Campaign: General Area

Use this area to provide the information, that will define parameters for the entire campaign.

 

Field

Used to

Name

Type in or insert a short name of campaign.

  • It is a required field. If you do not provide a name for the campaign, you will not be able to save the document.

Valid until

Choose a deadline date of campaign duration from a drop down calendar.

Type of campaign

Type that defines the campaign, that might include Set price and Set discount %.

Type of discounts

Choose the type of discount for the campaign, that might include such options as Add campaign discounts and customer discounts and Choose greater discounts.

 

Field Type of campaign has the following values:

Field

Used to

Set price

Set the campaign price for a selection of goods and/or services, indicated in the accounting tab.

Set discount %

Set the campaign discount for a selection of goods and/or services, indicated in the accounting tab.

 

In case your campaign involves discounts, set the value in the field Type of discounts that specifies the approach to set discounts:

Field

Used to

Choose a greater discount

In case your customer already has some kind of discount, campaign conditions foresee that the greater discount between campaign discount and customer discount will be chosen by the system.


Example

You have set up the discount for your client in his company profile for 5%. Your campaign sets up discounts for certain goods and/or services for 10%. In case of a purchase, a customer will have a discount for those goods and/or services for 10%.

Add campaign discounts and customer discounts

Option foresees, that discounts of your customer that you might set for him manually, will be added to the campaign discount.


Example

You have set up the discount for your client in his company profile for 5%. Your campaign sets up discounts for certain goods and/or services for 10%. In case of a purchase, a customer will have a discount for those goods and/or services for 15% (5%+10% = 15%).

 

Note: For some payment terms are foreseen discounts for early payments. In case of the campaign with discounts, discounts for early payments are counted in separately, for the price that is already reduced on the amount of ultimate campaign discount.

 

Example
Price of the good is 100 EUR. Ultimate campaign discount is 15%. Price to be payed is now equal to 85 EUR (100 EUR – 15% = 100 EUR – 15 EUR = 85 EUR). According to payment terms, the client pays early and has a discount of 5%. Ultimate final amount is now 80.75 EUR (85 EUR – 5% = 80.75 EUR).

 

General fields:

Field

Used to

#

Campaign serial number (#) is assigned automatically when you save the campaign based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.

After overriding the campaign number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Chose the date of document posting.

By default system will put in the current date when the campaign is created, that you may change in case of necessity.

Currency

Set the currency for the prices in the campaign.
Field relates to campaigns that has a Set price type. When you set certain prices and currency for items, all the other prices, currencies and items will not be affected.
For example, if you set a price of 10 EUR for your item 1 that usually costs 40 CZK, price for other items in currencies other than EUR, will not be affected, including item 1 when it not sold in EUR.

Change, %

Field indicates the amount of discount that applies to goods and or/services. The field will affect New price field in accounting tab for both goods and services. In order to simplify the fill of accounting tab, click on Set for all button.

Note

Add any extra details or comments about your campaign.

 

More information