Before creating marketing campaigns in Zenu Trust, each office must set up its own items on the item inquiry list.
These items are then selected individually or collectively and added to the new marketing campaign.
To create new items select Marketing -Item Inquiry
Select Create a New Record
Complete the following details
1- ID Code
If there are similar items we recommend creating an ID code to enable items to be grouped together.
For example:
Item 1 -ID Code = Knoxleader1/4page
Item 2 -ID Code = Knoxleader1/2page
Item 3 -ID Code = Knoxleaderfullpage
2- Description
Add a brief description of the product. This will appear as the description on quotes and invoices.
3- Category
Select category type. If the category type does not exist, the system will ask you to create a new category. Creating a category allows you to filter future searches.
4- Date Options
If a day is entered against a "Date Based Item" marking a line item as "Used" can only be done on a specific day (s) of the week.
5- Accounts
Divide the cost between Vendor, Agents, or Office if applicable.
The cost displayed is GST-inclusive.
6- Supplier details
Linking the item to a Supplier allows you to filter and search by Supplier name
Once you have created the campaign items, you can view details at an office level
