Create Promotions
Promotions are Referral Credits that are offered on particular Packages or Services for a period of time. The Packages or Services must offer a Referral Credit for an amount other than zero.
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Setup:
- Edit a Package or Service Definition.
- Specify the Referral Amount in the General section on the General tab.
- Specify the Referral Wait Days. These are the number of days to wait after a Service is Open before issuing the Referral Amount.
- Save the edits.
- Select .
- Click New and specify the Name, Dates, and Amount for each Promotion.
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Implementation:
- Edit or add a new Package or Service.
- Specify the Referral Account in the General section on the General tab. The magnifying glass will give you Search options available to location the Account.
- Specify the Referral Amount from the drop-down choices.
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Results:
- Nightly processing will create the Store Credit transaction for the Referral Account if the Service is Open and the number of Referral Wait Days has passed.
- Referral Amounts are credited only to Open or Suspended Accounts.
- The description for the transaction is Referral of UserFirstName UserLastName, ('NameOnService')
- The Charge Type of the Store Credit for Sales Report purposes will be Referral Credit.
- The Service Definition of the Store Credit for Sales Report Purposes will be the Package or Service Definition of the referred product.