IntelliDealer Dealers:
- Verify they created part number: PERKS
- Critical check: Description field must end with "?" (forces code entry)
- Without the "?", promo codes won't be captured properly
- Invoice entry: PERKS as part number, promo code in description, "-1" in quantity (ORD), discount in price field
EQUIP Dealers:
- Each promotion requires a NEW part number setup
- Part number = Offer ID (provided by Perks Support team, e.g., FILTER20)
- Description = "PERKS"
- Invoice entry: Offer ID as part number, "-1" in quantity, discount in Exc Tax field
- Must also enter invoice number in PDAP (critical for reimbursement)
If setup is confirmed correct but still not working:
- Escalate to Perks Support help@perkssupport.com
- Include: dealer name, system type (IntelliDealer/EQUIP), specific error/issue