Getting Started
To get started with Sales Promotions, begin by setting up your promotion number series, followed by configuring the promotion card. This page will guide you through each step of the process.
Setting Up No. Series
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On the Tell Me search bar search for No. Series page.
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Select +New and enter the Code field and Description field.
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Click the - in the Starting No. field and enter information where is needed.
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Now the Starting No. shows up on the line and then tick the Default No.
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Search the Sales & Receivables Setup page and assign the No. Series code to the Promotions Nos. field.
This is only an example of setting up the No. Series. You can set this up in our own way using different field value.
Setting Up Promotion Card
- On the Tell Me search bar search for Promotions page.
- Using the bookmark icon, you can add an action that opens the promotion page from the navigation menu of your Role Center.
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Select +New to open a promotion card page.
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In the promotion card page, you will need to set up the promotion header details, promotion conditions, promotion benefits.
