Working with Promotion Values (WPRO)

Purpose: Use the Work with Promotion Values function to create and change promotions for reporting, analysis, discounting, or messages in order entry.

A promotion code can perform either or both of the following functions:

Messaging: Set up messages to appear in a pop-up window in order entry for orders using a source code assigned to a promotion.

Discounting: You can use a promotion to:

• discount merchandise (percentage, prorated discount, or price override)

• apply a negative additional charge

• add free gifts

• discount freight

• discount additional freight

• override the ship via on an order

Available order criteria include:

• date range

• source code or offer

• total merchandise value on the order or within an item category or price code

• total order quantity or quantity within an item category or price code

• ship via priority

• ship-to country or SCF

• pay type

• first-time customers only

• customer group or specific customer

Additionally, you can use promotions for source code reporting and analysis purposes.

Promotion analysis report: You can use the Promotion Analysis Report to evaluate the promotions active within a range of dates, or a specific promotion. See Print Order Promotion Analysis Report (POPA) for more information.

In this topic:

About Messaging Promotions

About Discount Promotions

BOGO (Buy One/Get One) Discount or Free Gift by Item Category or Item

BOGO (Buy One/Get One) Discount or Free Gift by Price Code

Item Category Discount

Order Discount

Tiered Discount or Free Gift

Freight Discount or Override

Additional Freight Discount

Ship Via Override

Promotion Logic and Processing

When Promotions can be Either Manually-Assigned or System-Assigned

When Promotions Must be Assigned by the System

Promotion Hierarchy: Best Way

Promotion Hierarchy: Regular Priority

Using the Order Total to Evaluate Different Promotion Types

Additional Notes about Promotion Selection Hierarchy

Applying Promotions through the Order API

Order Transaction History Message

System Control Values Related to Promotions

Cautions Related to Promotions

Work with Promotions Screen

Create Promotion Screen

Work with Qualifying Source Codes Screen

Work with Promotion Discounts Screen

Copy Promotion Screen

Work with Qualifying Customer/Price Groups Screen

Work with Qualifying Item Categories Screen

Work with BOGO Discount Screen (Item Category or Item)

Change BOGO Discount Screen

Work with BOGO Discounts by Item/Price Code Screen

BOGO Discount by Item/Price Code Screen

BOGO Discount by Item/Price Code Screen (Display Mode)

Work with Item/Category Exclusions Screen

Work with Promotions by Start Date Screen

Work with Promotions by End Date Screen

Promotion Upload

Promotion Upload Table

General Rules for Promotion Uploads

Fields Used in the Promotion Upload by Record Type

Promotion Upload Errors

Not in this topic: This topic does not describe promotional pricing or upsell promotions. For more information on these menu options, see:

Work with Promotional Pricing Groups (WPRG)

Work with Promotional Pricing (WPRP)

Working with Upsell Promotions (WUPE)

WPRO Serenade 5.0 March 2015