Purchase Promotions window opens by clicking the “New” option on the Purchase Promotions browser, and it is used to record general promotion information and the materials given as promotion or to which promotions apply. Information entered in this window as follows:

 

Code: The system tracking code of the promotion definition. The Code field is mandatory.  Alphanumeric characters can be used for coding. Promotions are sorted by their codes.  Code information is the most basic information allowing the records to be used rapidly and accurately in operations such as searching, sorting, selection, grouping and reporting. The Code field is mandatory.

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 separate 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 promotions. The string is 10 characters long. Alphanumeric characters can be used for coding. The Aux. Code is used to group promotions by company specific criteria. It is also used as a filter on reports. Report requirements of the company should be considered while setting Aux. Codes for effective reporting. Aux. Code definitions are recorded on the System Settings section. However, they can also be added through the Aux. Code fields on definitions. The information entered into the Aux. Code field does not necessarily have to be a defined Aux. Code.

Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on job definitions. The string is 10 characters long. Alphanumeric characters can be used to assign the code. Auth. Code definitions are recorded on the System Settings section. However, they can also be added through the authorization code fields on cards. Records are encrypted according to the information provided on the Auth. Code field so that only the users with the specified authorization code can access the records.

Dates: The promotion start and end dates. Indicates the time range in which the promotion for which the characteristics are defined 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 to be recorded on these fields of promotion definitions indicate the date range of the promotion. While promotion lines are entered into transactions, the slip date of the material transaction is compared with the date on the promotion definition. The promotion definitions list accessed through slip/invoice lines lists records with compatible transaction dates and promotion start and end dates.


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 options are:

  • 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, the material code of the oven is specified on 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 the selection made on the Type field, and a selection is made. The Code field is mandatory.

Description: The description of the Material or Material Class to which the promotion is applied. When the Code field is filled in, the description is transferred into this field. Materials or Material Classes are also listed on this field, and a selection is made.

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. In this way, the user will 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. Purchase Receipts and Purchase Orders are selected as default. The checks of the option to be excluded from promotion are removed using the search button or the mouse.

Promotional Material/Material Class Info

The fields at the lower part of the card are used to record information about promotional material(s). Each promotional material is recorded on a separate line.

Material Code: The code of the promotional material. Recorded materials are listed and the related material is selected.

Material Description: The description of the promotional material. When the Code field is filled in, the description is transferred into this field. The selection can also be made on this field by listing recorded materials.

Variant Code: This is the variant code of the configurable material which is used in purchase promotions.

Material Variants which are selected for the relevant material are listed, and the relevant variant is selected.

Variant Description: This is the variant description of the configurable material which is used in purchase promotions.

Formula: The promotion calculation method. In this parametric field, selected parameters are used in arithmetic operations and functions, to specify the calculation method. In this way, the transactions are automatically performed, minimizing the error rate.

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.