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You should click New option in Sales Promotions browser to save a new promotion record.
You enter general promotion information, materials that will be provided as promotion or materials to which promotion will apply in Sales Promotion window. 
Code: This is the system tracking code of the promotions. The Code field is mandatory. Alphanumeric characters can be used in Code field. Promotions are sorted by their codes. Code information is the most basic information allowing the records to be used quickly and accurately in operations such as searching, sorting, selection, grouping and reporting.
Description: The name or the description of the promotion. The string is 50 characters long. The Description field is not mandatory. The same description can be entered for different promotions. However, promotions are also sorted by their descriptions. Transactions such as search, sorting, selection, grouping and reporting can also be performed according to the first ten characters of the description info.
Auxiliary Code: A secondary coding field used to group the promotions. The string is 10 characters long. Alphanumeric characters can be used when assigning auxiliary codes. The Auxiliary Code is used to group the promotions by company specific criteria. The Auxiliary Code can be used as a filter in reports. Reporting requirements of the company should be considered while setting auxiliary codes for effective reporting. Auxiliary Code definitions are recorded in System Settings module. However, they can also be added by means of the Auxiliary Code fields that are available in cards. The information entered in the Auxiliary Code field does not necessarily have to be an existing Auxiliary Code.
Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on their job definitions. The string is 10 characters long. Alphanumeric characters can be used to assign the authorization code. Authorization Code definitions are recorded in System Settings module. However, they can also be added by means of the authorization code fields that are available in cards. Records are encrypted by the information provided in Authorization Code field to ensure that only the users with the specified authorization code can access the related records.
Dates: The promotion start and end dates. Indicates the time range in which the promotion that is defined in this form will be applied to transactions.
The most important characteristic of promotion campaigns is that they are applied only for a certain period, and mostly for a short time. The dates that you enter in Start and End Date fields indicate the date range of the promotion. While entering promotion lines in transactions, the slip date of the material sales transaction is compared with the date in the promotion definition.
Information on Material/Material Class to which Promotions are applied
Type: The promotion may be applied to a specific material or to all materials under a specific Material or Material Class. The field contains the following options:
- Material
- Material Class
The type to which the promotion will be applied is selected.
Code: The code of the Material or Material Class to which the promotion is applied. For instance, if a water heater will be provided free of charge for an oven purchase, you enter the material code of the oven in this field. An important point to be taken into consideration is that each promotion can only be applied to one Material or Material Class. If the same process will be applied to more than one material/material class, a separate promotion with a different code must be defined for each material. The Materials or Material Classes are listed depending on your selection in the Type field, and you select one definition. The Code field is mandatory.
Description: The description of the Material or Material Class to which the promotion is applied. When you enter in the Code field, the description of the selected material/material class is transferred into this field. You can also list Materials or Material Classes in this field and make selection.
Unit Price: The unit price of the material/material class to which promotions are applied. The price specified here is transferred into the Unit Price field of the slip during the transaction so that user does not have to remember or type the price of the good to which the promotion will be applied.
Usage Point
Indicates the usage point of the promotion. Sales Dispatches and Sales Orders are selected by default. Uncheck the option to exclude from promotion.
Promotional Material/Material Class Info
The fields at the bottom of the card are used to record information about promotional material(s). Each promotional material is recorded in a separate line.
Material Code: The code of the promotional material. It opens the Materials browser. Select from the existing materials.
Material Description: The description of the promotional material. After entering in the Code field, the description of the selected material is transferred into this field. You can also open and select from the Materials browser in this field.
Variant Code: This is the variant code of the configurable material which is used in sales promotions.
It lists the variants of the material selected in the Material Code field. Select the relevant configurable material.
Variant Description: This is the variant description of the configurable material which is used in sales promotions.
Formula: The promotion calculation method. The parameters that you select through this field are used in arithmetic operations and functions to designate the calculation method. Thereby transactions are automatically performed, minimizing the margin of error.
The usage of functions along with parameters is critical for the generation and application of detailed promotion calculation systems.
Rounding: The rounding base to be used if the calculated promotion total is decimal.
Unit Price: The unit price of the promotional material.
Unit: Indicates the unit of the promotional material.
Promotion Lines on Slips and Invoices
Promotions that are applied to both materials sold and the total of sales transaction are recorded in the slip lines. In sales dispatches and invoices, promotions are applied to
- material or material class processed in the line, and
- transaction total
Promotions that are applied to sold materials are recorded under the related line in slip lines, and promotions applied to transaction total are recorded in the section separated with double lines by specifying the line type. Promotion lines are entered using the existing promotion definitions. Otherwise, information about the promotional material is recorded by selecting the material.
Applying Promotions to Line Transactions
Promotion material information is saved either by entering the related material in the line directly or by means of using the existing promotions in sales dispatches and invoices. In this case, the conditions that are set in the promotion definition are applied to the transaction in the slip line.
Applying Purchase Promotion Definitions to Lines
The quantity that is calculated according to the formula designated in the promotion definition is transferred automatically to the slip. Apply Promotion option becomes available in the right click menu if there are promotion definitions that define the material(s) that will be given as promotion along with the material sold and their quantity. When you apply promotion to the line in sales slip/invoice, Sales Promotions window opens and it lists the promotions belonging to the related material. You select a promotion definition from the list. The application checks the transaction date and promotion start and end dates. Promotions browser lists only the promotion definitions with valid dates. The information about the material line to which a promotion is applied is listed with the Promotion line type under the related line. The quantity of promotional materials is calculated by the application according to the formula specified in the promotion definition. The amounts of these materials are calculated according to the unit prices specified in Promotions. A 100% discount is applied for materials, and the calculated discount is transferred into the Total Discount field. The VAT amount of promotional materials is calculated according to the Unit Price and VAT rate specified in the Promotion.
Recording Promotion Info Directly
You can also save information of the material that is given as promotion in sales slip and invoice lines directly. To do so, select Promotion in line type field, select information of the promotion material and record directly in the corresponding fields.
Applying Promotions to Slip/Invoice Totals
You can also apply promotions to slip or invoice total in sales transactions. You save information of the promotions that are applied to the slip total under the double line in the grid section of dispatches and invoices. To save general slip or invoice promotion information, select Promotion in line type field, enter promotion information in the corresponding fields. Promotions that are applied to slip or invoice total are tracked under a separate G/L account or proportionally distributed to the materials in the line.
You designate the effect of sales dispatch/invoice promotion lines on the material costs by using the parameters in System Settings module > Sales Management Defaults and Parameters. "Distribute Promotion" parameter has two options. Yes and No. If you select Yes option, promotions that are applied to transactions total are distributed to the materials by their weight when calculating the material costs. If you select No option, promotion discounts that are applied to sales operations are tracked under a separate G/L account.