The Sales Campaigns option is used to record campaigns such as promotion, discount, expense and point campaign applied to materials, their characteristics, dates and application methods. In addition to define discounts and promotions, campaigns are also used to record the expenses and apply them to material transactions. These sales conditions and applications can be applied to a material or service item, or to the invoice total.
You can define a new sales campaign record or modify the existing definitions by using the options in Sales Campaigns browser, Info menu and right click menu options.
| New | Used to define a new campaign. |
| Update | Used to modify campaign information. |
| Delete | Used to delete campaign records one by one or in batches. |
| View | Used to view campaign definitions. |
| Copy | Used to copy campaign definition information into a new card. |
Change Status | Used to modify the status of sales campaigns. The options are Active and Passive. Passive cards are not used in slips and invoices. | |
| Info | |
Record Information | Displays the time and the user of the first registry and the last modification of the definition. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the sales campaigns list. | |
Preferences | ||
Line Colouring | Used to colour the lines of sales campaigns list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save sales campaign list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded sales campaigns. | |
Reporting | ||
List Report | Used to report the records of sales campaign list collectively. | |
Grouped List Report | Used to list the sales campaign records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in sales campaigns list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the sales campaigns list and their order. |
