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
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Go to Location Management > Reports tab
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Open Promotions List
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Date: Select the period to base this report on
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Location: Select the Location or <All Locations> from the droplist if applicable
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Promotion Type: Select Package Promotions, Item Promotions or <All> for all types
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Standard View: Standard list of Promotions.
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Detailed View: Detailed list of Promotions including items and Fees.
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Place a tick in Show Inactive Promotions to include inactive Promotions
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Click OK
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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 |
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
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