Promo Codes

Promo Codes


Module : Advertising
Path: Campaigns > Advertising > Promo Codes
Topic : Adding & Editing Promo Codes
Version(s) : Version 5.1 and up 
Editions : All Editions

What Are Promo Codes

Promo Codes do not apply any discounts. They are tied to Sources and DNISes in the system and provide an additional way of tracking your advertising. Promo codes populate the KEY_CODE field of our standard imports. Promo codes can also be required on the script level for either a sale or a non sale or both.

Connect The Dots

Where will I see this within OLX?

When creating your Sources you will see a section to add available Promo Codes. Mostly you will notice Promo Codes when entering a New Sale, on the Order Entry screen, and on the Order Detail screen once the order has been placed or imported.

What Reports Can Be Pulled?

  1. Media Source List Report
  2. Gross Margin Item Report
  3. Gross Sales Report
  4. Net Sales Report

What Imports/Exports Relate to Promo Codes?

  1. OLX Promo Code Import
  2. Datawarehouse Export
  3. Flattened Export
  4. OLX Order Import/Export
  5. OLX Telemarketing Import
  6. OrderLogix Real-Time Order Submission API

Setting Up

Navigate to the Promo Code module from the Company Data menu. (Company Data > Advertising > Promo Codes)


Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

  1. Client
  2. Create Date
  3. Promo Code Name
  4. Source Count
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
You can set the number of records to be displayed 


Add New 

  1. To add a new Promo Code, click on the Add New Promo Code button in the blue module bar.
  2. To copy an existing promo code, click on the  copy button next to the Promo Code you want to copy.
  3. To edit an existing promo code, click on the edit pencil next to the Promo Code you wish to edit.
  4. A new Promo Code Data window will pop up.
 
  1. Enter a promo code name.
  2. Choose a client for the promo code from the Client drop down list.
  3. To add a source to the promo code, choose a source from the Source drop down list and click the  Add button. This will select the source and display it in the datagrid.
  4. To remove a source from the promo code, click the  remove icon next to the source you wish to remove.

The sources that are available to be associated with the promo code are based on which client is selected. When you change the client selected, the datagrid containing the selected sources will be cleared and the source drop down will be populated with sources attached to the client you have selected.

* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.


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