Last modified by caterina on 2021/10/08 15:02
From version 8.1
edited by steven@one-count_com
on 2018/07/10 17:46
Change comment: There is no comment for this version
To version 13.1
edited by caterina
on 2021/10/08 15:02
Change comment: There is no comment for this version

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1 +Create and Manage Your Inventory
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1 -XWiki.steven@one-count_com
1 +XWiki.caterina
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - A feature available in the INVENTORY module is the ability to create and manage promotional codes. A promo code is a code used to discount paid subscriptions, either a specified amount or percentage off for a designated period of time.
7 +A feature available in the INVENTORY module is the ability to create and manage promotional codes. A promo code is a code used to discount paid subscriptions, either a specified amount or percentage off for a designated period of time.
8 8  
9 -A promotional code can be attached to a product includes attributes such as a discount price or percentage off and the time period during which the code is effective.
9 +A promotional code can be attached to a term includes attributes such as a discount price or percentage off and the time period during which the code is effective.
10 10  
11 -The directions in this lesson describe how to attach create a new promo code and attach it to a product and how to attach an existing promo codes to a product.
11 +The directions in this lesson describe how to attach create a new promo code and attach it to a term and how to attach an existing promo codes to a term.
12 12  
13 -Please refer to [[doc:Quick Start Guide - Packages and Products]] for more information on basic concepts and rules relating to products, terms, and resources.
13 +Please refer to [[doc:Quick Start Guide - Packages and Products]] for more information on basic concepts and rules relating to packages, terms, and products.
14 14  
15 15  The two images that follow show how promotional codes appear to a user when submitting payment information.
16 16  
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24 24  
25 25  === OPEN THE "MANAGE PROMO CODE" WINDOW ===
26 26  
27 -=== 1. Select INVENTORY from the main menu. ===
27 +=== 1. Select SETUP from the main menu. ===
28 28  
29 -[[image:attach:media_1433268835591.png||align="center"]]
29 +[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
30 30  
31 31  === 2. Select PROMO CODES from the sub-menu. ===
32 32  
33 -[[image:attach:media_1433268880315.png||align="center"]]
33 +[[image:attach:Screen Shot 2021-10-08 at 3.44.47 PM (2).png||thumbnail="true" height="250"]]
34 34  
35 -This will bring you to the Promo Code page where you'll see a listing of all promo codes and can attach promotional codes to products (1); create codes (2); and edit or delete codes attached to products(3). (See below.)
35 +This will bring you to the Promo Code page where you'll see a listing of all promo codes and can attach promotional codes to terms. You can create codes and edit or delete codes and attach or detach them to terms. (See below.)
36 36  
37 -[[image:attach:media_1433269018696.png||align="center"]]
37 +
38 38  
39 39  === CREATE A NEW PROMO CODE ===
40 40  
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46 46  
47 47  === Enter code information then click "Create Code" button when done. (See detail below.) ===
48 48  
49 -[[image:attach:media_1433275028199.png||align="center"]]
49 +
50 50  
51 51  **Required**: Enter a code, eg. $15OFF or 20%OFF, then click "Check Availability". If the code name is available, the message "Available" will appear under the code. If not available, the message "Already in use. Please try another." will appear under the code.
52 52  
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56 56  
57 57  **Required:** Enter the discount amount, e.g. 15.00 for $15 off or 20 for 20% off.
58 58  
59 -Optional: Select a product(s) to attach the code to. **Attaching a product(s) to a code means that during the effective date range the code may be entered when submitting payment for that product(s).** Clicking in the blank field will bring up a drop-down list of products to select from, or you can begin typing the name of a product in the blank field. You may select multiple products. You can attach product(s) later in the Manage Promo Codes window.
59 +Optional: Select a term(s) to attach the code. **Attaching a term(s) to a code means that during the effective date range the code may be entered when submitting payment for that term(s).** Clicking in the blank field will bring up a drop-down list of terms/packages to select from, or you can begin typing the name of a term in the blank field. You may select multiple terms.
60 60  
61 -Optional: Change the effective Start and End dates or delete the dates and add later. Remember that the promo code won't go into effect if Start and End dates aren't included. The default tern is one month, starting at the current date.
61 +Optional: Change the effective Start and End dates or delete the dates and add later. Remember that the promo code won't go into effect if Start and End dates aren't included. The default date range is one month, starting at the current date.
62 62  
63 63  Click "Create Code". This will return you to the Manage Promo Codes window where you will see the new code.
64 64  
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68 68  
69 69  === Expand code details. ===
70 70  
71 -[[image:attach:media_1433277826849.png||align="center"]]
71 + [[image:attach:Screen Shot 2021-03-09 at 5.35.16 PM.png||width="800"]]
72 72  
73 -=== Attach product(s) to existing code. ===
73 +=== Unattach term(s) from existing code. ===
74 74  
75 -[[image:attach:media_1433278156578.png||align="center"]]
75 +\\
76 76  
77 -**Attaching a product(s) to a code means that during the effective date range the code may be entered when submitting payment for that product(s).**
78 - 1) Click "Attach New Product." This will bring up a field to select the product(s).
79 - 2) Clicking in the blank field will bring up a drop-down list of products to select from, or you can begin typing the name of a product in the blank field. You may select multiple products.
80 - 3) Click "Attach". (Or you may click "Cancel" to cancel the operation.) You'll be returned to the Manage Promo Codes listing page where you'll see the product(s) attached to the code.
77 + [[image:attach:Screen Shot 2021-03-09 at 5.39.15 PM.png||width="848"]]
81 81  
82 -=== Unattach product(s) from existing code. ===
79 +\\
83 83  
84 -[[image:attach:media_1433278471242.png||align="center"]]
81 +Click on the "x" icon to the right of the name of the attached term. The confirmation shown below will appear. Select "OK" to remove the term or click "Cancel" to cancel the operation.
85 85  
86 -Click on the "x" icon to the right of the name of the attached product. The confirmation shown below will appear. Select "OK" to remove the product or click "Cancel" to cancel the operation.
83 + [[image:attach:Screen Shot 2021-03-09 at 5.40.17 PM.png||width="401"]]
87 87  
88 -[[image:attach:media_1433278754099.png||align="center"]]
89 -
90 90  === Edit Code. ===
91 91  
92 92  [[image:attach:media_1433278857248.png||align="center"]]
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94 94  Click on the Edit icon. This will open the "Update Existing Promotional Code" window, as shown below.
95 95  Edit any information and click "Update Code".
96 96  
97 -[[image:attach:media_1433278899272.png||align="center"]]
92 +
98 98  
99 99  === Delete Code. ===
100 100  
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104 104  
105 105  [[image:attach:media_1433279056225.png||align="center"]]
106 106  
102 +=== Applying Promo Code. ===
107 107  
104 +Promo Code can be automatically applied on the Terms on a form by adding promo code parameter (pc) to form URL. Below is the example
108 108  
106 +[[https:~~/~~/<Client~>-reg.onecount.net/onecount/form/display.php?id=135b5050-19a3-4101-b20c-b7da2ccb5b99&pc=>>url:https://lng-reg.onecount.net/onecount/form/display.php?id=135b5050-19a3-4101-b20c-b7da2ccb5b99&pc=25%Off||shape="rect"]]TPRO. TPRO is the promo code created in ONECount.
107 +
108 +(% style="color: rgb(0,0,0);" %)It will strikethrough the actual price of the package and the discounted price (% class="hiddenGrammarError" %)will be displayed(%%).
109 +
110 + [[image:attach:Screen Shot 2020-08-05 at 7.17.46 PM.png||height="119"]]
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113 +
109 109  {{id name="End ScreenSteps Content"/}}
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Confluence.Code.ConfluencePageClass[0]
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1 -36667431
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1 -https://info.onecount.net//wiki/spaces/OD/pages/36667431/Promo Codes - How to Create and Manage Promo Codes
1 +https://info.onecount.net//wiki/spaces/OD/pages/66445/Promo Codes - How to Create and Manage Promo Codes