nav-pos
blockHeaderEditIcon
You are here:  

Promotions

(Factura)
 

Topics in overview:

Article management
Documents: from offer to delivery note
Promotions
Processes
Subscriptions
Lists
Currency converter  
Customer admin access (WebConnector)
PayPal connectivity (Settings)
SEPA (Settings)
2CHECKOUT (Settings)
arrow

A promotion is an exceptional measure for determining special prices - for a certain period of time, for a certain article or group of articles, for a certain target group, for a certain minimum quantity, or any other criteria. Promotions are used for promoting sales by offering particularly attractive terms.

On this page:

Overview  Creating new promotions  Editing promotions  Saving promotions 

<

arrow

Overview

(Factura - Promotions)

You can set up any number of promotions to help you promote the sale of your products, and manage these promotions centrally in WBS Factura.

a) In Factura, click the Promotions tab.

b) To create a new promotion, click +Add new promotion.

c) Use the EDIT button to edit an existing promotion.

d) Use the recycle bin icon to delete a promotion.


<

arrow

Creating new promotions

(Factura - Promotions)

When creating a new promotion, you will see the following overview:

a) Enter an appealing name for the promotion.

b) Determine the activity status.

c) Enter the promotion start date.

d) Enter the promotion end date.

e) Enter the promotional text.

f) Specify the accumulation type.


 

g) Specify for which articles the promotion applies.

h) Specify the target group of the promotion. If Defined groups is set, a window containing the group hierarchy will open, where you can select the relevant groups.

i) Specify which criteria are to be associated with the promotion. An input field will open for each checkbox that is activated. 

 
 

k) Specify the campaign associated with the promotion.

 

<

arrow

Editing promotions

(Factura - Promotions)

Here are a few examples of possible promotion data:

a) We are dealing with a sales measure for ebooks.

b) The measure applies for the second quarter 2016.

c) The measure is an introductory discount.


d) The promotion applies for all ebooks.

e) Category: eBook.

f) All customers receive the discount.

 

 
 

g) The ebooks are sold at half-price.

h) This constitutes a 50% discount.

i) In case of new promotions: Save.

 

<

arrow

Saving promotions

(Factura - Promotions)

k) If an existing promotion was edited: Update.


At the end you will see a list of all the promotions. Please note that the article reference is not visible in this list.

 
Footer-03
blockHeaderEditIcon
Backtotop
blockHeaderEditIcon
Footer-06
blockHeaderEditIcon

Languages

coypright
blockHeaderEditIcon
2017 Copyright by Worldsoft AG, All Rights Reserved
social-media
blockHeaderEditIcon
Facebook   Twitter   Wordpress  Worldsoft
Username:
User Login
Your Email
*