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Promotions Calendar - Mobile

Driver/rep steps for viewing the Promotions Calendar from the invoice edit screen in Encompass Mobile, searching promotions and viewing by line, product or brand family. Includes a video. Requires v21.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.01

Pre-Conditions

  • Promotions will only display on the calendar if the customer qualifies for the Promotion.

Steps

Promotions Calendar - Mobile

1. Expand the Navigation Menu from the Invoice Edit screen.


2. Tap 'Promotions Calendar' in the menu.
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3. To view Promotions scheduled in future weeks, tap the arrows.


4. Tap the magnifying glass in the top right corner to search for a specific Promotion.
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5. To change how promotions are displayed, tap the gear icon in the top right corner.
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  • Tap an option to view promotions by Lines, Products, or Brand Family.

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