Create a New Promotion Record from the Shortcut Bar

To create a new promotion record from the Polaris shortcut bar:

Tip:
Press CTRL+N to display the New dialog box. Type the first letter of the record type to go to all records that begin with that letter. For example, type p to go to Promotion.To limit the record types in the Objects list, select Cataloging in the View box.

1. Select File > New from the shortcut bar.

The New dialog box appears.

2. Select Promotion in the Objects list.

 

3. Click OK.

The Promotion workform opens.

4. Enter information in the workform. See also:

• Enter or edit general promotion information
• Enter the resource(s) to feature
• Enter search terms to trigger the featured resources
• Enter demographic targeting for promotions

5. Select File > Save to save the record.

A message in the status bar indicates the record was saved.