Set Up a Marketing Code in SRM

Describes how to create and then apply a marketing code to a specific division in SRM.

Type

How to

Audience

Products

SRM

Context

Set up a marketing code in SRM when you need to automatically add a message to the invoice notes on your invoices for a specific division. For example, as a courtesy, you may want to send your customers a thank you note on each invoice.  

Before you begin

Required: SRM installation, valid login credentials and access permissions

Steps

Create a marketing code

  1. In SRM, navigate to System Maintenance > Configure System Settings > System Tab
  2. In the System Tab, click more options next to Marketing Codes
    The Marketing Codes popup opens
  3. Click an empty row in the list of marketing codes and then click Add
    The row expands to display additional fields
  4. Type a description of the marketing code that will easily enable you to identify it in the NO MESSAGE field
  5. Type your marketing message in the first of the Comment fields
    Note: Each Comment field represents a separate line in the invoice notes on an invoice.  For example, you could write "Thank you for your business!" in the first Comments field, and then type "Please come again!" in the second Comments field.

    On the invoice, the marketing code would appear as:
    Thank you for your business!

    Please come again!
  6. Click Accept
    The marketing code is saved

Apply a marketing code to a specific division

  1. In SRM, navigate to System Maintenance > Configure System Settings > System Tab
  2. In the System Tab, click more options next to Division Parameters
    The Division Parameters popup opens
  3. In the Division Parameters popup, click more options  next to Invoice Parameters
    The Invoice Parameters popup opens
  4. Use the dropdown next to Invoice Marketing Code to select the marketing code you need to apply to your invoices for this division
  5. Click OK
    The marketing code is applied to your invoices for this division

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