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Discounts and Promotions Product Guide |
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Discounts and Promotions Product Guide |
| 3. Define a Discount Rule | ||
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 | Chapter 2. Setup and Configuration |  |
Use the Discount Rule screen to define the details of what the discount is, when it can be used, and where it can be applied. The discount rule is assigned a unique code, unique name, and a description. The basic steps for creating a discount rule are as follows:
Go to .
Define how the rule is to be applied.
Define the discount.
Define the items the discount is limited to, if any.
Save the rule.
The following options are available when setting up a discount rule:
Enter a unique code for the discount rule. This code can be used when placing orders online, as a coupon code. For example, if you are offering a 25% discount during a holiday period, you might name the code HOLIDAY25. When customers make purchases online or sales reps create orders in the ERP, they can enter this code to receive the discount on their order.
Enter a unique name for the discount rule.
Enter a brief description of the discount rule.
The discount code's application rules define how the discount can be applied—whether to a whole order or a line item. The application rules also define if the discount should be applied based on a quantity or price threshold.
A usage restriction determines how often a discount rule can be applied to an order. Choose from the following options:
Once per customer discounts are available, but can only be used one time by a customer.
Unique discounts are meant to be used only one time by anyone. This means that once the discount has been applied to an order it is no longer available to be used.
Unlimited discounts are always available.
The list of usage restrictions can also include custom usage restrictions. The creation of custom usage restrictions is an advanced feature described in Creating Custom Usage Requirements.
Specify the level within the order where the discount should be applied:
Select if you want the discount to be applied based on line item details.
Select if you want the discount to apply to the order total. This option will supersede order line discounts. For example, if an order has an order line discount for 5% and then a whole order discount for 10% is applied to the order, the 5% order line discount will be replaced by the 10% discount.
Choose from the following options to indicate how often a discount can be applied within an order:
Select to specify that the discount can be applied to any line item.
Select to specify that the discount can only be applied once on an order and be the only discount applied.
Select to specify that the discount can be combined with other discounts.
Use the following options to describe the type of discount:
Choose whether the discount should act as a price modifier or as an added item. The available options will vary, depending on which type you select.
When you choose the option, you will be prompted to specify the modifier type.
Defines how the discount price value should be derived. The following choices are available:
Uses the percent provided as a discount percentage off the customer price. Enter the percentage amount in the field provided.
Negates the price, netting a value of zero.
Uses the amount provided for the discount. Enter the fixed amount you want to discount by in the field provided.
The option adds quantity of an item as the discount at the specified price. This option is used for buy-one-get-one discounts.
The specified price is the price of the discount items. For example, the price would be zero for a buy-one-get-one discount.
This field will be enabled when the discount type is chosen. The field will be disabled when the discount type is chosen. The following options are available:
Regardless of whether this option is enabled or disabled, enter the discount reference item into the adjacent Item Number field. This will be the discount item which displays on the order. For buy-this-and-get-that types of discounts, this item would be the item number for the item being added to the sale. For example, when a yellow truck is purchased (buy this) a spare set of wheels is included (get that). This discount item would be for the spare set of wheels.
If selected, this option is used for buy-one-get-one discounts and refers to the item on the order line.
For most discounts, this value will be set to a fixed quantity of 1. The values and options can be used to specify a buy-one-get-one quantity. The following choices are available:
Set the quantity of the additional item. This value represents the number of items to be included in the discount. For example, in a buy-one-get-two discount, this value would be two.
Determines the discount quantity based on the order parent line. For example, if the order is for three, the discount would be for an additional three at the modified price.
Select if the discount should be applied as the order is created. End users cannot apply, change, or remove automatic discounts. However, an automatic discount can be replaced by another discount that provides a better savings.
Enter the date the discount becomes effective.
Enter the expiration date for the discount.
Select this box to define minimum requirements for the discount.
Choose from the following options:
Select to specify a minimum line item quantity purchased on an order line. In the fields provided, enter the minimum line item quantity and UOM information.
Select to set a minimum dollar value for items purchased on an order line. In the fields provided, enter the minimum line item value and currency (if applicable).
Select to specify a minimum quantity for all the items ordered on an order. In the fields provided, enter the minimum order quantity and UOM information.
Select to set a minimum total dollar value for all items on an order. In the fields provided, enter the minimum order value and currency (if applicable).
This option will apply the discount multiple times for each time the minimum is met. This is especially useful for buy-one-get-one types of discounts.
You can limit discounts to only certain items, item groups, product categories or line item types. Select this option to enable the related tabs, where you can restrict how the discount will be applied.
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| 2. Creating Discount Reference Items |  | 4. Assigning the Discount Rule |