Marketing Code Settings

Access

Use this routine to create or edit the marketing codes you use to track consumer responses to various marketing media. You enter these codes into sales orders and stock merchandise reservations to indicate the media source through which the customer learned about your company. For example, you can set up any of the following as marketing codes:

Activating and Accessing the Marketing Code Feature

The Payment tab in Sales Order Entry includes the Code 1 and Code 2 fields.  Use these fields to apply marketing codes to sales orders.  These fields are active based on your settings at the following fields on the Advanced tab in the Point of Sale Control Settings:

Note that the Allow Marketing Code Changes field is a global setting.  If you activate this feature globally, users must still have security clearance to edit marketing codes (via the Change Marketing Code field in the Extended Security Settings).

 To track and compare the responses from each media source, the following reports are available:

    - Report Sales History by Initial Marketing Code

    - Report Sales History by Adjusted Marketing Code

Marketing Code

Description

Activation Date, Expiration Date