Working with Promotion Values (WPRO)

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

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

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

• Discounting: You can use a promotion to:

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

• apply a negative additional charge

• add free gifts

• discount freight

• discount additional freight

• override the ship via on an order

Available order criteria include:

• date range

• source code or offer

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

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

• ship via priority

• ship-to country or SCF

• pay type

• first-time customers only

• customer group or specific customer

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

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

In this topic:

• About Messaging Promotions

• About Discount Promotions

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

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

• Item Category Discount

• Order Discount

• Tiered Discount or Free Gift

• Freight Discount or Override

• Additional Freight Discount

• Ship Via Override

• Promotion Logic and Processing

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

• When Promotions Must be Assigned by the System

• Promotion Hierarchy: Best Way

• Promotion Hierarchy: Regular Priority

• Using the Order Total to Evaluate Different Promotion Types

• Additional Notes about Promotion Selection Hierarchy

• Applying Promotions through the Order API

• Order Transaction History Message

• System Control Values Related to Promotions

• Cautions Related to Promotions

• Work with Promotions Screen

• Create Promotion Screen

• Work with Qualifying Source Codes Screen

• Work with Promotion Discounts Screen

• Copy Promotion Screen

• Work with Qualifying Customer/Price Groups Screen

• Work with Qualifying Item Categories Screen

• Work with BOGO Discount Screen (Item Category or Item)

• Change BOGO Discount Screen

• Work with BOGO Discounts by Item/Price Code Screen

• BOGO Discount by Item/Price Code Screen

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

• Work with Item/Category Exclusions Screen

• Work with Promotions by Start Date Screen

• Work with Promotions by End Date Screen

• Promotion Upload

• Promotion Upload Table

• General Rules for Promotion Uploads

• Fields Used in the Promotion Upload by Record Type

• Promotion Upload Errors

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

• Work with Promotional Pricing Groups (WPRG)

• Work with Promotional Pricing (WPRP)

• Working with Upsell Promotions (WUPE)

WPRO Serenade 5.0 March 2015