The Marketing Detail screen (Fig. 33) allows you to link the marketing promotions that you saw in the previous section with certain inventory items. You can access this screen by going to File > Setup > Marketing Detail from the main menu or by clicking the Detail… button from the Marketing screen (Fig. 32).

In the Marketing Detail screen you can select a promotion in the ‘Marketing’ data grid and specify the inventory items that it applies to in the ‘Marketing Items’ grid. To do this, click the Add button and select an ‘Item type’. Depending on the ‘Item type’ that you select, you will have some additional options as follows:

§ “Contact Lens”: For a promotion designed to include a specific manufacturer, select it from the ‘Manufacturer’ drop-down box; if it is also specific to a particular lens, select it from the ‘Lens name’ drop-down box. If the promotion applies to all contact lenses, leave both of these blank. Enter a figure into the ‘Minimum quantity’ field to define how many contact lens boxes need to be ordered for the promotion to be applicable.

§ “Frame”: For a promotion designed to include a specific frame manufacturer, select it from the ‘Manufacturer’ drop-down box. Select in the ‘Status’ drop-down box whether the Frame is “Discontinued” or “Active” and fill in the ‘Maximum price’ for frames included in this promotion. If the promotion applies to all frames, leave these fields blank. Enter a figure into the ‘Quantity’ field to define how many frames must be ordered for the promotion to be applicable.

§ “Spectacle Lens”: For a promotion designed to include a particular lens style only, select an option from ‘Style’ drop-down box. Leave this box blank if the promotion applies to any lens style. Enter the ‘Minimum quantity’ of lenses that must be ordered for the promotion to be applicable.

§ “Other”: For a promotion designed for a specific ‘Category’, select one from the corresponding drop-down box. You can make the promotion even more specific by selecting an item from the ‘Name’ drop-down box. Specify the ‘Quantity’ of “Other” items that must be specified in the order for the promotion to be applicable.

Click the Save and Close buttons on the main application toolbar after you are done making changes to this screen.