Promotion Codes Management

Used to create, edit and delete Promotion Codes.

 

 

• Applies To – when adding a new promotion code two options are displayed.  Once the Promotion Code is saved this setting becomes read only.  The two options are:

o       Order – select to make the promotion offer apply to the customer’s entire order.  E.g. “Purchase $25 or more and get 15% off entire order”.

o       Item – select to make the promotion offer only apply to applicable items.  E.g. “Spring Clearance, 40% off selected items”.

• Code ID – this is the Record ID automatically assigned to the Promotion Code when it is saved for the first time.
• Code – used to assign a Promotion Code.  The customer is required to provide this code in order to receive the promotion offer.
• Feature – used to specify the applicable Feature Component.
• Campaign – used to associate the promotion with a specific Campaign.  Campaigns are created using the Campaign Management page.  Many promotion codes may be associated with a single Campaign.
• Description – used to enter a textual description of the promotion.
• Start Date – used to enter the starting date of the promotion.
• Start Time – used to enter the time of day that the promotion starts.  This will default to 12:01 AM which is the beginning of the day. 
• End Date – used to enter the ending date of the promotion.
• End Time – used to enter the time of day that the promotion ends.  This will default to 11:59 PM which is the end of the day.
• May be used with other Promotion Codes – used to specify whether the promotion may be combined with other promotions.  It defaults to Yes.  Set to No, to limit customer to applying only the one promotion to their order.
• Minimum Purchase Amount – used to enter a minimum purchase $ amount required before the promotion may be applied to the order such as “Get 10% off on purchases of $25 or more”.
• Minimum Order Quantity – used to enter a minimum purchase quantity required before the promotion may be applied to the order such as “Buy 2 get 1 free”.
• Item Limit – used to enter a maximum quantity of an item that may have the promotion applied to it.
• Method – used to select a promotion method.  The following options are available:

o       $ Discount – used to apply a specified dollar discount to the item or order.

o       % Discount – used to apply a specified percentage discount to the item or order.

o       Free / Discounted Items – used to include free or discounted items on the order.

o       Specified Price – used to specify specific prices for promotion items.

• % Discount – used to enter the percentage discount.
• Maximum $ Discount Allowed – used to enter a maximum dollar discount that can result from the promotion code.

 

Free & Discounted Items section:

• ID – displays the Record ID automatically assigned to the free or discounted Item when it is saved for the first time.  It is read only.
• Price – displays the standard sales price for the Item.  It is read only.
• Specified Price – used to enter the promotion price for the offered Item.  Set to 0 to offer the Item for free.
• Quantity – used to specify the quantity that is offered at the specified price or for free.
• Free Shipping – used to specify whether the customer is charged for shipping of the free or discounted Item.  Defaults to unchecked.  When unchecked the customer will be charged for shipping.  When checked the customer will not be charged for shipping.
• Delete  - used to remove an Item.

 

Applicable/Selected Items section:

• Method – provides the following options:

o       Specify Items – select to specify specific Items that the promotion offer applies to.  PORTALPRODIGY maintains a list of the Item IDs

o       Specify Criteria – select to specify criteria that will dynamically match applicable Items the promotion applies to.  E.g. when a brand is specified, all Items of that brand are included in promotion and if you add new Items during the promotion period they will also qualify for the promotion.

 

Selected Items section:

• ID – displays the Record ID automatically assigned to selected Item when it is saved for the first time.  It is read only.
• Description – displays the description for the Item.  This is the description entered in Item Management.  It is read only..
• Price – displays the standard sales price for the Item.  It is read only.
• Delete  - used to remove an Item.

 

Excluded Items section:

• ID – displays the Record ID automatically assigned to selected Item when it is saved for the first time.  It is read only.
• Description – displays the description for the Item.  This is the description entered in Item Management.  It is read only..
• Price – displays the standard sales price for the Item.  It is read only.
• Delete  - used to remove an Item.

 

Record section:

• Created By - Indicates who entered the record

 

• Modified By - Indicates who last modified the record.

 

• Date Created – specifies the date and time the Promotion Code record was created.
• Date Modified – specifies the date and time the Promotion Code was last modified.
• Active - The Active Field can be set to Yes or No. When set to No, the record will no longer be displayed on the visitor (public) portion of the website. It also will be excluded from search results on administrative pages unless the Include deactivated records in search results box is checked.  It does not delete the record but tags the record so it will be filtered from display.
• Chapter ID – Indicates the chapter of the user who entered the promotion code record. This field is applicable on multi-chapter versions of PORTALPRODIGY.

 

• Private – The Private Field can be set to Yes or No. Selecting No indicates that the promotion code record may be used by all visitors. Selecting YES indicates that only visitors with appropriate privileges may use the promotion code and causes the Security Groups selection box to be displayed at the bottom of the Promotion Codes Management page. Clicking to check the corresponding check box(es) permits specified group members to use the Promotion Code when placing orders on the website.

 

Price Groups section:

 

Used to check each Price Group that the promotion offer applies to.  Using this feature you may limit a promotion to retail customers only, not allowing wholesale customers to use the promotion code.  PORTALPRODIGY automatically validates the promotion code and customer pricing at the time the order is placed and display appropriate prompts.

 

	Saves the data and continue working on the page.
	Deletes the current record.  PORTALPRODIGY will prompt to confirm deletion of the record.  Select OK to confirm the deletion or CANCEL to abort the deletion.
	Prints the website page to the user’s local printer.
	Close the page and discard all entries and edits.
	Used to close the page.  PORTALPRODIGY will prompt to save changes.  OK response saves changes, closes page, and returns to previous page.  CANCEL response discards all entries and edits (same as Cancel button).