Finance promotions can be used to apply discounts or pricing based on a Promotion Code.
Finance promotions can be created or updated in the Finance Promotions Object.
There are two ways of setting up a promotion – one is very simple, and is :
- A simple option, for percentage based promotions
...
- ;
- 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
Discount percentage based promotions are defined using just the Finance Promotion record, and are for percentage based promotions. E.g. x% xx% off. You can target specific services or schools of services by using the Finance Promotion Relationship links (see below).
...
It may be useful to revise Price List Groups and Price Lists as follows:
Price list groups are using to hold to gether together Price Lists.
Typically, Price list groups are geographical, agent or promotion based.
E.g. EMEA
Pricelists, Pricelists are data based and are using to control pricing by date –
...
The idea is to use a Price list group and pricelists with these to 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 gives you complete flexibility to setup promotions like:
...