You can create promotions packages in the promotions tab in maintenance. This allows the user to select frames and lenses at reduced prices when they select the promotion in the dispense module. You can add either frames or lenses or a combination of both. If you add both frames and lenses to a promotion you will only be able to select a combination of the promotion frames and lenses for the promotion to work.

Creating a promotion

In the maintenance module go to the promotions tab.

1. Fill in the boxes from the top half of the screen from left to right.
   1. In the first box, type in the name of the promotion. This is what will show up in your promotions list in the dispensing module.
   2. In the next box, choose from the dropdown list which branch this promotion is available in.
   3. If you have a start date for the promotion you can select this from the date box, or check the box for “remove date” if you don’t have a specific start date.
   4. In the next date box you can select a date for the promotion to automatically end, or check the “remove date” box underneath if the promotion is open ended.
      
      
      
2. When these have all been filled in you can click add.

Adding products to a promotion

You can add lenses and frames to the promotion in two ways. If you would like to add lenses in bulk you can use the spreadsheet.

1. Highlight the promotion you want to add to by clicking next to it in the top part of the screen. The arrow shows which promotion you are editing.
   
   
   
2. Click on the “create Lenses/Frame promotions spreadsheet” on the right-hand side. This will open a new window.
   
   
   
3. You can filter what lenses of frames you would like to export using the checkboxes. E.g. you could only export lenses from a certain supplier.
   
   
   
4. Click on “Search Products”. This will show you how many products are going to be included on the spreadsheet. Then click on “create spreadsheet”.
   
   
   
5. Choose the location that you would like the spreadsheet to be saved, name it and click “save”
   
   
6. You will see the following message when the spreadsheet has been created.
   
   
   
7. Open the spreadsheet from the file location to edit.
   
   
8. Any lenses that are NOT included in the promotion need to be deleted from the spreadsheet. You can add the promotion price of the frame or lenses in the “Sale Price” column. If you are purchasing the products at a different cost price to usual you can add this cost price in the “cost price” column.
   
   
   
9. Save the spreadsheet.
   
   
10. In the promotions tab in the maintenance module you can import your spreadsheet. Click on the “Import Lenses/Frame Promotion Spreadsheet” button.
    
    
    
11. Select your spreadsheet and click open.
    
    
    
12. When the spreadsheet has been successfully imported you will see the following message.
    
    
    
13. The imported products will now show in the bottom window.
    
    Please note: When importing spreadsheets in the promotions tab they do not override what is already assigned to the promotion. They only add extra products. If you need to remove or edit an already assigned product you need to do this in the bottom section of the screen. See removing and editing promotions below. If you are adding extra products to the promotion you do not need to include current products on the spreadsheet you only need to include what you want to add.

Adding individual products

1. Highlight the promotion by clicking on it in the top part of the screen. The arrow shows which promotion you are editing.
   
   
   
2. At the bottom of the screen. Select either “lenses and finishes” or “frames”.
   
   
   
3. Select from the dropdown list which lens or frame you would like to add to the promotion.
   
   
   
4. Enter the promotion price in the box and then click add.