1. Using Customer Channel Management
  2. Create a Customer Promotion Program

Create a Customer Promotion Program

Here you'll learn how to create a customer promotion program.

A customer rebate program is created from a customer promotion program type which acts as a template for the program.

The customer rebate program sets the default value for some of the attributes such as currency and discount type. Program types can also be used to define the eligibility criteria for additional conditions and products. With appropriate roles, you can change the status of a channel program to approved or rejected. You can also withdraw a channel program which changes the program status back to draft.

  1. From the Navigator, click Customer Channel Management under Order Management to navigate to the Programs page.
  2. Click Create to create a new program. The New Program page appears.
  3. Select the Business Unit and the Program Type.
    Note: If your role has access to multiple business units and the default business unit is defined in the Default Business Unit profile option, then the default business unit defined is displayed when you create a new program. You can select another business unit to which you have access, if required.
  4. Click Continue.
  5. On the General tab:
    • Optionally, change the Status.
    • The Business Unit and Program Type you selected are displayed.
    • Optionally, change the Owner. Owner is defaulted to person logged in.
    • Enter a name for the program.
    • Optionally, add a Promotion Code.
      Note: If you don't add a promotion code, the application automatically generates this code.
    • Optionally, add a description.
    • Select a Currency. By default, this is the currency defined in the program type.
    • In the Customers section, select a Customer Type for the program. You can select Customer, Ship To or Bill To. Based on your selection, search for and select the customer and account details, or ship to, or bill to details from the list.
    • Use the Beneficiaries section to specify an alternate beneficiary to whom the accrued earnings will be paid. The beneficiary can be different from the eligible customer on the sales transaction. Select the Same as customer checkbox if the beneficiary is the same as the eligible customer on the sales transaction. If you don't select this checkbox,then you can enter the Beneficiary Type and the Beneficiary details. You can view the Address and the Account details of the selected beneficiary. Enter the dates, as required.
    • In the Dates section, enter the Date Context and the start and end dates for the program.
    • Click Save to save your program and remain on the page to add additional information and product details.
    • In the Additional Information section, enter additional conditions such as a Qualifier, Operator, and select a value for the qualifier you selected. Click Submit to save the additional conditions.
    • In the Products section, you can create product eligibility rules for an item category and specify item categories in product rules to determine product eligibility. Enter the following details:
      • Select the Qualifier such as All Items, Category, or Item from the list. You can also select a user-defined attribute (UDA) if it is set up.
      • Select a Value for the Qualifier.
      • Enter details of the UOM, Rebate Type, Rebate Amount, and optionally the Start Date and End Date to define these details for your program.
      • Select relevant Actions to add, remove, or to edit a row.
      • To add exclusion details for the relevant qualifier, click the Add icon. For more information on handling product rules, see the section Handling Multiple Product Rules.
    • Click Submit to save and submit your program.
  6. On the Customers tab, you can add eligibility conditions for multiple customers.
  7. On the Notes and Attachments tab, you can create, edit, or delete rich text formatted general or reference notes. You can also drag and drop supporting documentation as attachments. Additionally, you can include URLs in this section.

Handling Multiple Product Rules

You can define product eligibility rules to exclude one or more items or categories from a category and exclude one or more items or categories from all items. You can also exclude items from a user-defined attribute. The item category in the product rule can be at any level of the category hierarchy.

The precedence (highest to lowest) that applies when a product rule is specified for the Item, Category, User Defined Attributes, and All Items levels is as follows:

  • Item
  • Category
  • User Defined Attributes
  • All Items

Sample Catalog

Sales Catalog
Category Level Product
+- Electronics 1
+-- Computers and Accessories 2
+--- Desktops 3
+---- All-in-one PCs 4

Desktop1

Desktop2
+---- Mini PCs 4

PC1

PC2
+--- Laptops 3
+---- Traditional Laptops 4

Laptop1

Laptop2
+---- Gaming Laptops 4

G-Laptop1

G-Laptop2
+--- Printers 3

Printer1

Printer2

Example 1

Product Rule1 Product Rule 2 Transaction Result
Item Discount Category Discount
Laptop1 1% Laptops 1.5% Item Laptop1 is on the sales transaction. Item Laptop1 receives 1% rebate because the item has a higher precedence than the category.

Example 2

Product Rule1 Product Rule 2 Transaction Result
Category Discount All Items Discount
Laptops 1.5% All Items 0.8% Item Laptop1 is on the sales transaction. Item Laptop1 receives 1.5% rebate because the category has a higher precedence than all items.
Note:
  • If an item is eligible under multiple Item product rules, then one of the rules is randomly selected.
  • If an item is eligible under multiple All items product rules, then one of the rules is randomly selected.
  • If an item is eligible under multiple Category product rules within a catalog, then Channel uses the rule that has deepest category in the hierarchy to determine the qualifying product rule. If the category depth is the same for the rules, then one of the rules is randomly selected.

Example 3

Product Rule1 Product Rule 2 Transaction Result
Category Discount Category Discount
Computers and Accessories 1% Laptops 1.6% Item Laptop2 is on the sales transaction. Item Laptop2 receives 1.6% rebate because the category Laptops is a deeper category as compared to the category Computers and Accessories.

Date Effectivity

The date effectivity in the product catalog, category, category-item associations are ignored.

The date effectivity in the product rule is compared with the sales transaction date to determine product eligibility. If the product rule start and end dates are blank, then they default to the program start and end dates as shown in the example below.

Date Effectivity

Item Product Rule Start Date Product Rule End Date Sales Transaction Date Eligible?
AS54888 01-May-2024 31-May-2024 18-May-2024 Yes
AS54999 01-May-2024 10-May-2024 01-May-2024 Yes
AS54777 15-May-2024 31-May-2024 01-Jun-2024 No