Home » Categories » 01. Shop ManagementSE v 6.x and 7.x

Tracking eCRM Coupons in Mgmt SE

Not every customer solicited through CRM will present the shop with the coupon(s) sent, but the mailing did it’s job. People may call or drop by asking about their 112,500 mi. service. That doesn’t happen all by itself!

If you want to know how many did present coupons at time of service, read on.

Let’s take a look at two separate aspects to using the CRM coupons. The following is based on generalities as I don’t know how your coupons are specifically built.

1. Usage of the CRM Coupons - why couldn’t these be stored as either reduced price Canned Jobs or as a generically applied item? (LOFDISC set at -$5.00, etc)

2. Tracking of the CRM Coupons - 5.7 software added a Source field on the order screen that can store references to each coupon (or anything else you can dream up; search the forum for sime great ideas). These are flagged on the posted invoice to feed a new Source report.

TIP: To add new entries for Source, go to the Order screen and click on the little tool to the RH side and then click Add:

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Use Part To Handle Fee Or Tax SE
Viewed 2413 times since Wed, Jun 6, 2012
Florida State Reqs: Estimates & Invoices
Viewed 2987 times since Tue, May 22, 2012
When running a report: String or Binary data would be truncated. The statement has been terminated.
Viewed 3119 times since Thu, Jul 10, 2014
Flagging a RO As Comeback
Viewed 5894 times since Wed, Jun 6, 2012
Database Restore Utility
Viewed 16934 times since Mon, Jul 16, 2012
How to Remove License Plate SE
Viewed 3764 times since Wed, Jun 6, 2012
Appointment Creation in New Schedule vs. Legacy
Viewed 606 times since Wed, Apr 5, 2017
Record Lock
Viewed 2467 times since Fri, Jun 20, 2014
SE Reports Strategy
Viewed 1166 times since Tue, Oct 4, 2016