The Marketing screen (Fig. 32) allows you to setup marketing promotions. You can access this screen by going to File > Setup > Marketing from the main menu. To add a new promotion, click Add and fill in the ‘Marketing Details’ section. If you have multiple locations, select the ‘Location’ where the promotion is valid (if you leave this blank, the promotion will be good for every location). Enter a ‘Code’ to identify the promotion and a ‘Source’ such as the publication where it was advertised or the or the group or organization that it was targeted to. Select a marketing type from the following options:

1.   A fixed-price ‘Package’: a package is a combination of items sold at a fixed price. For example, an “$199 Exam and Eyeglasses” package would include the exam service, a frame and two spectacle lenses for $199.

2.   A ‘Discount’ on an item or combination of items: this can be a percentage and/or a fixed dollar amount discounted from a combination of items. For instance, a “20% OFF Single Vision Eyeglasses” discount would add together the prices for the frame and single vision lenses and take 20% off that total in an order.

3.   A discount on the ‘Whole Order’: this will give a percentage and/or a fixed amount discount based on the total amount of the order. Thus, you could have a “20% OFF Order” discount that would be calculated based on the total for the entire order before tax.

For the first two options, additional configuration is required in the Marketing Detail screen (Fig. 33) which you can access by clicking the Detail… button and is covered in the next section.

Marketing discounts will be available for the date ranges that you specify in the ‘Valid Dates’ section. If the current date is not within one of the ranges specified for a given discount, that discount cannot be selected in any order. This is particularly useful if you have promotions that are seasonal in nature or that you phase in and out often.