Promotions

Overview

How to use promotions

See Using Promotions Promotions screen allows the ability to:

1. Have Automatic or Manually applied promotions
2. Provide Benefits
   1. Discount on the items ordered
   2. Discounts on a list of items
3. Limit discounts
   1. Frequency (once per week, month, ever)
   2. To customers who purchase particular products
4. Create templates of items at prices that can be quickly placed onto the order
5. Capture the benefits provided to a particular GL account Note that you may want to review Managing Pricing when you sell products for details on how to provide volume discounts for particular items or price lists or groups of customer combinations

General Tab

Promotion Details

• '''Search''' - Search code
• '''Description''' - user entered description of the promotion
• '''Is Template''' used when a template with a list of items with fixed prices and quantities will be available to add to an order.
  • For example if you plan to offer a bundle of 2 of Product A with 1 of product B with special prices and you want to be able to easily add it to the order
• '''If they buy''' x units - qualifying number of items the customer must purchase on an order line to qualify for a promotion
• Valid From and To are dates effective
• IS Global flag - to apply to all companies with no restriction
• Priority - if conflicting promotions are avaialable and you wish to automatically apply promotions
• Expected upllift (For Forecasting) - will apply a % uplift on sales for the duration of the promotion to be used by forecasting
• '''From''' list of values - is a list of suppliers of the products the promotion is limited to.
  • It is common in FMCG to offer a discount across an entire suppliers range
• '''Manual''' - affects if the promotion applies automatically when pressing the promotions button in the order or must be manually applied by the user
• The Affected party - Customer or Rep or Consultant
  • The customer for the order will either be a Debtor, Sales Rep or Consultant
• '''Receives a bonus of''' is the benefits that can be applied
  • Discount Ordered items -  will discount the items on the order already
  • Additional Discount Items -  will provide a list of items that can be discounted
• Discounted Units - is the quantity of items that can be discounted
• Discount % -  is the % off that will be applied
• '''Usage Limit''' limits how often a customer may get the discount (weekly, monthly, once, unlimited)
• '''Unless no orders for months''' will limit the discount only to recently purchasing customers
• '''Journal To account''' Allows the discount to create a separate journal line to a particular account to track discounts given. If this is left blank (as for charge backs) it will not use a separate account

Qualifiers or Templates Subtab

1. In the case of a template
   1. The list of items with unit price and quantity will be added to the order verbatim when the promotion is selected if pricing has been entered on the lines
   2. If no pricing has been entered for each line then the discount percentage above will apply to all lines added to the order
2. In cases where promotions are qualified for based on items on the order
1. The list will be a list of items that cause the order to qualify for the benefits
3. Enter the item code, unit price, quantity for a number of items.

Bonus Subtab

Shows the bonus items that are available to be provided at the discount. During order placement a number (limited to qty) of items from the list may be added to the order at the discounted %

• Enter items onto the list

List of current promotions

Shows a list of all the promotions that are current in the system.

• Search - is search code for the promotion
• Description - is seen on the order form
• Brand - is supplier
• From,to - Date range active

Usage Reports Tab

Lists all the orders this promotion has been used on

Master List Tab

A master list of all promotions