The Party Promotions feature allows you to automate special offers for customer party orders. Promotions can be based on order totals or product type.
Customer Promotions Configurations
To configure promotions for party orders for customers, in your es100, go to Company > Extranet Setup > Party Promo Config to arrive at the screen below:
From this screen, you have two options for how promotion item selection can be triggered:
• By the Order Total
• By purchases of a specific Product Type
These options are represented by the two large, blue buttons on the configurations page seen above.
Order Total:
By default the configurations page shows the options for Order Total. To set up a promotion for this option there are three main steps to configure a promotion as outlined below:
1. Select the amount calculation that you want the system to look at.
a. Order Subtotal – The system will look at the subtotal $ amount of the order. Order subtotal is everything on the order before taxes and shipping.
b. Order CV – The system will look at the total amount of CV on the order.
Simply choose your selection from the dropdown provided.
2. Click on the “Add” button just below the Order Total Calculation selection from step 1 (see image above). The threshold amount will be the starting value (based on your order total calculation selection from step 1) at which someone qualifies for a promotion.
For example, the screen above shows the threshold set to 1 with the order calculation set to Order Subtotal. This means that once the customer has $1 or more on their order they will qualify for the promotions you will configure in step 3. You can change or remove thresholds at any time by clicking on the “Edit” or “X” buttons.
Once you have entered the details, click “Save” to create or change the threshold selected.
3. Once you have completed steps 1 and 2, you can add the category of items that qualifying people will receive. Click on the “Add” button (see figure 2 above) to open a new popup window to make selections for the threshold selected. The selected threshold will be highlighted in green (see the first threshold in the figure 1 or 2).
Click on the “Select” button to choose another threshold to edit. You will be prompted to select the promotional pricing category you would like to offer and how many items within that category someone can choose for that particular threshold. Once you add your selections, simply hit “Save.”
Once you have completed all 3 steps the promotion is active and customers of parties can start qualifying!
Product Type:
The configurations for Product Type mirror the setup for Order Total. The basis of the qualifications is preset to orders of a specific Product Type for this option. For the Product Type configuration, you will skip step 1 from above and move directly to step 2. From here, the setup is the same.
*Note – Product Types are set on the creation/edit screen of any inventory item.
To create new product types to apply to an inventory item use the following path in the es100: Company > es100 Setup > Inventory > Product Type. Once Product Types are added, they can be applied to any inventory item.