Page Comparison

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1. A simple option, for percentage or discount amount based promotions;

2. More complex promotions which can involve changes to pricing, or introducing discount price entries which can be combined with either existing pricing from a master price list, or new pricing altogether.

1. Simple Discount Percentage or Amount Finance Promotions

Discount percentage-based promotions (e.g. 10%) or amount-based promotions (e.g. £20) are defined using the Finance Promotion record.

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It is not currently possible to control the period of the Enrolment that the promotion would apply to - for example, we cannot apply this promotion ONLY to enrolments that are completed before the end of 2023.

Price List Group: used in complex Price List Finance Promotions - see section below
Price List: used in complex Price List Finance Promotions - see section below

Portal Active: This must be checked to allow the promotion to be used within online portals.
Active: This must be checked for the promotion to be used either internally or externally.

Select one of the following:
Discount Percentage: the percentage discount to be applied when the Code is used, e.g. 10%
Discount Amount: a fixed amount of discount to be applied when the Code is used, e.g. £20

Finance Promotion (Service/School) Relationships

By default, the promotion will be applied to all services, but restricted by the (apply to) discount flag on the Price record.

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Alternatively, we can add a school record and make the promotion school-wide.

Step-by-step guide - Simple Discount Promotion

1. Create a new Finance Promotion

   1. Navigate via System Objects to Finance Promotions

   2. click New

2. Enter the discount

   1. Enter the discount amount or discount %

   2. Enter the Valid Type - by Promotion Start Date or Enrolment Start Date

   3. Enter the Valid Start Date and Valid End dates

3. Create (assign) the Finance Promo Relationships

   1. These control which Services (or School) are eligible for the discount

4. Test

   1. Setup a test student (if you don’t have one already)

   2. Test your new Promo Code
       

2. Complex Price List Finance Promotions

Price List-based Finance Promotions are defined using by linking the Finance Promotion record linked to a Price List Group and associated Price listsLists.

By using the ‘Master Price List Group’ link on the Price List Group you assign, you can set up child (or ‘sub’) price list groups Price List Groups to allow for complex discounting or pricing schemes.

It may be useful to revise Price List Groups and Price Lists as follows:

Price list groupsList Groups are using used to hold together Price Lists.

Typically, Price list groups are geographicalList Groups are geography-, agent- or promotion-based.

E.g. EMEA

Pricelists Price Lists are data date-based and are using used to control pricing by date –

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The idea is to use a Price list group and pricelists with List Group and Price Lists within these to hold discount values or price values to represent the discount you require, and reference to a Master Price List Group to get the Sale (or Gross) value – which combined represent the overall promotion.

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1. Create a new Price List Group, e.g. - Standard Discount

   1. Link this to the Master Price List Group – e.g. Standard
      So that SW will This allows Schoolworks to find all your standard pricing and merge these with your discount pricing

2. Create a new Price List, e.g. - 2024 Discount

   1. Date it appropriately

   2. If you wish it to apply for all time, use Set the Period Start Date and Period End Date, e.g. 1/1/2000 2024 to 31/12/20202024

   3. Tick the ‘active’‘Active’
      This new Price List will be used in the Price Item to add/link your discount prices

3. Setup Set up Discount Priceswhich will be used by this Finance Promotion to merge with the Standard Price List Prices

   1. You may wish to use Discount price lines

   2. Observe the ‘Discount Qty’ and ‘Apply Discount Qty’

   3. If you wish to ‘fix’ the qty rate applied, tick the box and enter the discount qty

   4. If you wish the qty to be controlled by the Sale transaction qty, please leave this unticked

   5. Save your changes
      NOTE:

   6. You can use the platform clone features instead, if you go to the Price List object, and clone the copies of prices under the price list.

   7. It is useful to setup set up one price first, via Price Item à Edit, then to go to the Price List and clone under the price list.

4. Test

   1. Setup Set up a test student (if you don’t have one already)

   2. Test your new Promo Code

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