How To: Apply a Keycode offer based on a Brand

It is possible to automatically apply a Keycode offer to a sales order based on the brand of the sales order. This could be a stock item, leaflet or promotional literature. There are two steps required; create the Keycode and then create the Telesale Rule and link the Keycode to it.

Create the Keycode

  1. Open a Promotion screen (show me how).
  2. Select the Keycode from the [ Promotion | List ] screen.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  4. Tick the 'Free or Reduced Prices' Stock Items grid check-box.
  5. Press F3 or click 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 to add a new item.
  6. Enter the values for the stock item band as required and tick the Auto Add checkbox.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Create the Telesale Rule and link it to the Keycode

  1. Open the [ Telesale Prompts ] tab.
  2. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  3. Name the telesale rule and set the branding and the Apply Keycode to the keycode you created above.
  4. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

Notes:

  • As only one keycode can be applied to an order, the last keycode selected will be the one used on the sales order.
  • All stock items auto added to the order will have the discount applied to them.

See Also


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