Sales Events

Summary Information
Menu Path:	Pricing — Sales Events
Required Feature(s):	Pricing

Navigation: Pricing → Sales Events

The Sales Events module allows administrators to create and manage named promotional events used by pricing and reporting workflows. A sales event is a small record containing a name and an optional description, used to label promotions, seasonal campaigns, or other time-limited activities.

Purpose of Sales Events

Sales events are used to:

• Provide a named label for promotions and seasonal campaigns across the system.
• Support reporting workflows by associating transactions with a specific event.
• Maintain a consistent reference for short-lived or recurring promotional activities.

Creating or Editing a Sales Event

To create a new sales event or modify an existing one:

1. Navigate to Pricing → Sales Events.
2. Click the green + button to open the create form.
3. Enter a clear Name (required) and an optional Description.
4. Click Save to apply the configuration.

To edit an existing sales event, open it from the list, update the fields, and click Save.

Available Fields

Field	Description	Field Behavior
Name	The short, human-readable name for the sales event.	Required. Used as the primary label in lists and logs.
Description	A longer explanation of the event's purpose.	Optional. Use to provide context for staff and reports.

Operational Considerations

• Use meaningful names that make reports and receipts easy to read.
• Avoid renaming an event once it has been referenced by historical data or integrations. Treat names as stable labels.
• Only users with appropriate admin rights should create or modify sales events.

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