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Buy X Get Y

This Discount Type involves the purchase of 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:

  1. Buy 2 pairs of shoes and get another pair for 50% off.

  2. Buy 1 pair of shoes and get 2 sets of laces free. (NOTE: When using a "Get" product that has a quantity greater than 1, the quantity is always for the same "Get" item.)

 

 

Website Note:

 

This is an example of how Buy X Get Y is managed in the website shopping cart.  Since the deal is applied at the item level when adding the "Get" item to the cart, like products will be broken out to separate lines based on the deal criteria.  For example, if the deal is Buy 3 and Get 1 free, and if the customer orders 11 of the same item, the ordered product will be broken out into 2 lines, one for 3 and one for 8. (see image sample)

 

 

 

To create a new deal, navigate to the Deal Manager, click on Create New Deal button in the Search field section and complete the following four steps:

1.   Set Standard and Custom General Attributes

2.   Set Detail Attributes

3.   Set Product Criteria for the Deal

4.     Set Customer Criteria for the Deal

 

Set General Attributes

Follow the steps below to setup Standard and Custom General Attributes for a Buy X Get Y discount promotion.

 

Step

Action

1

Select Buy X Get Y as the Discount Type. The Discount Type is associated with parameters specific to the deal/promotion being offered.

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notes.gifNote: All Types (except Free Gift) require additional Discount Details, which are entered in the box that displays when choosing a type. See Set Detail Attributes section for specific setting  instructions of each type.

2

Enter a Label, which is the main identifier of the promotion.

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tip.PNGTip: 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.

3

Select the channel(s) where the discount will be applicable.

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tip.PNG 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.

4

Choose the POS Locations (if applicable). If this field is not selected the discount is applied to all locations.

pos_locale.png

notes.gifNote: This is an optional field. If the discount/promotion is only good at certain POS locations use this area to choose specific regions, districts, or stores. 

5

Set discount to 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

active_option.png

tip.PNG Tip: To have the system activate or deactivate the deal on designated dates, use the Start/End Time feature (see Step 9).

6

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.

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notes.gif Note: 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. 

 

7

Select the appropriate Single Use option. The system defaults to Yes.

8

If the promotion cannot be combined with other offers, select the Exclusive option – Yes.

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9

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. 

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

10

Click on theicon-calendar.png  icon to open the calendar.

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  • Click on the desired date to start the promotion.

  • Click on the arrow to see the next month’s dates.  

11

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 theicon-clock.png icon to access the clock.    

  • To set the clock, use the mouse to drag the hour and minute hands to the time that the promotion should begin. 

  • The AM/PM designation on the face of the clock is a toggle switch, click on the letters to change from one to the other.

12

Follow these instructions for the Buy X Get Y Discount Recurring Order Deals.

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When you select "Yes" the promotion only applies to recurring orders.

13

Continue with Set Detail Attributes.

 

Set Detail Attributes

Follow the steps below to setup Detail Attributes for a Buy X Get Y discount promotion.

 

When there are multiple items being purchased using a Buy X Get Y promotion, the system applies the Buy and Get items as follows after first sorting them from highest retail price to lowest retail price.

 

Below is an example for a Buy 2 and Get 1 discount.

 

Item Price as Scanned

How System Sorts pricing

Deal Designation

$17.00

$20.00

Buy item #1

$10.00

$17.00

Buy item #2

$15.00

$15.00

Get item #1 (discounted)

$6.00

$12.00

Buy item #4

$12.00

$10.00

Buy item #5

$20.00

$6.00

Get item #2 (discounted)

 

NOTE: Like most of the CORESense deal calculation types, the system is setup to award the customer the better deal.  So when the first group of 3 is recognized, the least expensive is discounted and any remaining items beyond item 3 (until 6 is reached), the better deal for the customer is discounted and applied.

 

Step

Action

1

In the Buy Quantity field, indicate the number of items that need to be purchased at regular price to activate the deal.

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  • In the Get Quantity field, indicate the number of items the customer must purchase to get the discount once the Buy Quantity is met.

  • In the Minimum Get Quantity field, if it is set then the deal will apply to orders having at least that amount of products defined by GET Products list.

NOTE: The BOGO doesn't apply until you have both the BUY and the GET items total in your cart. 

  • In the Get Discount Amount field, indicate the percentage or dollar amount to be discounted off the Get item when the promotion is activated.  For example if an item is free once the Buy Quantity has been met, the Get Discount Amount should be set to 100% or the actual dollar amount of the Get item.  

  • If the option Get products of any price apply?

    • If set to NO then the system only applies the deal to products that are less than or equal to the price of the BUY Product.

    • If set toYES then the system applies the deal to any Get products (that match existing criteria) regardless of that product’s price. This would allow a Get product of higher value than a Buy product to be identified as the free gift.

2

Click the Create New Promotion button to confirm the General and Detail attributes.

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3

Continue with Set Product Criteria.

 

 

Set Product Criteria

Follow the steps below to setup Product Criteria for a Buy X Get Y discount promotion.

 

Step

Action

1

For the Buy X Get Y discount type, you can assign specific product(s) to be included or excluded as either a purchased items (Buy) or a giveaway item (Get).

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2

Using the filters in the Standard General Attributes section, identify which product criteria you are using for the Buy eligibility and what products are available for the Get portion of the promotion.

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3

Custom attributes are defined by the client during the implementation process and are displayed in the Custom General Attributes box. Custom criteria, when combined with Standard Attributes, further narrow products included in the promotion.  

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4

Once attributes have been entered, click the Save Product Criteria button to save the criteria.

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5

Click the Update Product List button in order for the products to be listed with the promotion.

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ecxclamation.PNG Important: Both buttons need to be clicked in order save your information. Be sure to click them for each tab you enter criteria for (Buy and Get).  

6

Once the Update Product List button is clicked for both Buy and Get tabs, the number of eligible products for the discount is listed next to the Products link.

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7

Click on the Products link to review the product list.  

  1. Use the pagination arrows to view all items on list.

  2. Under the Type column product are identified as either a Buy item or a Get item.

  3. Delete a product from the list by clicking the Removeicon-checkbox.png  icon.

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8

Additional products can be included or excluded using the Product Picker icon-mag_glass.png icon and assigning them as either a Buy item or a Get item. These items are then identified with a check under the Manually Included? column. To use this function, you must first have some criteria established under the Product Criteria tab before including or excluding specific products.  

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Note: If you want to include the product and it's already on the exclude list, it automatically includes it so that you don't have to remove it from the Exclude list.

9

Allows easy identification of a product within a deal's product list without having to arrow through the pagination.

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10

Continue to Set Customer Criteria.

 

 

Set Customer Criteria

Follow the steps below to setup Customer Criteria for a Promotional Discount.

Step

Action

1

When a promotion is created, all customers in the system are automatically eligible. If you do not want the promotion available to all customers, use the Customer Criteria section to define the customers who qualify for the promotion.

 

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2

To add a group of customers that share demographic information such as City, State, Zip Code, Country, etc. enter the pertinent attributes into the Shipping or Billing address boxes.

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3

If there is additional criteria available to choose from (as determined during your implementation), it is located in the Other Information box.

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notes.gif NOTE: To refine your list by including specific customer IDs, save your criteria and update your list. Click on the Customers list tab to enter any IDs

4

Once criteria is entered, click the Save Criteria button.

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5

Click the Update Customer List button in order to refine the eligible customers for the promotion.

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ecxclamation.PNG Important: Both buttons need to be click in order save your information.

6

Individual customers or customer groups can be made eligible for the promotion using under the Customers tab.

icon-stop.png IMPORTANT: In order to manually include or exclude customer IDs or Customer Groups, you must first enter customer criteria under the Customer Criteria tab.

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  • Enter the Customer ID in the field provided or search for it using the Customer Picker icon-mag_glass.png icon.

  • Click on the X icon of any line to remove a customer ID from the list.

7

Manually deleted IDs are listed in the Excluded Customer Listing box.

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8

Select a Customer Group from the drop-down list (as needed) to be  part of the promotion.

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See Also

 

 

 

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