IDI version 26.8 is now available.  Click here for details: IDI Updates.

Creating a Promotion

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To create a Promotion:

From the existing promotions view.

  • Right-click in the list and select New or Edit. This displays the Add/Edit Promotions window.

    UG template for Help

  • Enter the Name of the new promotion.

  • Enter the name to appear on the invoice in the Caption field.

  • Enter a Description if desired.

  • Choose the Start Date.

  • Choose the End Date if required.

  • Select the Discount Reason.

  • Click the Availability tab to view and edit the availability of the promotion in your retail locations. The information on this tab is the same as the Availability tab of a Product. See New Product - Availability Tab.

    Note

    Before the promotion can be used, it must be configured. See Configuring a Promotion.