Version 10.1 by shravya@one-count_com on 2021/03/09 18:42
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santosh 9.1 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.
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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.
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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.
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steven@one-count_com 8.1 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.
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15 The two images that follow show how promotional codes appear to a user when submitting payment information.
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17 The first image shows the order summary prior to entering a promotional code of 10% off.
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19 The second image shows the order summary after entering and applying the promotional code. Note that the discount amount is shown and the total price adjusted.
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21 [[image:attach:media_1362426031387.png||align="center"]]
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23 [[image:attach:media_1362426066366.png||align="center"]]
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25 === OPEN THE "MANAGE PROMO CODE" WINDOW ===
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27 === 1. Select INVENTORY from the main menu. ===
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29 [[image:attach:media_1433268835591.png||align="center"]]
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31 === 2. Select PROMO CODES from the sub-menu. ===
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33 [[image:attach:media_1433268880315.png||align="center"]]
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shravya@one-count_com 10.1 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.)
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39 === CREATE A NEW PROMO CODE ===
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41 === Click "Create Code". ===
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43 [[image:attach:media_1433274897002.png||align="center"]]
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45 Clicking "Create Code" will open the "Create New Promotional Code" window, as shown below.
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47 === Enter code information then click "Create Code" button when done. (See detail below.) ===
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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.
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53 Optional: Enter a code description, e.g. "$15 off annual subscription".
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55 **Required**: Using the drop-down menu, select the discount type. The options are "Amount Off" or "Percentage Off".
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57 **Required:** Enter the discount amount, e.g. 15.00 for $15 off or 20 for 20% off.
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shravya@one-count_com 10.1 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.
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shravya@one-count_com 10.1 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.
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63 Click "Create Code". This will return you to the Manage Promo Codes window where you will see the new code.
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65 [[image:attach:media_1433277515668.png||align="center"]]
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67 === MANAGE PROMO CODES ===
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69 === Expand code details. ===
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shravya@one-count_com 10.1 71 [[image:attach:Screen Shot 2021-03-09 at 5.35.16 PM.png||width="800"]]
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75 **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).**
santosh 9.1 76 1) Click "Attach New Product." This will bring up a field to select the product(s).
77 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.
78 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.
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80 === Unattach product(s) from existing code. ===
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shravya@one-count_com 10.1 84 [[image:attach:Screen Shot 2021-03-09 at 5.39.15 PM.png||width="848"]]
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shravya@one-count_com 10.1 88 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.
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90 [[image:attach:Screen Shot 2021-03-09 at 5.40.17 PM.png||width="401"]]
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melanie@one-count_com 3.1 92 === Edit Code. ===
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94 [[image:attach:media_1433278857248.png||align="center"]]
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96 Click on the Edit icon. This will open the "Update Existing Promotional Code" window, as shown below.
97 Edit any information and click "Update Code".
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101 === Delete Code. ===
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103 [[image:attach:media_1433279012450.png||align="center"]]
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105 Click on the Delete icon. The confirmation shown below will appear. Select "OK" to delete the code or click "Cancel" to cancel the operation.
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107 [[image:attach:media_1433279056225.png||align="center"]]
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santosh 9.1 109 === Applying Promo Code. ===
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shravya@one-count_com 10.1 111 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
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santosh 9.1 113 [[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.
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115 (% style="color: rgb(0,0,0);" %)It will strikethrough the actual price of the package and the discounted price (% class="hiddenGrammarError" %)will be displayed(%%).
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117 [[image:attach:Screen Shot 2020-08-05 at 7.17.46 PM.png||height="119"]]
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melanie@one-count_com 6.1 131 {{panel title="Search INVENTORY Documentation:"}}
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melanie@one-count_com 5.1 134 {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
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melanie@one-count_com 6.1 137 {{panel title="More INVENTORY Documentation:"}}
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melanie@one-count_com 4.1 139 (% style="margin-left: 30.0px;" %)
140 [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
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142 (% style="margin-left: 30.0px;" %)
143 [[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
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145 (% style="margin-left: 30.0px;" %)
146 [[Products - How to Create a Product Part 1: Create, Name, Attach Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66214||shape="rect"]]
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148 (% style="margin-left: 30.0px;" %)
149 [[Products - How to Create a Product Part 2: Product Terms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66234||shape="rect"]]
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151 (% style="margin-left: 30.0px;" %)
152 [[Products - How to Create a Product Part 3: Attach/Remove/Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66253||shape="rect"]]
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157 (% style="margin-left: 30.0px;" %)
158 [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
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160 (% style="margin-left: 30.0px;" %)
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163 (% style="margin-left: 30.0px;" %)
164 [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
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167 [[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
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170 [[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
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172 (% style="margin-left: 30.0px;" %)
173 [[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
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175 (% style="margin-left: 30.0px;" %)
176 [[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
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178 (% style="margin-left: 30.0px;" %)
179 [[Resources - How to Manage Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
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181 (% style="margin-left: 30.0px;" %)
182 [[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
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184 (% style="margin-left: 30.0px;" %)
185 [[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
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187 (% style="margin-left: 30.0px;" %)
188 [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
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