image16.gif

 


 

 

Order Discount

This Discount Type involves discount on an order subtotal and is not associated with particular products. For example, spend $100 and receive 20% off your order total. 

 

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 Customer Criteria for the Deal

 

Set General Attributes

Follow the steps below to setup Standard and Custom General Attributes for an Order Discount.

 

Step

Action

1

Select Order Discount as the Discount Type. The Discount Type is associated with parameters specific to the deal/promotion being offered.

order_-_type.png

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 sections for specific setting  instructions of each type.

2

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

order_-_label.png

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.

deal_channel.png

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.

image406.gif

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.

exclusive.png

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. 

date-time.png

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.

calendar-full.png

  • 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 specific to Order Discount Recurring Order Deals.

image247.gif

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

NOTE: Do not use coupon codes when creating a Recurring Order discount.

13

Continue with Set Detail Attributes.

 

 

Set Detail Attributes

Follow the steps below to setup Detail Attributes for an Order Discount.

 

Step

Action

1

  • In the Order Threshold field, indicate the minimum order amount needed to receive the order discount. If the promotion is food for any purchase amount, enter 0 (zero).   

  • Set the Product Quantity Threshold  to determine the required quantity needed of any of the included products on that deal for the deal to apply.

  • In the Discount Amount field, indicate the Percent or Dollar amount of the discount for the deal.

  • Select Product Criteria as needed:

    • Products to Excluded = all products excepts those that are identified under Exclude tab

    • Products to Include = only products identified under Include tab

 image683.gif

2

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

   create_promo_button.png

3

Confirm the promotion by clicking OK or click Cancel to go back to edit attributes.

   confirm_promo.png

4

Continue to Set Customer Criteria.

 

 

Set Product Criteria

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

 

Step

Action

1

For the Order Discount type, you can include or exclude specific product(s) for the promotion under the Product Exclude or Include tab.

2

Using the filters in the Standard General Attributes section, identify which product criteria you are using for the promotion.

image224.gif

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.  

xy_pc_custom.png

4

This function enables you to target promotions for overstocked items.

  • Last Receipt Date: Specify the number of days since restock, based on the most recent Stock Purchase Order Receipt date for the Inventory SKU(s) on the product. The operator options are equal to, less than or greater than.
  • Inventory Days on Hand: Filter products in terms of current inventory levels. This function allows you to filter products based on an identified number of inventory days on hand within a specific historic sales trend. For example, you can identify products that have enough inventory to cover 10 days of sales based on their history of average sales between a minimum of 5 days and a maximum of 60 days. This would query 55 days of sales, and generate a list of products that have 10 days of inventory.

prod_inv_filter.png

5

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

    save_prod_crit_button.png

6

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

    update_prod_list_button.png

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).  

7

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

image225.gif

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.

8

Click on the Products link to review the product list.  

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

 

9

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

image557.gif

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.

 

xy_cc_link.png

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.

   image708.gif

3

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

  xy_cc_other.png

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.

  save_criteria_button.png

5

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

  update_customer_list_button.png

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.

  image290.gif

  • 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.

image291.gif

8

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

  xy_cust_group.png

 

 

See Also

 

 

 

© 2015 CORESense · 1-866-229-2804 · info@coresense.com · 125 High Rock Avenue, Saratoga Springs, NY 12866