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Home > Aria6 User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Opportunity and Quote Management > Setting Up an Opportunity or Quote > Enter Promotions

Enter Promotions

This article applies to:Aria Crescendo

Overview

You can enter promotions by adding coupons to opportunities or quotes. In the Classic view, you can do this from the Promotions form. In the Lightning view, you can do this on the Promotions tab of the Manage Plans screen.

A coupon provides a credit on a customer’s invoice as a flat amount or percentage-based amount. Coupons are validated by Aria in Salesforce before they can be added to Salesforce. If the validation is successful, the coupon can be added. If you receive an error when assigning the coupon, it may be because the New Acct Auto Gen Pw Rule and Auto Gen Userid Rule miscellaneous client settings are set to False. In this case, you may need to provide a one-time user ID and password.

Notes:

  • Salesforce does not display canceled or inactive coupons.
  • In the Lightning view, in the Client Plans section of the Aria For Salesforce connector, you can view active Aria coupons and manually synchronize coupons with your Aria instance by clicking the Refresh Aria Coupons button.

Entering Promotions (Classic View)

Getting Here: Select an opportunity or quote > click Add/Modify Plans > Plan Configuration > Select a plan

  1. In the Promotions section, type a coupon code in the field.
  2. Click Validate to verify that the coupon code is correct.

Promotionsv2.png

The coupon details display.

  1. Click Assign to assign the coupon effect.

Promotions2v2.png

The customer receives the applicable credits on future invoices. Coupons applied to the account in Aria are synced to Salesforce via the scheduled nightly jobs, so they may not appear immediately. The total coupon discount is printed in the Aria Discount Total field on the account after the account has been saved to Aria.

Note: Discounts can only be edited at the plan level.

Deleting Promotions (Classic View)

Getting Here: Select an opportunity or quote

  1. Click Del next to the applicable Aria coupon name.

coupon_history1v2.png

  1.  Confirm that you want to delete the coupon in the confirmation dialog.

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Entering Promotions (Lightning View)

Getting Here: Select an opportunity or quote > click Manage Plans > Promotions

  1. On the Promotions tab, click the Add Coupons button.
    lightning_coupons_2.png
  2. A list of available coupons loads. You can either scroll through the list of coupons, tick the box next to each coupon you wish to add, and click the Add button:
    lightning_coupons_3.png

    or, type a specific coupon code in the search box and click the Search button to add that coupon:
    lightning_coupons_4.png

The customer receives the applicable credits on future invoices. Coupons applied to the account in Aria are synced to Salesforce via the scheduled nightly jobs, so they may not appear immediately. The total coupon discount is printed in the Aria Discount Total field on the account after the account has been saved to Aria.

Note: Discounts can only be edited at the plan level.

Deleting Promotions (Lightning View)

Getting Here: Select an opportunity or quote > click Manage Plans > Promotions

  1. Click X next to the applicable Aria coupon name, then click the Save button. 
    lightning_coupons_5.png

 

View and Sync Aria Coupons (Lightning View)

Getting Here: Click Client Plans > Coupons tab (to view coupons)

  1. Click the Coupons tab to view a list of coupons that have been synchronized with your Aria instance. 
  2. Click the Refresh Aria Coupons button to manually synchronize coupons with your Aria instance.
    lightning_coupons_6.png

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