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Add A Customer Promo Code

Adding a customer promo code on the customer record is an excellent way to keep track of how your customers found you. To add a promo code,

  1. To start you will go to “Home>Customer> Customer Standards” to open your Customer Standard List.

  2. Once here you will select the “2.Promotion Codes” tab. 

  3. You will now select “Promotion>New Promotion Code” to start creating your Promotion code. 

  4. Enter the new code in the Promo Code field

  5. Enter the entire title in the Description field

  6. Select OK to save the new promotion code
Updated on July 2, 2026

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