set Promotion Type Preferences

Create a New Item Discount Promotion

Create a New Package Promotion

Duplicate a Discount Promotion

Apply a Promotion to an Invoice

 

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