Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

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

Enter Promotions

Overview

You can enter promotions by adding coupons to opportunities or quotes from the Promotions form.

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.

Note: Salesforce does not display canceled or inactive coupons.

Entering Promotions

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

  1. 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.

Editing Promotions

Getting Here: Select an opportunity or quote

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

coupon history1v2.png

Note: The coupon can also be deleted by clicking the Del link to the left of the Aria coupon name. Upon clicking Del, a confirmation message displays before the action can be completed.

The Edit Aria Coupon History screen displays.

coupon history2v2.png

  1. Make all applicable changes.
  2. Click Save.

Note: Click Save & New to save changes and create a new payment method. A new coupon form displays.

You must to post a comment.
Last modified
20:43, 20 Jul 2015

Tags

This page has no custom tags.

Classifications

This page has no classifications.