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: Set up merchandise, freight, or additional freight discounts based on source code, offer, pay type, item category, item class, long SKU department or class, or qualifying merchandise totals or item quantity; also, set up a ship via override. Merchandise discounts or free gifts can also be set up on a tiered basis, with increasing discounts or gifts based on larger merchandise totals.
Additionally, you can use promotions for source code reporting and analysis purposes.
Single-use codes: You can generate a batch of single-use codes associated with a promotion, so that customers supply the single-use code rather than the actual promotion code to apply the promotion to an order.
Once you generate any single-use codes for a promotion, he promotion is no longer eligible to be applied to an order by its actual promotion code; a single-use code is required.
See Creating and Using Single-Use Promotion Codes for more information on single-use codes.
In this topic:
• Item Category or Class Discount
• Freight Discount or Override
• Tiered Discount or Free Gift
• Promotion Logic and Processing
• When You Must Specify the Promotion to Apply
• When the System Assigns Promotions to an Order
• Applying Promotions through the Order API
• Order Transaction History Message
• Cautions
• Cautions for One-Time-Use Promotions
• Cautions for BOGO Promotions
• Cautions for BOGO, Order, and Tiered Promotions
• Cautions for Freight Promotions
• Cautions for Order Line Promotions
• Cautions for Item Category/Class Promotions
• Work with Qualifying Source Codes Screen
• Work with Qualifying Category/Class Screen
• Work with Promotion Discounts Screen
• Work with Qualifying Item/SKU Screen
Not in this chapter: This chapter 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)
Purpose: You can use a promotion to display a pop-up message in order entry by:
• entering up to four lines of pop-up message text for the promotion code through the Work with Promotion Values menu option;
• assigning the promotion code to one or more source codes through the Work with Source Codes menu option.
When you have entered header information for an order whose source code is associated with the promotion, a window opens in order entry.
Display Pop Up Msgs for Promotion: SEASON OUR FAMILY TO YOURS
ALL CHILDREN'S CLOTHING IS 15% OFF FOR A LIMITED TIME ONLY!
Press Enter to exit |
The window opens only during the range of dates you specify for the promotion.
Single promotion message: You can set up only one promotion message to display in order entry for each source code.
Message plus discount: You can set up a promotion that will both display a pop-up message and apply a discount to the order. See About Discount Promotions.
Purpose: You can set up the following types of discount promotions:
• BOGO Discount: A discount amount or a percentage calculated based on the lowest-priced or highest-priced item(s) on the order, or within a group of items, and applied equally across a specified number of units. The order qualifies based on a required unit quantity.
• Order Line Discount: A discount amount or percentage applied to the highest-priced item on the order.
• Item Category or Class Discount: A discount amount or percentage applied to items assigned to one or more item categories or item classes.
• Order Discount: A discount amount or percentage applied to the order's merchandise total.
• Freight Discount or Override: A discount amount or percentage applied to the order's freight charges; or, a freight override amount; or free freight.
• Additional Freight Discount: A discount amount or percentage applied to the order's additional freight charges.
• Tiered Discount or Free Gift: A discount amount or percentage, or a free gift, of increasing value based on the total merchandise value of the order. For example, a tiered promotion might include an inexpensive free gift for an order of $20.00 to $29.99, a 5% discount for an order of $30.00 to $49.99, a 10% discount for an order of $50.00 to $99.99, and so on.
• Ship Via Override: Although this is not a separate promotion type, you can also use a promotion code to assign a ship via override to an order. A ship via override can be set up as a separate promotion, or added to an order, freight, or additional freight discount promotion.
How does an order qualify? You can set up certain types of promotions, such as an order discount or freight override, to apply to every order you take; to do so, do not complete any of the qualifying fields for the promotion. The promotion can apply to the order as long as the current date falls within the date range specified for the promotion.
If you want to restrict a promotion to only certain orders, you can do so based on:
• one-time use, so that each customer can use the promotion on a single order.
Note: Single-use codes you generate differ from flagging a promotion for one-time use. See Creating and Using Single-Use Promotion Codes for more information.
• source code (used on order header) or offer (associated with the source code used on the order header). You can specify a single qualifying source code, or multiple source codes. You can also exclude source codes from a promotion by selecting the Exclude promotions field for the source code. Typically, you would exclude a source code from promotions when you have set up a promotion that specifies an offer, and you want to include most of the source codes associated with that offer except for a few.
• pay type (even if this pay type is not the only one on the order)
• merchandise total
• total item quantity
• for some promotion types, particular items/SKUs, item classes, item categories, long SKU departments, or long SKU classes
• merchandise total or total item quantity for sale items only, non-sale items only, or all items
• shipping location, such as restricting a freight or additional freight promotion to a range of SCF codes or to the continental U.S.A.
Important: The system evaluates promotion qualifiers on an “all or nothing” basis; in other words, if you set up a promotion to qualify based on source code, pay type, and merchandise total, and an order does not match all of these qualifiers, none of the discounts or overrides of the promotion will apply to the order. To apply the promotion to any order matching either the source code, pay type, or merchandise total, set up a separate promotion for each.
See the Cautions.
Order maintenance: The system does not evaluate the order for promotions in order maintenance or make any changes.
A BOGO (buy-one-get-one) promotion applies a discount amount or calculates a discount percentage based on the lowest-priced or highest-priced item(s) on the order, and applies the total discount amount equally across a specified number of units.
Examples:
• Buy 1, get 1 free from an item category
• Buy 2, get 1 50% off
• Buy any 4 units from a group of items for a total of $100.00, get a $20 discount
Restricting the eligible items: You can restrict a BOGO promotion to:
• a particular long SKU department or long SKU class
• one or more item classes
• one or more item categories
• a list of specific items and SKUs
• sale items or non-sale items
How is a discount percentage calculated? When a BOGO promotion specifies a discount percentage rather than a dollar amount, you can base the discount on the highest-priced or lowest-priced item(s) in the BOGO quantity.
Which units receive the discount? You have the option to apply the BOGO discount evenly across all the units included in the promotion (the total BOGO quantity, described below), or of discounting just the BOGO (“get one”) quantity.
Can the promotion apply multiple times to an order? You can set up a promotion to apply multiple times to a qualifying order (for example, buy 2, get 1 free; buy 4, get 2 free; and so on).
BOGO evaluation and discounting process: BOGO promotions support a variety of qualification and discounting options. The following table provides a description and example of each step in BOGO processing.
Process |
Examples |
Identify the total BOGO quantity: The system determines the total BOGO quantity by adding the BOGO quantity + the Qualifying quantity specified for the promotion. The promotion uses the total BOGO quantity to identify the items that qualify for the promotion. You can apply the discount to the total BOGO quantity, or just the BOGO quantity (and not the qualifying quantity). |
Buy one get one: • BOGO quantity = 1 • Qualifying quantity = 1 • Total BOGO quantity = 2 Buy two get one: • BOGO quantity = 1 • Qualifying quantity = 2 • Total BOGO quantity = 3 Buy three get three: • BOGO quantity = 3 • Qualifying quantity = 3 • Total BOGO quantity = 6 |
Determine if the order qualifies based on quantity: In order to receive the promotion, the order must include at least the number of units in the total BOGO quantity. The units can be on a single line, or on multiple lines. |
Total BOGO quantity = 3 (Qualifying quantity = 2; BOGO quantity = 1). Eligible orders might include: • one line for at least 3 units • at least three lines for 1 unit each • one line for 1 unit, one line for 2 units • four lines or more for 1 unit each |
Qualify based on “sale” flag or other status? Each item included in the total BOGO quantity: • must not be sold out, “no charge,” or non-discountable • can be a sale item if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to N, or if the Items to include (S/R/A) field is set to R (Regular) or A (All) • can be a non-sale item as long as the Items to include (S/R/A) field is set to S (Sale) or A (All) Note: A price override does not make an order line ineligible for a BOGO promotion. |
|
Item groupings: Optionally, you can restrict a BOGO promotion based on: • a single long SKU class or long SKU department: in this case, the total BOGO quantity must be made up of items assigned to a single long SKU class or department; or, • one or more item classes or one or more item categories; in this case, the system evaluates each item class or category independently, and an order must include items in the required quantity and dollar amount in a particular class or category for those items to qualify for the promotion, but items on the order can qualify for the promotion in more than one class or category; or, • one or more items/SKUs; in this case, any of the specified items/SKUs are eligible for the promotion The system evaluates the items within a grouping based on total BOGO quantity and, optionally, qualifying dollar amount. Each is described below. |
|
Qualify based on long SKU department or long SKU class? If the promotion specifies either a long SKU class or a long SKU department, only items assigned to the long SKU class or department are included in the total BOGO quantity (and dollar amount, if specified), and are eligible for the promotion discount. A promotion can specify either a single long SKU department or long SKU class, and in this case it cannot specify any other item grouping qualifier (item/SKU, item class, or item category). |
|
Qualify within a group of items? If the promotion specifies one or more qualifying items or SKUs, only these items/SKUs are included in the total BOGO quantity (and dollar amount, if specified), and are eligible for the promotion discount. If one of the qualifying items is a SKU’d item and a particular SKU is: • specified: only the specified SKU is eligible for the promotion • unspecified: all SKUs of the item are eligible for the promotion If a promotion specifies any qualifying items or SKUs, it cannot specify any other item grouping qualifier (long SKU department, long SKU class, item class, or item category). |
Total BOGO quantity = 3 (Qualifying quantity = 2; BOGO quantity = 1). Qualifying items/SKUs: • AB100 (non-SKU’d item) • CD100 (SKU’d item, no SKUs specified) • EF100 BLUE • EF100 RED • GH100 (non-SKU’d item) Order includes one unit of each: • AB100: included • EF100 BLUE: included • EF100 PINK: not included • GH100: included • JI100: not included |
Qualify within an item class or category? If the promotion specifies a qualifying item classes or item categories, items assigned to the specified class or category are included in the total BOGO quantity (and dollar amount, if specified), and are eligible for the promotion discount. If the promotion specifies more than one item class or category, items within each item class or item category are evaluated separately for the promotion, and the promotion discounts apply separately. A promotion can specify either one or more item classes or one or more item categories, and in this case it cannot specify any other item grouping qualifier (long SKU department or long SKU class or items/SKUs). |
Total BOGO quantity = 2 (Qualifying quantity = 1; BOGO quantity = 1). Qualifying item classes are A and B. Order includes one unit of each: • AB100 (class A) • EF100 (class A) • MN100 (class B) Result: Order qualifies within item class A based on AB100 and EF100. Order does not qualify based on class B. |
Other requirements for BOGO qualification: • source code on the order header or offer associated with the source code on the order header • pay type |
|
Allow multiples? When the Allow multiple BOGO flag is set to Y, then an order qualifies to receive the discount multiple times if it includes a multiple of the total BOGO quantity. There is no upper limit to the number of times to apply the discount. Otherwise, if the Allow multiple BOGO flag is set to N, the promotion applies just once regardless of the number of eligible units on the order. If the promotion specifies an item grouping, then the evaluation and discount application is restricted to the item grouping. |
Total BOGO quantity = 4 (Qualifying quantity = 2; BOGO quantity = 2). If the an order includes: • 4 eligible units: the discount applies to these 4 units (promotion applies once) • 10 eligible units: the discount applies to 8 units (promotion applies twice) • 24 eligible units: the discount applies to all 24 units (six times) |
Select the highest-priced item(s)? If the BOGO specifies a Discount percent and the Highest priced BOGO item field is: • set to Y: the system selects the highest-priced eligible items for the total BOGO quantity (qualifying quantity + BOGO quantity), and applies the discount to these items • set to N: the system selects the lowest-priced eligible items for the total BOGO quantity (qualifying quantity + BOGO quantity), and applies the discount to these items |
The promotion specifies: • Qualifying quantity = 2 • BOGO quantity = 1 • Discount percent = 50% The order includes: • AB100: 1 @ $35.00 • CD100: 1 @ $40.00 • EF100: 1 @ $45.00 • GH100: 1 @ $50.00 If Highest priced BOGO item is: • set to Y: the total BOGO quantity includes GH100 ($50.00), EF100 ($45.00), and CD100 ($40.00), and the discount percentage is based on the price of GH100 • set to N: the total BOGO quantity includes AB100 ($35.00), CD100 ($40.00), and EF100 ($45.00), and the discount percentage is based on the price of AB100 |
Calculate the total BOGO discount: If the promotion specifies a: • Discount percentage, the system uses the BOGO quantity of the highest-priced or lowest-priced eligible item(s) on the order to determine the total discount to apply, as described above. If the promotion’s Allow multiple BOGO flag is set to Y and the order includes a multiple of the total BOGO quantity, the system multiplies the BOGO quantity by the multiple to determine the total price to use when calculating the total discount. • Discount amount, this discount amount applies. If the promotion’s Allow multiple BOGO flag is set to Y and the order includes a multiple of the total BOGO quantity, the system multiples the discount amount by the multiple. |
Single BOGO item: Total BOGO quantity = 4 (Qualifying quantity = 3; BOGO quantity = 1). Promotion is buy 3, get 1 free. Highest priced BOGO item is set to N. Order includes: 1. AB100: 1 @ $5.00 2. CD100: 3 @ 10.00 3. EF100: 2 @ $20.00 Total discount = $5.00 (100% of $5.00) Two BOGO items: Total BOGO quantity = 4 (Qualifying quantity = 2; BOGO quantity = 2). Promotion is buy 2, get 2 20% off. Highest priced BOGO item is set to Y. Order includes: 1. GH100: 2 @ $5.00 2. IJ100: 2 @ $10.00 Total discount = $2.00 (20% of ($5.00 + $5.00)) Multiples: Total BOGO quantity = 2 (Qualifying quantity = 1; BOGO quantity = 1). Promotion is buy 1, get 1 20% off. Highest priced BOGO item is set to Nand Allow multiple BOGO flag is set to Y. Order includes: 1. AB100: 1 @ $4.00 2. CD100: 1 @ $5.00 3. EF100: 1 @ $10.00 4. GH100: 1@ $20.00 Total discount = $1.80 (20% of ($4.00 + $5.00)) |
Discount BOGO quantity only? If the Apply disc to BOGO qty field is: • set to Y: the discount amount applies to the BOGO quantity, but not the qualifying quantity • set to N: the discount amount applies to the total BOGO quantity (qualifying quantity + BOGO quantity) Calculate the unit discount: Divide the total discount (as calculated from the previous step) by the total quantity to receive the discount. The unit discount is not prorated based on price. Note: There may be a rounding discrepancy if the total discount does not divide evenly by the total quantity receiving the discount. This discrepancy should be no more than a few cents. |
Total BOGO quantity = 4 (Qualifying quantity = 2; BOGO quantity = 2) and total discount is $5.00. If the Apply disc to BOGO qty field is: • set to Y: $5.00 total discount / BOGO quantity of 2 = $2.50 unit discount • set to N: $5.00 total discount / total BOGO quantity of 4 = $1.25 unit discount See below for more details. |
Apply the discount: When the system applies the discount, it: • Writes an Order Transaction History message indicating the total amount of the discount • Uses a Pricing method of G = Buy One Get One |
A. If the Qualifying quantity = 1, the BOGO quantity = 1, the Allow multiple BOGO field is set to N, the Apply disc to BOGO qty field is set to N, the total discount to apply is $5.00, and the order includes: • Two lines, quantity of 1 each: • B100: 1 @ $5.00 - $2.50 = $2.50 • D100: 1 @ $5.00 - $2.50 = $2.50 • Two lines, quantity of 2 each: • AB100: 2 @ $5.00 - $2.50 = $2.50 each because this line includes the total BOGO quantity • CD100: 2 @ $5.00: no discount applies because the promotion does not support multiple discounts B. As above, but the Apply disc to BOGO qty field is set to Y, apply the $5.00 total discount as follows: • Two lines, quantity of 2 each: • AB100: 2 @ $5.00 - $2.50 = $2.50 each • CD100: 2 @ $5.00: no discount applies • Two lines, quantities of 1 and 3: • AB100: 1 @ $5.00 - $5.00 = no charge • CD100: 3 @ $5.00: no discount applies Note: This second example would be an invalid entry if the Apply disc to BOGO qty field is set to Y. See below for more information. |
Requirement for order quantities: When the Apply disc to BOGO qty field is set to N, the quantity on eligible order lines should not exceed the total BOGO quantity. |
If the promotion is: • buy 1, get 1: the eligible order lines might consist of: • 2 lines, each with a quantity of 1 • a single line with a quantity of 2 • 3 or more lines, each with a quantity of 1 (the system selects the highest-priced or lowest-priced lines to include based on the setting of the Highest priced BOGO item setting An example of an invalid order line combination is an eligible line with a quantity of 1 and an eligible line with a quantity of 3. • buy 2, get 1: the eligible order lines might consist of: • a line with a quantity of 1 and a line with a quantity of 2 • 3 or more lines, each with a quantity of 1 • a single line with a quantity of 3 An example of an invalid order line combination would be an eligible line with a quantity of 1 and an eligible line with a quantity of 3. |
Important: See Cautions for BOGO Promotions for more information on how BOGO promotions apply in different situations.
To set up a BOGO promotion, complete the following fields:
• Required:
• Type = B, and
• Priority
• Qualifying quantity
• BOGO quantity
• Items to include (Note: Leaving this field blank for a BOGO promotion is not supported)
• Type of merchandise discount:
• Discount amount or discount percent
• Qualifying fields (leave blank to apply to all orders):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying $ amount for the merchandise total on the order
• Qualifying item(s)/SKU(s) or Qualifying item class(es) or Qualifying item category(ies) or Qualifying Long SKU department or Qualifying SKU class
• Other optional fields
• Promotion ID
• Allow multiple BOGO
• Highest priced BOGO item
• Apply disc to BOGO qty
BOGO promotion sample: A sample setup for a BOGO promotion is presented below.
Promotion description: The promotion provides 50% off any 1 item in specific item classes with a qualifying quantity of 2 in those classes and a $50.00 minimum order within the specified item classes. The discount is based on the lowest-priced item and is prorated across the total BOGO quantity.
An order can earn the promotion multiple times if it includes a sufficient multiple of the total BOGO quantity.
Note: The pricing method for the source code must be set to D; see the Cautions.
OER0507 DISPLAY Display Promotion 5/14/12 12:17:30 EZK Mail Order Promotion Code: BCL123 Description: B2G150% CLASS SPC 222 Str date/time: 5/10/12 0:00:00 End dt/time: 5/17/12 0:00:00 Use once: N Pop up msgs:
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : B Priority . . . . . . . : 1 Promotion ID . . . . . . : Qualifying source Qualifying offer . . . . . : Qualifying pay type . . : 0 Qualifying $ amount : 50.00 Qualifying quantity : 2 Qualifying item/SKU Qualfying item class . . . : SPC + Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : N Additional charge code : Discount amount . . . : Discount percent . : 50.00 Freight override amount Free freight . . . . . . : Ship via override/country 0 / From/To SCF . . : / BOGO Quantity . . . . . : 1 Allow multiple BOGO . . : Y Highest priced BOGO item . . : N Apply disc to BOGO qty . : N Items to Include (S/R/A) . . :
F3=Exit F12=Cancel |
Order line promotions apply a percentage or dollar discount to the highest-priced line on the order.
Example: Apply a $5.00 discount to an the highest-priced item on an order if the order includes at least 5 items.
Selecting the line to discount:
• When an order qualifies for an order line promotion, the discount amount or percentage applies to the order line with the highest single-unit pre-discount price.
• If there is more than one item on the order with this price, the discount applies to the line with the lowest order quantity.
• If there is more than one item on the order with this price and quantity, the discount applies to the last line added to the order (the one with the highest order line number).
• If there is only one order line on the order, the discount applies to that order line.
Which lines are eligible? In order to be eligible to receive an order line discount, the item:
• Must be flagged as Discountable.
• Must not be flagged as a Sale item if the Items to include (S/R/A) field is set to:
• R (Regular)
• blank, if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to Y
• Must not be a non-sale item (based on the Sale item flag) if the Items to include (S/R/A) field is set to S (Sale).
The order must also qualify for the promotion based on any other qualifying criteria, including source code or offer, total dollar amount, or total quantity.
Prorating the discount across multiple units: If the line that receives the order line discount is for more than one unit, the total discount is prorated across the units on the line.
Example: The promotion specifies a 20% discount. The order line with the highest single-unit price is for 5 units at $20.00 each for a total extended price of $100.00. The system determines that the discount amount to apply is $4.00 (20% of the single-unit price of $20.00), and prorates the $4.00 discount across the 5 units. Each unit is discounted $.80, for a discounted unit price of $19.20 and an extended price of $96.00.
Discounted limited to single-unit price: If the promotion specifies a discount amount rather than a discount percent, the total amount discounted does not exceed the single-unit pre-discount price of the selected order line.
Example: The promotion specifies a $5.00 discount. The order line with the highest single-unit price is for 10 units at $4.00 for a total extended price of $40.00. The total discount amount is capped at $4.00, and the system prorates the $4.00 discount across the 10 units. Each unit is discounted $.40, for a discounted unit price of $3.60 and an extended price of $36.00. The order line may be eligible for additional discounts, such as a dollar discount by source, that further reduce the unit price. For example, a dollar discount by source is prorated against the order and reduces the order line by an additional $1.00, so the final extended price is $35.00.
Rounding: Depending on the total discount to apply and the number of units on the selected order line, there may be a rounding difference between the calculated total discount and the actual discount applied. This difference should not be more than a few cents. The system rounds the prorated discount down rather than up.
Example: The promotion specifies a $10.00 discount if the total order exceeds $75.00. The order line with the highest single-unit price is for 7 units at $10.00 for a total extended price of $70.00. The total discount amount of $10.00 is prorated across the 10 units. Each unit is discounted $1.42, for a discounted unit price of $8.58 and an extended price of $60.06.
Note: An order line promotion cannot include a ship via override.
To set up an order line promotion, complete the following fields:
• Required:
• Type = L, and
• Priority
• Type of merchandise discount:
• Discount amount or discount percent
• Qualifying fields (leave blank to apply to all orders):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying $ amount for the merchandise total on the order
• Qualifying quantity for the items on the order
• Items to include
• Other optional fields
• Promotion ID
Order line promotion sample: A sample setup for an order line promotion is presented below.
Promotion description: The promotion provides $10.00 off any one item for orders of $75.00 or more.
Note: The pricing method for the source code must be set to D; see the Cautions.
OER0507 DISPLAY Display Promotion 5/14/12 12:33:01 EZK Mail Order Promotion Code: LINE$ Description: $10.00 OFF ORDER LINE Str date/time: 5/14/12 0:00:00 End dt/time: 5/31/12 0:00:00 Use once: N Pop up msgs:
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : L Priority . . . . . . . : 1 Promotion ID . . . . . . : Qualifying source Qualifying offer . . . . . : Qualifying pay type . . : 0 Qualifying $ amount : 75.00 Qualifying quantity : 0 Qualifying item/SKU Qualfying item class . . . : Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : Additional charge code : Discount amount . . . : 10.00 Discount percent . : .00 Freight override amount Free freight . . . . . . : Ship via override/country 0 / From/To SCF . . : / BOGO Quantity . . . . . : 0 Allow multiple BOGO . . : Highest priced BOGO item . . : Apply disc to BOGO qty . : Items to Include (S/R/A) . . :
F3=Exit F12=Cancel |
Item Category or Class Discount
Item category or class promotions apply a percentage or dollar discount to the merchandise on the order that is in the specified item category or class. If you specify multiple item categories or classes, then the discount applies to all the items in the each specified category or class. If you specify a qualifying dollar amount or quantity, then each individual category or class must meet the dollar or quantity requirement.
Example: Apply a $5.00 discount when the customer orders 5 or more items in the dog toy category.
Example with multiple item categories or classes: The promotion specifies a $10.00 discount for a qualifying quantity of 5 units, and the dog toy, cat toy, and bird toy item categories. An order includes:
• dog toy category: 6 units
• cat toy category: 2 units
• bird toy category: 7 units
The promotion applies the $10.00 discount to the dog toy items and a $10.00 discount to the bird toy items, because they exceed the required quantity. The promotion does not apply a discount to the cat toy items.
Note: Because the promotion specifies multiple item categories, an order might receive the discount across each specified category; however, the system does not apply more than one item category or class promotion to an order. For example, if you set up a separate promotion each for the dog toy, cat toy, and bird toy categories, only one of these promotions could apply to an order.
Non-discountable items: Items that are flagged as non-discountable (based on the setting of the Discountable flag) are always excluded from prorating of discounts; also, they are not included in the merchandise total or the qualifying quantity when the system determines whether an order meets the Qualifying $ amount (Qualifying dollar amount) required to apply a promotion.
• Meeting a quantity requirement for an item category or class discount: Items that are sold out or free of charge, or that are non-discountable as described above, are not included in the Qualifying quantity, if any, specified for an order discount promotion. Also, if the Items to include (S/R/A) field for the promotion is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All), both sale and non-sale items are included.
• blank, sale items are included only if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to N.
• Meeting a merchandise $ total requirement for an item category or class discount: Items that are non-discountable as described above are not included in the Qualifying $ amount. Also, if the Items to include (S/R/A) field for the promotion is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All) or blank, both sale and non-sale items are included, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value.
To set up an item category or class discount promotion, complete the following fields:
• Required:
• Type = C, and
• Priority
• Item category (or multiple item categories) or item class (or multiple item classes)
• Type of merchandise discount:
• Discount amount or discount percent
• Qualifying fields (leave blank to apply to all orders):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying dollar amount
• Qualifying quantity
• Items to include
• Other optional field: Promotion ID
Item category or class discount setup example: A sample setup for an item category or class discount is presented below.
Discount description: The system prorates a $10.00 discount against all items in item class A01, B01, or C01 if the merchandise total in each category is $75.00 or more.
OER0507 DISPLAY Display Promotion 5/14/12 12:35:18 EZK Mail Order Promotion Code: CEX Description: $10.00 OFF CLASS A01, B02, C03 Str date/time: 5/14/12 0:00:00 End dt/time: 5/31/12 0:00:00 Use once: N Pop up msgs:
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : C Priority . . . . . . . : 1 Promotion ID . . . . . . : Qualifying source Qualifying offer . . . . . : Qualifying pay type . . : 0 Qualifying $ amount : 75.00 Qualifying quantity : 0 Qualifying item/SKU Qualfying item class . . . : A01 + Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : Additional charge code : Discount amount . . . : 10.00 Discount percent . : .00 Freight override amount Free freight . . . . . . : Ship via override/country 0 / From/To SCF . . : / BOGO Quantity . . . . . : 0 Allow multiple BOGO . . : Highest priced BOGO item . . : Apply disc to BOGO qty . : Items to Include (S/R/A) . . :
F3=Exit F12=Cancel |
The additional qualifying item classes are displayed at the Work with Qualifying Category/Class Screen.
OER1571 DISPLAY Work with Qualifying Category/Class 5/14/12 12:36:36 EZK Mail Order
Promotion code . : CEX $50.00 OF CLASS A01, B01, C01
Opt Categ/Cls Description
Type options, press Enter. 4=Delete
A01 DOG TOYS B01 BIRD TOYS C01 CAT TOYS
F3=Exit F12=Cancel |
Order discount promotions apply to the merchandise on the order. You can specify either a flat discount amount or a percentage.
Example: Apply a $5.00 discount to orders with source code AB1234 with merchandise totals of $50.00 or more.
Prorate discounts? If you specify an additional charge code for the promotion, the discount appears on the order as a credit additional charge; otherwise, a discount amount is prorated against the items on the order.
Example: |
An order contains the following items, and a $4.00 discount applies based on the promotion: 1. AB100: 2 @ $5.00 ($10.00) 2. BB200: 1 @ $10.00 3. CC300: 1 @ $20.00 Merchandise total: $40.00 If you specify an additional charge code, the discount appears as a $4.00 negative additional charge on the order; the extended price of each line remains unchanged. If you do not specify an additional charge code, the extended price of each order line is: 1. $10.00 - $1.00 = $9.00 (2 @$4.50) 2. $10.00 - $1.00 = $9.00 3. $10.00 = $2.00 = $18.00 |
Eligibility: In order to be eligible to receive an order line discount, the item:
• Must be flagged as Discountable.
• Must not be flagged as a Sale item if the Items to include (S/R/A) field is set to:
• R (Regular)
• blank, if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to Y
• Must not be a non-sale item (based on the Sale item flag) if the Items to include (S/R/A) field is set to S (Sale).
The order must also qualify for the promotion based on any other qualifying criteria, including source code or offer, total dollar amount, or total quantity.
Non-discountable items: Items that are flagged as non-discountable (based on the setting of the Discountable flag) are always excluded from prorating of discounts; also, they are not included in the merchandise total or the qualifying quantity when the system determines whether an order meets the Qualifying $ amount (Qualifying dollar amount) required to apply a promotion.
Meeting a quantity requirement for an order discount: Items that are sold out or free of charge, or that are non-discountable as described above, are not included in the Qualifying quantity, if any, specified for an order discount promotion. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All), both sale and non-sale items are included.
• blank, sale items are included only if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to N.
Meeting a merchandise $ total requirement for an order discount: Items that are non-discountable as described above are not included in the Qualifying $ amount. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All) or blank, both sale and non-sale items are included, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value.
To set up an order discount promotion, complete the following fields:
• Required:
• Type = O, and
• Priority
• Type of merchandise discount:
• Discount amount or discount percent
• Qualifying fields (leave blank to apply to all orders):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying dollar amount
• Qualifying quantity
• Items to include
• Other optional fields:
• Promotion ID
• Additional charge code (leave blank to prorate the discount)
• Ship via override and related fields (see description below)
Order discount setup example: A sample setup for an order discount is presented below.
Discount description: The system subtracts 10% from the extended price of all items (Discount percent field) on any order whose header-level source code points to offer SP8 (Qualifying offer field) if the merchandise total is $50.00 or more (Qualifying dollar amount field). Additionally, if you assign this promotion code to the source code through Working with Source Codes (WSRC), the pop-up message (Pop-up message fields) will open in order entry after you enter the order header information.
The discount total will be added to the order as a negative additional charge because a code is specified in the Additional charge code field. If this field were blank, the discount would be subtracted from each order detail line extended price.
Note: The pricing method for the source code must be set to D; see the Cautions.
OER0507 DISPLAY Display Promotion 5/14/12 12:40:03 EZK Mail Order Promotion Code: 10%+$50 Description: 10% OFF $50+ Str date/time: 5/11/12 11:28:00 End dt/time: 5/31/12 11:29:00 Use once: N Pop up msgs: SUMMER SPECIAL: 10% OFF ALL ORDERS FROM OUR SUMMER PREVIEW CATALOG $50 OR MORE Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : O Priority . . . . . . . : 1 Promotion ID . . . . . . : Qualifying source Qualifying offer . . . . . : SP8 Qualifying pay type . . : 0 Qualifying $ amount : 50.00 Qualifying quantity : 0 Qualifying item/SKU Qualfying item class . . . : Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : N Additional charge code : A Discount amount . . . : 10.00 Discount percent . : .00 Freight override amount Free freight . . . . . . : Ship via override/country 0 / From/To SCF . . : / BOGO Quantity . . . . . : 0 Allow multiple BOGO . . : Highest priced BOGO item . . : Apply disc to BOGO qty . : Items to Include (S/R/A) . . :
F3=Exit F12=Cancel |
A freight discount applies to the freight charges on an order.
You can set up the following types of freight discounts:
1. Discount amount or discount percentage applied to freight total:
Example: $5.00 off shipping if you order by the end of June; or, 50% off shipping charges if your order totals $50.00 or more.
Note: The discount appears on the order as a credit additional charge.
2. Freight override amount to replace freight total:
Example: Order by November 15 and pay only $3.00 in freight, regardless of order total.
3. Free freight:
Example: Free shipping for our valued customers.
You can also set up a ship via override independently of, or in addition to, a freight discount. See the description below for more information.
Meeting a quantity requirement for a freight discount: Items that are sold out or free of charge, or that are non-discountable as described above, are not included in the Qualifying quantity, if any, specified for an order discount promotion. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All), both sale and non-sale items are included.
• blank, sale items are included only if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to N.
Meeting a merchandise $ total requirement for a freight discount: Items that are non-discountable as described above are not included in the Qualifying $ amount. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All) or blank, both sale and non-sale items are included, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value.
Qualifying items/SKUs, classes, or categories: You can set up a freight discount to require that the order includes any of a particular list of items/SKUs, or assigned to one or more particular item classes or item categories. For example:
• item AB100, CD100, or EF100 must be on the order
• the order must include items from item class A or B
• the order must include items from item category ABC or DEF
If the promotion also specifies a qualifying dollar amount or qualifying quantity, or both, then an order must meet these requirements within the specified group of items, item class, or item category.
Freight promotion setup |
Example |
At least $50 in a group of items |
Qualifying items/SKUs: • AB100 (non-SKU’d item) • CD100 (SKU’d item, no SKUs specified) • EF100 BLUE and RED (SKU’d item, 2 SKUs specified) Order includes: • AB100 (qualifying item): 1 @ $25.00 • CD100 BLUE (qualifying item): 2 @ $20.00 • GH100 (not a qualifying item): 1 @ $50.00 Result: Order qualifies based on total of $65.00 $25.00 (AB100) and CD100 BLUE ($40.00). GH100 is not included in the total. Order includes: • EF100 BLUE (qualifying SKU): 1 @ $35.00 • EF100 RED (not a qualifying SKU): 1 @ $15.00 • GH100 (not a qualifying item: 1 @ $50.00 Result: Order does not qualify, because the total for qualifying items is just $35.00. |
At least 5 units in an item class (or category) |
Qualifying classes: • ABC • DEF Order includes: • AB100 (class ABC): 2 units • CD100 (class ABC): 4 units • GH100 (class DEF): 3 units Result: Order qualifies based on the 6 units in class ABC (AB100 and CD100). Order includes: • AB100 (class ABC): 4 units • GH100 (class DEF): 4 units Result: Order does not qualify, since it does not include at least 5 units within a single qualifying item class. |
At least $100 and 4 units in an item class (or category) |
Qualifying classes: • ABC • DEF Order includes: • AB100 (class ABC): 2 units @ $25.00 • CD100 (class ABC): 4 units @ $20.00 • GH100 (class DEF): 3 units @ $50.00 Result: Order qualifies based on the 6 units and $130.00 total in class ABC. Order includes: • EF100 (class ABC): 2 units @ $75.00 • GH100 (class DEF): 4 units @ $20.00 Result: Order does not qualify, The order includes a total of 2 units and $150.00 for class ABC, so it does not meet the quantity qualifier for this class. Also, the order includes a total of 4 units and $80.00 for class DEF, so it does not meet the merchandise amount qualifier for this class. |
To set up a freight discount, complete the following fields:
• Required:
• Type = F
• Priority
• Type of freight discount (one only):
• Discount amount (requires additional charge code)
• Discount percent (requires additional charge code)
• Freight override amount
• Free freight = Y
• Qualifying fields (leave blank to apply to all orders):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying dollar amount
• Qualifying item/SKU(s) or Qualifying item class(es) or Qualifying item category(ies)
• Qualifying quantity
• Items to include
• Other optional fields:
• Promotion ID
• Additional charge code
• Continental USA only
• Ship via override and related fields (see description below)
Freight discount example: A sample setup for a freight discount is presented below.
Discount description: The system changes the freight amount charged on an order to $5.00, regardless of the order total, if the header-level source code is SUMMER. An additional charge code is not used in this case, because the freight amount is simply overridden.
OER0507 DISPLAY Display Promotion 5/14/12 12:43:35 EZK Mail Order Promotion Code: FREIGHT Description: $5.00 FREIGHT SUMMER Str date/time: 5/01/12 0:00:00 End dt/time: 8/27/12 0:00:00 Use once: N Pop up msgs:
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : F Priority . . . . . . . : 1 Promotion ID . . . . . . : Qualifying source SUMMER Qualifying offer . . . . . : Qualifying pay type . . : 0 Qualifying $ amount : Qualifying quantity : 0 Qualifying item/SKU Qualfying item class . . . : Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : Additional charge code : Discount amount . . . : Discount percent . : .00 Freight override amount 5.00 Free freight . . . . . . : Ship via override/country 0 / From/To SCF . . : / BOGO Quantity . . . . . : 0 Allow multiple BOGO . . : Highest priced BOGO item . . : Apply disc to BOGO qty . : Items to Include (S/R/A) . . :
F3=Exit F12=Cancel |
An additional freight discount applies to the additional freight charges on an order. You might use this type of discount for ship vias set up as Add'l freight only, or to offer express shipping at a reduced cost.
Example: Overnight shipping for the same cost as ground shipping, this catalog only.
You can also set up a ship via override independently of, or in addition to, an additional freight discount:
Example: Free upgrade to Federal Express.
Meeting a quantity requirement for an additional freight discount: Items that are sold out or free of charge, or that are non-discountable as described above, are not included in the Qualifying quantity, if any, specified for an order discount promotion. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All), both sale and non-sale items are included.
• blank, sale items are included only if the Exclude Sale Item When Prorating Discounts (I65) system control value is set to N.
Meeting a merchandise $ total requirement for an additional freight discount: Items that are non-discountable as described above are not included in the Qualifying $ amount. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All) or blank, both sale and non-sale items are included, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value.
To set up an additional freight discount, complete the following fields:
• Required:
• Type = A
• Priority
• Type of additional freight discount (one only):
• Discount amount (requires additional charge code)
• Discount percent (requires additional charge code)
• Qualifying fields (leave blank to apply to all orders):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying dollar amount
• Qualifying quantity
• Items to include
• Other optional fields:
• Promotion ID
• Continental USA only
• Ship via override and related fields (see description below)
Additional freight discount example: A sample setup for an additional freight discount is presented below.
Note: This example also includes a Ship Via Override. You can set up a ship via override as part of a freight or additional freight discount, or you can set it up independently.
Discount description: The system adds a negative additional charge of $7.50 (as a discount against the additional freight amount) and overrides the ship via on the order to ship via number 4 for any order that:
• has an additional freight charge, and
• uses pay type 7 (Qualifying pay type), and
• is shipping to the continental USA only (Continental USA only).
OER0507 DISPLAY Display Promotion 5/14/12 12:47:26 EZK Mail Order Promotion Code: AALL Description: ADD/L FRT DISC W/ S/VIA OVERR Str date/time: 5/01/12 0:00:01 End dt/time: 5/31/12 12:59:59 Use once: Pop up msgs:
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : A Priority . . . . . . . : 1 Promotion ID . . . . . . : ADVSO Qualifying source Qualifying offer . . . . . : Qualifying pay type . . : 7 Qualifying $ amount : Qualifying quantity : 0 Qualifying item/SKU Qualfying item class . . . : Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : Y Additional charge code : FR Discount amount . . . : 7.50 Discount percent . : .00 Freight override amount Free freight . . . . . . : Ship via override/country 4 / From/To SCF . . : / BOGO Quantity . . . . . : 0 Allow multiple BOGO . . : Highest priced BOGO item . . : Apply disc to BOGO qty . : Items to Include (S/R/A) . . : A
F3=Exit F12=Cancel |
Tiered promotions are based on the merchandise total on the order. You can specify a flat discount amount or a percentage, or add a free gift, for each tier specified for the promotion.
Example: Apply a $5.00 discount to orders with merchandise totals of $50.00 or more; $15 to orders with merchandise totals of $100.00 or more; or add a free gift to orders with merchandise totals over $150.00.
Tier logic: The system applies the discount or free gift specified for the highest tier that the order qualifies for based on total merchandise value. Discounts or free gifts specified for lower tiers do not apply.
Example: A promotion has two tiers: a 10% discount for merchandise values of $75.00 or more, and a free gift for merchandise values over $100.00. If an order has a total merchandise value of $95.00, the 10% discount is applied. If an order has a total merchandise value of $120.00, the free gift is added but the 10% discount is not applied.
Note: A tiered promotion cannot include a ship via override.
Meeting the merchandise amount for a tier: Items that are non-discountable as described above are not included in the Merch amount. Also, if the Items to include (S/R/A) field is set to:
• R (Regular), only non-sale items are included.
• S (Sale), only sale items are included.
• A (All) or blank, both sale and non-sale items are included, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value.
Qualifying item grouping: Optionally, you can restrict a tiered promotion to a group of items/SKUs or one or more item classes or item categories:
• one or more items/SKUs: Only items and SKUs that are within the specified group are included in the qualifying merchandise total, and are eligible for the discount.
• one or more item classes or item categories: Only items within a specified item class or item category are included in the qualifying merchandise total, and are eligible for the discount. If the promotion specifies more than one item class or category, each class or category is evaluated separately.
Tiered Promotion Setup |
Example |
Group of items/SKUs |
Qualifying items/SKUs: • AB100 (non-SKU’d item) • CD100 (SKU’d item, no SKUs specified) • EF100 BLUE and RED (SKU’d item, 2 SKUs specified) Tiers: • 10% for $50.00 merchandise total • 15% off for $100 merchandise total Order includes: • AB100 (qualifying item): 1 @ $20.00 • CD100 BLK (qualifying item): 1 @ $20.00 • EF100 BLUE (qualifying SKU): 2 @ $20.00 • EF100 BLK (does not qualify): 1 @ $20.00 • GH100 (does not qualify): 1 @ $50.00 Result: Since the qualifying merchandise total is $80.00, the items meet the requirement for the $50.00 tier and the promotion applies a 10% discount to these items. |
Single item class (or category) |
Qualifying class is ABC. Tiers: • 10% for $50.00 merchandise total • 15% off for $100 merchandise total Order includes: • AB100 (class ABC): 1 @ $20.00 • CD100 BLK (class ABC): 1 @ $20.00 • EF100 BLUE (class ABC): 1 @ $20.00 • GH100 (not assigned to a qualifying class): 1 @ $50.00 Result: Since the qualifying merchandise total is $60.00, the promotion applies a 10% discount to these items. GH100 is not included in the promotion because it is not assigned to class ABC. |
Multiple item classes (or categories) |
Qualifying classes: • ABC • DEF • GHI Tiers: • 10% for $50.00 merchandise total • $15 off for $100 merchandise total Order includes: • AB100 (class ABC): 1 @ $20.00 • CD100 BLK (class ABC): 1 @ $20.00 • EF100 BLUE (class ABC): 1 @ $20.00 • GH100 (class DEF): 2 @ $50.00 • HI100 (class DEF): 1 @ $50.00 • JK100 (class GHI): 1 @ $45.00 • LM100 (not assigned to a qualifying class): $100.00 Result: • The qualifying total within class ABC is $60.00 (AB100, CD100, EF100). The promotion applies a 10% discount to these items. • The qualifying total within class DEF is $150.00 (GH100 and HI100). The promotion prorates a $15 discount across these items. • The qualifying total within class GHI is $45. The promotion does not apply to this item, because the merchandise total is below the lowest tier. |
Other discount rules: When a tiered promotion applies a discount, it follows the same prorating logic and rules as an Order Discount, including the rules for sale items, non-sale items, and non-discountable items. See the Order Discount discussion for more information.
To set up a tiered promotion, complete the following fields:
• Required:
• Type = T, and
• Priority
• Qualifying fields (leave blank to apply to all orders or all items on the order):
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying item/SKUs or Qualifying item class(es) or Qualifying item category(ies)
• Items to include
• Other optional field:
• Promotion ID
Also, create one or more tiers at the Work with Promotion Discounts Screen.
Note: Do not enter an additional charge code for a tiered promotion.
Tiered promotion sample: A sample setup for a tiered promotion is presented below.
Promotion description: The promotion includes the following tiers:
• free gift of a pen for orders whose total merchandise value is from $10.00 to $49.99
• 10% discount for orders whose total merchandise value is from $50.00 to $99.00, prorated against the order detail lines
• 15% discount for orders whose total merchandise value is $100.00 or more, prorated against the order detail lines
The promotion applies to source code SOURCE1 (Qualifying source field), SOURCE2, SOURCE3, and SOURCE4 (at the Work with Qualifying Source Codes Screen; a plus sign (+) next to the first qualifying source code indicates that there are additional qualifying source codes available for review at the Work with Qualifying Source Codes Screen). Additionally, if you assign this promotion code to the source code(s) through Working with Source Codes (WSRC), the pop-up message (Pop-up message fields) will display in order entry after you enter the order header information.
Because no additional charge code is specified, the discount total is subtracted from each order detail line’s extended price, with the exception of sale items and non-discountable items. If an additional charge code were specified, the entire discount amount would be added to the order as a negative additional charge.
Note: The pricing method for the source code must be set to D; see the Cautions.
OER0507 DISPLAY Display Promotion 5/14/12 12:49:33 EZK Mail Order Promotion Code: ZTIER Description: ONLINE PROMOTION Str date/time: 3/18/04 0:00:00 End dt/time: 6/01/12 0:00:00 Use once: Pop up msgs:
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . : T Priority . . . . . . . : 2 Promotion ID . . . . . . : Qualifying source SOURCE1 + Qualifying offer . . . . . : Qualifying pay type . . : 0 Qualifying $ amount : Qualifying quantity : 0 Qualifying item/SKU Qualfying item class . . . : Qualifying item category Qualifying L/S Dept . . . : 0 Qualifying L/S Class : 0 Continental USA only . . . . : N Additional charge code : Discount amount . . . : Discount percent . : .00 Freight override amount Free freight . . . . . . : N Ship via override/country 0 / From/To SCF . . : / BOGO Quantity . . . . . : 0 Allow multiple BOGO . . : Highest priced BOGO item . . : Apply disc to BOGO qty . : Items to Include (S/R/A) . . :
F3=Exit F12=Cancel |
The Work with Qualifying Source Codes Screen is available if you have specified a Qualifying source at the Create Promotion Screen or the Change Promotion Screen. You can use this screen to specify additional qualifying source codes.
OER1490 DISPLAY Work with Qualifying Source Codes 5/14/12 12:50:43 EZK Mail Order
Promotion code . : TIER3 ONLINE PROMOTION
Opt Source Code Description
Type options, press Enter. 4=Delete
SOURCE1 $0.00-$25.00 SOURCE2 $25.01-$50.00 SOURCE3 $50.01-$75.00 SOURCE4 $75.01+
F3=Exit F12=Cancel |
The Display Promotion Discounts screen is available only for tiered promotions. This screen provides information on each merchandise total tier and the related discount or free gift for each.
OER1347 DISPLAY Display Promotion Discounts 5/14/12 12:50:43 EZK Mail Order
Promotion code: TIER3 ONLINE PROMOTION
Merch Dollar Percent Free Amount Discount Discount Item TEST SIZE WDTH 20.00 .00 .00 PEN23 BLK 50.00 .00 10.00 100.00 .00 15.00
F3=Exit F12=Cancel |
You can set up an order, freight, or additional freight promotion type to also include a ship via override. Alternatively, you can set up a freight or additional freight promotion type to provide a ship via override only, with no additional discounting.
Note: You cannot include a ship via override in a tiered, order line, or item category/class discount promotion.
The system applies this ship via override to the order unless another ship via override takes precedence; see Ship Via Override Hierarchy for a list of ways the system can override the shipper specified on the order with another shipper and the hierarchy in which the ship via overrides take precedence.
Example: Free upgrade to Federal Express.
See the Cautions for more information on how to set up a promotion that constitutes or includes a ship via override.
To set up a ship via override, complete the following fields:
• Required:
• Type (O, F, or A to set up in combination with a discount; enter F or A to set up as a separate promotion)
• Priority
• Ship via override
• Ship via override qualifying fields (leave blank to apply to all orders):
• Country of shipping address
• From and To SCFs for shipping address
• Additional optional qualifying fields:
• Source code or multiple Source codes or Offer
• Pay type
• Qualifying dollar amount
• Qualifying quantity
• Other optional fields:
• Promotion ID
• Continental USA only
Promotion Logic and Processing
The settings of the Promotion Code Entry Required for Discount (I63) system control value and Apply End of Order Discounts during Repricing (J37) system control value control how promotions are applied to orders.
Apply automatically? If the Promotion Code Entry Required for Discount (I63) system control value is set to N, and the Apply End of Order Discounts during Repricing (J37) is set to Y, the system applies the promotions to the order during repricing (F21), initial order accept (F9) and final order accept (F9 or F19).
If the Promotion Code Entry Required for Discount (I63) system control value is set to N, and the Apply End of Order Discounts during Repricing (J37) is set to N, the system may select the promotion during repricing (F21), but not apply the promotion to the order until the final order accept (F9 or F19).
See When the System Assigns Promotions to an Order.
Entry required? If the Promotion Code Entry Required for Discount (I63) system control value is set to Y, regardless of the setting of the Apply End of Order Discounts during Repricing (J37) system control value, the system does not automatically assign a promotion to an order. Instead, you need to use the Enter Promotion/Discount Window or the Enter Promotion Code Window to assign a promotion to an order. In this situation, you can apply only one promotion to an order ship-to. See When You Must Specify the Promotion to Apply.
Single-use codes: You can generate a batch of single-use codes associated with a promotion, so that customers provide the single-use code rather than the actual promotion code to apply the promotion to an order. Once a single-use code applies to an order, it is updated with the order number and redemption date, and cannot be used again.
Once you generate any single-use codes for a promotion, the promotion is no longer eligible to be applied to an order by its actual promotion code; a single-use code is required.
Regardless of the setting of the Promotion Code Entry Required for Discount (I63) system control value, you can always specify a single-use code in order entry or when creating an order through the phone order load or the order API.
See Creating and Using Single-Use Promotion Codes for more information on single-use codes.
Order maintenance: The system does not evaluate the order for promotions in order maintenance. If you change a discounted order line in order maintenance:
• If the order line is subject to price table pricing, or if the order line received an order or tiered discount promotion, the current discount is retained; otherwise,
• the promotion discount is removed from the order line.
When You Must Specify the Promotion to Apply
If the Promotion Code Entry Required for Discount (I63) system control value is set to Y, then the system does not automatically assign a promotion to an order. Instead, you need to use the Enter Promotion/Discount Window or the Enter Promotion Code Window to assign a promotion to an order. In this situation, you can apply only one promotion to an order ship-to.
Specifying the promotion: Press F21 at the order detail screen to display the:
• Enter Promotion/Discount Window if the Prorate Dollar Discounts and Coupons (D90) system control value is set to Y: specify the promotion to apply to the order
• Enter Promotion Code Window if the Prorate Dollar Discounts and Coupons (D90) system control value is set to N: specify the promotion to apply to the order
• Enter Single Use Promotion Code Window if the Use Single Use Promo Codes (L95) system control value is set to Y: specify the single-use code associated with the promotion to apply to the order
• Enter Single Use Promotion Code Window: specify a randomly generated single-use code if the Use Single Use Promo Codes (L95) system control value is set to Y and you have generated any single-use codes for the promotion
The system confirms that the order qualifies for the promotion when you complete entry of the window.
For e-commerce orders or orders processed through the Generic Order Interface (Order API), the promotion must be specified in the promotion attribute of the inbound message (actual promotion), or the single_use_promo_code (single-use promotion).
When the System Assigns Promotions to an Order
Combining promotions: If the Promotion Code Entry Required for Discount (I63) system control value is set to N, the system can apply one promotion of each type (B, L, C, O, F, A, or T) to an order if the order qualifies for each type. Additionally, a promotion that is not assigned to a type, such as a messaging promotion, can also apply if you specify this promotion in the Source Code file.
Which promotions applied first? Provided the source code does not specify a promotion, the system evaluates and applies the promotions in the following order:
1. Applies the BOGO (B) promotion first.
2. Uses the resulting merchandise total to evaluate the order for an order line (L) promotion.
3. Uses the resulting merchandise total within the specified item category(ies) or class(es) to evaluate the order for an item category/class (C) promotion, and applies that discount.
4. Uses the resulting merchandise total to evaluate the order for an order (O), freight (F) or additional freight (A), or tiered (T) promotion, and applies the related discount.
Note: If an order (O) promotion specifies an additional charge code, it does not reduce the merchandise total.
Important: MICROS does not recommend offering both an order (O) and a tiered (T) promotion with overlapping qualifications if the Promotion Code Entry Required for Discount (I63) system control value is set to N.
Example: |
Current promotions: • LINE: order line promotion offers 50% off any item for orders of $100.00 or more • CLASS: item category/class promotion offer $20.00 off for items in the tableware item category if the total amount in the category is $75.00 or more • ORDER: order promotion offers 10% off any order for orders of $80.00 or more • FREIGHT: freight promotion offers free shipping for orders of $75.00 or more |
|
The order includes 10 items at $10.00 each for a total of $100.00, all in the tableware item category: 1. LINE promotion reduces one of the order lines to $5.00 (10.00 - 50%). New merchandise total = $95.00 2. CLASS: promotion reduces the merchandise total by $20.00. New merchandise total = $75.00 3. ORDER: order doesn’t qualify based on new merchandise total. 4. FREIGHT: promotion applies free freight. Note: If the ORDER promotion and the FREIGHT promotion had both specified a Qualifying $ amount of $75.00, the order would have qualified for both. Reducing the merchandise total below $75.00 for the ORDER promotion would not have disqualified the order for the FREIGHT promotion. |
How the system selects a promotion: If an order qualifies for more than one promotion of the same type--for example, if there are currently two active freight promotions--the system evaluates qualifying promotions of each type in the following order:
1. Promotion assigned to source code: Is there a promotion of this type assigned to the source code on the order header? If the order qualifies for the promotion you have defined in the Source Code file, this promotion applies to the order; otherwise...
2. Highest priority: The system next evaluates promotions based on their priority, using the highest priorities (lowest numbers) first. If there is more than one qualifying promotion with the highest priority...
3. Most current start date and time: The system next evaluates promotions based on their start date and time, using most recent start dates and times first. If there is more than one qualifying promotion with the most current (latest) start date and time...
4. Alphanumeric order: The system selects the first qualifying promotion in alphanumeric order.
Pop-up message: A window displaying the promotion's pop-up message opens when you first enter the order's header information if the promotion is assigned to the source code. However, this promotion may not actually apply to the order once you have completed entry if, for example, the promotion is qualified based on pay type and this pay type is not used on the order.
Qualified Promotions window: Press F21 at the order detail screen to display a pop-up window listing each promotion for which the order currently qualifies, and the discount amount that would apply. If the order would qualify for a free gift through a tiered promotion, the Discount amount listed for the promotion is blank. See the Qualified Promotions Window for more information on the contents of this window.
Qualified Promotions
Order# . : 4543 - 1 Sold To . : COMMERCIALWARE ATTN: MUNDI, GLORIA
Promotion Disc Amt DOLLARS-10% OFF FOR SPRING8 SOURCE.... 5.70 FRT1 -$3.50 FREIGHT ANY ORDER SIZE 2.20
Discount Total: 7.90
Press Enter to continue |
Note: This window is available only if the Price method for the source code on the order header is set to D (regular plus reprice) and if the Promotion Code Entry Required for Discount (I63) system control value is set to N.
Single-use promotions: Even when the Promotion Code Entry Required for Discount (I63) system control value is set to N, you can specify a promotion by its single-use code if the Use Single Use Promo Codes (L95) system control value is set to Y. The Enter Single Use Promotion Code Window opens when you press F21 at the order detail screen so you can specify the single-use code associated with the promotion to apply to the order. If the single-use code is valid, unredeemed, and related to a current promotion for which the order qualifies, the system applies the related promotion to the order instead of the promotion of that type that would apply using the rules described above. The Qualified Promotions window opens after you complete your entry at the Enter Single Use Promotion Code Window.
When you press Enter at the Qualified Promotions window, any prorated discounts, or discounts from BOGO, order line, or item category/class promotions, that currently apply to the order are reflected on the order lines and totals; however, these amounts are subject to change until you accept the order. Promotions that do not discount order lines (such as a free gift added through a tiered promotion, an order promotion that uses an additional charge code, or an override to freight or additional freight) are not reflected on the order until you accept it if the Apply End of Order Discounts during Repricing (J37) system control value is set to N.
When selection takes place in order entry: An order's qualification for a promotion may change at any time during order entry. For example, an order's qualification for a promotion based on merchandise total may change as you add or delete items from the order.
Applying Promotions through the Order API
The order API supports applying promotions through:
• specifying a single promotion by promotion code: If the Promotion Code Entry Required for Discount (I63) system control value is set to Y, you can use the promotion attribute of the CWORDERIN message to specify the promotion to apply to the order. If a promotion is specified and the order does not qualify for it, the system continues creating the order and writes an order history message such as: Promotion (ADDFRT) not applied. However, if the promotion code specified in the message does not actually exist, the order will be in error with a reason of Invalid Promotion Code.
• automatically applying qualifying promotions: If the Promotion Code Entry Required for Discount (I63) system control value is set to N, the system automatically applies promotions using the rules described under When the System Assigns Promotions to an Order and does not use the promotion, if any, passed in the promotion attribute of the CWORDERIN message.
• specifying a promotion by single-use promotion code: If the Use Single Use Promo Codes (L95) system control value is set to Y, you can use the single_use_promo_code in the CWORDERIN message to redeem the single-use code and apply the related promotion to the order, provided that:
• If the Promotion Code Entry Required for Discount (I63) system control value is set to N and the order lines:
• do NOT use the Order API/No Reprice Price Override Reason (L96), the system applies the related promotion and also applies any additional promotions for which the order qualifies, using the rules described under When the System Assigns Promotions to an Order. The promotions applied automatically can include an additional promotion of the same type as the one applied through the single-use code.
• DO use the Order API/No Reprice Price Override Reason (L96), the system updates the single-use code to indicate that it was redeemed, and also writes Order Transaction History messages indicating that the code was redeemed and the promotion applied; however, the system does not apply the promotion discounts to the order, and does not apply any additional promotions to the order.
• If the Promotion Code Entry Required for Discount (I63) system control value is set to Yand the Order API/No Reprice Price Override Reason (L96) specifies a price override reason code, the system updates the single-use code to indicate that it was redeemed, and also writes Order Transaction History messages indicating that the code was redeemed and the promotion applied; however, the system does not apply the promotion discounts to the order. Also, the single_use_promo_code overrides the promotion specified in the CWORDERIN message, if any.
Note: If the Order API/No Reprice Price Override Reason (L96) specifies a price override reason code, the order API does not require that an order meet the qualifying criteria for the promotion associated with the single-use code; however, if this system control value is blank and the order does not qualify, the promotion is not redeemed or applied, but the order is not flagged for an error; instead, the system writes an Order Transaction History message such as Promotion (SUP51+) not applied.
For more information: See Creating and Using Single-Use Promotion Codes for more information on single-use promotion codes.
Order Transaction History Message
After entering an order, you can review the promotions applied by pressing F18 in order inquiry to advance to the Display Order History screen. A sample screen is presented below.
OER0126 DISPLAY Display Order History 5/13/13 9:48:59 EZK Mail Order
Order # : 4544 - 1 Sold to : COMMERCIALWARE ATTN: MUNDI, GLORIA Ship to : COMMERCIALWARE ATTN: MUNDI, GLORIA
Date Type Transaction Note Amount User
5/13/13 M TOTAL PRORATED DISCOUNT 5.70 EKAPLAN 5/13/13 E DOLLARS-10% OFF FOR SPRING8 SOURCE.... 5.70 EKAPLAN 5/13/13 E FRT1 -FREE EXPRESS SHIPPING UPDGRADE EKAPLAN
F3=Exit F12=Cancel |
Messages related to promotions: This screen includes:
• an E type entry for each promotion that applies to the order, including the dollar amount, if any (Note: Discounts added as additional charges are listed as negative amounts, while prorated discounts are listed as positive amounts); and,
• an M type entry for any merchandise discount that is prorated.
• a Y type entry for each activity related to a single-use promotion code, including:
• single-use code is redeemed, for example, 5305150117 - SINGLE USE CODE.
• promotion is applied through the single-use code, for example, SUPORD1-10% OFF ORDER
• single-use code submitted through the order API is not valid, for example, Invalid Single Use Promo: 1111111111
• promotion not applied through the single-use code because the order did not qualify, for example, Promotion (SUP51+) not applied
• promotion not applied because the single-use code was redeemed on another order, for example: Code previously redeemed: 5152379142
A negative amount indicates a negative additional charge.
Note: Tiered promotions write the M type entry, but no E type entry.
You can also review the additional charge codes used to apply promotion discounts, if any, by pressing F16 in order inquiry.
Total merchandise discount: The total listed includes the discount applied through BOGO (B), order (O), or tiered (T) promotions, as well as other discounting methods such as a source code dollar discount. Any discounts applied through order line (L) or item category/class (C) promotions are not included in this total.
Rounding: There may a slight rounding discrepancy between the discount indicated in the Order Transaction History message and the actual total of the discount applied to an order when the amounts do not divide evenly. This discrepancy should be no more than a few cents.
The following cautions provide more detail on how promotions apply to orders:
• Cautions for One-Time-Use Promotions
• Cautions for BOGO Promotions
• Cautions for BOGO, Order, and Tiered Promotions
• Cautions for Freight Promotions
• Cautions for Order Line Promotions
• Cautions for Item Category/Class Promotions
See Notes for Using Single-Use Promotion Codes for cautions related to single-use promotion codes.
The following cautions apply to any type of promotion, or to promotions that apply in combination if the Promotion Code Entry Required for Discount (I63) system control value is set to N:
• Promotions as order credits: There is nothing to prevent an order (O), tiered (T), freight (F), or additional freight (A) promotion resulting in a net credit against an order if you set the promotion up as a discount amount rather than a percentage. For example, if you set up a freight discount as a $5.00 credit, and the freight on the order is only $3.95, the promotion will represent free freight plus a $1.05 credit on the order. However, BOGO (B), order line (L), and item category/class (C) promotions do not result in a net credit against an order.
• Multiple promotions evaluated independently: If the Promotion Code Entry Required for Discount (I63) system control value is set to N, when the system evaluates an order to see if it qualifies for an order, tiered, freight, or additional freight promotion, it ignores the effects of any other promotion types that may apply. For example, if the order qualifies for a freight promotion based on merchandise total, and also qualifies for an order promotion that discounts the merchandise total, the freight promotion applies based on the total before applying the order promotion. The exception is for order line and item category/class promotions, which are evaluated first; see Promotion Logic and Processing for more information on the hierarchy the system uses to evaluate an order for eligible promotions.
• Must qualify based on all criteria: With the exception of item category/class promotions, the order must qualify for all specified criteria, and then the order receives all of the promotion benefits. If the order fails to qualify for any of the promotion qualifiers, the order receives none of the promotion benefits. However, it is possible for an order to qualify for a promotion within one specified item category or class and not another when you specify a qualifying dollar amount or quantity; in this case, just the one item category or class receives the specified discount. See Item Category or Class Discount for information on how qualifying criteria apply to individual item categories or classes on an order.
• If promotion assigned to source code: If the Promotion Code Entry Required for Discount (I63) system control value is set to N and you specify a promotion for a source code through Working with Source Codes (WSRC), the system applies this promotion to the order if the order qualifies; it does not compare the promotion with other promotions of that type based on priority, start date and time, or promotion code.
• Negative additional charge applied at order acceptance: When an order qualifies for a promotion using an additional charge code, you do not see the negative additional charge on the order until after you accept the order; the negative additional charge is not displayed immediately after you use the Reprice option.
• Single-use promotion codes: The setting of the Order API/No Reprice Price Override Reason (L96) system control value and the Promotion Code Entry Required for Discount (I63) control whether the discount or benefits of the promotion related to a redeemed single-use code apply to the order. See Creating and Using Single-Use Promotion Codes for more information.
Cautions for One-Time-Use Promotions
Any type of promotion can be flagged for one-time use. Things to note:
• If the promotion’s Use once flag is set to Y:
• If the Promotion Code Entry Required for Discount (I63) system control value is set to Y: You can apply the promotion for the customer more than once only if you have authority under the Override One Time Use Promotion (B21) secured feature.
• The ability to override the one-time-use option is available only in interactive order entry; the order API never applies a one-time-use promotion a second time for a customer.
• If the Promotion Code Entry Required for Discount (I63) system control value is set to N, the system never applies the same one-time-use promotion twice for a customer, even if the promotion code is passed in the Inbound Order XML Message (CWORDERIN).
• Flagging a promotion for one-time use is different from generating single-use codes to control redemption of a promotion. See Creating and Using Single-Use Promotion Codes for more information.
Rules related to the One Time Use Audit file: The system uses this file to track the orders on which customers used promotions flagged for one-time use. You can review these promotions for a customer at the One Time Use Promotions Screen in customer maintenance.
• If an order initially received through the order API is not ultimately accepted, the system does not retain the One Time Use Audit record. If the order is abandoned at the web storefront, or if it is updated when you complete creation of the order and the promotion is removed, then the One Time Use Audit record is deleted.
• If you delete a suspended order from a batch or reject the batch, the One Time Use Audit record is deleted.
• Purging orders also deletes the related One TIme Use Audit records. See Purging Orders (MPOR, FORP, VORP, DORP) for more information.
• Performing a customer merge/purge merges the One TIme Use Audit records. See Working with Merge/Purge Sold-to Names (MMCS).
The following cautions apply to BOGO (B) promotions:
If the total discount does not divide equally by the total quantity: In this situation, there is a rounding discrepancy between the total BOGO discount and the actual discount applied to the order. This difference should not be more than a few cents.
Example: |
Total BOGO quantity = 3 (Qualifying quantity = 2; BOGO quantity = 1) and total discount is $5.00. $5.00 total discount / total BOGO quantity of 3 = $1.66 unit discount. Apply the $1.66 unit discount as follows: 1. GH100: 1 @ $5.00 - 1.66 = $3.34 2. IJ100: 2 @ $10.00 - 1.66 each = $8.34 *2 or $16.68 Total discount applied = $4.98. |
If one of the items to discount is priced lower than the unit discount: It is possible for the BOGO unit discount to exceed the single-unit price of the lowest-priced item. This situation is more likely when an order includes items with a wide range of prices and the Allow multiple BOGO flag or the Highest priced BOGO item flags are set to Y, or when the promotion specifies a Discount amount that exceeds the price of some of the items included the total BOGO quantity. In this situation, the system does not reduce the price of an item below zero. As a result, the total discount applied is less than the original calculation.
Note: When this situation occurs, the Order Transaction History message indicates the total calculated discount, rather than the actual discount applied ($6.00 rather than $5.50 in the example below).
Example: |
Total BOGO quantity = 4 (Qualifying quantity = 2; BOGO quantity = 2) and total discount = $6.00. $6.00 total discount / total BOGO quantity of 4 = $1.50 unit discount. Apply the $1.50 unit discount as follows: 1. KL100: 3 @ $11.00 - 1.50 each = $9.50 * 3 or $28.50 2. MN100: 1 @ $1.00 - 1.50 = $.00 (cannot be priced less than zero) Total discount applied = $5.50. |
If the system needs to apply the unit discount to a single order line whose quantity is higher than the units included in the total BOGO quantity: The system cannot discount a partial quantity on an order line and leave the other units undiscounted, because all the units on a single order line must have the same price. To apply the correct total discount, the system prorates the discount for the BOGO units on that line across the total number of units.
Example: |
Total BOGO quantity = 2 (Qualifying quantity = 1; BOGO quantity = 1) and total discount = $5.00. $5.00 total discount / total BOGO quantity of 2 = $2.50 unit discount; however, since the order line that includes the total BOGO quantity has a quantity greater than 2, the system cannot apply the $2.50 discount to each unit. Instead, the system divides the total discount to apply by the total number of units, for example: OP100: 4 @ $10.00 - (total discount of $5.00 / 4, or $1.25 each) = $8.75 * 4, or $35.00 |
Important: The quantities on eligible order lines should correspond to the qualifying quantity, BOGO quantity, or total BOGO quantity if the discount is to apply across multiple order lines. For example, if the promotion specifies buy one, get one, the order can include two eligible order lines, each with a quantity of one, or a single eligible order line with a quantity of 2. It should not include an eligible order line with a quantity of one and another eligible order line with a quantity of three.
Cannot leave Items to include field blank: The Items to include (S/R/A) field is required for a BOGO promotion. It should not be left blank.
Cautions for BOGO, Order, and Tiered Promotions
The following cautions apply to BOGO (B), order (O), and tiered (T) promotions that apply a discount to the merchandise on the order:
• Tax calculation: If a promotion is prorated against the merchandise total, the tax amount is calculated based on the discounted merchandise price; otherwise, the tax amount is calculated based on the original item price because the discount appears as a negative additional charge.
Example:
If discounting merchandise amount: original item price = $10.00
price after applying discount = $9.00
tax = $.45 (5% of $9.00)
If not discounting merchandise amount: original item price = $10.00
discount appears as $1.00 negative additional charge; item
price remains $10.00
tax = $.50 (5% of $10.00)
• Must use price method of D (regular plus reprice) in source code to discount merchandise: If the price method for the source code on the order header is not set to D, a discount amount does not apply to the order. However, the promotion is still considered as qualifying for the order, so that no other order discount promotions are evaluated, and no error message is displayed in order entry. You should specify an additional charge code to use for any promotion that might apply to an order whose source code on the order header does not have a pricing method of D.
• Manual price overrides: The system applies order discounts, regardless of whether they are prorated, even to items whose price you have overridden in order entry.
• Pricing sequence: Discounts are applied to the extended order line price after all other price methods, except for a coupon percentage discount or a dollar discount by source code or offer. Also, unlike some other repricing options, promotion repricing does not cause a message to display on the screen and it is not described on the Work with Order Line Screen (Changing/Adding an Item).
• If discount exceeds 100%: If you enter a discount percentage that exceeds 100% for a BOGO, order, or tiered promotion, the system applies that percentage against the order. As a result, the merchandise amount for the discounted item(s) can be less than zero.
Either order or tiered promotions: MICROS does not recommend offering both an order (O) and a tiered (T) promotion with overlapping qualifications if the Promotion Code Entry Required for Discount (I63) system control value is set to N.
Cautions for Freight Promotions
The following cautions apply to freight promotions:
• Freight overrides: An order will not be eligible for a freight promotion if:
• you set the Calculate freight field on the order header to N, or
• you enter an override amount in the Freight override (current ship to) field on the Work with Order Ship to Properties Screen (F21).
• Valid SCF/Ship Via required: In order for the ship via override to apply to an order, the override ship via must already be set up with the SCF on the order shipping address as a valid SCF/ship via combination. If the SCF/ship via is not valid combination, the ship via override does not apply to the order; additionally, if the ship via override was set up as part of a discount promotion (such as a freight discount promotion), the discount does not apply to the order either.
You use Working with SCF/Ship Via Values (WSHV) to set up SCF/ship via combinations.
• PO Boxes: If the override ship via does not accept a PO box as a valid delivery address, the ship via override does not take place on an order with a PO box; additionally, if the ship via override was set up as part of a discount promotion (such as a freight discount promotion), the discount does not apply to the order either.
• If more than one qualifying promotion has a ship via override: When the Promotion Code Entry Required for Discount (I63) system control value is set to N, if more than one promotion type that applies to the order includes a ship via override, the system uses the override of the last promotion in the following order:
• A (additional freight)
• F (freight)
• O (order)
• Ship via override: The system applies the ship via override defined for the promotion to the order unless another ship via override takes precedence; see Ship Via Override Hierarchy for a list of ways the system can override the shipper specified on the order with another shipper and the hierarchy in which the ship via overrides take precedence.
• Freight discounts and free gifts: The following table describes whether a freight discount promotion applies to any free gifts added to an order if an order qualifies for both a free gift and a source discount. The results differ depending on whether you create the order in order entry, or through a remote order feed such as the e-commerce interface or the generic order API. Note: This distinction affects the order total only if the freight method is based on the items on the order, such as freight by order weight or freight by item.
Type of Free Gift |
Set Up How? |
Freight Discounted in... |
|
Regular Order Entry? |
E-Commerce or Generic Order API? |
||
by source code or offer |
Work with Source Free Gifts Screen or Work with Offer Free Gifts Screen |
no |
yes |
promotional pricing |
yes |
yes; see E-Commerce Promotional Pricing |
|
price tables |
yes |
yes |
|
accompanying item |
yes |
yes |
|
tiered promotion |
no |
no |
|
Cautions for Order Line Promotions
The following cautions apply to order line promotions:
• Must use price method of D (regular plus reprice) in source code to apply prorating: If the price method for the source code on the order header is not set to D, a prorated discount does not apply to the order. However, the promotion is still considered as qualifying for the order, so that no other order line discount promotions are evaluated, and no error message displayed in order entry.
• Manual price overrides: The system applies order line discounts, regardless of whether they are prorated, even to items whose price you have overridden in order entry.
• Pricing sequence: Discounts are applied to the extended order line price after all other price methods, except for a coupon percentage discount or a dollar discount by source code or offer. Also, unlike some other repricing options, promotion repricing does not cause a message to display on the screen and it is not described on the Work with Order Line Screen (Changing/Adding an Item).
• If discount exceeds 100%: If you enter a discount percentage that exceeds 100% for an order line promotion, the system applies that percentage against the order. As a result, the merchandise amount for the discounted item can be less than zero.
Cautions for Item Category/Class Promotions
The following cautions apply to item category or class promotions:
• Must use price method of D (regular plus reprice) in source code to apply prorating: If the price method for the source code on the order header is not set to D, a prorated discount does not apply to the order. However, the promotion is still considered as qualifying for the order, so that no other item category or class discount promotions are evaluated, and no error message displayed in order entry.
• Manual price overrides: The system applies order discounts, regardless of whether they are prorated, even to items whose price you have overridden in order entry.
• Pricing sequence: Discounts are applied to the extended order line price after all other price methods, except for a coupon percentage discount or a dollar discount by source code or offer. Also, unlike some other repricing options, promotion repricing does not cause a message to display on the screen and it is not described on the Work with Order Line Screen (Changing/Adding an Item).
• Deleting the last item class or category: The system does not prevent you from deleting the last item class or category from the Work with Qualifying Category/Class Screen; however, if you do so the promotion can never apply to an order.
• If discount exceeds 100%: If you enter a discount percentage that exceeds 100% for an item category or class promotion, the system does not display an error message in order entry, but does not apply the discount to the order. However, if you enter a discount percentage of 99.99%, the price of the qualifying item(s) is discounted to zero.
Purpose: Use this screen to review and work with promotions. See Working with Promotion Values (WPRO) for an overview of how promotions work, examples of each type, and setup instructions.
How to display this screen: Enter WPRO in the Fast path field at the top of any menu or select Work with Promotion Values option from a menu.
OER0509 DISPLAY Work with Promotions 5/14/12 17:21:11 EZK Mail Order
Opt Promotion Description Start date End date Type
Type options, press Enter. 2=Change 3=Copy 4=Delete 5=Display
ADDLFRT FREE ADDL FREIGHT FOR SPRING8. 4/01/12 6/01/12 A DOLLARS 10% OFF FOR SPRING8 SOURCE.... 4/01/12 6/01/12 O FREIGHT FREE FREIGHT FOR SPRING8. 4/01/12 6/01/12 F FRT/OVR FREIGHT DISC% W/ SVIA OVERRIDE 6/01/12 7/01/12 F O:PT 2 ORDER PROMO, PAYTYPE 2 ONLY 6/01/12 7/01/12 O SEASON OUR FAMILY TO YOURS 1/01/12 6/01/12
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select Company |
Field |
Description |
Promotion code |
A code to identify the promotion. Alphanumeric, 7 positions; optional. |
Description |
The description of the promotion. Alphanumeric, 30 positions; optional. |
Start date |
The date when the promotion first becomes effective. Numeric, 6 positions (MMDDYY format); display-only. |
End date |
The last date when the promotion is effective. Numeric, 6 positions (MMDDYY format); display-only. |
Type |
The type of promotion. Valid values are: A = additional freight discount B = BOGO (buy one get one) C = Item Category/Class F = freight discount L = order line discount O = merchandise discount T = tiered promotion ' ' = messaging or reporting promotion Alphanumeric, 1 position; optional. |
Screen Options |
Procedure |
Create a promotion |
Press F6 to advance to the Create Promotion Screen. |
Change a promotion |
Enter 2 next to a promotion to advance to the Change Promotion Screen. |
Copy an existing promotion |
Enter 3 next to a promotion to advance to the Copy Promotion Screen. |
Delete a promotion |
Enter 4 next to a promotion to delete it. |
Display a promotion |
Enter 5 next to a promotion to advance to the Display Promotion Screen. |
Purpose: To create a new promotion, Press F6 at the Work with Promotions Screen.
Note: Depending on the type of promotion and on whether the promotion uses source code as a qualifier, you might advance to the Work with Qualifying Source Codes Screen, Work with Qualifying Category/Class Screen, or Work with Promotion Discounts Screen after you complete this screen.
OER0495 ENTER Create Promotion 5/11/12 10:27:52 EZK Mail Order Promotion Code: Description: Str dt/time: 0:00:00 End dt/time 0:00:00 Use once: N (Y/N) Pop up msgs
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . . Priority . . . . . . . . Promotion ID . . . . . . . Qualifying source Qualifying offer . . . . . . Qualifying pay type . . . Qualifying $ amount . Qualifying quantity . Qualifying item/SKU Qualifying item class . . . Qualifying item category Qualifying L/S Dept . . . . Qualifying L/S Class . Continental USA only . . . . . Additional charge code . Discount amount . . . . Discount percent . . Freight override amount Free freight . . . . . . . (Y/N) Ship via override/country / From/To SCF . . . / BOGO Quantity . . . . . . Allow multiple BOGO . . . (Y/N) Highest priced BOGO item . . . Apply disc to BOGO qty . . (Y/N) Items to Include (S/R/A) . . .
F3=Exit F12=Cancel |
Field |
Description |
A code used to group source codes together for reporting analysis; to display a pop-up message in order entry; to provide a merchandise, freight, or additional freight override; or to override the ship via on an order. Numeric, 7 positions. Create screen: required. Change screen: display-only. |
|
Description |
The description of the promotion code. Alphanumeric, 30 positions; required. |
Str dt/time |
The date and time when the promotion becomes effective. Based on the system date and time for the iSeries. If the time field is left set to 00:00:00, the promotion is effective immediately on the specified start date. Evaluating the start and end times: The system evaluates whether the promotion can apply to an order based on the Entered time from the Order Header file. This time is displayed as the Time on the Display Order Properties Screen. The system does not update the Entered time after initial order creation, so the order’s eligibility for a promotion does not change if the order is suspended in batch before final acceptance. Date: numeric, 6 positions (MMDDYY format), required. Time: numeric, 6 positions (HH:MM:SS, military (24-hour) format); optional. |
End dt/time |
The last date and time when the promotion is effective. Based on the system date and time for the iSeries. If the time field is left set to 00:00:00, the promotion is effective until midnight on the specified end date. See the discussion above under Start dt/time for more information. The end time is required if the start time is specified. If you would like to have a promotion begin at a specified time on the start date and end at midnight on the end date, enter an end time of 23:59:59. Date: numeric, 6 positions (MMDDYY format), required. Time: numeric, 6 positions (HH:MM:SS, military (24-hour) format); required if a start time is specified. |
Indicates whether a customer can use the promotion just one time or multiple times. Valid values are: Y = A customer can use the promotion on just a single order unless an operator with the required authority manually applies the promotion to a subsequent order in interactive order entry. The promotion can never apply on multiple orders for the same customer even if passed through the Inbound Order XML Message (CWORDERIN), and the system never applies the promotion twice if the Promotion Code Entry Required for Discount (I63) system control value is set to N. N = A customer can use the promotion on an unlimited number of orders. See Cautions for One-Time-Use Promotions for more information. Alphanumeric, 1 position; optional. |
|
Pop up msgs 1-4 |
Up to four messages that appear in a pop-up window in order entry if this promotion is assigned to the source code on the order header. Alphanumeric, 4 lines, 30 positions each line; optional. |
Order Promotion Values: Note: Complete the following fields only for promotions that apply a discount or ship via override. See About Discount Promotions and Promotion Logic and Processing for more information on setting up and using discount promotions. |
|
The type of discount to apply to orders that qualify for this promotion. Valid values are: B = Buy One Get One discount L = order line discount C = Item Category/Class O = order merchandise discount F = freight discount A = additional freight discount T = tiered promotion ' ' = no discount Note: Promotion types are listed in the order in which the system evaluates and applies them in order entry. Alphanumeric, 1 position; optional. |
|
Priority |
The priority in which to apply this promotion to an order. Lower numbers indicate higher priorities; that is, these priorities are evaluated first. Used only if the Promotion Code Entry Required for Discount (I63) system control value is set to N. See Promotion Logic and Processing. Numeric, 3 positions; required if you enter a discount Type. |
Promotion ID |
A code used to identify or group promotion codes for reporting and analysis. Alphanumeric, 5 positions; optional. |
The source code that must be used on the order header for an order to qualify for the promotion. If you enter a qualifying source code here, you advance automatically to the Work with Qualifying Source Codes Screen, where you have the option of entering additional qualifying source codes for the promotion. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. You can qualify a promotion by source code(s) or offer, but not both. See About Discount Promotions and Promotion Logic and Processing. Qualifying a promotion by source code differs from assigning the promotion to the source code to force a pop-up message to display or give the promotion highest priority in order entry. More than one qualifying source? A plus sign (+) next to the Qualifying source at the Change Promotion Screen or Display Promotion Screen indicates that there are additional qualifying source codes beyond the one displayed at the initial change or display screen. In this situation, the first qualifying source code alphanumerically is displayed in this field. |
|
|
Exclude promotion? An error message indicates if you enter a source code that has the Exclude promotion field set to Y: Source code flagged to exclude promotions. You might want to exclude a source code from promotions if you want to establish a promotion by offer, but exclude certain source codes. If you flagged a source code to exclude promotions after assigning it as a qualifying source and it is the first qualifying source for the promotion alphanumerically, you will not be able to edit the promotion. The work around is to: • change the setting of the Exclude promotion flag for the source code • remove the source code as a qualifying source for the promotion • reset the Exclude promotion flag for the source code Source codes are defined in and validated against the Source file. See Working with Source Codes (WSRC). This field is display-only at the Change Promotion Screen if you have previously specified a Qualifying source for the promotion. To delete the Qualifying source or enter additional qualifying source codes, use the Work with Qualifying Source Codes Screen. You advance to that screen automatically after completing the Create Promotion Screen or the Change Promotion Screen. Alphanumeric, 7 positions; optional (display-only at the Change Promotion Screen if you have already specified a Qualifying source for the promotion). |
Qualifying offer |
The offer that must be associated with the source code used on the order header for an order to qualify for the promotion. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. Offer codes are defined in and validated against the Offer file. See Working with Offers (WOFR). You can qualify a promotion by source code(s) or offer, but not both. See About Discount Promotions and Promotion Logic and Processing. Alphanumeric, 3 positions; optional. |
Qualifying pay type |
The pay type that must be used on an order for the order to qualify for the promotion. There can be other pay types used on the order as well. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. Pay type codes are defined in and validated against the Pay Type file. See Accounts Payable Working with Pay Types (WPAY). See About Discount Promotions and Promotion Logic and Processing. Numeric, 2 positions; optional. |
The total merchandise dollar amount an order must have to qualify for the promotion; or, in the case of an: • item class/category promotion: the total amount required for each item class or category on the order for that class or category to receive the discount. • BOGO promotion that specifies: • an item grouping (long SKU class, or long SKU department, or one or more item classes or item categories), the total amount required within the specified grouping. • one or more qualifying items or SKUs, the total amount required across all specified items and SKUs. • freight promotion that specifies: • one or more item groupings (item classes or item categories), the total amount required for any grouping. • one or more items/SKUs, the total value of all qualifying items and SKUs. The system evaluates the qualifying dollar amount after other repricing, such as price tables or an order-level discount percentage, is applied to the merchandise total. |
|
|
When the promotion specifies an item grouping, the system evaluates each category or class separately. For example, if the promotion requires a dollar amount of $50.00 and the order includes items from item category A and item category B, the promotion applies to item category A if the merchandise total for this category is $55.00, but does not apply to category B if the merchandise total for this category is $45.00. When evaluating an order to see if it meets the required merchandise total, the system does not include non-discountable items (based on the setting of the Discountable flag for the item). If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. If the Allow multiple BOGO flag is set to Y for a BOGO promotion, the order does not need to include multiples of the qualifying dollar amount to earn the promotion discount multiple times. Once the order meets the qualifying dollar amount, the system applies the BOGO discount for each multiple on the order of the total BOGO quantity. |
|
If the Promotion Code Entry Required for Discount (I63) system control value is set to N and the system evaluates the order for promotions of multiple types, the system recalculates the merchandise totals after applying order line and item category/class promotions. See When the System Assigns Promotions to an Order for a discussion. Not a valid entry for a tiered promotion. See the Work with Promotion Discounts Screen for information on specifying qualifying dollar amounts for tiered promotions. Numeric, 9 positions with a 2-place decimal; optional. |
Qualifying quantity |
The total unit quantity required for an order to qualify for the promotion; or, in the case of a promotion that specifies an item grouping (items/SKUs, item class, item category, long SKU department, or long SKU class), the total quantity required for the item grouping. Example: If the qualifying quantity is 5, an order can qualify with: • a single order line with a quantity of 5 • five order lines, each for a quantity of 1 • any other combination of order lines with a total unit quantity of 5 or more In the case of: • qualifying item/SKU: the system includes all qualifying items and SKUs when evaluating whether the order qualifies for the promotion. For example, if the qualifying quantity is 2 and the order includes 2 separate items that are specified as qualifying items, the order qualifies for the promotion. • any other item grouping besides item/SKU, the system evaluates each category or class separately. For example, if the promotion requires a quantity of 5 and the order includes items from item category A and item category B, the promotion applies to item category A if the total quantity for this category is 7, but does not apply to category B if the total for this category is 4. • a BOGO promotion, the system adds the Qualifying quantity with the BOGO quantity to determine the total quantity required for the promotion. See BOGO Discount for a discussion of how the system evaluates an order for a BOGO promotion and calculates the discount. Note: Item groupings are not valid qualifiers for all promotion types. See each individual item grouping and the discussion of each promotion type under About Discount Promotions for more information. |
|
Exclusions: The system does not include items in the qualifying quantity if they are: • added to the order in sold out status • added to the order at “no charge” (Although items added with a discount, such as through promotional pricing or by source, are still included) • flagged as a Sale item at the Item Offer or SKU Offer, if the Items to include (S/R/A) field for the promotion is set to R, or if the Items to include (S/R/A) field is set to blank and the Exclude Sale Item When Prorating Discounts (I65) system control value is set to Y • not flagged as a Sale item at the Item Offer or SKU Offer, if the Items to include (S/R/A) field for the promotion is set to S • flagged as non-discountable (Discountable = N) • drop ship (freight and additional freight promotions only) • identified as heavy items by on a ship via/item charge assignment through the Work with Shipper/Item Screen (freight and additional freight promotions only) Note: You cannot specify a qualifying quantity for a tiered promotion. Numeric, 5 positions; optional. |
Qualifying item/SKU |
An item or item/SKU that is eligible for the BOGO, tiered, or freight promotion. You can qualify these promotion types by item/SKU or item category or class; however, you can specify multiple items/SKUs, multiple item classes, or multiple item categories. • BOGO: All specified items and SKUs are included in the total BOGO quantity (Qualifying quantity and BOGO quantity) and when comparing with the Qualifying $ amount • Tiered: All specified items and SKUs are included when selecting the correct tier based on Merch amount • Freight: All specified items and SKUs are included when comparing with the Qualifying $ amount and Qualifying quantity If you enter an item/SKU here, you advance automatically to the Work with Qualifying Item/SKU Screen, where you have the option to enter more qualifying items/SKUs. If you leave these fields blank, the promotion is not restricted based on item/SKU. SKU optional for a SKU’d item: You can leave the SKU fields blank for a SKU’d item to have all SKUs qualify for the promotion. If you enter any SKU for a SKU’d item, then only the specified SKUs are eligible for the promotion. More than one qualifying item/SKU? A plus sign (+) next to the Qualifying item/SKU at the Change Promotion Screen or Display Promotion Screen indicates that there are additional qualifying items/SKUs beyond the one displayed at the initial change or display screen. In this situation, the first qualifying item/SKU that you entered for the promotion is displayed in this field. |
|
If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. You can qualify these promotion types by item/SKU or item category or class; however, you can specify multiple item/SKUs, item classes, or multiple item categories. This field is display-only at the Change Promotion Screen if: • you have previously specified a Qualifying item class, Qualifying item/SKU, or Qualifying item category for the promotion. If you have already specified an Qualifying item/SKU and want to delete it or enter additional qualifying items/SKUs, use the Work with Qualifying Item/SKU Screen. You advance to that screen automatically after completing the Create Promotion Screen or the Change Promotion Screen. • you select any promotion type that is not BOGO, tiered, or freight. Note: You cannot specify both an item/SKU and a long SKU department or long SKU class. Item: 12 positions, alphanumeric; optional for a BOGO, tiered, or freight promotion if not already entered; otherwise, not a valid entry. SKU: three 4-position fields or one 14-position field, alphanumeric; optional even for a SKUed item for a BOGO, tiered, or freight promotion if not already entered; otherwise, not a valid entry. |
The item class that must be assigned to the item for it to qualify for the item category/class, BOGO, tiered, or freight promotion. If you enter a qualifying item class here, you advance automatically to the Work with Qualifying Category/Class Screen, where you have the option of entering additional qualifying item classes for the promotion. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. You can qualify: • an item category/class promotion: by item category or class, but not both; however, you can specify multiple item classes or multiple item categories. • a BOGO, tiered, or freight promotion: by item/SKU or item category or class; however, you can specify multiple items/SKUs, multiple item classes, or multiple item categories. Classes evaluated separately: The system evaluates items within each qualifying item class separately. An order can qualify for a freight promotion if it meets the requirements for a single item class. For other promotion types, the items on the order qualify and receive discounts separately based on item class. More than one qualifying item class? A plus sign (+) next to the Qualifying item class at the Change Promotion Screen or Display Promotion Screen indicates that there are additional qualifying item classes beyond the one displayed at the initial change or display screen. In this situation, the first qualifying item class that you entered for the promotion is displayed in this field. |
|
|
This field is display-only at the Change Promotion Screen if: • you have previously specified a Qualifying item class, Qualifying item/SKU, or Qualifying item category for the promotion. If you have already specified an Qualifying item class and want to delete it or enter additional qualifying item classes, use the Work with Qualifying Category/Class Screen. You advance to that screen automatically after completing the Create Promotion Screen or the Change Promotion Screen. • you select any promotion type that is not BOGO, tiered, freight, or item category/class. Item classes are defined in and validated against the Item Class file. See Working with Item Classes (WICL) for more information. Alphanumeric, 3 positions; optional for a BOGO, tiered, freight, or item category/class promotion at the Create screen if you have not already specified an item/SKU, item class, or item category as qualifier; otherwise, not a valid entry. |
The item category that must be assigned to the item for it to qualify for the item category/class, BOGO, tiered, or freight promotion. If you enter a qualifying item category here, you advance automatically to the Work with Qualifying Category/Class Screen, where you have the option of entering additional qualifying item categories for the promotion. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. You can qualify: • an item category/class promotion: by item category or class, but not both; however, you can specify multiple item classes or multiple item categories. • a BOGO, tiered, or freight promotion: by item/SKU or item category or class; however, you can specify multiple items/SKUs, multiple item classes, or multiple item categories. Categories evaluated separately: The system evaluates items within each qualifying item category separately. An order can qualify for a freight promotion if it meets the requirements for a single item category. For other promotion types, the items on the order qualify and receive discounts separately based on item category. More than one qualifying item category? A plus sign (+) next to the Qualifying item category at the Change Promotion Screen or Display Promotion Screen indicates that there are additional qualifying item categories beyond the one displayed at the initial change or display screen. In this situation, the first qualifying item category that you entered for the promotion is displayed in this field. |
|
|
This field is display-only at the Change Promotion Screen if: • you have previously specified a Qualifying item class, Qualifying item/SKU, or Qualifying item category for the promotion. If you have already specified an Qualifying item category and want to delete it or enter additional qualifying item categories, use the Work with Qualifying Category/Class Screen. You advance to that screen automatically after completing the Create Promotion Screen or the Change Promotion Screen. • you select any promotion type that is not BOGO, tiered, freight, or item category/class. Item categories are defined in and validated against the Item Category file. See Working with Item Category Codes (WITG) for more information. Alphanumeric, 4 positions; optional for a BOGO, tiered, freight, or item category/class promotion at the Create screen if you have not already specified an item/SKU, item class, or item category as qualifier; otherwise, not a valid entry. |
Qualifying L/S dept |
The long SKU department that must be assigned to the item for it to qualify for the BOGO promotion. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. You can qualify a BOGO promotion by only one item grouping (long SKU department or long SKU class or items/SKUs or item class or item category). Long SKU departments are defined in and validated against the Long SKU Department file. See Working with Long SKU Departments (WLSD) for more information. Numeric, 4 positions; optional for an BOGO promotion; otherwise, not a valid entry. |
Qualifying L/S class |
The long SKU class that must be assigned to the item for it to qualify for the BOGO promotion. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. You can qualify a BOGO promotion by only one item grouping (long SKU department or long SKU class or items/SKUs or item class or item category). Long SKU classes are defined in and validated against the Long SKU Class file. See Working with Long SKU Classes (WLSC) for more information. Numeric, 4 positions; optional for an BOGO promotion; otherwise, not a valid entry. |
Continental USA only |
Indicates whether a freight or additional freight promotion discount, or ship via override, is restricted to states in the continental U.S.A. Valid values are: Y = Promotion applies only when the shipping address is in the continental U.S.A. N or blank = Promotion is not restricted to the continental U.S.A. Alphanumeric, 1 position; optional. |
Additional charge code |
The additional charge code to use when adding a non-prorated discount to an order. You should specify an additional charge code when: • an order type discount should not be prorated • a freight discount uses a discount amount or percentage (not a freight override amount or free freight) • any additional freight discount applies to an order; all additional freight discounts use either a discount amount or percentage In these situations, the discount is added to the order as a negative additional charge using the code you specify here. Note: The additional charge code is not a valid entry for other promotion types. Additional charge codes are defined in and validated against the Additional Charge file; see Customer Service Establishing Additional Charge Codes (WADC). Note: When an order qualifies for a promotion using an additional charge code, you do not see the negative additional charge on the order until after you accept the order; the negative additional charge is not displayed immediately after you use the Reprice option (F21). Alphanumeric, 2 positions; may be optional or required, depending on other field settings. |
Discount amount |
The dollar discount amount to apply. • BOGO discount: If the Apply disc to BOGO qty field is set to Y, this amount is divided by the total BOGO quantity and applied to each unit; otherwise, this amount is divided by the total BOGO quantity + Qualifying quantity, and applied equally to each unit. See BOGO Discount for a discussion. • Order discount: This amount is prorated against the dollar value of order lines if you do not enter an additional charge code; otherwise, the discount is added to the order as a negative additional charge. See Prorating Logic for more information on the prorating calculation. • Order line discount: This discount amount is prorated against the units on the discounted order line. The total discount applied against the order line will not exceed the single-unit price of the item. See Order Line Discount for a discussion on how the system selects the order line to discount for this promotion type. • Freight or additional freight discount: This amount is added to the order as a negative additional charge. • Item class or category discount: This amount is prorated against the dollar value of the order line(s) in each related item class or category. Not a valid entry for a tiered promotion. See the Work with Promotion Discounts Screen for information on specifying discount amounts for tiered promotions. Numeric, 7 positions with a 2-place decimal; optional. |
Discount percent |
The percentage discount to apply to the item(s) on the order. • BOGO discount: The discount percentage to calculate based on the highest-priced or lowest-priced qualifying units on the order depending on the setting of the Highest priced BOGO item field) and apply to the BOGO quantity or total BOGO quantity. See BOGO Discount for a discussion. • Order discount: This percentage is applied to each order line if you do not enter an additional charge code; otherwise, the total merchandise discount is added to the order as a negative additional charge. • Order line discount: This percentage is calculated based on the single-unit price of the order line selected to receive the discount, and then prorated against all of the units on the discounted order line. See Order Line Discount for a discussion on how the system selects the order line to discount for this promotion type. • Freight or additional freight discount: This percentage of the freight or additional freight charge is added to the order as a negative additional charge. • Item class or category discount: This percentage is applied to each order line in each related item class or category. Not a valid entry for a tiered promotion. See the Work with Promotion Discounts Screen for information on specifying discount percentages for tiered promotions. Numeric, 5 positions with a 2-place decimal; optional. |
Freight override amount |
The freight amount to charge on the order, overriding the freight charge based on the calculation methods that would normally apply. You use this field only for a freight discount. You cannot enter an additional charge code if you enter a freight override amount. Not a valid entry for a BOGO, tiered, order line, or item class/category promotion. Numeric, 7 positions with a 2-place decimal; optional. |
Free freight |
This field indicates whether to provide freight free of charge. You use this field only for a freight discount. Valid values are: Y = This is a free freight discount promotion N or blank = This is not a free freight discount promotion You cannot enter an additional charge code if you enter Y in this field. Alphanumeric, 1 position; optional. |
Ship via override/country |
Use the Ship via override field to have the promotion replace the ship via on the order with the ship via you enter here. You can combine a ship via with an offer, freight, or additional freight discount promotion, or set it up as the only discount/override for a freight or additional freight discount promotion. See Ship Via Override for information on how to set up a ship via override, and for some of the cautions to observe. The system applies the promotion ship via override to the order unless another ship via override takes precedence; see Ship Via Override Hierarchy for a list of ways the system can override the shipper specified on the order with another shipper and the hierarchy in which the ship via overrides take precedence. Ship via codes are defined in and validated against the Ship Via file. See Fulfillment Working with Ship Via Codes (WVIA). Not a valid entry for a BOGO, tiered, order line, or item class/category promotion. |
|
Item Ship Via Override Item ship via overrides define the shippers that are eligible to ship an item to its destination. If the ship via override defined for the promotion is not a valid shipper for one or more of the items on the order, the system will not apply the ship via override from the promotion to the order. See Working with Item Ship Via Overrides. Use the country field to specify the country eligible to receive the ship via override. Only orders you are shipping to this country will receive the ship via override, or any additional discounts included in the promotion. You use this field only for a ship via override. Country codes are defined in and validated against the Country file; see Customer Service Setting Up the Country File (WCTY). Not a valid entry for a BOGO, tiered, order line, or item class/category promotion. Ship via override: numeric, 2 positions; optional. Ship via override country: alphanumeric, 3 positions; optional. |
From/To SCF |
The first (lowest) and last (highest) SCFs eligible to receive the ship via override. Only orders you are shipping to zip codes that fall within the From SCF up to the To SCF will receive the ship via override, or any additional discounts included in the promotion. You use these fields only for a ship via override. SCF codes are defined in and validated against the SCF file; see Fulfillment Working with SCF Codes (WSCF). Not a valid entry for a BOGO, tiered, order line, or item class/category promotion. Two fields: alphanumeric, 3 positions each; optional. |
BOGO quantity |
The total quantity to: • include when multiplying the Discount percent to calculate the total BOGO discount on an order. • add to the Qualifying quantity to determine the total number of units required for the promotion (total BOGO quantity). The discount is applied across the total BOGO quantity if the Apply Disc to BOGO qty field is set to N; otherwise, the discount applies to the BOGO quantity only. The system divides the total BOGO discount by the total number of units to discount, and applies the same discount amount to each. See BOGO Discount for a discussion. Numeric, 5 positions; required for a BOGO discount; otherwise, not a valid entry. |
Indicates whether to apply the BOGO discount multiple times if the order includes multiples of the BOGO total quantity (BOGO quantity + Qualifying quantity). Valid values: Y = Apply the BOGO discount multiple times if the order qualifies. N = Apply the BOGO discount only once per order. Alphanumeric, 1 position; optional for a BOGO discount; otherwise not a valid entry. |
|
Indicates whether to: • include the highest-priced eligible items on the order in the total BOGO quantity and, if the Apply disc to BOGO qty flag is set to Y, select the highest-priced units as the BOGO quantity so that these units receive the discount • calculate a BOGO percentage discount based on the eligible item(s) with the highest unit price Valid values: Y: • Include the highest-priced eligible items in the total BOGO quantity • If the promotion specifies a percentage discount, calculate the total discount based on the highest-priced eligible item(s) within the total BOGO quantity • If the Apply disc to BOGO qty flag is set to Y, select the highest-priced unit(s) as the BOGO quantity and apply the discount to these units only rather than across the total BOGO quantity N or blank (default): • Include the lowest-priced eligible items in the total BOGO quantity • If the promotion specifies a percentage discount, calculate the total discount based on the lowest-priced eligible item(s) within the total BOGO quantity • If the Apply disc to BOGO qty flag is set to Y, select the lowest-priced unit(s) as the BOGO quantity and apply the discount to these units only rather than across the total BOGO quantity. |
|
|
Example: The promotion is buy 2, get 1 50% off. The eligible items on the order include 4 items, priced at: • $10.00 • $20.00 • $25.00 • $50.00 If this field is set to: • Y = a discount of $25.00 (50% of $50.00) applies; the total BOGO quantity includes the $50.00, $25.00, and $20.00 items. If the Apply disc to BOGO qty flag is set to Y, the $25.00 discount applies to the $50.00 item; otherwise, an $8.33 discount applies to each of the 3 items in the total BOGO quantity. • N or blank = a discount of $5.00 (50% of $10.00) applies; the total BOGO quantity includes the $10.00, $20.00, and $25.00 items. If the Apply disc to BOGO qty flag is set to Y, the $5.00 discount applies to the $10.00 item; otherwise, a $3.33 discount applies to each of the 3 items in the total BOGO quantity. Note: This setting controls the discount calculation only for BOGO promotions that specify a percentage discount, but always controls selection of the items to include in the total BOGO quantity (qualifying quantity + BOGO quantity) and the BOGO quantity. Alphanumeric, 1 position; optional for a BOGO discount; otherwise not a valid entry. |
Indicates whether to apply the BOGO discount only to the item(s) selected as the BOGO quantity, or prorate the discount across the total BOGO quantity. Valid values: Y = Apply the BOGO discount to the item(s) on the order that represent the BOGO quantity. Depending on the setting of the Highest priced BOGO item, this can be the highest-priced or the lowest priced item(s) within the total BOGO quantity. N (default) = Apply the discount across the total BOGO quantity. Example: The promotion is buy 1, get 1 25% off. The eligible items on the order include two items at $10.00 each and an item for $25.00. If this field is: • Y = a discount of $2.50 (25% of $10.00) applies to one of the $10.00 items. • N = the $2.50 discount is applied across the three lines (2.50 / 3) • the $25.00 item is discounted $.83 to $24.17 • the $10.00 items are each discounted $.83 to $9.17 A rounding discrepancy can occur when applying the promotion discount across order lines or units; however, the discrepancy should be no more than a few cents. |
|
|
Requirement for order quantities: When the Apply disc to BOGO qty field is set to N, the quantity on eligible order lines should not exceed the total BOGO quantity. Example: If the promotion is: • buy 1, get 1: the eligible order lines might consist of: • 2 lines, each with a quantity of 1 • a single line with a quantity of 2 An invalid order line combination would include an eligible line with a quantity of 1 and an eligible line with a quantity of 3. • buy 2, get 1: the eligible order lines might consist of: • a line with a quantity of 1 and a line with a quantity of 2 • 3 lines, each with a quantity of 1 • a single line with a quantity of 3 An invalid order line combination would include an eligible line with a quantity of 1 and an eligible line with a quantity of 3. |
Indicates which items to include when applying discounts and evaluating whether an order qualifies for a promotion. Valid values are: • A (All) = Include all items regardless of whether they are flagged as Sale items in the Item or SKU Offer, and regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value when: • determining whether an order qualifies for the promotion, based on the Qualifying $ amount or Qualifying quantity. • applying a percentage or prorated dollar discount to the item. • R (Regular) = Include only items that are not flagged as Sale items in the Item or SKU Offer, and regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value when: • determining whether an order qualifies for the promotion, based on the Qualifying $ amount or Qualifying quantity to the item. • applying a percentage or prorated dollar discount. • S (Sale) = Include only items that are flagged as Sale items in the Item or SKU Offer, and regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value when: • determining whether an order qualifies for the promotion, based on the Qualifying $ amount or Qualifying quantity. • applying a percentage or prorated dollar discount to the item. |
|
|
• blank = Depending on the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value: • If the system control value is set to Y, do not include Sale items when applying discounts or determining whether an order qualifies for a promotion based on the Qualifying quantity; however, Sale items are still included in the Qualifying $ amount. • If the system control value is set to N or blank, always include Sale items when applying discounts or determining whether an order qualifies for a promotion. For more information: See below for examples. Important: Leaving the Items to include field blank is not supported for a BOGO promotion. |
|
Examples: An order includes: • Two sale items priced at $20.00 each • One non-sale item priced at $80.00 each Promotion evaluation if the promotion specifies: • Items to include = S and Qualifying quantity = 3: order does not qualify based on two units of the sale item • Items to include = R and Qualifying $ amount = $100.00: order does not qualify based on $80.00 merchandise total for non-sale item • Items to include = A and Qualifying $ amount = $100.00: order qualifies based on merchandise total of $120.00 • Items to include = blank, Qualifying quantity = 3, and the Exclude Sale Item When Prorating Discounts (I65) system control value is set to: • Y = the order does not qualify based on the 1 non-sale unit • N = the order qualifies • Items to include = blank, Qualifying $ amount = $100: the order qualifies based on the merchandise total of $120.00, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value. Note: Leaving the Items to include field blank is not supported for a BOGO promotion. |
|
Discount calculation (assuming order qualifies) if the promotion specifies: • Items to include = S and Discount percent = 10.00: the 2 sale items are discounted to $18.00 each (20.00 - 10%) • Items to include = R and Discount amount = $5.00: the non-sale item is discounted to $75.00 (80.00 - 5.00) • Items to include = A, Discount percent = 10.00, and an Additional charge code: a negative additional charge of $12.00 (merchandise total of $120.00 - 10%) is applied after you accept the order • Items to include = blank, Discount percent = 10.00, and the Exclude Sale Item When Prorating Discounts (I65) system control value is set to: • Y: the non-sale item is discounted to $72.00 (80.00 - 10%) • N: the non-sale item is discounted to $72.00 (80.00 - 10%) and the sale items are discounted to $18.00 each (20.00 - 10%) Note: Leaving the Items to include field blank is not supported for a BOGO promotion. |
Work with Qualifying Source Codes Screen
Purpose: Use this screen to review and work with the qualifying source codes for a promotion. An order qualifies for a promotion if one of the source codes listed is on the order header, and the order also meets all other criteria specified at the Create Promotion Screen or the Change Promotion Screen. See Promotion Logic and Processing for a discussion.
How to display this screen: Complete the Create Promotion Screen, Change Promotion Screen, Copy Promotion Screen, or the Display Promotion Screen for a promotion that has a Qualifying source.
Note: If you advance to this screen from the Display Promotion Screen, all fields are display-only.
OER1490 DISPLAY Work with Qualifying Source Codes 5/14/12 11:10:20 EZK Mail Order
Promotion code . : ADDFRT ADDL FREIGHT DISC W/ S/V OVER
Opt Source Code Description
Type options, press Enter. 4=Delete
SOURCE ALL-PURPOSE SOURCE SOURCETHR SOURCE THREE, DIV 2, ENTITY 2 SOURCETWO SOURCE FOR DIV/ENTITY #2
F3=Exit F12=Cancel |
Field |
Description |
Promotion code |
The code identifying the promotion you are currently working with. The description is to the right. Code: alphanumeric, 7 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Source code |
A source code that must be used on the order header for an order to qualify for the promotion. The first qualifying source code alphanumerically is displayed in the Qualifying source field on the Change Promotion Screen and the Display Promotion Screen. Adding a qualifying source: Enter a source code in the Source code field at the top of the screen to add it as a qualifying source code for the promotion. An error message indicates if you enter a source code that has the Exclude promotion field set to Y: Source code flagged to exclude promotions. You might want to exclude a source code from promotions if you want to establish a promotion by offer, but exclude certain source codes. Note: Qualifying a promotion by source code differs from assigning the promotion to the source code to force a pop-up message to display or give the promotion highest priority in order entry. Source codes are defined in and validated against the Source file. See Working with Source Codes (WSRC). Alphanumeric, 7 positions; optional. |
Description |
The description of the source code. Alphanumeric, 30 positions; display-only. |
Option |
Procedure |
Add a new qualifying source code |
Enter a source code in the Source code field to add it as a qualifying source code for the selected promotion. |
Delete a qualifying source code |
Enter 4 next to a source code to delete it as a qualifying source code for the promotion. |
After you complete this screen, you advance to the Work with Promotion Discounts Screen if you are working with a tiered promotion, or to the Work with Qualifying Category/Class Screen if you are working with an item category/class promotion.
Work with Qualifying Category/Class Screen
Purpose: Use this screen to review or work with the item categories or item classes eligible for discounting through an item category/class promotion.
Category or class? Each item category/class promotion can apply to one or more item categories, or one or more item classes; however, a promotion cannot apply to both item categories and item classes. This screen enables you to work with one or more item categories if you entered an item category at the Create Promotion Screen or Change Promotion Screen; otherwise, you can work with one or more item classes.
For more information: See Item Category or Class Discount for an overview; also, see Cautions for Item Category/Class Promotions.
How to display this screen: Complete the Create Promotion Screen, Change Promotion Screen, Display Promotion Screen, or Work with Qualifying Source Codes Screen for an item category/class promotion (Type = C).
Note: If you advance to this screen from the Display Promotion Screen, all fields are display-only.
OER1571 DISPLAY Work with Qualifying Category/Class 2/01/12 13:29:25 EZK Mail Order
Promotion code . : CTEST2 10% OFF MIN 5 HOME CATEGORIES
Opt Categ/Cls Description
Type options, press Enter. 4=Delete
SPC SPICES PET PET SUPPLIES KIT KITCHEN GOODS HG HOME GOODS
F3=Exit F12=Cancel |
Field |
Description |
Promotion code |
The code identifying the promotion you are currently working with. The description is to the right. Code: alphanumeric, 7 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Categ (Item category) |
An item category that must be assigned to the item for it to qualify for the item category/class promotion. The first qualifying item category you assigned is displayed in the Qualifying item category field on the Change Promotion Screen and the Display Promotion Screen, and any additional qualifying item categories are listed in chronological order based on when you assigned them to the promotion. Adding a qualifying item category: Enter an item category code in the Categ field at the top of the screen to add it as a qualifying item category for the promotion. Item categories are defined in and validated against the Item Category file. See Working with Item Category Codes (WITG) for more information. This field is used only if you specified an item category as a qualifier for the promotion; if you specified an item class, the Cls field is used instead. You cannot specify both an item class and an item category; however, you can specify multiple item classes or multiple item categories. Alphanumeric, 4 positions; optional. |
Cls (Item class) |
An item class that must be assigned to the item for it to qualify for the item category/class promotion. The first qualifying item class you assigned is displayed in the Qualifying item class field on the Change Promotion Screen and the Display Promotion Screen, and any additional qualifying item classes are listed in chronological order based on when you assigned them to the promotion. Adding a qualifying item class: Enter an item class code in the Cls field at the top of the screen to add it as a qualifying item class for the promotion. Item classes are defined in and validated against the Item Class file. See Working with Item Classes (WICL) for more information. This field is used only if you specified an item class as a qualifier for the promotion; if you specified an item category, the Categ field is used instead. You cannot specify both an item class and an item category; however, you can specify multiple item classes or multiple item categories. Alphanumeric, 3 positions; optional. |
Description |
The description of the item category or item class. From the Item Category file or the Item Class file; see Working with Item Category Codes (WITG) or Working with Item Classes (WICL) for more information. Alphanumeric, 30 positions; display-only. |
Work with Promotion Discounts Screen
Purpose: Use this screen to identify the discounts or free items available for each tier in a tiered promotion, and the required merchandise amount for each. See Tiered Discount or Free Gift for more information on how tiered promotions work.
How to display this screen: Complete the Create Promotion Screen, Change Promotion Screen, Copy Promotion Screen, or the Display Promotion Screen for a tiered promotion (Type = T). If the promotion also has a Qualifying source, you advance to this screen after the Work with Qualifying Source Codes Screen.
OER1344 ADD Work with Promotion Discounts 5/14/12 17:22:13 EZK Mail Order
Promotion code: PROMOT TIERED PROMOTION
Type options, press Enter. 4=Delete
Opt Merch Dollar Percent Free Amount Discount Discount Item COL SIZE WDTH
+
F3=Exit F6=Change F12=Cancel |
Field |
Description |
Promotion code |
The code identifying the promotion you are currently working with. The description is to the right. Code: alphanumeric, 7 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Merch amount |
The total merchandise value required for an order to qualify for this tier of a promotion. The system evaluates the qualifying dollar amount after other repricing, such as price tables or an order-level discount percentage, is applied to the merchandise total. If there are multiple shipping addresses on the order, this is the merchandise total required for the shipping address. Highest tier only: When assigning the promotion to an order, the system assigns the highest tier for which the order qualifies. For example, if there is a discount of 10% for a merchandise amount of $50.00, and a discount of 15% for a merchandise amount of $75.00, an order with a merchandise total of $75.00 receives a 15% discount. Which items count toward total? When evaluating an order to see if it meets the required merchandise total: • the system does not include non-discountable items (based on the setting of the Discountable flag for the item). • if the Items to include (S/R/A) field is set to: • R (Regular), only non-sale items are included. • S (Sale), only sale items are included. • A (All) or blank, both sale and non-sale items are included, regardless of the setting of the Exclude Sale Item When Prorating Discounts (I65) system control value. • if the promotion specifies any qualifying items/SKUs, include only those items/SKUs. • if the promotion specifies any qualifying item classes or item categories, evaluate the totals within each class or category separately. See Tiered Discount or Free Gift for examples of merchandise total calculation using items/SKUs, item classes, or item categories. Numeric, 9 positions with a 2-place decimal; required. |
Enter either a dollar discount, percent discount, or free item for each tier. |
|
Dollar discount |
The dollar discount amount to apply to the order when the merchandise value meets the requirement for this tier but not for the next tier. This amount is prorated against the dollar value of order lines if you do not enter an additional charge code at the Create Promotion Screen; otherwise, the discount is added to the order as a negative additional charge. See Prorating Logic for more information on the prorating calculation. Numeric, 7 positions with a 2-place decimal; optional. |
Percent discount |
The percentage to discount the merchandise on the order when the merchandise value meets the requirement for this tier but not for the next tier. This percentage is applied proportionally to each order line's extended price if the discount is prorated (that is, you do not enter an additional charge code); otherwise, the total merchandise discount is added to the order as a negative additional charge. Numeric, 5 positions with a 2-place decimal; optional. |
Free item |
The free item to add to the order when the merchandise value meets the requirement for this tier but not for the next tier. The system adds the item to the order after you accept the order. Item: alphanumeric, 12 positions; optional. SKU: alphanumeric, 14 positions (full SKU) or three 4-position fields (split SKU); required if the item has SKUs. |
Option |
Procedure |
Switch between the display of existing tiers and enterable fields to add new promotion tiers |
Press F6 to switch between ADD and CHANGE mode. Options in ADD mode: This is the default mode when you advance to this screen from the Create Promotion Screen. In this mode, you can add new tiers for the promotion. If a tier already exists for the Merch amount specified for your entry, the system displays an error message. Options in CHANGE mode: This is the default mode when you advance to this screen from the Change Promotion Screen. In this mode, you can: • review existing tiers for the promotion • change the type of discount for a Merch amount (Dollar discount, Percent discount, or Free item), including changing the value for each field or switching from one type of discount to another. You cannot change the Merch amount; instead, you need to delete it and create a new tier. • delete a tier by entering 4 next to it |
Work with Qualifying Item/SKU Screen
Purpose: Use this screen to work with the items/SKUs required for a BOGO, tiered, or freight promotion.
How to display this screen: Complete the Create Promotion Screen, Change Promotion Screen, Copy Promotion Screen, or the Display Promotion Screen for a promotion that has a Qualifying item/SKU. Specifying one or more qualifying items/SKUs is available only for a BOGO promotion (Type = B), a freight promotion (Type = F), or a tiered promotion (Type = T).
If this is a tiered promotion, you advance to this screen after the Work with Promotion Discounts Screen. Also, if the promotion also has a Qualifying source, you advance to this screen after the Work with Qualifying Source Codes Screen.
OER1590 DISPLAY Work with Qualifying Item/SKU 5/14/12 13:36:17 EZK Mail Order
Promotion code . : TITEMS QUALIF ITEMS
Opt Item COLR SIZE WDTH Description
Type options, press Enter. 4=Delete
MILLET 6 OZ. PACKAGE MILLET SPRAYS PELLETS PELLETED ORGANIC BIRD FOOD
F3=Exit F12=Cancel |
Field |
Description |
Promotion code |
The code identifying the promotion you are currently working with. The description is to the right. Code: alphanumeric, 7 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Item |
The item that qualifies for the BOGO, freight, or tiered promotion. Enter an item and, optionally, the SKU for a SKU’d item, and press Enter to add it to the qualifiers for the promotion. Alphanumeric, 12 positions; optional. |
SKU |
The SKU that qualifies for the BOGO, freight, or tiered promotion. SKU optional for a SKU’d item: You can leave the SKU fields blank for a SKU’d item to have all SKUs qualify for the promotion. If you enter any SKU for a SKU’d item, then only the specified SKUs are eligible for the promotion. Alphanumeric, three 4-positions fields (split SKU) or one 14-position field (full SKU); optional even if the item has SKUs. |
Description |
The description of the: • item if this is a non-SKU’d item, or if you enter a SKU’d item without specifying a SKU • SKU if you enter both the item code and the SKU Alphanumeric, 30 positions; display-only. |
Completing this screen:
• Adding an item/SKU as a qualifier for the promotion: Enter the item code and, optionally, the SKU, and press Enter.
• Deleting an item/SKU as a qualifier for the promotion: Enter 4 next to an item SKU to delete it as a qualifier for the promotion.
To change: Enter 2 next to a promotion at the Work with Promotions Screen to advance to the Change Promotion screen. For field descriptions, see Create Promotion Screen. You can change all of the information except the Promotion code field.
When you complete this screen, you advance to:
• the Work with Qualifying Source Codes Screen if you are working with a promotion (of any type) that specifies a Qualifying source; or,
• the Work with Promotion Discounts Screen if you are working with a tiered promotion that does not specify a Qualifying source; or,
• the Work with Promotions Screen.
To display: Enter 5 next to a promotion at the Work with Promotions Screen to advance to the Display Promotion screen. You cannot change any fields on this screen. For field descriptions, see Create Promotion Screen.
When you complete this screen, you advance to:
• the Work with Qualifying Source Codes Screen in display-only mode if you are working with a promotion (of any type) specifies a Qualifying source; or,
• the Work with Promotion Discounts Screen in display-only mode if you are working with a tiered promotion that does not specify a Qualifying source; or,
• the Work with Promotions Screen.
Purpose: Use this screen to copy an existing promotion and each of its sub files.
How to display this screen: Enter 3 next to a promotion at the Work with Promotions Screen.
OER1050 ENTER Copy Promotion 5/14/12 14:13:37 EZK Mail Order Promotion Code: Description: SUMMER SPECIAL 10% off $50+ Str dt/time: 050112 0:00:00 End dt/time 073112 0:00:00 Use once: N (Y/N) Pop up msgs
Order Promotion Values Type (B/L/C/O/F/A/T) . . . . . O Priority . . . . . . . . 1 Promotion ID . . . . . . . Qualifying source Qualifying offer . . . . . . Qualifying pay type . . . Qualifying $ amount . 50.00 Qualifying quantity . Qualifying item/SKU Qualifying item class . . . Qualifying item category Qualifying L/S Dept . . . . Qualifying L/S Class . Continental USA only . . . . . Additional charge code . Discount amount . . . . Discount percent . . 10.00 Freight override amount Free freight . . . . . . . (Y/N) Ship via override/country / From/To SCF . . . / BOGO Quantity . . . . . . Allow multiple BOGO . . . (Y/N) Highest priced BOGO item . . . Apply disc to BOGO qty . . (Y/N) Items to Include (S/R/A) . . .
F3=Exit F12=Cancel |
To copy: Complete the Promotion code field and change any desired settings from the original promotion. See Create Promotion Screen for field descriptions, and see Working with Promotion Values (WPRO) for information about setting up and using promotions.
Subfile records? When you copy a promotion with any existing subfile records, you advance to the related screen to review or work with the subfile records for the copied promotion:
• tiered promotion: Work with Promotion Discounts Screen
• promotion with qualifying source codes: Work with Qualifying Source Codes Screen
• promotion with qualifying item category or item class: Work with Qualifying Category/Class Screen
• promotion with qualifying items/SKUs: Work with Qualifying Item/SKU Screen
| Working with Season Codes (WSEA) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Source Categories (WSCT) |
MK01_04 CWDirect 18.0.x 2018 OTN