Promotion details toolbar buttons
When you are looking at the there are buttons across the page.
TABLE OF CONTENTS
Invoice
Use the Invoice button to create an Invoice for your promotion.
Becuase you can allocate some of the Advertising to the vendor, but also the Agent and the office , You can choose who your are printing the Invoice for. Produce an Invoice for the Vendor or the Agent/Office share of a Promotion.
The Invoice report is saved to the Promotions > Docs tab so that you can email to your Vendor.
As you receipt money for the Promotion you can produce a new Invoice report
The invoice report is also a statement of account and will also show any amounts received and the balance due for your Promotion.
Receipt button
When you receive any payment for a Promotion record it against the Promotion.
Open the Promotion and click on the Receipt button to record the receipt.
TXT & Email buttons
Use the email button to send an email about this Promotion.
Select who you want to send your email to
Click in the To box and start typing the contact details and then select your contact
Email subject
The email subject will already completed, you can over type if you want to.
Click the send button
Sending an Email will create an Activity on the Promotion Activity tab. The activity will be linked to both the Promotion and the contact.
Use this Email when you want to send an email to a person attached to the listing
Sending a Promotion Document
When you need to send a copy of the Promotion Invoice or any other Doc. Select the Document on the Promotion > Docs tab and then click on the Email button, then select the person on the Promotion select from the people list to send the document to.
Using your own templates - Many users create their own templates when sending email more…
Open the Email window and click on the templates button to select your Template
Letters button
You can create and Save Letters to the Promotions > Docs tab.
Create Letter templates in the Templates menu – Letters section.
Print button
Open your Promotion and select the Print button.
Promotion top sheet
This is the main record of your Promotion.
Marketing Calendar
You can use this report to send to your Vendor.
