EditPurpose
To define a special promotion you might be having for a specific month or week.
EditLocations Used
Branch Status Board
EditOverview
Promotion codes can be used to specify a discount depending on how the customer heard about your company’s products and services.
EditView Promotion Codes
To view a list of promotion codes that currently exist in the LegalSuite database, make the menu selection
Pricing⇒Product Pricing⇒Promotion Codes from the navigation bar.
 Promotion Codes |
EditAdd a Promotion Code
To add a promotion code to the LegalSuite database, click on the ADD NEW ENTRY button on the Promotion Codes page. The Promotion Code Details page will appear:
 Promotion Code Details |
All fields marked with an asterisk “*” are required. You cannot save the promotion code until a value is specified for these input fields.
1. Code ID* – Enter a code for the promotion.
2. Discount (%)* – Enter a percentage value for the promotion discount.
3. Discount ($)* – Enter a dollar value for the promotion discount.
4. Limit – Enter any limitations for this promotion code.
5. Start Date* – Enter a start date of when this promotion code can be used. Either type in a value in the format mm/dd/yyyy or select from the calendar icon.
6. End Date* – Enter the end date of when this promotion code can be used.
7. Description* – Enter a description of the promotion, by magazine advertisement, newspaper advertisement, or radio advertisement.
Click on the SAVE button to add the code to the database. Click on the CANCEL button to discard your changes.
EditEdit an Existing Promotion Code
1. Select a promotion code to edit.
There are two ways in which you can select a promotion code:
- From the Promotion Codes page - if you are viewing the list of promotion codes, click on the "Edit" link for the promotion code to edit.
- From the Promotion Code Details page - if you are viewing the details for a promotion code, click on the EDIT DETAILS button on that page.
The Promotion Code Details page will appear.
2. Make changes as necessary. Refer to the section "Add a Promotion Code" for an explanation of each of the input fields.
3. Click on the UPDATE button to save your changes. Click on the CANCEL button to discard your changes.
 Button selections during EDIT or DELETE |
Edit Delete a Promotion Code
1. Select a promotion code to delete. Refer to the section "Edit a Promotion Code" on how to select a code.
2. The Promotion Code Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the promotion code from the LegalSuite database.
4. You will be asked to confirm that you wish to delete the code. Click on "OK".
5. The code will be deleted from the LegalSuite Database. It will no longer be seen on the Promotion Codes page.