Campaigns and Contracts

Overview#

The following Campaign types are available:

• Once-off Campaigns that include multiple products, services and distribution points.
• Contracts to deliver Products over a period of time according to set terms and conditions.

The default data filter displays all the Pending and Active Campaigns. Additional filters are Date, Rep, Controller, Branch, Customer and Status.

A Links button provides quick navigation to linked transactions.

Settings#

Statuses#

• Module = Campaigns.
• By default, Pending, Active, Complete and Cancelled statuses are created. These statuses can be edited, and additional ones added.

User Settings#

Campaign Types#

Campaign (Quotation)#

The Items on the Campaign are linked to a Quotation. The campaign is created as follows:

1. Create a Quotation and add all the materials, Services and Estimates that are required for the Campaign.
2. Copy the Quotation to a Campaign. Click Actions (button) > Copy to Campaign. All the Quotation items are copied to the Campaign.
3. If items are added to the Quotation after it is copied, they can be added to the campaign by clicking Update Campaign (button) on the Campaign's Items tab.
4. Edit the campaign and add the Distribution points including the Delivery Address, Contact person and Due Date on the Distribution tab.
   1. Update the Item Quantities for each distribution point:
      1. Right-click an entry and select Edit.
      2. On the popup, type the quantity in the Qty column.
      3. Click Save (button).
      4. Close the popup.
5. Click Update Quotation (button) on the Items tab to update the linked Quotation with the Campaign (Total) quantities.
6. Click Update Campaign (button) on the Items tab to update the campaign from the linked Quotation.

Campaign (Finished Goods)#

• Finished Goods Items are added to a campaign directly by clicking Add Items (button) on the Items tab.
• Any number of products can be added to a Campaign.
• If the product is produced, it should also have a linked estimate.
• Products can only be added from the Materials module if they meet the following conditions:
  • Status = Active
  • Type = Finished Goods or Finished Goods & POS
• Duplicate Items cannot be added to a Campaign.

List View#

Buttons Explained#

Filters Explained#

Select a date range and the statuses (Pending, Active, Complete, Cancelled), then click View to list the campaigns.

Fields Explained#

Edit View#

Buttons Explained#

Actions (button) Explained#

Copy Dialog#

When you copy a campaign to a Sales Order, Purchase Order or Work Order, the copy dialog opens:

1. Select the Distribution.
2. Check the Items to copy, or check Select Items to select them all.
3. Change the Qty if needed.
4. Check Open new Transaction to open the new transaction after the copy.
5. Click Copy.

Header Fields Explained#

Items (tab) Important Fields Explained#

Buttons Explained#

Fields Explained#

Distribution (tab)#

• Click Add Distribution to add one. Click the arrow on the button for Add all the Delivery Addresses, which adds a Distribution for each of the customer's addresses that is not on the list yet.
• Column Auto Width fits the columns to the width of the screen.
• When a Distribution is added, it is by default linked to the Customer selected in the transaction header.
• Use the Menu (...) column on an entry to Edit or Delete it.
• On the Edit popup the following fields can be edited:
  • Header fields: Select an option from the dropdown list:
    • Status
    • Due Date
    • Invoice to
    • Deliver to
    • Contact
    • Address
  • Item fields:
    • Qty: Type or overtype a quantity.

Transactions (tab)#

• Campaigns are linked at a header level to the following transactions:
  • Sales Orders
  • Delivery Notes
  • Customer Invoices
  • Customer Credit Notes
  • Purchase Orders
  • Supplier Invoices
  • Supplier Debit Notes
  • Work Orders
  • Material Movements
• The transactions tab displays all the transactions that are linked to the campaign order by type and date.
• Double-click a transaction to open it. Or click the Menu (...) column once to show the eye icon, then click the eye icon.

Contacts (tab)#

• This tab lists all the role players linked to the campaign including the Customer Contact, Rep, Controller and Contact Persons on the Distribution list.
• Click Add Contact (button) to add additional contacts which can be Customers, Suppliers or Staff.
• Check or uncheck the checkbox in the Notifications column to email the contact notifications. If checked, the person is emailed.

Notes (tab) and Attachments#

• Click Add Note and select the type:
  • Note
  • Phone Call
  • Video Call
  • Message
  • Visit
  • Demo
  • Task
• Right-click a note to Edit Note or Delete it.
• The Notes tab displays all the Notes linked to the selected Campaign or to previous campaigns copied to the selected campaign.
• Attachments are added by clicking Actions (button) > Add Attachment.
• Attachments are visible in the customer module, linked to the primary Customer in the Campaign header.
• Click Actions (Button) > Remove links to previous Campaigns to remove the Notes and Attachments which are not linked to the selected campaign.

Integration to other Transactions: Quotations#

• A Quotation can be copied to a Campaign using the Actions button > Copy to Campaign from the Quotation Edit form.
• All the items on the Quotation are added to the Campaign.

Output#

• Click Output (button) to print, preview or email details about the campaign.
• If email is selected, all the Contacts where the Notifications checkbox is checked are automatically added to the email.
• For the data available on output templates, see Output Data Pipelines.