Product Marketing Helpsheet
This helpsheet will talk you through the Product Marketing routine which can be found in the Marketing section of your Promoserve system.
The product Marketing routine is a powerful tool which can assist your marketing team in quickly updating their marketing tags, streamline which customers should be marketed which products and overall streamline your marketing process within Promoserve.
- Navigate to the Marketing section followed by the Product Marketing routine option beside it.
- You will then be greeted by the product marketing routine in a small window which will look like the below screen.
To find out what each option on this routine does, please follow the diagram below.
A. This option will dictate when the report results will begin from. You can choose the date by clicking on the calendar option.
B. This option will dictate when the report results will end. You can choose the date by clicking on the calendar option.
C. By selecting the Analyse Quotations option, this will include quotations in this report.
D. By selecting this option this will include Sales Order in the report. This can be selecting either on its own or with the quotations option.
E. *Only applicable when Analyse Quotations is selected* This option will only include those quotes which have not been processed into a Sales Order to help decipher those products which are not processed into Orders.
F. *Only applicable when Analyse Orders is selected* This option will exclude the Sales Orders which are placed against customer who are now marked as ceased trading.
G. This denotes the bottom value of the quote/order to be included in the report.
H. This denotes the top value of the quote/order to be included in the report.
I. This button will begin the report routine and process the data.
- After applying your options, you can then choose the Analyse button to begin running the report. You will now see the green loading bar run through before completion.
- You will then be greeted with your Product Marketing Analysis Report.
From this screen you can see which products have been purchased per your report options from the previous screen. By selecting a product you can see which company or companies have purchased that particular product highlighted. You may also highlight multiple products using this function.
At the bottom of the screen you have all the normal reporting option if you wish to print out this report or export it to a spreadsheet.
Afetr selecting your desired products you may also add diary entries diretly from this screen using the 
button. You will be asked to enter specific diary information as if you were adding a normal diary entry and once completed, this will be added to your diary.
You can also attach marketing tags direct from this screen. Once more, after selecting your desired products, select the 
button and this willthen present you with the opportunity to place marketing tages against the resultant companies.
