Prerequisites
The campaign items must exist in the Item file.
A promotion campaign chain starts with the base item, which is replaced by the next item in the chain, if entered on a sales/quotation order. This item in turn is replaced by the next item in the chain and so on. Each campaign item is only valid during a specific campaign period, which is defined in the Item file/Item cross references panel. The chain may contain as many cross reference items as required, but only one per base item and period is valid.
- Select the Work with items menu item.
- Select the item to which you want to add promotion campaign items and click Change. The selected item will become the base item in the campaign chain.
- Navigate to the Item cross references panel and click Add. Complete the following mandatory fields:
- Type
- Enter PC (Promotion Campaign). Further down in the process, you are able to view only items of this type for selection.
- Cross ref item
- Enter the item that should replace the base item when this is entered on a sales order/quotation.
- From/To dates
- Enter the from and to dates to specify the validity period of this campaign item.
- Sell when shortage
- Indicate if this campaign item should be sold first if all other items in the chain, including the base item, has a stock shortage during the campaign period.
- You return to the header panel where the different campaign chains that belong to the selected base item are displayed.
Click OK to update.
You can add several campaign items to the chain for different validity periods. When you are ready, click Back.
Exit the routine.