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Promotions

Promotions​

Slide 19

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand what Item Sets are and how they are used in promotions
  • Understand the key promotion settings and overlapping promotion rules
  • Configure a percentage discount promotion
  • Configure a fixed value discount promotion
  • Configure a 3-for-2 promotion
  • Configure bundle promotions

Practical Exercises

  • Exercise 25 - Percent Discount Promotion
  • Exercise 26 - 3 for 2 Promotion

Configuration Topics​

  • Promotion with Item Sets - the core promotion entity and its item set relationships
  • Customers / Customer Groups - targeting promotions to specific customers or groups
  • Regions / Locations / Fascias - scoping promotions to specific locations or fascias
  • Voucher Types - using vouchers as promotion triggers or outputs
  • Products - individual products included in item sets
  • Product Groups - groups of products included in item sets
  • MM Groups - merchandise management groups included in item sets

Promotion Data Relationships​

Promotion
Contains the rules for how automated discounts and rewards are applied.
Customers / Customer Groups / Loyalty Tiers — may be valid only for specific customers; if not, applies to all
Voucher Types — may be triggered only if a voucher of a specified type is captured
Locations / Regions / Fascias — may be valid only in specific areas of the business
Promotion contains 1 or more
Item Set
Defines the product triggers and benefits; may apply to all products or specific inclusions/exclusions.
can have 1 or more >
Product — individual products may be assigned
MMGroup — MM Groups (Merchandise Categories) may be assigned
Product Group — Product Groups (ad-hoc sets of products) may be assigned

Exercise 25 - Percent Discount Promotion​

  1. Open Promotions; Create: Region - United Kingdom; Promotion ID - TRAINx-PERCENT; Create
  2. Enter: Description - TRAINx Percent Discount; Operation with Previous Promotions - Calculates Net; Operation with Discounts - Applies after discounts on net
  3. Overlap tab: Confirm overlap settings are off
  4. Item Sets tab: Add Item Set
  5. Type tab: Description; Promotion Type - % Discount; Discount Rate - 20%; Rounding Rule - Nearest
  6. Threshold tab: Count - 1
  7. Products tab: Add your MERCH-x product ID
  8. Save Item Set
  9. Timetable tab: Start Date - Today; End Date - end of next month
  10. Save

Discussion: How would we test the new promotion?

Exercise 26 - 3 for 2 Promotion​

  1. Open Promotions; Create: Region - United Kingdom; Promotion ID - TRAINx-3FOR2; Create
  2. Enter: Description; Operation with Previous Promotions - Calculates Net; Operation with Discounts - Applies after discounts on net
  3. Overlap tab: Confirm off
  4. Item Sets: Add Item Set
  5. Type tab: Description; Promotion Type - Closest Products Free; Number of Free Products - 1
  6. Threshold tab: Count - 3
  7. Products tab: Use search icon; Filter Style ID - STYLE-x; Check SKU products; Select Apply Selection
  8. Save Item Set
  9. Timetable tab: Today to end of next month
  10. Save

Discussion: How would we test?

Further Reading​

For additional information and further reading on Promotions, please see the following guides:

DocumentDescription
How to: Configure PromotionsConfiguring promotions, item sets, and promotion rules