Creating Advanced Promotions

You can continue to create and apply Advanced Promotions to a transaction, but remember they are not compatible with the Enhancements Introduced in SuitePromotions. For more information, see Migrating to SuitePromotions.

With the Advanced Promotions SuiteApp, you can create promotions that offer discounts on specific items or on order totals. You can also offer discounted shipping based on order criteria.

The Advanced Promotions SuiteApp also enables you to create tiered promotions that offer discounts that depend on which tier an order qualifies for. Tiers can be based on the number of items sold as well as on item or order totals.

Advanced Promotion Types

There are three types of promotions available with the Advanced Promotions SuiteApp:

  • Item-based promotions

    After installing the Advanced Promotions SuiteApp, you must enable item-specific promotions. Go to Customization > Plug-ins > Manage Plug-ins > Promotions (Administrator), and then check the Item Specific Promotion box.

    With item-based promotions, you can offer percentage or currency amount discounts on items. You can also use this type of promotion to offer discounted shipping.

    Item-based promotions are reflected at the line item level in the shopping cart and on sales transactions.

    See Creating Item-Based Advanced Promotions.

  • Buy X, Get Y promotions

    After installing the Advanced Promotions SuiteApp, you must enable Buy X, Get Y promotions. Go to Customization > Plug-ins > Manage Plug-ins > Promotions (Administrator), and then check the Buy X Get Y promotion box.

    Buy X, get Y promotions offer free items when certain order criteria are fulfilled. This includes “buy one, get one free” and similar discounts.

    Buy X, Get Y promotions are reflected at the line item level in the shopping cart and on sales transactions.

    See Creating Buy X, Get Y Advanced Promotions.

  • Order-based promotions

    Order-based promotions offer percentage or currency discounts at the order level and can be based on the order total or on items included in the order. You can also offer discounted shipping.

    Order-based discounts are reflected in the order summary on sales transactions and website orders.

    See Creating Order-Based Advanced Promotions.

The basic workflow for creating Advanced Promotions is as follows:

Each type of Advanced Promotion follows the same workflow. You select the promotion type, enter primary information, create a coupon code, enter the Buy conditions, and finally, specify further Get conditions. The main variation in the process occurs at stage five, where the get conditions available differ depending on the type of promotion.

The promotion records for all Advanced Promotions contain the following sections:

Advanced Promotions Primary Information

This section provides the basic details needed to set up an Advanced Promotion, excluding those pertaining to coupon codes, eligibility, and discount.

Field

Description

Promotion Name

Enter a name for the promotion.

Description

Enter a description of the promotion.

Location

Limit the eligibility of the promotion to one or more locations by entering the name of each location in this field. For more information, see Setting Where Promotions Can Be Used.

Start Date

Enter the date from when the promotion is valid.

End Date

Enter the date after which the promotion is no longer valid.

Discount Item

Select the discount item from the list. The account on the discount item is impacted by the promotion’s discount. This field is mandatory but only required for accounting purposes.

Each Customer Can use the Promotion

Select how many times a customer can use this promotion. Select from:

  • One time only

  • Unlimited amount of times

Site

Limit the eligibility of the promotion to one or more web sites by entering the name of each web site in this field. For more information, see Setting Where Promotions Can Be Used.

Inactive

Check this box to make this promotion inactive but not deleted. The promotion will not be available for selection on a transaction.

Set Fixed Price

Check this box to create a Fixed Price Advanced Promotion, see Creating Fixed Price Advanced Promotions.

Create Tiers

Check this box to create a Tiered promotion, see Creating Tiered Promotions.

Associating Coupon Codes With an Advanced Promotion

The Coupon Codes subtab is where you choose how many times your coupon codes can be used and where you import or generate coupon codes.

To add coupon codes:

On the Coupon Codes subtab:

  1. In the Coupon Code Type field, choose whether the coupon code for this promotion can be used more than one time (Multiple Uses), or can only be used one time (Single Use).

  2. If you are entering a multi-use coupon code, enter the code in the Coupon Code field.

  3. If you are entering single-use coupon codes, do one of the following:

    • Select a CSV file to import

    • Enter a code pattern and the number of codes you want to generate

For more information regarding coupon codes, see Coupon Codes.

Setting Up Promotion Eligibility for Advanced Promotions

You set a promotion's eligibility requirements on the Eligibility subtab of the promotion record. A promotion can be applied only to an order that meets these eligibility requirements.

First, you choose which customers are eligible for the promotion. You can set criteria based on customer saved searches, or you can choose specific customers.

If you are creating a tiered promotion, you set up the tiers on the Order subtab under the Eligibility subtab.

Note

If you make no changes to the settings on the Eligibility subtab, the promotion can be applied to any order by any customer.


To choose which customers are eligible for a promotion:

  1. Click the Eligibility subtab.

    The Customers subtab is where you choose which customers are eligible for the promotion. You add criteria in the form of saved searches or select lists of customers.

  2. In the Apply field select one of the following:

    • If customer matches any criterion – Select this option if a customer must be included in only one of the searches or lists you add below to be eligible.

    • If customer matches all criteria – Select this option if a customer must be included in all of the searches and lists you add below to be eligible for this promotion.

  3. In the Add Customer Criteria field, choose one of the following:

    • Select Customers – to select specific customers to add to the eligibility subtab.

      In the Customer ID field, select the customers you want to add to the list of criteria. Press and hold CTRL to select multiple customers.

    • Select Customer Saved Search – to add an existing customer saved search to the list.

      In the Customer Segment field, select the customer saved search you want to add to the list of criteria. You can only choose public searches for criteria.

      Note

      Because these customers are defined by saved search criteria, the list of eligible customers can change. If you are distributing coupon codes to a recipient group, be sure that you use the same saved search to define the campaign recipients that you use for customer eligibility.


    • Create New Customer Search – to create a new customer saved search to add to the list of criteria.

      Create a saved search to add to the list of criteria. You can choose only public searches for criteria.

  4. In the popup window, click Save.

  5. Repeat steps 3 and 4 for each customer criterion you want to add.

Next, you can select order requirements for eligibility.

To set requirements for the orders that are eligible for the promotion:

  1. Click the Eligibility subtab, click the Order subtab if you are creating an item- or order-based promotion. Click the Buy X subtab if you are creating a Buy X, Get Y promotion.

    On this subtab, you can set the order requirements for this promotion. These criteria can be based on the order total, on the number of items purchased, or the line item amount for an item or items. For Buy X, Get Y promotions, you can only a limit based on the total number of units purchased.

  2. In the Apply field select one of the following:

    • If order matches any criterion – Select this option if an order must only meet one of the criteria you add below to be eligible.

    • If order matches all criteria – Select this option if the promotion is eligible if all of the item criteria you list below are met. Select this option if an order must be included in all of the searches and lists you add below to be eligible for this promotion.

    Note

    This field is not available for tiered promotions.


  3. In the Add Order Criteria field (item- and order-based promotions) or the Add Buy X Criteria field (Buy X, Get Y promotions), choose one of the following:

    • Set Order Total – to set order criteria based on the order total or on the total number of units purchased.

    • Select Items – to set criteria based on specific items.

      In the Items field, select the items you want to base your order criteria on, and then enter the minimum purchase requirement for the items you selected. Click Add Another to add items for this criterion.

      Then enter the minimum purchase for those items. This can be either a currency amount or a number of units.

    • Select Item Saved Search – to add criteria for the items in an existing item saved search.

      In the Item Saved Search field, select the item saved search you want to base criteria on.

      Then enter the minimum purchase for those items. This can be either a currency amount or a number of units.

    • Create New Item Saved Search – to create a new item saved search to add to the list

      Create a saved search to add to the list of criteria, and set the minimum purchase quantity (units) or currency amounts for the items in the search.

      Note

      You can choose only public searches for criteria.

      You cannot use an item saved search that has grouped or summarized results, see the help topic Defining Summary Types to Roll Up Search Results.


    If you use the Multiple Currencies feature, you can add minimum purchase amounts for each currency you do business in.

  4. In the popup window, click Save.

  5. Repeat steps 3 and 4 to add order criteria.

    If you are creating a tiered promotion, enter the criteria for each tier.

  6. Click Save.

Creating Promotion Discounts for Advanced Promotions

After you have entered the primary information and set the eligibility criteria, you can set up the promotion discount. The discount options available depend on the type of promotion you are creating: