Work with Promotional Pricing (WPRP)
Purpose: Use this function to create and change a promotional pricing record. Promotional pricing allows you to promote one or more incentive items at a special price, at a discount off the regular price, or at no charge, if the customer meets the eligibility requirements.
You define in the promotional pricing record:
• the requirements a customer's order must meet to be eligible to receive an incentive item. This can include ordering:
- from a specific source code or offer, and
- from a promotional group, or
- a promotional item, or
- a specified merchandise dollar amount
• incentive details, which can include ordering:
- from an incentive group or an incentive item at no charge, or
- from an incentive group or an incentive item at a special price, or
- from an incentive group or incentive item with a dollar or percentage discount
You specify the items that will be available as part of a promotional pricing group using Work with Promotional Pricing Groups (WPRG). You then use the Work with Promotional Pricing option to define the criteria that will make a customer eligible for the incentive. However, it is not necessary to use promotional groups as part of promotional pricing; you can also base the promotion on a specific minimum order dollar value, item, offer, or source code.
Note: Once you have added an incentive item to an order, the system will not reprice it or reassess tax, regardless of changes to the shipping address, customer tax status, etc.
In order entry: Promotional windows will display in Order Entry only if the order type (see Establishing Order Types (WOTY)) indicates to display promotional windows, and if the source code on the order allows promotional pricing. For example, you can suppress promotional windows from displaying for mail or fax orders. See Upselling with Promotional Pricing for more information.
Note: If you have set up pop-up window messages in the Source Code table, in addition to promotional windows, the windows resulting from the Source Code table appear first, before the promotional windows. See Working with Source Codes (WSRC).
In this chapter:
• Work with Promotion Pricing Screen
• Promotion Pricing Screen (Add Mode)
Work with Promotion Pricing Screen
How to display this screen: Enter WPRP in the Fast Path field at the top of any menu or select Work with Promotional Pricing from a menu.
Field |
Description |
ID |
The code that identifies a promotional pricing record. Alphanumeric, 5 positions; optional. |
Ofr (Offer) |
A code representing a catalog or advertisement that you use to present merchandise to your customers. Offers are defined in and validated against the Offer table. See Working with Offers (WOFR). Alphanumeric, 3 positions; optional. |
Source (Source code) |
A code representing a group of customers to whom you sell. Source codes are defined in and validated against the Source table. See Working with Source Codes (WSRC). Alphanumeric, 9 positions; optional. |
Promotion type |
The type of promotion. Valid values are: • Group • Item • Order/Dollar Optional. |
Incentive type |
The type of incentive for the promotion. Valid values are: • Item Incentive • Group Incentive Optional. |
Seq # |
The sequence number specified at the Promotion Pricing Screen (Add Mode). Numeric, 3 positions; display-only. |
Screen Option |
Procedure |
Create a promotional pricing record |
Select Create to advance to the Promotion Pricing Screen (Add Mode). |
Change a promotional pricing record |
Select Change for a promotion to advance to the Promotion Pricing screen in Change mode. At this screen, you can change anything but the Promotion ID. See Promotion Pricing Screen (Add Mode) for field descriptions. |
Delete a promotional pricing record |
Select Delete for a promotion to delete it. |
Display a promotional pricing record |
Select Display for a promotion to advance to the Promotion Pricing screen in Display mode. At this screen, you cannot change any information. See Promotion Pricing Screen (Add Mode) for field descriptions. |
Promotion Pricing Screen (Add Mode)
To create: Select Create on the Work with Promotion Pricing Screen.
Note: Your entries on this screen control the window and screen flow in order entry when an order is eligible for promotional pricing. See Upselling with Promotional Pricing for an overview.
Field |
Description |
A code to identify the promotion. Alphanumeric, 5 positions. Add mode: required. Change mode: display-only. |
|
Seq # |
Not currently implemented. Numeric, 3 positions; optional. |
Complete either the Offer or Source code field: |
|
Offer |
If you want this promotion to be determined by the offer, enter the code for the offer (catalog, advertisement, etc.) from which the customer must order to be eligible for this promotion. See Working with Offers (WOFR). Note: In order to receive promotional pricing for the specified offer, make sure you create item/SKU offer prices for the items/SKUs assigned to the offer. Alphanumeric, 3 positions; required, if you do not enter a source code. |
Source code |
If you want this promotion to be determined by source code, enter the source code that the customer must use to be eligible for this promotion. See Working with Source Codes (WSRC). Note: In order to receive promotional pricing for the specified source code, make sure you create item/SKU offer prices for the items/SKUs assigned to the offer associated with the source code. Alphanumeric, 9 positions; required, if you did not enter an offer. |
Type of promotion |
Defines the order requirements for a particular promotion. Valid values are: Group = Orders that include the required promotional grup item(s) and quantity qualify for the incentive. See Work with Promotional Pricing Groups (WPRG). The Qty required and Required group fields are required with this setting. Item = Orders that include the required item and quantity qualify for the incentive. The Required item and Qty required fields are required with this setting. Order/Dollar =Orders that meet the required dollar amount qualify for the incentive. The Dollars required field is required with this setting. Required. |
Dollars required |
If you entered O for an order/dollar promotion, enter the merchandise total that the customer must order to be eligible for an incentive. Numeric, 11 positions with a 2-place decimal; required if you entered O in the Type of promotion field. |
Required item |
If you entered I for an item promotion, enter the item that the customer must order to be eligible for an incentive. Alphanumeric, 12 positions; required if you entered I in the Type of promotion field. |
Qty required |
If you entered I or G for an item or group promotion, enter the order quantity (from the required item or items within the required group) that the customer must order to be eligible for an incentive item or incentive group. Numeric, 5 positions; required if you entered I or G in the Type of promotion field. |
Required group |
Enter the code for the promotional group from which the customer must order to be eligible for an incentive item. Numeric, 3 positions; required if you entered G in the Type of promotion field. |
Combination flag |
If you entered a G in the Type of promotion field, enter the code that indicates if a combination of items is required for a customer to be eligible for the incentive. Valid values are: • Combination required • blank = combination not required If you select Combination required, the customer must order each item in the promotion group (up to the specified required quantity) to be eligible for an incentive. For example, if you set up a promotion group with three items (item 1, item 2, and item 3) and the required order quantity is three, then the customer must order 1 of each item. If the required order quantity is 2, then only 2 of the three items are required, but they must be different items. |
|
If you leave this field blank, the order will become eligible for incentives as soon as any item in the promotion group is ordered with the required order quantity. Optional. |
Type of incentive |
Defines whether a specific item or a group of items will be used as an incentive. Valid values are: Group = You must define an incentive group; the item(s) associated with it will appear at the Select Incentive Group Window in order entry. Item = You must define an incentive item must be defined; it will appear at the Select Incentive Item Screen in order entry. Required. |
Incentive item |
The incentive item. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; required if you entered an I in the Type of incentive field. |
Clr/Size/Wdth |
The incentive item's unique characteristics, such as its color and size. If the incentive item has SKUs but you do not specify a SKU here, the customer will be able select a SKU in order entry. Alphanumeric, three 4-position fields; optional. |
The maximum order quantity allowed for an incentive item or item(s) from an incentive group. Note: Although the system does not allow you to exceed this quantity at the Select Incentive Item Screen, the Select Incentive Group Window, or the SKU Scan Screen, it is still possible to change the order line to a higher quantity afterward, for example at the Work with Order Lines Screen (Adding Items to the Order) or in order maintenance. Numeric, 5 positions; required. |
|
Incentive group |
Enter the code for the promotional pricing group. Promotional pricing groups are defined using Work with Promotional Pricing Groups (WPRG). Numeric, 3 positions; required if you entered a G in the Type of incentive field. |
You can enter either an Incentive price, Incentive discount %, Incentive discount $, or select the No charge flag to indicate the type of incentive you are offering with the promotional pricing. |
|
The set unit price to charge for an incentive item or item(s) from an incentive group. If you specify an incentive price, you must leave the No charge flag, the Incentive discount %, and the Incentive discount $ fields blank. Numeric, 7 positions with a 2-place decimal; optional. |
|
Indicates whether to charge for an incentive item or item(s) from an incentive group. Valid values are: selected = No Charge unselected = priced If you want to offer this item at no charge, select No Charge. If you select the No charge flag, you must leave the Incentive price, the Incentive discount %, and the Incentive discount $ fields blank. |
|
Incentive tax price |
The unit price to charge for the incentive item if it is subject to VAT. Displayed only if theTax Included in Price (E70) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional. |
The discount percentage to subtract from the selling price of an incentive item. If you specify an Incentive discount percent, you must leave the No charge flag, Incentive price, and Incentive discount $ fields blank. Numeric, 5 positions with a 2-place decimal; optional. |
|
The dollar discount to subtract from the unit selling price of an incentive item. If you specify an Incentive discount dollar amount, you must leave the No charge flag, Incentive price, and Incentive discount % fields blank. Numeric, 7 positions with a 2-place decimal; optional. |
|
Screen Option |
Procedure |
Review the items within a promotional group (defined in the Required group field) |
Select Required Grp Dtl to advance to the Work with Promotion Group Details Screen. You cannot change anything on this screen. You need to have set up a promotional group using Work with Promotional Groups in order for details to display. |
Review the items in an incentive group (defined in the Incentive group field) |
Select Incentive Grp Dtl to advance to the Work with Promotion Group Details Screen. You cannot change anything on this screen. You must have set up an incentive group using Work with Promotional Groups in order for details to display. |
| Work with Promotional Pricing Groups (WPRG) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Price Codes (WPCD) |
WPRP OROMS 17.0 2018 OTN