Product Promotions

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Introduction to Product Promotions for Stores

Promotions used by many types of businesses are similar to price rules. As they are defined in opentaps Promotions can be used to record special promotional offers which apply to an entire order, or to special pricing for a particular product, or a particular customer. For example, you can set up rules to give customers free shipping or a percentage discount if they purchase a minimum quantity. Many styles of promotional offers are possible.

Often, a business will design a few types of promotions, test them carefully for the results obtained, and then offer them from time to time on different products, to specific customers, or at certain store locations. Because creating Promotions is somewhat technical in nature, like writing a program, and because Promotions need to be tested before they are widely deployed, it is advisable to concentrate on careful development of Promotions.

Promotions are defined in the Catalog Manager, Promotions page, and they are then applied to specified Stores in the Promotions page > [Stores] tab, or alternately in the Store page, Promos Sub-Tab. In this section we will discuss how Promotions are defined in the Catalog Manager. (Also, in the Stores section of this User Guide, we will discuss the alternate way promotions are selected and applied to a Store.)

To access Promotions from the Main Navigation screen, 
Click: [Catalog] Icon > [Catalog Manager Application] drop down menu >
         [Promos] link.
The Promotions page opens to "Find Product Promos" screen displaying a list
of currently defined promotions, and a [New ProdPromo] button for creating
new promotions.

Defining Product Promotions

The guide to creating or editing a Product Promotion follows:

In [Catalog] > [Catalog Manager Application] > [Promos],
Click: [New ProductPromo] button, to create a new Promotion, or 
Enter: "Product Promotion Code ID" in the box, and Click: [Edit] or 
Click: "Product Promotion ID" in the "Product Promotions List" box
To open a screen for editing (or creating) a Product Promotion.

The screen which opens corresponds to the [Catalog] > [Promos] > [Promotions] Sub-Tab and it provides for editing these data fields as needed:

• Promo Name -- Name you give to the Promotion being defined
• Promo Text -- Promotion text to display to the Customer
• User Entered --
• Promo Show To Customer -- Show the Promotion details to the Customer Y/N
• Req. Code -- Does this Promotion require use of a Promotion Code from the Customer?
• Use Limit Per Order -- How many times can the Promotion apply to one Order?
• Use Limit Per Customer -- How many times can one Customer use this Promotion?
• Use Limit Per Promotion -- Will the Promotion expire after some number of uses?
• Billback Factor --
• Override Org Party Id -- Specify an Organization Party ID for accounting (different from your Company ID).

Click: [Update] to save your changes.

Now you can proceed with editing in the other Sub-Tabs of [Catalog] > [Promos].

Using Promotion Rules

Preparation of Promotion Rules is technical, like programming, and rules must be carefully tested before being deployed for Customers. It is beyond the scope of this User Guide to address the detailed preparation of new Promotion Rules, or the modification of the Promotion Rules which accompany the opentaps Demo Data that is available for installation.

For more information about the topic of preparing and testing Promotion Rules please refer to the Technical Reference Manual section Preparing Promotion Rules and the Testing Manual section Testing Promotion Rules.

Excluding A Product From Promotion

Exclude Product from Promotion