Working with Promotions (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 chapter:
- 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
- Tiered Discount or Free Gift
- Freight Discount or 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 Qualifying Source Codes Screen
• Work with Promotion Discounts Screen
• Work with Qualifying Customer/Price Groups Screen
• Work with Qualifying Item Categories Screen
• Work with BOGO Discount Screen (Item Category or Item)
• 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 Table (PRMUPLD)
- General Rules for Promotion Uploads
- Fields Used in the Promotion Upload by Record Type
Not in this topic: This topic does not describe promotional pricing. For more information on these menu options, see:
• Work with Promotional Pricing Groups (WPRG)
• Work with Promotional Pricing (WPRP)
