{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Finance promotions can be used to apply discounts or pricing based on a ","type":"text"},{"text":"Promotion Code","type":"text","marks":[{"type":"em"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Finance promotions can be created or ","type":"text"},{"text":"updated","type":"text","marks":[{"type":"underline"}]},{"text":" in the ","type":"text"},{"text":"Finance Promotions","type":"text","marks":[{"type":"em"}]},{"text":" Object.","type":"text"}]},{"type":"paragraph","content":[{"text":"There are two ways of setting up a promotion:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"A simple option, for percentage or discount amount based promotions;","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"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.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"1. Simple Discount Percentage or Amount Finance Promotions","type":"text","marks":[{"type":"underline"}]}]},{"type":"paragraph","content":[{"text":"Discount percentage-based promotions (e.g. 10%) or amount-based promotions (e.g. £20) are defined using the","type":"text"},{"text":" Finance Promotion","type":"text","marks":[{"type":"em"}]},{"text":" record.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":1349,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1892,"alt":"image-20241105-094630.png","id":"07536605-fe33-4553-9373-c0ee56ba4bf0","collection":"contentId-35749891","type":"file","height":628}}]},{"type":"paragraph","content":[{"text":" ","type":"text"},{"type":"hardBreak"},{"text":"Code:","type":"text","marks":[{"type":"strong"}]},{"text":" the code for use in online booking systems or for internal use within Enrolment or Estimate screens (more details below).","type":"text"},{"type":"hardBreak"},{"text":"Promotion Item Description:","type":"text","marks":[{"type":"strong"}]},{"text":" the description that will be used as a line item description in the journal generated for the promotion.","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"},{"text":"Valid From: ","type":"text","marks":[{"type":"strong"}]},{"text":"This controls whether the promotion is valid between a Promotion Start Date and End Date (regardless of Enrolment dates) or only applies to Enrolments starting between a specified Start Date and End Date. For example,","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Valid From = ","type":"text"},{"text":"Promotion Start Date","type":"text","marks":[{"type":"strong"}]},{"text":" | Valid Start Date = 07/11/2022 | Valid End Date = 11/11/2022","type":"text"},{"type":"hardBreak"},{"text":"This would allow users to use the Promo Code between the 7th and 11th on any Enrolments, regardless of Enrolment Start and End Date","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Valid From = ","type":"text"},{"text":"Enrolment Start Date","type":"text","marks":[{"type":"strong"}]},{"text":" | Start Date = 07/11/2022 | End Date = 11/11/2022","type":"text"},{"type":"hardBreak"},{"text":"This would allow users to use the Promo Code at any point and the discount will apply on any Enrolments starting between the 7th and the 11th","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"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.","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"},{"text":"Price List Group: ","type":"text","marks":[{"type":"strong"}]},{"text":"used in complex Price List Finance Promotions - see section below","type":"text"},{"type":"hardBreak"},{"text":"Price List: ","type":"text","marks":[{"type":"strong"}]},{"text":"used in complex Price List Finance Promotions - see section below","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"},{"text":"Portal Active:","type":"text","marks":[{"type":"strong"}]},{"text":" This must be checked to allow the promotion to be used within online portals.","type":"text"},{"type":"hardBreak"},{"text":"Active: ","type":"text","marks":[{"type":"strong"}]},{"text":" This must be checked for the promotion to be used either internally or externally.","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"},{"text":"Select one of the following:","type":"text"},{"type":"hardBreak"},{"text":"Discount Percentage:","type":"text","marks":[{"type":"strong"}]},{"text":" the percentage discount to be applied when the Code is used, e.g. 10%","type":"text"},{"type":"hardBreak"},{"text":"Discount Amount:","type":"text","marks":[{"type":"strong"}]},{"text":" a fixed amount of discount to be applied when the Code is used, e.g. £20","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Finance Promotion (Service/School) Relationships","type":"text","marks":[{"type":"underline"},{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"By default, the promotion will be applied to all services, but restricted by the (apply to) ","type":"text"},{"text":"discount","type":"text","marks":[{"type":"strong"}]},{"text":" flag on the Price record.","type":"text"}]},{"type":"paragraph","content":[{"text":"We can further restrict what the promotion is applied to by adding either a service or school record to the ","type":"text"},{"text":"Finance Promotion Relationships","type":"text","marks":[{"type":"em"}]},{"text":" related list, under the Finance Promotion record.","type":"text"}]},{"type":"paragraph","content":[{"text":"By adding a service record, the promotion will only be applied to that specific service. Add multiple services to allow for many. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Alternatively, we can add a school record and make the promotion school-wide.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Step-by-step guide - Simple Discount Promotion","type":"text","marks":[{"type":"underline"},{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create a new Finance Promotion","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate via System Objects to Finance Promotions","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"click New","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the discount ","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the discount amount or discount %","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the Valid Type - by Promotion Start Date or Enrolment Start Date","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the Valid Start Date and Valid End dates","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create (assign) the Finance Promo Relationships","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"These control which Services (or School) are eligible for the discount","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Test","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Setup a test student (if you don’t have one already)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Test your new Promo Code","type":"text"},{"type":"hardBreak"},{"text":" ","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"2. Complex Price List Finance Promotions","type":"text","marks":[{"type":"underline"}]}]},{"type":"paragraph","content":[{"text":"Price List-based Finance Promotions are defined by linking the Finance Promotion record to a Price List Group and associated Price Lists.","type":"text"}]},{"type":"paragraph","content":[{"text":"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.","type":"text"}]},{"type":"paragraph","content":[{"type":"hardBreak"},{"text":"It may be useful to revise ","type":"text"},{"text":"Price List Groups ","type":"text","marks":[{"type":"em"}]},{"text":"and ","type":"text"},{"text":"Price Lists","type":"text","marks":[{"type":"em"}]},{"text":" as follows:","type":"text"}]},{"type":"paragraph","content":[{"text":"Price List Groups","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":" are used to hold together ","type":"text"},{"text":"Price Lists","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Typically, Price List Groups are geography-, agent- or promotion-based.","type":"text"}]},{"type":"paragraph","content":[{"text":"E.g. EMEA","type":"text"}]},{"type":"paragraph","content":[{"text":"Price Lists ","type":"text","marks":[{"type":"strong"},{"type":"em"}]},{"text":"are date-based and are used to control pricing by date –","type":"text"}]},{"type":"paragraph","content":[{"text":"E.g. 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