Deal General Attributes

Field

Description

Discount Type

List of available deal types. All Types (except Free Gift) require additional Discount Details, which are entered in the box that displays when choosing a type.

Label

Name for the deal, internal identifier for users. Tip: The Label field is searchable so include keywords that are descriptive and easily identify the individual deal. The Label field displays prominently in the Search Results.

Channels

Sales channels that deal is to be applied. Tip: To select more than one channel, hold down Ctrl key and click on each applicable channel. Deal discounts can be applied to all sales channels except for eBay and Amazon.

POS Locations

The way this criteria works is that if only the POS channel is selected, then the deal would apply to all POS terminals. If the POS Channel's criteria is further refined by selecting POS terminals, then the deal would apply only to those selected POS terminals.

POS Terminals

The way this criteria works is that if only the POS channel is selected, then the deal would apply to all POS terminals. If the POS Channel's criteria is further refined by selecting POS terminals, then the deal would apply only to those selected POS terminals.

In House Account Departments

List of IHAs that a deal can be applied to.

Start/End Dates

To have the system automatically manage the time that this promotion is in effect, set the Starts On and >Ends On times by selecting the radio dials in front of the date fields. 

• A deal is deactivated based on the date and time indicated, there is no system override to reactivate the deal once it is deactivated.

• Click on the icon to open the calendar.

• The clock can be used to set a door buster deal that is only good between specific hours. To specify a time for the promotion to begin, click the icon to access the clock.

Active

The Deal Manager functions in real-time; therefore, the system defaults a deal to Inactive so that a promotion isn’t live while it is being created.

Coupon Code

If customers are required to enter a specific code to activate the deal, enter that code in the Coupon Code field. Once the General Attributes are saved, the Special Message field displays so that you can customize the customer's coupon code entry validation.

• Coupon codes can NOT be used for recurring order promotions.

• The promotion is not applied to an order unless the customer enters the code specified. The code can be any combination of letters, numbers and or symbols. The code is not case sensitive. 

Single Use

Identifies deal as only being available once per customer.

Exclusive

Identifies that the promotion cannot be combined with other offers, select the Exclusive option = Yes.

Rounding

Determines how discount total is to rounded.

Recurring Order

When you select "Yes" the promotion only applies to an initial and all recurring orders.

• For Order level discounts, by default the discount is applied to the whole order.

• For Item level discounts, the discount is applied only to identified recurring order items.

• For Shipping level discounts, as long as the deal applies to the order, the whole order gets the free shipping. If the shipping level discount type deal uses product criteria, as long as at least one product is set as recurring is in the cart, the whole order gets free shipping.