Work with Promotional Pricing (WPRP)

Purpose: Use this function to create and change a promotional pricing record. Promotional pricing allows you to promote one or more incentive items at a special price, at a discount from the regular price, or at no charge.

Set up promotional pricing to identify:

• the requirements a customer's order must meet to be eligible to receive an incentive item, such as ordering:

• from a specific source code or offer, and

• from a promotional group, or

• a promotional item, or

• a specified merchandise dollar amount

• incentive details, such as ordering:

• from an incentive group at no charge, or

• from an incentive group at a special price, or

• from an incentive group with a dollar or percentage discount, or

• an incentive item at no charge, or

• an incentive item at a special price, or

• an incentive item with a dollar or percentage discount

You specify the items included in a promotional pricing group using Work with Promotional Pricing Groups (WPRG). You then use the Work with Promotional Pricing option to define the criteria that make an order eligible for the incentive. However, it is not necessary to use promotional groups as part of promotional pricing; you can also base the promotion on a specific minimum order dollar value, item, offer, or source code.

Note: Once you have added an incentive item to an order, the system does not reprice it or reassess tax, regardless of changes to the shipping address, customer tax status, etc.

In order entry: Promotional windows display in Order Entry only if the order type (see Establishing Order Types (WOTY)) indicates to display promotional windows, and if the source code on the order allows promotional pricing. For example, you can suppress promotional windows from displaying for mail or fax orders. See Upselling with Promotional Pricing for more information.

Note: If you have set up pop-up window messages in the Source Code file, in addition to promotional windows, the windows resulting from the Source Code file open first before the promotional windows. See Working with Source Codes (WSRC).

Remote orders: The Promotional Pricing job, started through the Working with Integration Layer Processes (IJCT) menu option, allows you to offer promotional pricing on the web storefront. You can send a Promotional Pricing Request Message (CWPromotionalRequest) to CWDirect as the customer adds items to the shopping cart and/or prior to checking out, but before the web storefront sends the order to CWDirect. CWDirect determines if the web order qualifies for any promotional pricing and sends a Promotional Pricing Response Message (CWPromotionalResponse) back to the web storefront. See E-Commerce Promotional Pricing for an overview.

You can download promotional pricing information to the e-commerce staging library by entering Y in the Promotion pricing field on the Process E-Commerce Downloads Screen. Downloading promotional pricing information allows the web site to perform some level of qualification before sending a Promotional Pricing Request Message (CWPromotionalRequest) to CWDirect. For example, if the customer is ordering from an offer or source code that does not have promotional pricing defined, it would not be necessary to send a CWPromotionalRequest message to CWDirect.

In this topic:

Work with Promotion Pricing Screen

Promotion Pricing Screen (Add Mode)

Promotion Pricing Screen (Change Mode)

Promotion Pricing Screen (Display Mode)

Work with Promotion Pricing Screen

How to display this screen: Enter WPRP in the Fast Path field at the top of any menu or select Work with Promotional Pricing from a menu.

PPR0004 DISPLAY Work with Promotion Pricing 5/23/97 11:22:15

EZK Mail Order

Opt ID Ofr Source Promotion type Incentive type Seq #

Type options, press Enter.

2=Change 4=Delete 5=Display

ITALY ITALY O Order/Dollar I Item Incentive 1

SP7 SP7 G Group G Group Incentive 0

VIP SPRINGY I Item G Group Incentive 0

F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

Field

Description

ID

The code that identifies a promotional pricing record.

Alphanumeric, 5 positions; optional.

Ofr (Offer)

A code representing a catalog or advertisement that you use to present merchandise to your customers.

Offers are defined in and validated against the Offer file. See Working with Offers (WOFR).

Alphanumeric, 3 positions; optional.

Source (Source code)

A code representing a group of customers to whom you sell.

Source codes are defined in and validated against the Source file. See Working with Source Codes (WSRC).

Alphanumeric, 9 positions; optional.

Promotion type

The type of promotion. Valid values are:

G = Group

I = Item

O = Order/Dollar

The description displays to the right.

Alphanumeric, 1 position; optional.

Incentive type

The type of incentive for the promotion. Valid values are:

G = Group

I = Item

The description displays to the right.

Alphanumeric, 1 position; optional.

Seq #

This field is not currently implemented.

Numeric, 3 positions; display-only.

Screen Option

Procedure

Create a promotional pricing record

Press F6 to advance to the Promotion Pricing Screen (Add Mode).

Change a promotional pricing record

Enter 2 next to a promotion to advance to the Promotion Pricing Screen (Change Mode).

Delete a promotional pricing record

Enter 4 next to a promotion to delete it.

Display a promotional pricing record

Enter 5 next to a promotion to advance to the Promotion Pricing Screen (Display Mode).

Promotion Pricing Screen (Add Mode)

To create: Press F6 on the Work with Promotion Pricing Screen.

Note: Your entries on this screen control the window and screen flow in order entry when an order is eligible for promotional pricing. See Upselling with Promotional Pricing for an overview.

PPR0003 ENTER Promotion Pricing 12/16/02 11:10:36

Add EZK Mail Order

Promotion ID . . . Seq #. .

Offer number . . .

Source code . . .

Type of promotion G=Group, I=Item, O=Order/Dollar

Promotion Requirements:

Dollars required .

Required item . .

Qty required . . . If C, qty = # of unique items

Required group . .

Combination flag C=Combination required

Incentive Information:

Type of incentive G=Group, I=Item

Incentive item . . COL SIZE WDTH

Qty limit . . . .

Incentive group .

Incentive price . No charge . Y=No Charge, ' '=Priced

Incentive tax price

Incentive Disc % . Incentive Disc $

F3=Exit F7=Required group details F8=Incentive group details F12=Cancel

Field

Description

Promotion ID

A code to identify the promotion.

Alphanumeric, 5 positions.

Add mode: required.

Change mode: display-only.

Seq #

This field is not currently implemented.

Numeric, 3 positions; optional.

Complete either the Offer or Source code field:

Offer

If you want this promotion to be determined by the offer, enter the code for the offer (catalog, advertisement, etc.) from which the customer must order to be eligible for this promotion. See Working with Offers (WOFR).

Alphanumeric, 3 positions; required, if you do not enter a source code.

Source code

If you want this promotion to be determined by source code, enter the source code that the customer must use to be eligible for this promotion. See Working with Source Codes (WSRC).

Alphanumeric, 9 positions; required, if you did not enter an offer.

Type of promotion

This field defines the order requirements for a particular promotion. Valid values are:

G = Group: The order will qualify for the incentive if it includes the required promotional group item(s) and quantity. See Work with Promotional Pricing Groups (WPRG). If you enter G, you must complete the Qty required and Required group fields.

I = Item: The order will qualify for the incentive if it includes the required item and quantity. If you enter I, you must also complete the Required item and Qty required fields.

O = Order/Dollar: The order will qualify for the incentive if the merchandise total meets the required dollar amount. If you enter O, you must complete the Dollars required field.

Alphanumeric, 1 position; required.

Dollars required

If you entered O for an order/dollar promotion, enter the merchandise total that the customer must order to be eligible for an incentive.

Numeric, 11 positions with a 2-place decimal; required if you entered O in the Type of promotion field.

Required item

If you entered I for an item promotion, enter the item that the customer must order to be eligible for an incentive.

Alphanumeric, 12 positions; required if you entered I in the Type of promotion field.

Qty required

If you entered I or G for an item or group promotion, enter the order quantity (from the required item or items within the required group) that the customer must order to be eligible for an incentive item or incentive group.

Numeric, 5 positions; required if you entered I or G in the Type of promotion field.

Required group

Enter the code for the promotional group from which the customer must order to be eligible for an incentive item.

Numeric, 3 positions; required if you entered G in the Type of promotion field.

Combination flag

If you entered a G in the Type of promotion field, enter the code that indicates if a combination of items is required for a customer to be eligible for the incentive. Valid values are:

C = Combination required

blank = combination not required

If you enter C in this field, the customer must order each item in the promotion group (up to the specified required quantity) to be eligible for an incentive.

For example, if you set up a promotion group with three items (item 1, item 2, and item 3) and the required order quantity is three, then the customer must order 1 of each item. If the required order quantity is 2, then only 2 of the three items are required, but they must be different items.

 

If you leave this field blank, the order will become eligible for incentives as soon as any item in the promotion group is ordered with the required order quantity.

Alphanumeric, 1 position; optional.

Type of incentive

Defines whether a specific item or a group of items will be used as an incentive. Valid values are:

G = Group: You must define an incentive group; the item(s) associated with it will appear at the Select Incentive Group Window in order entry.

I = Item: You must define an incentive item must be defined; it will appear at the Select Incentive Item Screen in order entry.

Alphanumeric, 1 position; required.

Incentive item

The incentive item. Item codes are defined in and validated against the Item file.

Alphanumeric, 12 positions; required if you entered an I in the Type of incentive field.

Clr/Size/Wdth

The incentive item's unique characteristics, such as its color and size. If the incentive item has SKUs but you do not specify a SKU here, the customer will be able select a SKU in order entry.

Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); optional.

Qty limit

The maximum order quantity allowed for an incentive item or item(s) from an incentive group.

Important: Although the system does not allow you to exceed this quantity at the Select Incentive Item Screen, the Select Incentive Group Window, or the SKU Scan Screen, it is still possible to change the order line to a higher quantity afterward, for example at the Work with Order Lines Screen (Line-by-Line Format) or in order maintenance.

Numeric, 5 positions; required.

Incentive group

Enter the code for the promotional pricing group. Promotional pricing groups are defined using Work with Promotional Pricing Groups (WPRG).

Numeric, 3 positions; required if you entered a G in the Type of incentive field.

You can enter either an Incentive price, Incentive discount %, Incentive discount $, or select the No charge flag to indicate the type of incentive you are offering with the promotional pricing.

Incentive price

The set unit price to charge for an incentive item or item(s) from an incentive group.

If you specify an incentive price, you must leave the No charge flag, the Incentive discount %, and the Incentive discount $ fields blank.

Numeric, 7 positions with a 2-place decimal; optional.

No charge

Indicates whether to charge for an incentive item or item(s) from an incentive group. Valid values are:

Y = No Charge

blank = priced

If you want to offer this item at no charge, enter Y.

If you select the No charge flag, you must leave the Incentive price, the Incentive discount %, and the Incentive discount $ fields blank.

Alphanumeric, 1 position; optional.

Incentive tax price

The unit price to charge for the incentive item if it is subject to VAT. This field appears only if theTax Included in Price (E70) system control value is set to Y.

Numeric, 7 positions with a 2-place decimal; optional.

Incentive disc %

The discount percentage to subtract from the selling price of an incentive item.

If you specify an Incentive discount percent, you must leave the No charge flag, Incentive price, and Incentive discount $ fields blank.

Numeric, 5 positions with a 2-place decimal; optional.

Incentive disc $

The dollar discount to subtract from the unit selling price of an incentive item.

If you specify an Incentive discount dollar amount, you must leave the No charge flag, Incentive price, and Incentive discount % fields blank.

Numeric, 7 positions with a 2-place decimal; optional.

Screen Option

Procedure

Review the items within a promotional group (defined in the Required group field)

Press F7 to advance to the Work with Promotion Group Details Screen. You cannot change anything on this screen. You need to have set up a promotional group using Work with Promotional Groups in order for details to display.

Review the items in an incentive group (defined in the Incentive group field)

Press F8 to advance to the Work with Promotion Group Details Screen. You cannot change anything on this screen. You must have set up an incentive group using Work with Promotional Groups in order for details to display.

Promotion Pricing Screen (Change Mode)

To change: Enter 2 next to a promotion at the Work with Promotion Pricing Screen to advance to this screen in Change mode. At this screen, you can change anything but the Promotion ID. See Promotion Pricing Screen (Add Mode) for field descriptions.

Promotion Pricing Screen (Display Mode)

To display: Enter 5 next to a promotion at the Work with Promotion Pricing Screen to advance to this screen in Display mode. At this screen, you cannot change any information. See Promotion Pricing Screen (Add Mode) for field descriptions.

MK02_03 CWDirect 18.0.x 2018 OTN