The Promotions Module allows you to configure subtotal or product type based promotions for customers and/or distributors in the system shopping carts including the website, Extranet, and Party System.

Go to the Company Tab>ES100 Setup

 

Click on “Order”

Click on “Promotions”

The main page will display all of the promotions that have been setup in the system. The most recent promotion will be at the top of the screen based on the “Start Date”. Expired promotions will still be shown below the upcoming or current promotions.

There are multiple types of promotions that can be setup; each has settings that will need to be configured prior to the promotion going live. In this document we will review the overall promotion setup and the items that will need to be configured for each promotion type.

Click “New” to start the setup of a new promotion. The following fields will need to be populated:

Description – The name of the promotion, will only be visible in this interface.

Start Date – This will be the date and time that the promotion will start.  This is based on EST.

End Date – This will be the date time that the promotion will end.  This is based on EST.

Subject Type – This will be the entity that can receive the promotion – Distributor, Customer, All.  Please keep in mind that even if you choose an entity but do not enable the shopping cart they will not see the promotion.

Threshold Type – This is the value that determines how the order is reviewed for the promotion.

Order Total – The order amount will be reviewed for the promotion.

Product Type – The items on the order will be reviewed for the promotion.

NOTE: If Product Type is chosen, then you will not have a threshold basis to choose.

 Threshold Basis – This is the value that we will check the threshold amount against to determine eligibility for the promotion.  There are three types:

Order Subtotal – The sum of the price of the items on the order.

Order CV – The sum of the CV value of each item on the order

Order Subtotal-Discounts – The sum of the price of the items on the order minus any order level discounts added to the order.

Once the main promotion section has been setup and you have chosen your promotion type, you are now ready to configure the promotion details.

Associations

To set the associations that apply for the promotion you setup on the previous page, you will need to setup the following areas.

Carts – This will need to be configured for the promotion to be available in the appropriate shopping carts.

 

Classifications – This will need to be configured if the promotion is available to customers.

Ranks – This will need to be configured if the promotion is available to Distributors.

Thresholds

These will need to be configured based on what was chosen when the New Promotion page was setup.

• Setting up an Order Total Threshold Type promotion, you will click on new to then set your dollar amount threshold that must be met to receive the specified promotion.

Once the threshold amount is entered (Order Subtotal, Order CV or Order Subtotal-Discounts), you will then need to fill out either the dollar discount or the percentage discount that will be calculated on the order if that threshold is met.

You can also fill in a pre-qualification that will display on the view cart page before the threshold is met (not required). You can use the merge codes on the right to be included in your message so that it displays with the amount still needed to meet the promotion requirements. Once the threshold is met, the message will no longer display.

Example: You only need {Amount from Threshold} to receive a discount on your order.

NOTE: The discount % amount will be based on the prices of the items on the order and not on the threshold calculation.

Example:  Threshold is set to 100 CV and the user becomes eligible for a 20% discount.  The discount amount will be calculated based on the prices of the items which can be different than the CV.  It is possible that VIP customer & Consultants have prices that are different than the CV values of those items.

Example: Order total was $80, CV/threshold was 100 so threshold was met and a discount of $30 was applied.

Once you save the first threshold, you can add more thresholds by clicking new or you can add discounted items instead of or in addition to the discount specified in the threshold setup.

To associate discounted items with the promotion threshold the user will click on the “Inventory Categories” button.

and will then click “New Category” to get a selection of promotion pricing categories.  Once the category is selected, then the user can then set the quantity of items the customer can get of that category at the specified threshold.

Once saved, the inventory category will display with the quantity for the selected threshold. You can click on the now visible “Promo Prices” button.

 

You will see the items that have that special promotion pricing on the inventory item record.

 

NOTE: If some items needed for the promotion do not show on the list, the promotional pricing can be updated via the Promotional interface but the user will have to know the Product number to create the price.

NOTE: Keep in mind that the product should already be associated with the special pricing via the inventory pricing interface.  Only products with Active pricing will be available. A Promotions category is any subcategory under the “Promotions” display category, this will create a new pricing type that can be used. The display category should not be set to hostess only (part of the setup) if you intend to now use the pricing for regular party, customer or distributor promotions at any time.

2) Setting up a Product Type Threshold Type promotion, you will click on “New” to set your quantity of the specified product type threshold that must be met to receive the specified promotion.

Once the threshold amount is entered for the quantity of how many will need to be purchased, you will then need to fill out either the dollar discount or the percentage discount that will be calculated on the order if that threshold is met and then choose the specific product type that must be on the order.

You can then (not required) fill in a pre-qualification that will display on the view cart page before the threshold is met. You can use the merge codes on the right to be included in your message so that it displays with the amount still needed to meet the promotion requirements. Once the threshold is met, the message will no longer display.

Once you save the first threshold, you can add more thresholds by clicking new or you can add discounted items instead of/or in addition to the discount specified in the threshold setup.

 

To associate discounted items with the promotion threshold the user will click on the “Inventory Categories”

 

button and will then click “New Category” to get a selection of promotion pricing categories.  Once the category is selected, then the user can then set the quantity of items the customer can get of that category at the specified threshold.

Once saved, the inventory category will display with the quantity for the selected threshold. You can click on the now visible “Promo Prices” button to see the items that have that special promotion pricing on the inventory item record. If some items needed for the promotion do not show on the list, the promotional pricing can be updated via the Promotional interface but the user will have to know the Product number to create the price.

NOTE: Only one promotion can be run in any shopping cart at the same time, for the same customer classification or distributor rank or party type.