- ERP
- CRM
- Campaign
- Create a New Campaign
- Campaign: Items Section
Campaign: Items Section
The campaign may include a different number of Goods and Services in different combinations. In order to simplify the fill of the Items tab, click on Fill all items & services button.
Items tab is split into two tabs – Goods and Services. The campaign may involve ether goods, services or combination of both. On each tab, you may cAfter the new campaign is created and saved in the system, it will be added to the general list of campaigns.
The new campaign is an accounting document and has to be posted in the system. After being posted, the campaign makes the record in Sales pricing journal. As long as the campaign is valid, the price of goods and/or services that it involves will be affected by the campaign, and all accounting documents in the system will use the campaign price.hoose different goods or services to be involved in the campaign.
Fields of goods and services tabs
Field |
Used to |
Good |
Name of the good added to the campaign. Select one from a predefined drop-down list or create new. |
Unit |
Unit of measurement for the chosen unit. |
Date of old price |
|
Old price document |
Name and numbering series of the document that has set the previous (old) price. |
Currency of old price |
Currency of the price that was active and used before the campaign. |
Old price |
Current price of a good, before the influence of campaign. |
Old price in current currency |
|
Change, % |
Field is filled in manually or copies the amount from the Change,% field after click on Set for all button. |
New price |
Price of good that includes the campaign conditions. |
Create a New Campaign
Campaign: General Area