5 | Product Promotion Custom Info

This article covers the "Custom Info" Tab of Product Promotions. The "Custom Info" for Product Promotions allows Operators to create fields and add additional information that can be later used to create Reports. This allows for four (4) types of fields to be created - Flags, Numbers, Dates and Text field where Number, Name and multiple values can be entered.

This article covers the "Custom Info" Tab of Product Promotions.

The "Custom Info" for Product Promotions allows Operators to create fields and add additional information that can be later used to create Reports.

This allows for four (4) types of fields to be created - Flags, Numbers, Dates and Text field where Number, Name and multiple values can be entered.

Prerequisites

To access Promotion features, the applicable Operator Privileges will need to be enabled

Product Promotion Custom Info

The "Custom Info" tab allows for adding information about the Promotion
The configuration of these fields is not mandatory but can be used for Report purposes

Getting Started

The "Custom Info" for Product Promotions can be accessed via the button located below the Promotion Sales Totals section

Once the button is clicked, it will open up a new window that displays all the extra information (or it may be blank if none have been configured yet)
This information is in the format of Flags, Numbers, Dates and Text fields

Maintaining Custom Fields

The Custom Info window contains Optional Fields which can be Edited to suit an Organization's needs and/or preferences
Begin by clicking on the Edit Custom Fields button in the button right corner which will open a Custom Fields edit window

Field Types	Description & Information
Flag Fields	Operators can create up to ten (10) Custom Flags to add These can be used for marking flags for any relevant information One example could be the nature of the promotion Once created, these can be Edited or Removed
Number Fields	Operators can create up to Five (5) Number Fields to add These can be used for any relevant information One example could be to enter the Promotion Number These fields would be Optional to complete for each Account
Date Fields	Operators can create up to Five (5) Date Fields to add These can be used for tracking any Dates which may be relevant One example could be the last time the promotion was used These fields would be Optional to complete for each Account
Text Fields	Operators can create up to Twenty (20) Text Fields to add These can be used for tracking many types of information which may be relevant This is a two-part field including the Name of the field and any Values Double-click in the Values box to add Multiple Entries These fields would be Optional to complete for each Promotion

After the fields are added, the information can be Viewed and Edited in the Custom Info tab for the individual Product Promotion