Promotions List Report

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This report will help practices, especially the Marketing Dept to have an overview of their promotions.

It will show all promotions status, start/finish date of the promotion and how many promotions have been used for the period selected in the report parameters

 

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Promotions List 

    1. Date: Select the period to base this report on

    2. Location: Select the Location or <All Locations> from the droplist if applicable

    3. Promotion Type: Select Package Promotions, Item Promotions or <All> for all types

    4. Standard View: Standard list of Promotions.

    5. Detailed View: Detailed list of Promotions including items and Fees.

    6. Place a tick in Show Inactive Promotions to include inactive Promotions

    7. Click OK                                                              

 

Report Details (Standard View)

 Promotion Type

 Type of the Promotion (Package/Items).

 Promotion Name

 Name of the Promotion.

 No Gap option

 Yes/No

 Promotion Status

 Active/Inactive.

 Date From

 Start date of the Promotion.

 Date To

 End date of the Promotion.

 No. of Invoices with
 the Promotion

 Number of invoices the Promotion has been used.

  

Report Details (Detailed View)

 Promotion Type

 Type of the Promotion (Package/Items).

 Promotion Name

 Name of the Promotion.

 No Gap option

 Yes/No

 Active

 Yes/No

 Date From

 Start date of the Promotion.

 Date To

 End date of the Promotion.

 Item

 Item numbers used in the Promotion.

 Description

 Description of items used in the Promotion.

 $

 The item is discounted by a set amount.

 %

 The item is discounted by a percentage.

 Fixed Fee

The item is set with a Fixed Fee.

 

Create a New Package Promotion

Create a New Item Discount Promotion

Set Promotion Type Preferences

Apply a Promotion to an Invoice

View Promotion Details Against an Invoice

Duplicate a Discount Promotion

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