How To: Display a prompt triggered by a Keycode

It is possible to automatically display a prompt to the user when a specific Keycode is quoted by the customer. In this example, we are setting up a choice of 1 of 2 free items the customer will receive when the Keycode is quoted. 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 Promotions radio button on the [ Promotion | List ] screen.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  4. Enter a code and description for the Keycode.
  5. Tick the 'Free or Reduced Prices' Stock Items grid check-box.
  6. 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.
  7. Enter the values for the stock item as required and ensure the Auto Add checkbox is unticked.
  8. Repeat steps 6 and 7 for the second item.
  9. 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 a Promotion screen (show me how).
  2. Select the Telesale Rules radio button on the [ Promotion | List ] screen.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  4. Name the telesale rule, set the customer class if required and the keycode you created above.
  5. Enter the text for the prompt, for example ' This customer is entitled to a free balloon. They can have either [B114] or [BSFP]'.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.


See Also


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