Promotion Code / Code

Use the Promotion Code / Code screens to add, maintain, and copy promotions that are used in various systems (e.g. parts quotes, work order quotes). Use promotion codes to add predefined descriptions into quote and invoice text fields (for example, parts quotes, equipment quotes and invoices, and work order quotes).

  • To open the Promotion Code screen to add a promotion, click the Need to create a new promotion code? Click here to add link on the Promotion Code screen.

  • To open the Code screen to edit or copy a promotion, hover over a Code on the Promotion Code screen and select Edit or Copy from the pop-up menu.

Topics in this section are: 

Adding a Promotion Code

  1. Navigate to Configuration > Miscellaneous > Other > Promotion Code.

    Promotion Code

  2. Click Need to create a new promotion code? Click here to add.

  3. Enter a Location, or click the SearchSearch icon to open Location Selection and select a location.

  4. Enter a Code and Description.

  5. Click Save to save the promotion code and return to the listing screen.

    Optionally, click Save & New to save and open another blank promotion code on the same screen.

Screen Description

Fields on the Promotion Code / Code screens are:

Field Description
Location The location to which the promotion code applies.
Code The code used to uniquely identify the promotion.
Description A brief description of the promotion code.

Click Save to save changes made on the Promotion Code / Code screen.

Click Save & New to save a newly added promotion code and refresh the screen to add another promotion code without closing. This button appears only when adding a new promotion code.

Click Save & Next to save edits and scroll to the next promotion code in the list. This button appears only when editing an existing promotion code.

Click Delete to delete the selected promotion code from the list. This button appears only when editing an existing promotion code.

Click Close to close without saving and return to the Promotion Code screen.

Data Source: PFWTAB

Revision: 2025.12