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.
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:
Getting Here: Select an opportunity or quote > click Add/Modify Plans > Plan Configuration > Select a plan
The coupon details display.
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.
Getting Here: Select an opportunity or quote
Getting Here: Select an opportunity or quote > click Manage Plans > Promotions
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.
Getting Here: Select an opportunity or quote > click Manage Plans > Promotions
Getting Here: Click Client Plans > Coupons tab (to view coupons)