Table of Contents

Summary

Perishable High volume stock items often require promotions to keep product moving

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Only one promotion may be associated with any individual sales order line

The Decisions Made when setting up Promotions

See promotions after the discounts section

Discounts

Promotions are not the only way to impact on price = these simple discounting methods are available and may be simpler than Promotions.

Case Volume Discounts - for number of cases on an order per price list

Based on the number of cases on the order across all products

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Right click to delete - to overwrite use the same min order and a different discount

Discount created manually on sales order (per line)

A discount may be created manually on the sales order at the line level (Requires Secure Features)

GL Account for Ad-hoc discounts

Quantity Price Breaks for all - or limited by Price List

Quantity Price breaks are not journaled to a separate GL account.

Promotions GL Accounts

An invoice when created will have multiple GL lines:

1. The full sale price of the stock article to this customer (their normal price after quantity breaks)
2. Promotion discounts funded by your business (Promotion Discount)
3. Promotion discounts funded by your suppliers (Supplier funded promotion discount)
   1. Supplier Funded Rebate is used for the Supplier Claim GL account

Types of Promotions

Defined to assist with reporting and finding the correct promotions to apply when using the sales order forms.

Examples include: Volume, Price, Ranging, Key Account, Introduction etc.

Qualification Volumes

Set Minimum and/or Maximum number of units to qualify

1. Suggested: indicates the promotion will suggest these quantities
2. Overall Minimum
3. Multiplier Minimum
4. Fixed

Reward

The reward relates to the benefit provided to either

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The reward may be limited to a maximum bonus items per promotion

Qualifiers / Bonus Items

Qualifiers are a list of items that the customer decides to purchase.

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1. They may get a discount % or $ or promotional price (depending on reward setting)
2. They may have a nominated supplier rebate $

Examples

Purchase any 5 from this list of 10 Stock Articles and get up to 3 from a list of 5 at 50% discount

• Qualification
  • Minimum units = 5
  • Item quantity = suggested
• There will be 10 Stock Articles listed as Qualifiers
• There will be 5 Stock Articles listed as Bonus
• Reward will be 
  • "% Discount on Bonuses"
  • Purchase % discount will be 50%
  • bonuses per promotion will be 3

Purchase 1 of each of these 5 items to get a 100% discounted item with a maximum of 5 free items provided

• 5 Stock items will be listed as Qualifiers
• The 100% discounted item will be listed in the Bonus section
• Reward will be
  • "% Discount on Bonuses"
  • Purchase % discount will be 100%
  • bonuses per promotion will be 1
• Qualification Maximum Units will be 25 

Special prices across 5 items - 2 of which the supplier will kick in $4.00 0f the discount

• Supplier rebate = $ per discounted item
• Qualification
  • Item Qty = Suggested
• Reward = Promotion Price on Purchases
• Qualifiers
  • enter Promotion Price
  • Enter Supplier Rebate $

Promotion Limitations

By Branch and Date

Dates are optional

Branches are defined on the Host Company

By Customer Groups

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Key accounts flag is enabled on Host Company profiling section and then on key account debtors.

By Individual Customers

To limit to unique customers and their 100% owned companies

By prerequisite promotion

If this promotion is only available if the customer has already received a nominated promotion

• For example a promotion for a large discount may only be available if the customer has taken a large bundling promotion

Supplier Rebates

Any promotion may be linked to a supplier rebate.

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See Supplier Claims for details of claiming from promotion results

Advanced Features (none mandatory)

1. Promotions can be prioritised for presentation 
2. Agent % Commission can be set using promotions for unusual commission situations
3. Expected uplift for forecasting will apply an uplift for the related products see Product Forecasting - Based on Sales History
4. No Further discounts will ensure no other discounts are applied to the order
5. Highlight in Raw Sales Data separates the sales linked to the promotion - see Product Forecasting - Based on Sales History
6. GL Account - used to set the account the journals will be journaled to

 See also Pricing Contracts