Purpose:
To create all the gift master before
creating the schemes which are the benefits
provided in the scheme.
The HO
Marketing creates all new gift items redeemed
against different schems. This must be done
first before creating the schemes since these
records will be selected during the gift master
creation.
When you click on 'Gift
Master', the list screen will be displayed with
all existing gift items already entered in the
system.
1. There filters
provided for the search criteria so that you can
check if the gift item is already entered in the
system.
2. Enter required fields in the filter and press the search
button
.
3. If there are more
gifts in the list you will find the pages at
bottom right corner by which you can go to the
next page. You can also change results per page
to a higher number to display more records in
the page.
4. When you click on the hyperlink on the gift
name field, the scheme details will be displayed
as shown below which can be modified and press
update button or f7 key.
When you want to create
a new gift item, click the
button. This will display a screen where the
details have to be entered. The following fields
have to be entered:
1. Select the gift
group.
2. Enter gift name
3. Enter the gift
description
4. Select the bran
name
5. Select gift UOM -
Unit of Measure
6. Enter a
meaningful gift code.
7. Enter gift
description with price specification etc.
8. Enter an
effective price.
9. Ignore the rest
of the fields.
10. Press F7 or
submit to create the gift record.
Shortcut keys are provided for easy operation.
F7 - Submit
Click on
on the top right screen to go to the help index
page.