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Deal Evaluator

The Deal Evaluator allows you to view how a deal impacts a sale without creating an actual sale in the SOI or website.

 

Deal Evaluator Access

The Deal Evaluator is accessible from within any existing deal you have created. Click on the Deal Evaluator tab within an individual deal's editor.

 

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The Deal Evaluator is also accessed via the following path.

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Path: Back Office > Products > Deal Evaluator

 

Exclusive versus Non-Exclusive

When a deal is assigned the "exclusive" attribute, it means that that deal cannot be used in combination with any other deals.

 

If an exclusive deal is...

Then...

selected with a non-exclusive deal

the parameters for the exclusive deal will override the non-exclusive deal.

selected with another exclusive deal

 

the deal with the greater discount is applied to the purchase.

 

Evaluate a Deal

Follow the steps below to review how a deal impacts a purchase by using the Deal Evaluator.

 

Step

Action

1

Click on thehammer-wrench.png  icon of the deal to be evaluated from the Deal list.

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2

For this example, the following criteria has been setup.

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3

Click on the Deal Evaluator link at the top of the screen.

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4

Select Order information based on Channel, Location and Shipping Method.

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5

Click on theicon-mag_glass.png  icon to look up a product and then Add it to test the evaluator.

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6

If you are testing a coupon promotion, enter the code in the field provided and click Add.

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7

If you are using the Order Free Gift promotion, enter the Product Id (use Product Picker) in the Add Product section and click Add. All free gifts need to be added to the "cart" in order to be applied to an order. Click here to view sample image.

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8

All promotions or deals that have been created are applied to any products that meet a deal's criteria. The screen below breaks down which deals have been applied and makes any necessary pricing adjustments based on those deals.

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notes.gifNote: Both the BOGO and Free Shipping deals are applied because neither of them was marked as exclusive.

9

In order for the original promotion that provides price break on number of items purchased (6-10) to be evaluated, the Quantity field needs to meet the criteria. Change the quantity and then click the Update Quantity button to see how the deal impacts the order.

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10

If this deal had been set with an exclusive option selected, only that deal would be applied to the order. For example, the over $50 purchase and get free shipping promotion would not be applied to an order if an exclusive promotion was also applied.

 

 

See Also

 

 

 

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