Is there a way to get all the Promotional Codes and the PO Codes exported for my customers?

Question: Is there a way to get all the Promotional Codes and the PO Codes exported for my customers?

 

Answer: Yes, there is a way to obtain this data.

 

To do this, you must create a report that allows you to collect that data through the Report Writer.

Tools > Report Writer and the click on the Add New button.

Keep in mind that the PO Codes are generated at the order level while the Promo Codes can be generated at the order level and at the item level, depending on how you have configured the promotion.

You can create a new report at the "Order Item Level". Set the name of the report and how often you want to run it.

Then, in the Report Columns area, you will see the Non-Selected options on the left side and the Selected options on the right side.

Please use the filter and search for the "PO Number" option for purchase orders. Select the option and click on the single arrow icon. PO Number will be shown on the right (Selected) side.

Please type the word "Promo" on the filter field and you will immediately be able to view the following: "Order Promo Code", "Order Promo Name" and "Order Promo Text" options to get the data at the order level and "Item Promo Code", "Item Promo Name", and "Item Promo Text" options to get the data at the item level.

You are almost done, so please mark the checkboxes on the "Select Allowed Groups" and select the sites on the "Selected Sites" where do you want this report to be run.

Please Note: If a Promo or PO Code is not used in an order that will not show in the report.