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There are two ways of setting up a promotion – one is very simple, and is for percentage based promotions, another is for 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.
Discount Percentage Finance Promotions
Simple Discount percentage based promotions are defined using just the Finance Promotion record, and are for percentage based promotions. E.g. x% off. You can target specific services or schools of services by using the Finance Promotion Relationship links (see below).
Price List Finance Promotions
Price List based Finance Promotions are defined using the Finance Promotion record linked to a Price List Group and associated Price lists.
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 to allow for complex discounting or pricing schemes.
It may be useful to revise Price List Groups and Price Lists as follows:
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The idea is to use a Price list group and pricelists with these to hold discount values or price values to represent the discount you require, and the reference to a Master Price List Group to get the Sale (or Gross) value – which combined represent the overall promotion.
This setup give you complete flexibility to setup promotions like:
- Get 2 weeks free with every 10 weeks purchased, get 3 weeks free with every 20 weeks purchased
- Get £100 off every course (or you can target any specific service or type of service)
- Any combination of the above
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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