How To: Manually Generate Unique Alias Codes for Customers

Once you have setup a keycode to generate unique alias codes, see How To: Setup Unique Alias Offer Codes using Keycodes, you can manually add customers so they can benefit from the offer. If you wish to automatically generate codes see How To: Automatically Generate Unique Alias Codes for Customers.

  1. Open a Promotion screen (show me how).
  2. Find and load the keycode you with to update.
  3. Open the [ Promotion | Keycode | Aliases ] screen.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Click on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right button to the left of the grid, this will open the Customer lookup dialog.
  6. Find and double-click on the customer you wish to add the code for.
    Note: you can green-select more than one and add them in bulk.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save when you're ready.

See Also


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