Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Promotion master set up options.
Before we begin, let us understand about the need of Promotion master and the usage of this particular activity.
You can edit and delete an already created set of information with required authorisation.
The key functions of a Promotion Master Module are:
·     Creation of a New Promotion Record;
·     Modification of an existing Promotion Record;
·     Deletion of an existing Promotion record.
We will be going through the each of these set of information in detail.
New Promotion Creation–
You can create a “Promotion” click under “Point of Sale Module” from menu of AlignBooks and the screen which appears looks like this;
You can see the  option at top right of the screen. Click on this option and you will be directed to the relevant Promotion creation screen.
Here you will have Basic Information section where all the required data pertaining to a new Promotion can be captured.
1Description : Here you input the name with which you are used to identify your Promotion.
2Type : Select the relevant option from the drop down which type of promotion you want to run on the store.
3From Period : Here Enter the date from which you want Start the promotion.
4To Period : Here Enter the date on which you want to end the promotion.
5Happy Hours From : Here Enter the time from which the promotion start for the day.
6Happy Hours To : Here Enter the time up to which the promotion will end for the day.
7Discount On : Select the relevant option from the drop down on which discount will be calculated. Options are Item Value and Taxable Amount.
8Discount Rate : Here Enter the rate of discount applicable for the promotion.
9Skip Location : Select the location name from the drop down list which you want to skip from running this promotion.
10Select Item : If you want to run this promotion on selected items, the click on   and the screen which appears looks like this;
You can click on checkbox to select the individual items / Item Group (all items of the group will be selected) / Item Type. When you are finished with the selection,
click on button to accept the changes Or click on button exit the form without accepting any changes.
11All Item : If you want to run this promotion on all items the keep this option “ON”.
12Inactive: Select “ON” if you want to make a Promotion inactive. During any business transaction such inactive Promotion names will not appear in your Voucher. You can reactivate it again by selecting “OFF”.
Save : Click on  to Save the values.
Clear : Click on  to Clear the values.
Delete : Click on to delete the existing master. (Enabled only when you edit the master)
Exit : Click on   Or to Exit from the New Promotion Form.
We are now back to the main screen for the Promotion Master.
Edit: If you wish to Edit a Promotion detail, click on . The Promotion details will be opened in edit mode, can make the required changes and click on  to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .
Delete : If you wish to delete any Promotion data, Click on  and confirm the deletion.
Bulk Delete : If you wish to delete Promotion data in bulk then enable the check box against each Promotion and Click on  and confirm the deletion. All Promotion data will be removed.
Refresh : Click on to refresh the list with the changes made by you.
Export : Click on  to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on  to Exit from the Promotion master.
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!