Chapter 18: Working with Upsell Promotions (WUPE)
Purpose: Use the Work with Upsell Promotions function to create and change upsell information. An upsell promotion is a special promotion for which an order may be eligible, based on the:
• Source code
• customer Class
• St (state)
• payment type on the Request Order Batch screen
• item Class, or
• day of the week.
For each of these categories you can set up three items, each with a special price that is in effect for the dates you specify.
Upsell windows in Order Entry: The upsell promotion pop-up window appears automatically in Order Entry when:
• An upsell promotion is in effect for the order
• The order meets one or more of the categories defined above, and
• The order is on or between the start and stop dates defined for the promotion
• The Upsell windows field in the order type record is set to P (promotional pricing) or B (promotional pricing and upsell)
Note: If you have set up pop-up window messages in the Source Code file, in addition to promotional windows, the source code window displays before the promotional windows.
Limiting upsell windows: An order may be eligible for several promotions depending on the number of categories for which you define an upsell promotion. The value in the Primary Upsell Category (A67) field in the System Control file determines which upsell promotion window appears if the order is eligible for more than one promotion. You specify the window that will appear when you are using multiple promotions.
The windows that can appear include:
• Source
• Customer class
• State
• Payment type
Displaying multiple upsell windows: To display all of the upsell windows for which a customer order is eligible, you can specify *NONE in the Primary Upsell Category (A67) field in the System Control file.
Upsell window order: If the order is eligible for several promotions, the upsell promotions pop-up windows appear in the following order in Order Entry:
1. Source code (defined on the header screen)
2. Customer class (defined in the Customer record)
3. State (defined in the sold-to address on the header screen)
4. Payment type (defined on the Request Order Batch screen)
5. Item class (defined in the item record)
The day of the week pop-up window is available in order entry by pressing F17 at the Select Customer Sold To For Order Screen. However, day of the week specials are not available if the Tax Included in Price (E70) field in the System Control file is set to Y.
In this chapter:
• Work with Upsell Promotions Screen
• Work with Source Code Upsells Screen
• Create Upsell/Source Code Screen
• Change Upsell/Source Code Screen
• Display Upsell/Source Code Screen
Work with Upsell Promotions Screen
How to display this screen: Enter WUPE in the Fast path field at the top of any menu or select the Work with Upsell Promotions option from a menu.
OER0352 ENTER Work with Upsell Promotions 5/08/97 9:14:04 Mail Order Company
Type options, press Enter. 5=Work with
Opt Upsell Promotion
__ By Source Code __ By Customer Class __ By State __ By Payment Type __ By Item Class __ By Day of the Week
F3=Exit F12=Cancel F24=Select Company |
Work with Source Code Upsells Screen
Sample screen: The following sample screen shows an upsell promotion for a source code. You can display this screen by selecting source code at the Work with Upsell Promotions Screen.
Note: The Upsell Promotions screen for each type of promotion contains the same fields, except for the promotion itself, meaning source code, customer class, state, payment type, item class, or day of the week. The exception is the screen for the day of the week special; this screen does not include a tax-inclusive price, because day of the week specials are not available if you use tax-inclusive pricing. See the Tax Included in Price (E70) system control value.
OER0358 DISPLAY Work with Source Code Upsells 5/08/97 11:07:33 Mail Order Company
Opt Source Upsell Message Start Stop _______ ______ ______
Type options, press Enter. 2=Change 4=Delete 5=Display
__ A123 SPECIAL OFFER FOR VALUED CUSTOMERS! 12/01/93 12/01/97 __ A125 BUY 3 GET ANOTHER FREE 3/01/97 5/01/97
F3=Exit F6=Create F12=Cancel F21=Print list |
Field |
Description |
Source |
A source code is a code given to a list of names to whom you target an offer. Alphanumeric, 9 positions; optional. |
Cl (Customer class) |
A code used to identify a group of customers for reporting, upselling, and sales restriction purposes. Numeric, 2 positions; optional. |
St (State) |
A code to identify the state where a customer lives or receives shipments. Alphanumeric, 2 positions; optional. |
PT (Payment type) |
A code to identify a method of payment. Numeric, 2 positions; optional. |
Cls (Item class) |
A code used to group items for inventory and reporting purposes. Alphanumeric, 3 positions; optional. |
Day (Day of the week) |
A code representing a day of the week. Alphanumeric, 3 positions; optional. |
Start |
The date an upsell promotion begins. Numeric, 6 positions (MMDDYY format); optional. |
Stop |
The date an upsell promotion ends. Numeric, 6 positions (MMDDYY format); optional. |
Screen Option |
Procedure |
Create an upsell promotion |
Press F6 to advance to the Create Upsell/Source Code Screen. |
Change an upsell promotion |
Enter 2 next to a promotion to advance to the Change Upsell/Source Code Screen. |
Delete an upsell promotion |
Enter 4 next to a promotion to delete it. |
Display an upsell promotion |
Enter 5 next to a promotion to advance to the Display Upsell/Source Code Screen. |
Create Upsell/Source Code Screen
To create: Press F6 at the Work with Source Code Upsells Screen.
OER0367 ENTER Create Upsell/Source Code 6/18/97 11:12:56 The Mail Order Company
Source code . . .
Upsell message . . Start date . . . . Stop date . . . .
Item/COLR SIZE OTHR Upsell price Tax incl price Item/COLR SIZE OTHR Upsell price Tax incl price Item/COLR SIZE OTHR Upsell price Tax incl price
F3=Exit F12=Cancel |
Field |
Description |
Source code |
The source code for which an upsell promotion has been defined. A source code is a code given to a list of names to whom you target an offer. See Chapter 6: Working with Source Codes (WSRC). A pop-up window appears in Order Entry if the operator enters an order with a source code that is running a promotion. Alphanumeric, 9 positions; required. |
Other upsell promotion types:
Field |
Description |
Customer class |
The customer Class for which an upsell promotion has been defined. The customer class is a code used to identify a group of customers. You assign a customer to a customer class in the Customer file. Customer class codes are defined in the Customer Class file. See Customer Service Chapter 17: Setting Up the Customer Class File (WCCL). A pop-up window appears in Order Entry if the operator enters an order with a customer class for which a promotion has been defined. Numeric, 2 positions; required. |
State |
The state for which an upsell promotion has been defined. State codes are defined in and validated against the State file, accessible through the Work with Countries menu option; see Customer Service Chapter 15: Setting Up the Postal Code File (WZIP). A pop-up window appears in Order Entry if the customer places an order from a state running a promotion. Alphanumeric, 2 positions; required. |
Pay type |
The payment type for which an upsell promotion has been defined. The pay type represents a method of payment on the order. Payment types are defined in the Pay Type file. See Accounts Payable Chapter 5: Working with Pay Types (WPAY). A pop-up window appears in Order Entry if the operator enters an order with a payment type which is running a promotion. Numeric, 2 positions; required. |
Item class |
The item class for which an upsell promotion has been defined. This code is used to categorize a group of items such as "Dresses." You assign item classes to items in the Item file. Item classes are defined in the Item Class file. See Merchandising Chapter 5: Working with Item Classes (WICL). A pop-up window appears in Order Entry if the customer orders an item from an item class which is running a promotion. Alphanumeric, 3 positions; required |
Day of the week |
The day of the week for which an upsell promotion has been defined. The system keeps track of the day of the week. Valid values are: MON: Monday TUE: Tuesday WED: Wednesday THR: Thursday FRI: Friday SAT: Saturday SUN: Sunday Press F17 at the Select Customer Sold To screen in Order Entry to display the daily upsell promotion. Alphanumeric, 3 positions; required. |
Upsell message |
The message that displays in Order Entry to inform the operator that an upsell promotion exists. Alphanumeric, 40 positions, required. |
Start date |
The date this upsell promotion takes effect. Orders entered prior to this date will not be eligible for the upsell promotion. Numeric, 6 positions (MMDDYY format), required. |
Stop date |
The date this upsell promotion ends. Orders entered into the system after this date will not be eligible for the upsell promotion. Numeric, 6 positions (MMDDYY format), required. |
Item |
The code for the item that is included in the upsell promotion. The item you enter is validated against the Item file. Alphanumeric, 12 positions; optional. |
Clr/Size/Wdth |
The style of the item, for example, if the item comes in certain colors or sizes. Use these fields to enter the SKU code for the item that will be included in this upsell promotion. The SKU you enter is validated against the Item/ SKU file. Alphanumeric, three 4-position fields (if using split SKUs) or one 14-position field (if using the full SKU); required if the item is SKUed. |
Upsell price |
The price at which this item will be sold during this upsell promotion. Numeric, 7 positions with a 2-place decimal; optional. |
Change Upsell/Source Code Screen
Change: Enter 2 next to an upsell promotion at the Work with Source Code Upsells Screen to advance to the Change Upsell screen. For field descriptions, see Create Upsell/Source Code Screen.
To copy: Enter 3 next to a daily upsell promotion to display the Copy Upsell/Day of the Week pop-up window.
Copy Upsell/Day of Week COMMERCIALWARE
Day of the week : THR Thursday
Copy to :
Day of the Week : MON Monday N (Y/N) Day of the Week : TUE Tuesday N (Y/N) Day of the Week : WED Wednesday N (Y/N) Day of the week : FRI Friday N (Y/N) Day of the Week : SAT Saturday N (Y/N) Day of the Week : SUN Sunday N (Y/N)
F3=Exit F12=Cancel |
You can specify to copy the promotion to one or more days of the week. Enter Y next to each desired day. The system creates an upsell record for each day specified. These new records contain the same start date, stop date, items, and special upsell prices as the original upsell promotion. If you need to, you can change any of the new upsell promotions after you copy them.
Note: The copy option (option #3) is available only for the day of the week upsell promotions.
Display Upsell/Source Code Screen
Display: Enter 5 next to an upsell promotion at the Work with Source Code Upsells Screen to advance to the Display Upsell screen. You cannot change any fields on this screen. For field descriptions, see Create Upsell/Source Code Screen.
| Chapter 17: Work with Promotional Pricing (WPRP) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 19: Working with Price Codes (WPCD) |
MK02_04 CWDirect 18.0 August 2015 OTN