Online Library UX 365 Type and Price List Specific Promotions | Page 3

Overview Similar to the logic used for Gift Certificates, UX 365 allows your organization to define the specific transaction or transaction types to which promotion codes can be applied. Users have the option to define the eligibility of a promotion for all transactions (‘All Products’), restrict the promotion for one or more specific transaction modules (selected Module(s)), or to restrict the promotion to one or more specific transaction types (‘Specific Type’). Another new feature in UX 365 Promotions allows your organization to assign a Price List in the promotion setup record to restrict the promotion by invoice price list. This whitepaper assumes you have the basic skills to create a Promotion record in UX Online and focuses on setting up Promotions as a discount for specific transaction types and setting up Promotions for specific price lists. To help you understand these new features, this whitepaper is organized in the following sections: • Specific Type Promotions ‣ Create Promotion Type Records • Price List Specific Promotions • Applying the Promotion as a Discount • Schema Changes Specific Type Promotions New in UX 365 is the ‘Specific Type’ option in the Apply Promotion section of the promotion setup record. Options for ‘All Products’ and ’Modules’ from earlier versions remain available for selection. The ‘Specific Products’ and ‘Specific Rates’ options in earlier versions have been deprecated. Setup to manage Product, Meeting, and Rate-specific promotions is now managed in the setup of a ‘Specific Type’ promotion record. In summary, the Apply Promotions tab in UX 365 contains the following options for selection: • All Products – When ‘All Products’ is selected, all other options are locked. Select this option if the promotion can be applied as a discount for any transaction type. • Selected Module(s) – When you de-select ‘All Products’, other options are enabled for selection. If the promotion can be applied to all transactions by module, select the module or modules that the promotion can be applied to as a discount. Available modules in UX 365 currently include: 1