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
Setup for Gmail or Yahoo Email Accounts For Use With SE Shop Mgmt.
Viewed 8714 times since Tue, Aug 5, 2014
Use Part To Handle Fee Or Tax SE
Viewed 2977 times since Wed, Jun 6, 2012
SE Using Custom Data Export Option
Viewed 2744 times since Wed, May 23, 2012
User Guide / Directions / Manual
Viewed 16210 times since Thu, Oct 4, 2012
How to: Enable a Catalog and Link a Vendor in Manager
Viewed 5707 times since Fri, Sep 11, 2015
User List Name Stores Screen Preferences
Viewed 3234 times since Thu, Jul 30, 2009
Appointment Creation in New Schedule vs. Legacy
Viewed 1301 times since Wed, Apr 5, 2017
SE Reports Strategy
Viewed 1890 times since Tue, Oct 4, 2016
Manager SE: Florida Sales Tax Calculation
Viewed 350 times since Thu, Dec 14, 2017
Shop Mgmt Keyboard Shortcuts SE 6.x
Viewed 12809 times since Tue, May 22, 2012