Promotions Setup Tab

The Promotions Setup screen is used to set up promotional pricing at point-of-sale.

 

Menu Path: Customer, Account Maintenance, Account Pricing, Promotions Setup, Promotions Setup screen

 

Promotions Overview - 2 pages

 

 Promotional Overview - 6 minutesPromotional Overview - 6 minutes 

 

 Promotions Configuration - 6 minutesPromotions Configuration - 6 minutes 

 

 Campaign Setup - 4 minutesCampaign Setup - 4 minutes 

 

 Adding Promotions - 6 minutesAdding Promotions - 6 minutes 

 

 Promotions Basic Setup - 5 minutesPromotions Basic Setup - 5 minutes 

 

 Promotions Advanced Settings - 5 minutesPromotions Advanced Settings - 5 minutes 

 

 BOGO Pkg Setup - 4 minutesBOGO Pkg Setup - 4 minutes 

 

 Qty Break Single Item - 6 minutesQty Break Single Item - 6 minutes 

 

 Tender Coupon - 5 minutesTender Coupon - 5 minutes 

 

 Promotions Proration Pricing - 4 minutesPromotions Proration Pricing - 4 minutes 

 

 Invoicing Promotions 1 of 2 - 6 minutesInvoicing Promotions 1 of 2 - 6 minutes 

 

 Invoicing Promotions 2 of 2 - 5 minutesInvoicing Promotions 2 of 2 - 5 minutes 

 

 Invoicing Promotional Coupons - 6 minutesInvoicing Promotional Coupons - 6 minutes 

 

 Comparing Promo Pricing and Customer Pricing - 7 minutesComparing Promo Pricing and Customer Pricing - 7 minutes 

 

 Reporting Promotions - 6 minutesReporting Promotions - 6 minutes 

 

The 'Promotions Setup' tab is used to continue the setup of the parts that are in a promotion.

 

 

Promo Code
For information only, displays the promotion code that is being set up.


Description
For information only, displays the description of the promotion code that is being set up.


Method
For information only, displays the selected method of the promotion code being set up.


Buy Qty
Displays the amount of items the customer must buy in order to satisfy the promotion. This value is determined by the method chosen for the promotion.


More>> / Less<<
Clicking the 'More>>' button allows for additional setup through the following fields:

 

  • Limit Quantity

  • Starting Price Level

  • Coupon Required

  • Partial Qty

 


Limit Quantity
Optional field that determines the number of times promotional pricing can be applied for one promotion on the same invoice.


Starting Price Level
Based on the method selected for the promotion, the starting price level used to calculate the promotional sell price is defined as any of these options:

 

  • Regular Price

  • Promotion Price Level

  • Selected Price Level - from the Store Invoice Options screen


Coupon Required
When checked, a line item coupon is required to qualify for the promotion.


When checked, a line item coupon is not required to qualify for the promotion.


Note: Line item coupons are promotional coupons that are applied against a single item instead of against all items on the promotion.


Partial Qty
When partial quantity is allowed, the customer can obtain the promotional price for an item even if they do not buy the threshold amount of items in the promotion.


Get Qty
Displays the amount of items the customer receives after the 'Buy Qty' is satisfied. This value is determined by the method chosen for the promotion.


$ Amount
Displays the dollar value for the total value of the items, according to the method chosen for the promotion.


Line
Allows the entry of a line code to search for a part to add it to the grid.


P/N
Allows the entry of a part number to search for a part to add it to the grid.


PN Code
Allows the entry of a part number code to search for a part to add it to the grid.


PN Group
Allows the entry of a part number group to search for a part to add it to the grid.


Prdt Code
Allows the entry of a product code to search for a part to add it to the grid.


Clear
Clears the parts that are set up in the grid.


Delete
Deletes the highlighted row.