Campaigns
A campaign defines, for a period, a fixed campaign price or a discount percentage on the list price for an item. On the sales order, the price proposal is searched in this order: customer-specific price → campaign → price list; the first one found is applied, and the steps are not stacked. A campaign is proposed only for a sales order in its own currency, within the period and for a customer in scope.
Other screens of price master data: Price lists.
Screen/erp/sales/campaignserp-sales-campaigns.view (görme) · .create (oluşturma) · .edit (düzenleme)Campaign list
- 1New Campaign
- 2Only those valid today
- 3Scope — customer and channel
- 4Valid · Out of period · Inactive
Columns: Kod (Code), Ad (Name), Dönem (Period), Para (Currency), Kapsam (Scope; customer · channel; if both are empty, "Tüm müşteriler" — All customers), Kalem (Items), Durum (Status). Filters: Ara (Search; code or name), Durum (Status; Tümü — All · Aktif — Active · Pasif — Inactive) and Dönem › Yalnız geçerli (Period › Valid only; those valid today).
| Status | Meaning |
|---|---|
| Geçerli (Valid) | Active and today is within the period — proposed on sales orders. |
| Dönem dışı (Out of period) | Active, but the period has not started yet or has ended. |
| Pasif (Inactive) | Stopped; not proposed. |
New campaign
- 1Code — proposed from the name
- 2Period
- 3Customer — empty = all customers
- 4Form — price or discount %
- 5Minimum quantity — threshold
- 6Create
| Field | Description |
|---|---|
| Ad (Name; required) | E.g. "Ekim yedek parça kampanyası" (October spare parts campaign). |
| Kod (Code; required) | "Addan önerilir; üzerine yazabilirsiniz." (Proposed from the name; you can overwrite it.) Converted to upper case; shown as the price source on the sales order. |
| Başlangıç · Bitiş (Start · End; required) | The campaign period — the sales order date must fall within this range. |
| Para Birimi (Currency) | Applied only to sales orders in this currency. |
| Müşteri (Customer) | "Boş = bütün müşteriler. Müşteriye özel kampanya genel kampanyadan önce gelir." (Empty = all customers. A customer-specific campaign takes precedence over a general campaign.) |
| Satış Kanalı (Sales Channel) | If empty, Tüm kanallar (All channels). |
| Durum (Status) | Toggle: Aktif (Active) when on, Pasif (Inactive) when off. |
| Kalemler (Items) | Multiple selection from the Kalem Ekle (Add Item) dialog (only sellable master records that are usable today). On each line: Biçim (Type; Fiyat — Price — or İskonto % — Discount %), Değer (Value) and En Az Miktar (Minimum Quantity; if empty, "Eşik yok" — No threshold). |
| Not (Note) | Optional. |
The form's rule: "Fiyat ve en az miktar kartın temel biriminde. Yüzde, müşterinin fiyat listesindeki fiyatın üzerinden uygulanır — listede fiyatı yoksa kampanya o satıra uygulanmaz. Aynı ürün farklı eşikle birden çok satırda olabilir." (The price and minimum quantity are in the item's base unit. The percentage is applied to the price in the customer's price list — if the list has no price, the campaign is not applied to that line. The same product can appear on several lines with different thresholds.)
A campaign cannot be deleted — to stop it, set it to Pasif (Inactive). For the steps, see Create a campaign.
Campaign details
- 1Status — valid today
- 2Campaign price or % off list
- 3Threshold — in base unit
Header: Ad (Name), Durum (Status), Dönem (Period), Para Birimi (Currency), Müşteri (Customer),
Satış Kanalı (Sales Channel), Kapsam (Scope), Kayıt (Record), Not (Note). Item table: Ürün
(Product), Kampanya (Campaign; the price or "%10 (liste üzerinden)" — 10% on the list price), En Az Miktar (temel
birim) (Minimum Quantity, base unit). Düzenle (Edit) is visible with the .edit permission.
Campaigns on the sales order
On a line where a campaign is applied, the source is shown below the unit price, e.g. "Kampanya KASIM26: 255" (Campaign KASIM26: 255). In the example, the KASIM26 campaign is specific to M-0005 Ege Zeytinyağı ve Gıda San. A.Ş.: 255 TRY for 50 units and above on MAM-0008, and 10% on the list price on MAM-0009.