Company > Extranet Setup > Party Host Credit

Above is the party host credit screen that is used to configure the party system and host rewards programs via the es100.  There are several considerations that need to be taken into account when setting up the hostess rewards in the party system.

Main Settings

Party Total Calculation

There are currently three options available for this calculation – Total CV of Party Orders, Subtotal of Party Orders, or Total of Party Orders.  This selection determines what will be used as the basis for the client’s hostess credit/reward calculations.

Total CV of Party Orders

The hostess credit will be calculated based on the commissionable volume (CV) of the orders of a party.  CV is set per item along with pricing and while it may vary it is typically set less than or equal to the retail price.

Subtotal of Party Orders

The hostess credit will be calculated on the subtotal of all of the orders for that particular party.  This calculation is based on retail prices of everything sold at the party before taxes and shipping costs are added.

Total of Party Orders

The credit for this calculation is based on the total of each order within a party.  This includes tax and shipping within the amount being used to calculate the hostess credit.

Include Host Order

If the dropdown is set to YES, then the system will include the value of the host order when calculating the hostess credit.

Apply to Shipping

When set to YES, this setting allows the client to apply the hostess credit to the cost of shipping.  If the client does not want credits applied to shipping costs then the client will want to leave this defaulted to NO.

Apply to Tax

This setting allows the client to apply the hostess credit to the cost of taxes if the value is set to YES.

Apply to Promo Items

This setting allows the client to apply the hostess credit to the cost of promotional items.  If this is set to YES, then customers and hosts will be able to apply credits to typically already discounted promotional items.  This setting is set to NO by default.

Max Host Credit

This is the maximum host credit that can be earned by a hostess during a single party.

Allow Party Override

This can be turned on to allow hosts and/or reps to override some of the payment and subtotals of the party.  It is rarely utilized but can be configured separately if needed.  This setting is turned off by default.

Apply Booking Credit

There are two options for this selection – Host Order or Future Order.

Host Order – If this option is selected then any booking credits (configured via ‘# of Bookings’ threshold type below) that have been configured will automatically be given at the time of the host order if the requirements were met.

Future Order – If this option is selected then 2 new options will appear (see image below)

All Referred – With this setting selected the host will receive their booking credits at each of the parties booked from theirs.  For example, if a % discount is given for having a booking then the host can get their discount at each of those bookings made from their party.

One Time Use – This setting means that if multiple bookings are created from a party, then the host will be able to collect those rewards on only the first of the bookings they attend.  If they attend additional parties that were booked from theirs, then they will not receive any of the rewards again.

Require Host Credit Mandatory Purchase Item

If this is set to YES, some new options will appear (see screen below).  This setting is used to configure an item and price for that item that would be required prior to receiving any host credit.  If this function is turned on, then the item configured will be automatically added and locked into the host order.   By default this function is turned off.  This would only be used to require some sort of purchase or fee before giving host credits and rewards.

Thresholds

Once the main settings are setup then the host reward types and underlying thresholds can be configured.   There are 3 host reward basis types – Party Total, # Of Bookings and # of Orders.  Each button will populate the thresholds unique to that particular type, but the configuration options are the same for each.

Party Total will provide rewards based off of the Party Total Calculation that is either set above or within the threshold itself.  The # of Bookingsoption allows a client to give credits and rewards when parties are booked from another party.  If a client wants to give credits based off the amount of orders in a party then they can use the # of Orders basis.  Once the basis is selected, click the ‘Add’ button to create a new threshold.  A new screen will popup as seen below.

Threshold –Sets the starting point of the requirement.  For example, setting this to 100 would mean that the basis value (subtotal, CV, or total) set via Party Total Calculation would need to be at least 100 for the party for host to get this reward.   This requirement will extend to either infinity or to the next highest threshold configured.

Host Credit $ or % – Sets the amount of host credit given in either $ and/or % discount.

Party Total Calculation – Overrides the main Party Total Calculation set in the main settings box for this particular threshold.  The details of each can be seen in the main Party Total Calculation setting discussed above.  By default this will match the main setting above.

Order Date – Determines when the party orders must occur to receive credit.

Before Party Date – Only counts orders that occur before the date of the party.

On Party Date – Orders must occur the day of the party for this threshold.

After Party Date – Only looks at orders that occur after the date of the party

Any Date – (Default Setting) All orders input for that party count for the calculation

Configuring Promotional Items as a Reward

Once thresholds are setup the client can configure promotional items as part of the hostess rewards program.  Select the desired threshold using the select button (the threshold will be highlighted in a light green color) then click the add button below to add items (see screenshot) for that threshold.

A new screen will appear that will ask what promotional category (configured in the inventory pricing area) the host will be able to choose from and the max amount of items they will receive for that threshold.  So for instance, in the screenshot above if someone were to have a party with a $100-$299.99 subtotal then they would be allowed to purchase one promotional item in that configuration.