Deal Manager Overview

Purpose

To provide an efficient automated tool for creating and managing a variety of promotions, discounts, and/or sales. A deal in CORESense is a way to discount an individual or group of products. This deal can be set to activate on a specific date/time or to always be in effect. There is a multitude of attributes to group the like products together to accomplish the same discount amount.

Important: Below are some system settings to consider when creating deals:

By default, products that have been assigned a Permanent Markdown pricing are NOT eligible for any additional discounts that are defined in the Deal Manager. Once a product is on Permanent Markdown, no additional discounts can be applied. If you want permanent markdowns to be eligible for deals, activate the following system setting: Order Lifecycle > Orders > Allow Deals On Permanent Markdowns.
By default, a product's upgrade (+ Retail) pricing is NOT eligible for any additional discounts that are defined in the Deal Manager. Deals are applied against the base price only. If you want upgrades to be eligible for deals, activate the following system setting: Order Lifecycle > Orders > Apply Deal Discounts to Upgrade Price.

Deal Calculations

There are three levels of discounts: item level, order level and shipping level. The following calculations are applied at each level.

Only one promotion at each level can be applied – if multiples exist, then the best deal is applied.
If one of the deals is exclusive, that deal is applied regardless of dollar value.
If there is a coupon applied, it trumps all other deals.

The system logic functions according to the following decision tree, which is applied at each level (product/item, order subtotal and shipping.) You cannot "stack" multiple deals on the same deal level, the system will compare any two deals within the same level and apply the one with the greater discount.

There are two different ways a deal is calculated: using coupon code or promotion.

Coupon Codes

If there is a coupon code associated to the deal, the dollars or percentage off is calculated at the shopping cart level. The consumer enters the coupon code and the new total is reflected.

A single coupon deal can be applied at each level (product/item, order subtotal and shipping) provided they are not exclusive.
If there are multiple coupons that are each exclusive, only one with the best deal is applied. Only one exclusive deal can be applied against a single order.

Promotions

The promotion deal is calculated on the product detail page. When the consumer navigates to a product detail page, the discounted price is displayed in the “Sale” field (depending on HTML of website.)

Depending on the type of promotion, some of the deals are applied at the product level (deal is based on the purchase of particular items), at the order level (deal is based on the order sub-total, regardless of what items are purchased) or as a shipping discount ( shipping cost is discounted on order sub-total). The table below outlines the deal types available through the Deal Manager and the associated levels.

Deal Types

The table below describes the six different deal types available in the Deal Manager, what level that they are associated to and where the discount is applied.

Deal Type	Description	Level	Where Applied
Buy X Get Y	Purchase product X and receive product Y at a discounted price or free. Both products must be in the shopping cart to properly reflect the discount. For example, buy one pair of shoes and get an equal or lesser value shoe for 50% off.	Item	Product/Line Item
Free Gift	Receive a free gift when another product is purchased. This is product specific. For example, buy the winter boots and get free boot socks. This is useful for a club membership purchase, i.e. Sign up for club membership, get a free product on the first shipment. When a customer adds a product to the shopping cart that satisfies a "Free Gift" deal AND there is only 1 GET product that applies to the deal, that product is automatically added to the shopping cart.	Item	Product/Line Item
Promotional Discount	A product (or product group) is placed “on sale” when a percent discount is used. The discount can be expressed in either a percentage or dollar amount. The discount is reflected in the shopping cart rather than the product detail page if the Starting Quantity is set to 1 or greater. If left blank, the discount is displayed on the Category and Product pages of the website. Note: If a coupon is applied, the discount is reflected on the impacted product detail pages.	Item	Product/Line Item
Order Free Gift	A free gift is offered on an order based on order subtotal, regardless of what items are being purchased. For example, spend $150 and receive a free hat. The 100% discount is applied to that item (the hat) once it is added to the cart provided that the order subtotal of the other cart items meets the deal threshold ($150).	Item	Order Subtotal
Shipping Discount	Offer a discount on one or more shipping methods. For example, Free Ground shipping for orders over $50 or $5 off express shipping.	Shipping	Shipping Cost
Order Discount	A discount on an order subtotal and not associated with particular products. For example, spend $100 and receive 20% off your order total.	Order	Order Subtotal

Set Product and Customer Criteria

Once the General and Detail attributes are set, use the menu bar to navigate to the Product and Customer screens.

The table below describes the purpose of each of the criteria setting functions.

Function	Description
Product Criteria	Select products to include and/or exclude from the promotion
Products	Lists products that are included in or excluded from the promotion. The number in parenthesis indicates the number of products included in the promotion based on the product criteria. This number changes as products are added to or excluded from the promotion. If the number is zero (0), no products are included in the promotion and a warning displays on the General Attributes screen.
Customer Criteria	Select customer fields to include and/or exclude records from the promotion
Customers	Lists the customers who are included or excluded from the promotion. The number in parenthesis indicates the number of customers included in the promotion based on the criteria selected. By default no customer criteria are predefined, so all customer records apply to the promotion.