Purpose: Use this screen to review and work with promotions. See Working with Promotions (WPRO) for an overview of how promotions work, examples of each type, and setup instructions.
Additional screens: You can advance to the following screens from the Work with Promotions screen:
• 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
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.
Note: The system retains the last view you used in Work with Promotions; instead of advancing to the Work with Promotions screen, you may advance to the Work with Promotions by Start Date Screen or Work with Promotions by End Date Screen.
Promotions display on the Work with Promotions screen in ascending promotion code sequence; see Work with Promotions by Start Date Screen to display promotions in ascending start date sequence and see Work with Promotions by End Date Screen to display promotions in ascending end date sequence.
Field |
Description |
Promotion |
A code to identify the promotion. Enter a full or partial promotion code to display promotions in ascending promotion code sequence, starting with your entry. Alphanumeric, 7 positions; optional. |
Description |
The description of the promotion. Enter a full or partial description to display promotions that contain your entry. Alphanumeric, 30 positions; optional. |
Start Date |
The date when the promotion first becomes effective. Enter a start date to display promotions whose start date is equal to or later than the date you entered. Note: This sort is available only on the Work with Promotions by Start Date Screen. Numeric, 6 positions (in user date format); display-only. |
End Date |
The last date when the promotion is effective. Enter an end date to display promotions whose end date is equal to or later than the date you entered. Note: This sort is available only on the Work with Promotions by End Date Screen. Numeric, 6 positions (in user date format); display-only. |
Type |
The type of promotion. Valid values are: • Additional freight • BOGO • Freight • Item Category • Order • Tiered discount • ' ' = messaging or reporting promotion Select a promotion type to display promotions assigned to that type. Optional. |
Excl |
Indicates whether you have specified item or item category exclusions for the promotion. N = There are currently no item or item category exclusions. Y = There is at least one item or item category exclusion. See Work with Item/Category Exclusions Screen for more information. |
Screen Options |
Procedure |
Create a promotion |
Select Create to advance to the Create Promotion Screen. |
Change a promotion |
Select Change for a promotion 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. |
Copy an existing promotion |
Select Copy for a promotion to advance to the Copy Promotion Screen. |
Delete a promotion |
Select Delete for a promotion to delete it. You can also run the PURGEPR periodic function to delete completed promotions whose end date is equal to or earlier than a calculated purge date. |
Display a promotion |
Select Display for a promotion to advance to the Display Promotion screen. You cannot change any fields on this screen. For field descriptions, see the Create Promotion Screen. |
Work with item/category exclusions |
Select Item/Item Category Exclusions to advance to the Work with Item/Category Exclusions Screen. |
View promotions in ascending start date sequence |
Select By Start Date to advance to the Work with Promotions by Start Date Screen. Note: This option is available only on the Work with Promotions by End Date Screen and Work with Promotions Screen. |
View promotions in ascending end date sequence |
Select By End Date to advance to the Work with Promotions by End Date Screen. Note: This option is available only on the Work with Promotions by Start Date Screen and Work with Promotions Screen. |
View promotions in ascending promotion code sequence |
Select By Promotion to advance to the Work with Promotions Screen. Note: This option is available only on the Work with Promotions by Start Date Screen and Work with Promotions by End Date Screen. |
Create or delete promotions based on the information in the Promotion Upload table. |
Select Upload to submit the program that creates or deletes promotions based on the information in the Promotion Upload table. See Promotion Upload for more information. |
Purpose: To create a new promotion, Select Create at the Work with Promotions Screen.
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, apply a negative additional charge, add a free or discounted item, or to override the ship via on an order. Numeric, 7 positions. Create screen: required. Change screen: display-only. |
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Indicates whether you must enter this promotion at the Enter Promotion Code Screen in interactive order entry or include it in the inbound order message for the order API in order to have the promotion apply to the order. • Selected = If the Allow Manual Entry of Promotion Code (I63) system control value is: - selected = the system does not evaluate the order to see if it qualifies for the promotion unless you enter the promotion code at the Enter Promotion Code Screen in interactive order entry or include it in the inbound order message for the order API - unselected = this promotion cannot apply to any orders • Unselected = The system evaluates the order to see if it qualifies for the promotion See Promotion Logic and Processing for more information on how the system determines whether to apply a promotion to an order. |
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Indicates whether the promotion can apply to more than one order for a customer. • Selected = The promotion can apply just once for a customer; however, if the Allow Manual Entry of Promotion Code (I63) system control value is selected and you have authority to the Override One Time Use Promotion (J08) secured feature, you can apply the promotion to an additional order for the customer in order entry. • Unselected = There is no restriction on how many times the promotion can apply for a customer. |
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Description |
The description of the promotion code. Alphanumeric, 30 positions; required. |
Start date |
The date when the promotion becomes effective. This date might be used in the promotion selection hierarchy; see Promotion Logic and Processing for more information. Numeric 6 positions (in user date format), required. |
End date |
The last date when the promotion is effective. Numeric 6 positions (in user date format), required. |
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. |
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Non-Messaging Promotion Values: Note: Complete the following fields only for promotions that apply some sort of a discount, free gift, or ship via override. See About Discount Promotions and Promotion Logic and Processing for more information on setting up and using discount promotions. |
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The type of discount to apply to orders that qualify for this promotion. Valid values are: • Additional freight • Freight • Item Category • Order • Tiered discount • BOGO • ' ' = messaging or reporting promotion Note: You cannot change this setting once you have created the promotion. Required if you define any order promotion values. |
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The priority in which the system evaluates whether this promotion applies to an order. Lower numbers indicate higher priorities; that is, promotions with the lowest priority numbers are evaluated first. Depending on your setup, the system might not use the priority as a criterion to compare promotions; see Promotion Logic and Processing for more information. Numeric, 3 positions; required if you enter a discount Type. |
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Promotion ID |
A code used to identify or group promotion codes for reporting and analysis. Alphanumeric, 5 positions; optional. |
Optionally, enter a 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. Note: Qualifying a promotion by source code differs from assigning the promotion to the source code to force a pop-up message to open or give the promotion highest priority in order entry. An error message indicates if you enter a source code that has the Exclude promotion field selected: Source code flagged to exclude promotions. Source codes are defined in and validated against the Source table. See Working with Source Codes (WSRC). You can qualify a promotion by source code or offer, but not both. See About Discount Promotions and Promotion Logic and Processing. |
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More than one qualifying source? If you have specified more than one qualifying source code for the promotion, the first qualifying source code alphanumerically is displayed in this field at the Change Promotion and Display Promotion screens and is display-only. 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 Alphanumeric, 7 positions; optional or display-only. |
Optionally, enter 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 table. See Working with Offers (WOFR). You can qualify a promotion by source code or offer, but not both. See About Discount Promotions and Promotion Logic and Processing. Alphanumeric, 3 positions; optional. |
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Optionally, enter 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 table. See Working with Pay Types (WPAY). When you use a pay type as a qualifier, you typically do not see the effect of the promotion until you accept the order. See About Discount Promotions and Promotion Logic and Processing. Numeric, 2 positions; optional. |
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Optionally, enter the total merchandise dollar amount an order must have to qualify for the 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. Exclusions: Non-discountable items are not included in the qualifying merchandise dollar total. If you complete more than one qualifying field, the order must meet all criteria to qualify for the promotion. Item category promotions: For an item category promotion, you can specify whether to evaluate an order based on the entire merchandise total on the order, or only the merchandise total within that specific category. See the Qualifying $ amount type, below. See About Discount Promotions and Promotion Logic and Processing. Not a valid entry for a tiered promotion or a BOGO promotion by price code. See the Work with Promotion Discounts Screen for information on specifying qualifying dollar amounts for tiered promotions, and see the BOGO Discount by Item/Price Code Screen for more information on setting up BOGO promotions by price code. Numeric, 9 positions with a 2-place decimal; optional. |
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For an item category promotion, use this field to indicate whether the system uses the entire merchandise order total or quantity to determine whether the order qualifies for the promotion, or only the merchandise total or quantity within a specific item category. Valid values are: • Item Categ = Only order lines for items assigned to a qualifying item category are included in determining the qualifying dollar amount, qualifying quantity, or maximum quantity. If the promotion specifies multiple item categories, each item category is evaluated independently. Example: The promotion offers a 10% discount for a Qualifying $ amount of $50.00 and two item categories, IT1 and IT2. There must be at least $50.00 worth of merchandise in IT1 for these order lines to receive the 10% discount; similarly, there must be at least $50.00 worth of merchandise in IT2 for these order lines to receive the discount. • Order = All order lines (except for non-discountable items) are eligible to be included in the qualifying dollar amount, qualifying quantity, or maximum quantity, regardless of item category assignment. Example: The promotion offers an Item category special price for Qualifying quantity of 5 and a Maximum quantity of 10 for item categories IT1 and IT2. The order includes 7 order lines, including 5 for IT1 and 2 for IT2. Each of the order lines receives the special price. Note: When evaluating an order for an item category promotion that specifies a qualifying quantity or maximum quantity, the system treats a blank Qualifying $ amount type as if it is set to Order. Required for an Item category promotion if you specify a Qualifying $ amount. |
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Optionally, enter the total unit quantity required for an order to qualify for the promotion. Example: If the qualifying quantity is five, an order can qualify with: • a single order line with a quantity of five • five order lines, each for a quantity of one • any other combination of order lines with a total unit quantity of 5 or more 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” (However, items added with a discount, such as through promotional pricing or by source, are still included) • flagged as a Sale item flag for the Item Offer or the Sale item flag for the SKU Offer, if the Exclude Sale Item When Prorating Discounts (I65) system control value is selected • flagged as non-discountable (based on the setting of the Discountable flag) • drop ship (freight and additional freight promotions only) • identified as heavy items by on a ship via/item charge assignment through the Work with Ship Via/Item Screen (freight and additional freight promotions only) Note: • You cannot specify a qualifying quantity for a tiered or a BOGO promotion. • The system does not prevent you from entering a qualifying quantity that is greater than the maximum quantity, below. Item category promotions: When you specify a qualifying quantity for an item category promotion, the system uses the Qualifying $ amount type to determine whether to include the total quantity of all items on the order to evaluate whether each item category qualifies for the promotion, or evaluates the quantity of each item category separately. For example, if the qualifying quantity is 5, the Qualifying $ amount type is set to Item Category, and the order includes 3 of IT1 and 6 of IT2, only IT2 qualifies for the promotion. |
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If the Qualifying $ amount type is blank, then the system uses the quantity of all items on the order to determine whether each item category qualifies for the promotion. Numeric, 5 positions; optional. |
Optionally, enter the maximum number of units an order can have in order to qualify for the promotion. You might use this field to restrict orders from a promotion if they are already receiving a deep discount through a quantity break price or other pricing option. If the order exceeds the maximum quantity, none of the items on the order are eligible for the promotion. Which items on the order are included in evaluation? This total follows the same rules as those described for the Qualifying quantity, except that “no charge” items are included in the total when evaluating the order for the Max qty. How does the maximum work for item category promotions? If you set up an Item category promotion that also specifies a Qualifying $ amount (Qualifying dollar amount) with the Qualifying $ amount type set to Item Category, the evaluation for maximum quantity is against the item category rather than the whole order; however, the evaluation takes place at final order acceptance, and not at the Enter Promotion Code Screen. Note: The screen does not prevent you from entering a maximum quantity that is less than the Qualifying quantity, or less than the Req qty for a BOGO promotion; however, in this situation, an order can never be eligible for the promotion discount. Item category promotions: When you specify a maximum quantity for an item category promotion, the system uses the Qualifying $ amount type to determine whether to include the total quantity of all items on the order to evaluate whether each item category qualifies for the promotion, or evaluates the quantity of each item category separately. For example, if the maximum quantity is 10, the Qualifying $ amount type is set to Item Category, and the order includes 12 of IT1 and 7 of IT2, only IT2 qualifies for the promotion. If the Qualifying $ amount type is blank, then the system uses the quantity of all items on the order to determine whether each item category qualifies for the promotion. Numeric, 5 positions; optional. |
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Note: At this screen you can enter either a single qualifying customer number or customer group, but not both. To enter additional customer numbers or groups, use the Work with Qualifying Customer/Price Groups Screen. If you have previously entered any qualifying customer numbers or groups, the first customer number or group (but not both) is listed here; use the Work with Qualifying Customer/Price Groups Screen to review any additional customer numbers or groups. |
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Optionally, use this field to restrict the promotion to one or more specific customers. If you enter a customer number in this field or a customer price group in the next field, you advance to the Work with Qualifying Customer/Price Groups Screen. At this subsequent screen, you can specify any number of individual customers or customer price groups. Customer numbers are defined in and validated against the Customer table. See Creating and Updating Sold-to Customers (WCST) for more information. If you have previously specified a qualifying customer and you specified this qualifier before specifying any customer price groups, this first customer is listed in this field and is display-only; otherwise, this field is blank. Numeric, 9 positions; optional. |
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Optionally, use this field to restrict the promotion to one or more specific customer price groups. If you enter a customer price group in this field or a customer number in the previous field, you advance to the Work with Qualifying Customer/Price Groups Screen. At this subsequent screen, you can specify any number of individual customers or customer price groups. Customer price groups are defined in and validated against the Customer Price Group table. See Working with Customer Price Groups (WCPG) for more information. If you have previously specified a qualifying customer price group, and you specified this qualifier before specifying any individual customer numbers, this first customer price group is listed in this field and is display-only; otherwise, this field is blank. Alphanumeric, 4 positions; optional. |
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Optionally, use this field to restrict the promotion to first-time customers. Valid values are: • LTD orders: The promotion is available only if the customer placing the order has not placed any previous orders. A customer who has placed an order is not eligible, even if the order is subsequently canceled or if all items on the order are sold out; however, the customer is eligible if the previous order is still in suspended or error status, or if it consisted of a return processed as a new order with a negative quantity. • LTD sales: The promotion is available only if the customer placing the order has not previously had an order shipment. A customer whose only previous orders have not yet been shipped, or if they consisted of a return processed as a new order with a negative quantity, is still eligible for the promotion. This qualifier applies to the customer placing the order only (customer sold-to); it does not apply to order recipients. |
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Optionally, use this field to restrict a freight or additional freight promotion discount, or ship via override, to states in the continental U.S.A. Valid values are: selected = Promotion applies only when the shipping address is in the continental U.S.A. unselected = Promotion is not restricted to the continental U.S.A. Note: This option is available only for freight or additional freight promotions. |
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Optionally, enter the priority that must be assigned to the ship via on the order header for the order to qualify for the promotion. The ship via priority is a one-position number that controls how the system allocates inventory to backorders or reserves inventory during Batch Reservation. Example: You can create a promotion to offer $.99 ground shipping for orders over $25.00, and use this field to specify the ship via priority for these ship vias. If the ship via changes for any reason before you accept the order and the current ship via’s priority does not match this setting, the system removes the promotion from the order. See Working with Ship Via Codes (WVIA) for more information on setting up ship vias, and see Ship Via Override Hierarchy for a discussion on how the ship via on an order might be overridden in order entry. Numeric, 1 position; optional. |
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Indicates the price to apply for items within an item category specified at the Work with Qualifying Item Categories Screen for this promotion. Example: Enter 4.99 have the promotion discount all items within the item category to $4.99, regardless of their regular price. You can enter an Item category special price only for Item Category promotions; in this case, you do not enter a Discount amount or a Discount percent. Note: If there is an item on the order whose price is lower than the special price, the promotion does not change the price. For example, the special price is $4.99 and item AB100 is priced at $4.00: the promotion does not reprice the item. Numeric, 7 positions with a 2-place decimal; optional. |
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Optionally, enter an additional charge code to use when adding a non-prorated discount to an order. You should specify an additional charge code when: • an order, tiered, or freight 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: If you use an additional charge code to apply a discount against an order, this negative additional charge code reduces the total the customer pays even if you have used the Price Override Reason for Promotions (K45) to prevent additional discounting against the prices of the order lines. You cannot specify an additional charge code for an Item Category or BOGO promotion. Additional charge codes are defined in and validated against the Additional Charge table; see Establishing Additional Charge Codes (WADC). Alphanumeric, 2 positions; may be optional or required, depending on other field settings. |
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The dollar discount amount to apply to the order: • 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. • Item category: This amount is prorated against the order lines in that item category (or categories). See Prorating Logic for more information on the prorating calculation. • Freight or additional freight discount: This amount is added to the order as a negative additional charge. Not a valid entry for a tiered or BOGO promotion. See the Work with Promotion Discounts Screen for information on specifying discount amounts for tiered promotions, and see the Work with BOGO Discount Screen (Item Category or Item) for information on specifying discount amounts for BOGO promotions. Include sale item? The specified discount applies to sale items if the Exclude Sale Item When Prorating Discounts (I65) is unselected. See that system control value for more information. Numeric, 7 positions with a 2-place decimal; optional. |
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The percentage discount to apply to the items on the order. • Order discount: This percentage is applied to each order line's unit price if you do not enter an additional charge code; otherwise, the total merchandise discount is added to the order as a negative additional charge. • Item category: This percentage is applied to the unit price of each order line for the item category(ies). • Freight or additional freight discount: This percentage of the freight or additional freight charge is added to the order as a negative additional charge. Include sale item? The specified discount applies to sale items if the Exclude Sale Item When Prorating Discounts (I65) is unselected. See that system control value for more information. Not a valid entry for a tiered or BOGO promotion. See the Work with Promotion Discounts Screen for information on specifying discount amounts for tiered promotions, and see the Work with BOGO Discount Screen (Item Category or Item) for information on specifying discount amounts for BOGO promotions. Numeric, 5 positions with a 2-place decimal; optional. |
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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. Numeric, 7 positions with a 2-place decimal; optional. |
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Indicates whether to provide freight free of charge. You use this field only for a freight discount. Valid values are: selected = This is a free freight discount promotion unselected = This is not a free freight discount promotion You cannot enter an additional charge code if you enter Y in this field. Note: If the customer is eligible for free freight through a loyalty program, you cannot apply a promotion that includes free freight. See Loyalty Memberships for background. |
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Use this 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 order, 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 table. See Working with Ship Via Codes (WVIA). Not a valid entry for a BOGO, item category, or tiered promotion. |
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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. Numeric, 2 positions; optional. |
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 table; see Setting Up the Country Table (WCTY). Not a valid entry for a BOGO, item category, or tiered promotion. Alphanumeric, 3 positions; optional. |
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The first (lowest) SCF eligible to receive the ship via override. Only orders you are shipping to zip codes that fall within this SCF up to the To SCF will receive the ship via override, or any additional discounts included in the promotion. You use this field only for a ship via override. Not a valid entry for a BOGO, item category, or tiered promotion. SCF codes are defined in and validated against the SCF table; see Working with SCF Codes (WSCF). The system also requires that: • a SCF/ship via record exists for the Ship via override; see Working with SCF/Ship Via Values (WSHV) for background. • the SCF is valid for the Ship via country, if specified; otherwise, for the Default Country for Customer Address (B17). Alphanumeric, 3 positions; optional. |
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The last (highest) SCF eligible to receive the ship via override. Only orders you are shipping to zip codes that fall within the From SCF to this SCF will receive the ship via override, or any additional discounts included in the promotion. You use this field only for a ship via override. Not a valid entry for a BOGO, item category, or tiered promotion. SCF codes are defined in and validated against the SCF table; see Working with SCF Codes (WSCF). The system also requires that: • a SCF/ship via record exists for the Ship via override; see Working with SCF/Ship Via Values (WSHV) for background. • the SCF is valid for the Ship via country, if specified; otherwise, for the Default Country for Customer Address (B17). Alphanumeric, 3 positions; optional. |
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Completing the Create or Change Promotion Screen
Completing this screen: Once you create or change a promotion, you might advance to the:
• Work with Qualifying Source Codes Screen: if you have specified a Qualifying source.
• Work with Promotion Discounts Screen: if you are setting up a Tiered Discount or Free Gift promotion.
• Work with Qualifying Customer/Price Groups Screen: if you have specified a Qualifying customer# or Qualifying customer group.
• Work with Qualifying Item Categories Screen: if you are setting up an Item Category Discount promotion.
• Work with BOGO Discount Screen (Item Category or Item): if you are setting up a BOGO (Buy One/Get One) Discount or Free Gift by Item Category or Item 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.
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 selected: Source code flagged to exclude promotions. Note: Qualifying a promotion by source code differs from assigning the promotion to the source code in order to force a pop-up message to open 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. |
Instructions: Enter a source code in the Source code field to add it as a qualifying source code for the selected promotion.
After you complete this screen, you might advance to a subsequent screen. See Completing the Create or Change Promotion Screen for more information.
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.
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). Numeric, 9 positions with a 2-place decimal; required. |
Enter either a dollar discount, percent discount, or free item for each tier. |
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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. Include sale item? The specified discount applies to sale items if the Exclude Sale Item When Prorating Discounts (I65) is unselected. See that system control value for more information. 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. Include sale item? The specified discount applies to sale items if the Exclude Sale Item When Prorating Discounts (I65) is unselected. See that system control value for more information. 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 select the Reprice option or accept the order. Price override reason: The system applies the Price Override Code for Promotional Priced Lines (B61) to the order line when it adds the free gift. If this system control value is blank, the free gift is not added to the order. Note: If you are using Promotion Hierarchy: Best Way and an order qualifies for multiple tiered promotions offering free gifts, the promotion offering the free gift with the highest value applies to the order. Item: alphanumeric, 12 positions; optional. SKU: alphanumeric, three 4-position fields; required if the item has SKUs. |
Option |
Procedure |
Switch between the display of existing tiers and enterable fields to add new promotion tiers |
Select Change 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 selecting Delete for it |
Purpose: Use this screen to copy an existing promotion.
How to display this screen: Select Copy for a promotion at the Work with Promotions Screen.
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 Promotions (WPRO) for information about setting up and using promotions.
When you copy a promotion with additional sub tables, you advance to a subsequent screen for each sub-table you would need to copy, so that you can revise the sub-table as needed. For example, when you copy a tiered promotion, you advance to the Work with Promotion Discounts Screen, where you can revise the copied tiers as needed. See Completing the Create or Change Promotion Screen for a listing of additional screens.
Work with Qualifying Customer/Price Groups Screen
Purpose: Use this screen to specify the individual customers or customer price groups that are eligible for a promotion. The promotion is available only to the specific customers or members of the price groups you specify here.
How to display this screen: Enter a customer number or a customer price group at the Create Promotion Screen or the Change Promotion screen.
Note: You can also advance to this screen in display mode by advancing from the Display Promotion screen.
Field |
Description |
Promotion code |
The promotion that you are creating, or that you selected at the Work with Promotions Screen. Alphanumeric, 7 positions; display-only |
Promotion description (unlabeled field to the right of the promotion code) |
The description of the promotion. Alphanumeric, 30 positions; display-only. |
Group |
Enter a customer price group code to make members of the group eligible for the promotion. Group codes are defined in and validated against the Customer Price Group table. See Working with Customer Price Groups (WCPG) for more information. Alphanumeric, 4 positions; optional. |
Customer |
Enter a customer number to make that customer eligible for the promotion. Customer numbers are defined in and validated against the Customer table. See Creating and Updating Sold-to Customers (WCST) for more information. Numeric, 9 positions; optional. |
Name |
The name of the customer or the description of the customer price group. First 30 positions of customer last name, first name, and company name: If the customer has a last and first name, this information is displayed first; then if the customer has a company name, the company name follows the text ATTN. Otherwise, if the customer has just a company name, the company name is displayed. Alphanumeric, 30 positions; display-only. |
Instructions: Enter a customer price group code or enter a customer number to add a record to the Promotion Customer table. If you enter a customer or price group in error, or if the customer or price group is no longer eligible for the promotion, you can Delete it.
Note: You cannot scan for additional records at this screen by entering information in search fields; pressing Enter adds your entry to the Promotion Customer table.
Reviewing through customer maintenance: You can also view the promotions associated with a specific customer or customer group through Creating and Updating Sold-to Customers (WCST). See the Display Customer Promotions Screen and the Display Customer Price Group Promotions Screen.
Work with Qualifying Item Categories Screen
Purpose: Use this screen to specify the item categories eligible for an item category promotion.
How to display this screen: Complete the Create Promotion Screen or Change Promotion screen for an item category promotion.
Note: When you advance to this screen from the Display Promotion screen, it is display-only.
For more information: See Item Category Discount for an overview of item category promotions.
Field |
Description |
Promotion code |
The promotion code you are creating, or selected to change or display from the Work with Promotions Screen. Alphanumeric, 7 positions; display-only. |
Promotion description (unlabeled field to the right of the promotion code) |
The description of the promotion. Alphanumeric, 30 positions; display-only. |
Category |
Enter an item category in this field to specify it for the promotion. An item must be assigned to a category specified here in order to qualify for the promotion. Item category assignment is at the SKU level, and you specify an item category assignment at the Create Item (Base Information) Screen (non-SKU’d item) or the Create SKU 1 of 2 (With Overrides) Screen (SKU’d item). Item category codes are defined in and validated against the Item Category table. See Working with Item Category Codes (WITG) for more information. Alphanumeric, 3 positions; required to add a category. |
Description |
The description of the item category. Alphanumeric, 30 positions; display-only. |
Option |
Procedure |
Add a qualifying item category |
Enter an item category code in the Category field. |
Delete a qualifying item category |
Select the Delete option for an item category. |
Work with BOGO Discount Screen (Item Category or Item)
Purpose: Use this screen to work with the discounts or free gifts to apply through a BOGO (Buy One/Get One) promotion based on item category or item. A BOGO promotion first identifies one or more qualifying order line (based on item category, base item, or SKU) and then identifies the type of discount to apply to a matching order line.
For more information: See BOGO (Buy One/Get One) Discount or Free Gift by Item Category or Item for more information on how BOGO promotions apply to orders and on possible setup options.
How to display this screen: Complete the Create Promotion Screen or Change Promotion screen for a BOGO promotion. When you advance to this screen from the Display Promotion screen, all fields are display-only.
Note: You advance to this screen only if the BOGO Grouping by Price Code or Category (L62) system control value is set to CATEGORY; otherwise, if the system control value is set to PRICE CODE, you advance to the Work with BOGO Discounts by Item/Price Code Screen.
Field |
Description |
Promotion |
The promotion code you are creating, or selected to change or display from the Work with Promotions Screen. Alphanumeric, 7 positions; display-only. |
Promotion description (unlabeled field to the right of the promotion code) |
The description of the promotion. Alphanumeric, 30 positions; display-only. |
Use the following fields to specify an item category, the base item of a SKU’d item, a particular SKU, or a non-SKU’d item to include in the BOGO promotion. |
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Optionally, enter an item category in this field to set up a BOGO promotion. You can set up BOGO promotions for item categories, for all SKU’s of a SKU’d item, or for specific non-SKU’d items or SKU’s. If you set up a promotion based on item category, you cannot select the Allow mult flag or set the Free flag to Free Auto Add; these options are available only when you set up the promotion for a non-SKU’d item or an individual SKU of a SKU’d item. About item categories: Item category assignment is at the SKU level, and you specify an item category assignment at the Create Item (Base Information) Screen (non-SKU’d item) or the Create SKU 1 of 2 (With Overrides) Screen (SKU’d item). Item category codes are defined in and validated against the Item Category table. See Working with Item Category Codes (WITG) for more information. Alphanumeric, 3 positions; required to add a category. |
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Optionally, enter an item code in this field to include it in the BOGO promotion. If the item has SKU’s, you can enter a particular SKU to restrict the BOGO promotion to that SKU only; or you can leave the SKU fields blank to apply the promotion to all SKU’s on the order. If you set up a promotion based on all SKU’s of a SKU’d item, you cannot select the Allow mult flag or set the Free flag to Free Auto Add; these options are available only when you set up the promotion for a non-SKU’d item or an individual SKU of a SKU’d item. Item: alphanumeric, 12 positions; required to set up a promotion based on item. SKU: alphanumeric, three 4-position fields; optional. |
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The quantity of the items in the item category, or of the particular item or SKU, required for the order to qualify for the promotion. Numeric, 5 positions; required. |
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The quantity of the item to receive the BOGO discount, to be set to no charge, or to be added at no charge. Numeric, 5 positions; required. |
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Free |
Indicates whether the BOGO order line is discounted, changed to no charge, or added automatically at no charge. • No = The item is discounted but not free • Free = The promotion changes an existing item on the order to no charge • Free auto add = The system adds an item to the order at no charge. This option is available only when your entry is for a non-SKU’d item, or for a specific SKU of a SKU’d item. |
Indicates whether to apply the discount more than once if the ordered quantity is a multiple of the qualifying quantity. • Selected = Orders can qualify for this BOGO discount multiple times. For example, if the promotion specifies “buy five, get one free,” selecting this field enables the customer to also buy ten, get two free; buy 15, get three free; and so on. • Unselected = Apply this BOGO discount once only per order. For example, if the promotion specifies “buy five, get one free,” the customer still receives the BOGO discount on just one unit even if the order includes ten, 15, or more units. Note: Allowing multiples is supported only for BOGO discounts based on a non-SKU’d item or a specific SKU of an item. IMPORTANT: If you select the Allow multiples setting for any BOGO promotions, then the order line quantity should be 1 for every order line on an order that might be eligible for the promotion; otherwise, the BOGO promotion might not apply correctly. To help ensure that the order line quantity is always 1, you can set both the Default Order Quantity (B30) and Maximum Order Quantity (C60) system control values to 1. |
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Provided you have not set up the BOGO discount as free, use one of the following fields to specify a discount percentage, discount dollar amount, or discount price. |
|
Disc % |
The percentage discount to apply to the BOGO order line. For example, if the promotion is buy two, get one at 25% off, you enter 25.00 here. Numeric, 5 positions with a 2-place decimal; optional. |
Disc $ |
The per-unit discount amount to apply to the BOGO order line. For example, if the promotion is buy five, get two at $1.00 off, you enter 1.00 here. Numeric, 7 positions with a 2-place decimal; optional. |
Price |
The override price to apply to the BOGO order line. For example, if the promotion is buy eight, get one at $7.99, you enter 7.99 here. Numeric, 7 positions with a 2-place decimal; optional. |
Option |
Procedure |
Add a BOGO discount entry |
Complete the fields at the top of the screen, including: • an Item category OR an Item and, optionally, a SKU • the Req qty • the BOGO qty • A setting for the Free field • Optionally, select the Allow mult flag if the entry is not for an item category • Disc % OR Disc $ OR Price if the BOGO is not free See the field descriptions above for more information. Note: You cannot scan for additional records at this screen by entering information in search fields; pressing Enter adds your entry to the Promotion Item Exclusion table. |
Change an existing BOGO discount entry |
Select Change for an entry to advance to the Work with BOGO Discount Screen (Item Category or Item). |
Delete a BOGO discount entry |
Select Delete for an entry to delete it from the promotion. |
Purpose: Use this screen to change an existing entry for a BOGO promotion based on item category or item. At this screen, you can change only the benefits of the entry; you cannot change the qualifying item category, item, SKU, or required quantity. To change this information, delete the BOGO entry at the Work with BOGO Discount Screen (Item Category or Item) and enter a new one.
This screen is available only if the BOGO Grouping by Price Code or Category (L62) system control value is set to ITEM CATEGORY.
How to display this screen: Select Change for an entry at the Work with BOGO Discount Screen (Item Category or Item).
Field |
Description |
Promotion |
The promotion code you are creating, or selected to change or display from the Work with Promotions Screen. Alphanumeric, 7 positions; display-only. |
Promotion description (unlabeled field to the right of the promotion code) |
The description of the promotion. Alphanumeric, 30 positions; display-only. |
Item category |
The item category, if any, you selected at the Work with BOGO Discount Screen (Item Category or Item). Alphanumeric, 3 positions; display-only. |
Item |
The item and SKU, if any, you selected at the Work with BOGO Discount Screen (Item Category or Item). Item: alphanumeric, 12 positions; display-only. SKU: alphanumeric, three 4-position fields; display-only. |
Req qty (required quantity) |
The quantity of the items in the item category, or of the particular item or SKU, required for the order to qualify for the promotion. Numeric, 5 positions; display-only. |
BOGO qty |
The quantity of the item to receive the BOGO discount to be set to no charge, or to be added at no charge. Optionally, enter a different quantity to change it. Numeric, 5 positions; required. |
Free |
Indicates whether the BOGO order line is discounted, changed to no charge, or added automatically at no charge. • No = The item is discounted but not free • Free = The promotion changes an existing item on the order to no charge • Free auto add = The system adds an item to the order at no charge. This option is available only when your entry is for a specific item, or a SKU of a SKU’d item. |
Allow mult (allow multiples) |
Indicates whether to apply the discount to the BOGO order line more than once if the ordered quantity is a multiple of the qualifying quantity. • Selected = Orders can qualify for this BOGO discount multiple times. For example, if the promotion specifies “buy five, get one free,” selecting this field enables the customer to also buy ten, get two free; buy 15, get 3 free; and so on. • Unselected = Apply this BOGO discount once only per order. For example, if the promotion specifies “buy five, get one free,” the customer still receives the BOGO discount on just one unit even if the order includes ten, 15, or more units. Note: Allowing multiples is supported only for BOGO discounts based on a non-SKU’d item or a specific SKU of an item. IMPORTANT: If you select the Allow multiples setting for any BOGO promotions, then the order line quantity should be 1 for every order line on an order that might be eligible for the promotion; otherwise, the BOGO promotion might not apply correctly. To help ensure that the order line quantity is always 1, you can set both the Default Order Quantity (B30) and Maximum Order Quantity (C60) system control values to 1. |
Provided you have not set up the BOGO discount as free, use one of the following fields to specify a discount percentage, discount dollar amount, or discount price. |
|
Disc % |
The percentage discount to apply to the BOGO order line. For example, if the promotion is buy two, get one at 25% off, you enter 25.00 here. Numeric, 5 positions with a 2-place decimal; optional. |
Disc $ |
The per-unit discount amount to apply to the BOGO order line. For example, if the promotion is buy five, get two at $1.00 off, you enter 1.00 here. Numeric, 7 positions with a 2-place decimal; optional. |
Price |
The override price to apply to the BOGO order line. For example, if the promotion is buy eight, get one at $7.99, you enter 7.99 here. Numeric, 7 positions with a 2-place decimal; optional. |
Work with BOGO Discounts by Item/Price Code Screen
Purpose: Use this screen to work with the discount or free gift to apply through a BOGO (Buy One/Get One) promotion based on price code. A BOGO promotion first identifies one or more qualifying order lines (based on price code, base item, or SKU) and then identifies the type of discount to apply to a matching order line.
Single discount or free gift: This screen enables you to set up only a single discount or free gift for the promotion. If a discount or free gift already exists for the promotion, it is displayed in the lower portion of the screen. You can select Change or Display to review the details.
For more information: See Working with Price Codes (WPCD) for information on setting up price codes, and see Assigning Price Codes (APCD) for information on assigning price codes to items.
How to display this screen: Complete the Create Promotion Screen or Change Promotion screen for a BOGO promotion. When you advance to this screen from the Display Promotion screen, all fields are display-only.
Note: You advance to this screen only if the BOGO Grouping by Price Code or Category (L62) system control value is set to PRICE CODE; otherwise, you advance to the Work with BOGO Discount Screen (Item Category or Item).
Important: The available options for configuring a BOGO promotion by price code are described under BOGO (Buy One/Get One) Discount or Free Gift by Price Code. Using a different configuration option may produce unintended results when the promotion applies to an order.
Field |
Description |
Promotion |
The promotion code you are creating, or selected to change or display from the Work with Promotions Screen. Alphanumeric, 7 positions; display-only. |
Promotion description (unlabeled field to the right of the promotion code) |
The description of the promotion. Alphanumeric, 30 positions; display-only. |
Use the following fields to specify a price code, the base item of a SKU’d item, a particular SKU, or a non-SKU’d item that qualifies an order for the BOGO promotion. |
|
Price code |
The price code that items must be assigned to in order to qualify for the promotion. Defined in and validated against the Price Code table. Numeric, 7 positions; required if you do not specify an item as a qualifier. |
Item |
The required item for the promotion. Defined in and validated against the Item table. You can enter either an item or a price code as a qualifier. Note: Using an item as a qualifier for a BOGO promotion by price code is not currently supported. Alphanumeric, 12 positions; required if you do not specify a price code as a qualifier. |
SKU (unlabeled fields to the right of the Item field) |
Optionally, use the SKU fields to identify a particular SKU of the item, if any, required for the promotion. Defined in and validated against the SKU table. Note: Using an item as a qualifier for a BOGO promotion by price code is not currently supported. Alphanumeric, three 4-position fields; optional. |
Use either the Req amt and Req qty fields, or both fields in combination, to specify the total unit quantity or dollar value required of the price code or item to qualify for the promotion. |
|
Req amt |
Optionally, enter the required total dollar value of the required items from the specified price code. If you specify a required amount, the required quantity must meet or exceed this amount. Example: You specify a price code of 123, a required amount of $500.00, and a required quantity of 1. The order needs to include 1 unit assigned to price code 123 whose dollar value is $500.00 or more. The order does not qualify if it includes 5 units whose combined total dollar value is $500, since the requirement must be met within the 1 unit specified in the Req qty field. Numeric, 9 positions with a 2-place decimal; optional if you specify a required quantity. |
Req qty (required quantity) |
The quantity of the items assigned to the price code required for the promotion. See the Req amt field, above for more information. Numeric, 5 positions; optional if you specify a required amount. |
Use the remaining fields to specify the discount, special price, or free item available to qualifying orders. Any discounts apply to the lowest-priced items on the order. |
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The quantity of the items assigned to the BOGO price code to receive the BOGO discount or special price or to be set to no charge. If you select the Prorate flag, this is the quantity of the item used to calculate the total discount to prorate across the required quantity and the BOGO quantity. If you want to make the promotion available to a required merchandise amount of a specified price code without specifying a required quantity, set this field to 99999. For example, set the Req amt to $500 and set this field to 99999 for a promotion that provides a discount to a total purchase of $500 within a specified price code. Numeric, 5 positions; required. |
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The price code identifying the items eligible for the discount, special price, or to be set to no charge. Required if you do not specify an Auto add item. Can be the same as the qualifying Price code. Defined in and validated against the Price Code table. Numeric, 7 positions; required if you do not specify an Auto add item. |
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The discount percentage to apply to the BOGO quantity, or to use when calculating the total discount to apply against the required quantity and the BOGO quantity if the Prorate field is selected. Required if you do not specify a discount dollar amount or price, or if the Free field is not set to Free or Free auto add. Numeric, 5 positions with a 2-place decimal; optional. |
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The total discount amount to apply to the BOGO quantity, or to prorate against the required quantity and the BOGO quantity if the Prorate field is selected. Required if you do not specify a discount percentage or price, or if the Free field is not set to Free or Free auto add. Numeric, 9 positions with a 2-place decimal; optional. |
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The discounted price to apply to the BOGO quantity. If the Prorate flag is selected, The system subtracts this price from the price currently on the order line, and prorates the difference across the required quantity and the BOGO quantity. For example, if both order lines are currently priced at $10.00, the Price specified here is $6.00, and the Prorate flag is selected, the system subtracts $6.00 from $10.00, and then prorates the result ($4.00) across the 2 order lines, resulting in a price of $8.00 for each. Required if you do not specify a discount percentage or amount, or if the Free field is not set to Free or Free auto add. Numeric, 9 positions with a 2-place decimal; optional. |
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Prorate |
Indicates whether to prorate the total discount applied through the promotion: • Selected = prorate the total discount for the promotion across the required quantity and the BOGO quantity or free item • Unselected = apply the entire discount to the BOGO quantity or the free item |
Allow mult |
Indicates whether to apply the promotion multiple times if the order includes a sufficient required and BOGO quantity: • Selected = Orders can qualify for this BOGO discount multiple times if the number of qualifying items are multiples of the Req qty plus the BOGO qty. For example, if the promotion specifies “buy one, get one free,” selecting this field enables the customer to also buy two, get two free; buy three, get three free; and so on. • Unselected = Apply this BOGO discount once only per order. For example, if the promotion specifies “buy one, get one free,” the customer still receives the BOGO discount on just one unit even if the order includes four, six, or more units. |
Free |
Indicates whether the BOGO order line is discounted, changed to no charge, or added automatically at no charge. • No = The item is discounted but not free. With this setting, you need to specify the BOGO qty, BOGO price code, and either the Disc %, Disc $, or Price. • Free = The promotion changes the price of an item on the order to no charge. With this setting, you need to specify the BOGO qty and BOGO price code, but no other discount options. • Free auto add = The system adds the Auto add item to the order at no charge. With this setting, you need to specify the Auto add item and a SKU if the item has SKUs. The system adds a unit of the item to the order regardless of whether the item is already on the order. Note: If the Prorate flag is selected, the price of the free item is prorated across the Req qty and the free item. |
Indicates the item to add to the order automatically at no charge. You can specify an auto-add item only if the Free field is set to Free auto add; in this case, the item is required, as well as a SKU if the item has SKUs. Note: This field is labeled Auto item at the BOGO Discount by Item/Price Code Screen and the BOGO Discount by Item/Price Code Screen (Display Mode). Item: 12 positions; required if the Free field is set to Free auto add. SKU: three 4-position fields; required if the item has SKUs. |
|
Option |
Procedure |
Create a BOGO discount promotion by price code |
See the field descriptions above for more information and BOGO (Buy One/Get One) Discount or Free Gift by Price Code for more information. Note: You can create only one discount for a BOGO promotion by price code. |
Change the existing BOGO discount promotion |
Select Change for the existing promotion to advance to the BOGO Discount by Item/Price Code Screen. Each field on this screen is described above. |
Display the existing BOGO discount |
Select Display for the existing promotion to advance to the BOGO Discount by Item/Price Code Screen (Display Mode). Each field on this screen is described above. |
BOGO Discount by Item/Price Code Screen
Purpose: Use this screen to review or change the existing discount set up for a BOGO promotion by price code.
How to display this screen: Select Change for the existing discount at the Work with BOGO Discounts by Item/Price Code Screen.
For more information: See the Work with BOGO Discounts by Item/Price Code Screen for field descriptions.
BOGO Discount by Item/Price Code Screen (Display Mode)
Purpose: Use this screen to review the existing discount set up for a BOGO promotion by price code.
How to display this screen: Select Display for the existing discount at the Work with BOGO Discounts by Item/Price Code Screen, or select Display for a BOGO promotion at the Work with Promotions Screen and click OK through the displayed screens.
For more information: Each field on this screen is display-only. See the Work with BOGO Discounts by Item/Price Code Screen for field descriptions.
Work with Item/Category Exclusions Screen
Purpose: Use this screen to work with items and item categories that are excluded from receiving an order, tiered, item category, or BOGO promotion.
Things to note about item and item category exclusions:
• Excluded items still included as qualifiers: Even though the system does not apply a percentage discount or prorated dollar discount amount against the items or item categories you specify here, they are still included when determining whether the order qualifies for the promotion based on the Qualifying $ amount, Qualifying qty, and Max qty specified for the promotion, provided the order does not consist entirely of excluded items or item categories.
Example: A promotion requires a Qualifying $ amount of $50.00 and an order includes two lines: one for an excluded item with an extended price of $20.00, and one for a non-excluded item with an extended price of $35.00. The order qualifies for the promotion based on the merchandise total of $55.00, even though that total is partially based on an excluded item, although the discount does not apply to the excluded item.
• Order must include at least one non-excluded item: Even though the excluded items or item categories are included in the qualifiers, an order still cannot receive the promotion if all of the items on the order are excluded.
• Discount tier based on entire merchandise total: When a tiered promotion specifies a percentage discount, the percentage that applies is based on the qualifying merchandise total.
Example: An order includes two lines: one for an excluded item with an extended price of $20.00, and one for a non-excluded item with an extended price of $20.00. The promotion specifies a 10% discount for a merchandise total of $20.00, and a 15% discount for a merchandise total of $40.00. The system applies a 15% discount to the non-excluded item based on the merchandise total of $40.00, resulting in a discount amount of $3.00.
• Freight and additional freight promotions: You cannot set up item/category exclusions for freight or additional freight promotions.
How to display this screen: Select Item/Item Category Exclusions for a promotion at the Work with Promotions Screen.
Field |
Description |
Promotion code |
The promotion that you are creating, or that you selected at the Work with Promotions Screen. Alphanumeric, 7 positions; display-only |
Promotion description (unlabeled field to the right of the promotion code) |
The description of the promotion. Alphanumeric, 30 positions; display-only. |
Category |
Enter an item category code to exclude items in the category from the promotion. Category codes are defined in and validated against the Item Category table. See Working with Item Category Codes (WITG) for more information. Alphanumeric, 4 positions; optional. |
Item |
Enter an item code to exclude the item from the promotion. Note: You cannot specify an individual SKU of an item to exclude. If you enter a SKU’d item, all SKU’s of the item are excluded. Item codes are defined in and validated against the Item table. See Performing Initial Item Entry (MITM) for more information. Alphanumeric, 12 positions; optional. |
Instructions: Enter an item category or enter an item code to add a record to the Promotion Item Exclusion table. If you enter an item category or item in error, or if the item or item category is no longer excluded for the promotion, you can delete it.
Note: You cannot scan for additional records at this screen by entering information in search fields; pressing Enter adds your entry to the Promotion Item Exclusion table.
Work with Promotions by Start Date Screen
Purpose: Use this screen to review and work with promotions in ascending start date sequence. Within start date, promotions sorts in ascending promotion code sequence. See Working with Promotions (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.
Note: The system retains the last view you used in Work with Promotions; instead of advancing to the Work with Promotions by Start Date screen, you may advance to the Work with Promotions Screen or Work with Promotions by End Date Screen.
For more information: See the Work with Promotions Screen for a description of the fields on this screen and the available screen options.
Work with Promotions by End Date Screen
Purpose: Use this screen to review and work with promotions in ascending end date sequence. Within end date, promotions sorts in ascending promotion code sequence. See Working with Promotions (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.
Note: The system retains the last view you used in Work with Promotions; instead of advancing to the Work with Promotions by End Date screen, you may advance to the Work with Promotions Screen or Work with Promotions by Start Date Screen.
For more information: See the Work with Promotions Screen for a description of the fields on this screen and the available screen options.
