Promotion Codes for Manual Orders

VIDEO TRANSCRIPT | Recorded: 2025-06-05 | Verify against current system state

Abstract¶

Brief status update on promotion code application for manual orders in Salesforce. The promotion dropdown now appears in the manual order wizard, but the discount is not being applied to product prices. Also identifies a legacy discount code text field from Aptify that should be removed as it's no longer functional.

Key Procedures¶

• Add products to manual orders using the wizard
• Select promotion from dropdown during order creation
• Verify promotion is reflected on order record
• Confirm actual price reduction is applied (currently not working)

Notable Statements¶

• 0:00:23 "We have the option here to set a promotion. So we can actually set the promotion to the auto renewal or whatever it is" [ACTIONABLE]
• 0:00:44 "It's also marked here on the order itself as get 10% off"
• 0:00:54 "But the product itself has not been reduced. So there's no 10% off" [ACTIONABLE - BUG]
• 0:01:31 "I don't think this is useful anymore. We should probably just remove it" [ACTIONABLE]
• 0:01:36 "I think this is coming over from Aptify and was meant to hold what Aptify considers a promotion code"

Systems & Configurations¶

Systems Mentioned¶

• Salesforce (order entry wizard)
• Aptify (legacy discount code field source)

Specific Configurations¶

Credentials/Access Mentioned¶

None mentioned in this recording.

Vendor Contacts Mentioned¶

None mentioned in this recording.

Errors & Troubleshooting¶

• Issue: Promotion selected but discount not applied
• Cause: Unknown - under investigation
• Resolution: Pending
• Timestamp: 0:00:54

Transcript Gaps & Quality Notes¶

• Very brief recording (2 minutes)
• Status update for team question
• Issue still unresolved at recording end
• Two separate items discussed: promotion application and legacy field cleanup