Promotions - Activation Details
Activation Details determine when and where a promotion will be active. For example, the stores or price levels at which the promotion will be active and the dates during which it will be active.
Sample Activation Details:
Activation Details Fields
| Field | Description |
|---|---|
| Start Date/Start Time | Select the first date the promotion will first be available. If set to Open (default), the Start Date is not checked. Note: By default, the Start Time will be 00:00:01 on the Start Date. |
| End Date/End Time | Select the final date the promotion will first be available. If set to Open (default), the End Date is not checked. Note: By default, the End Time will be 00:00:01 on the End Date. |
| Subsidiary | Select the Subsidiary where the promotion will be active. |
| Stores | Select the Stores check box and then select each store where the promotion will be active. Note: The list of available stores is filtered based on the Subsidiary selected. |
| Price Level | Select the Price Level checkbox and then select the price levels for which the promotion will be active. If a transaction or item has a price level that is not selected, the promotion will not be considered. |
| Can be combined with other promotions |
Indicates whether multiple promotions can be applied. As a promotion is applied, it is marked as "used." A subsequent promotion can only be applied if it all promotions involved have the "Can be combined with other promotions" checkbox selected AND the promotions reward the same type of discount. |
| Apply to Manually Discounted Items | This setting on the Activation Details screen has the same behavior as the Promotions preferences setting of the same name (Node Preferences > Transactions > Promotions: Apply to Manually Discounted Items). The only difference is the setting on the Activation Details screen is specific to each promotion. If either the inherited pref or the promotion setting are set to disabled (default), then any item with a manual discount applied will be ignored when validating and applying promotions. If an item has had a manual discount entered by the user, then both the preference AND this setting in Activation Details must be enabled for the item to be considered for validation and applying the promotion. Here is a sample use case: A merchant has issued a coupon that entitles a customer to 50 percent off any item in inventory. Using the preference, the merchant can still include the item in BOGO promotions (for customers who do not have the coupon). If a customer does have the coupon, the merchant applies a manual discount to the item. After the manual discount, the item will be excluded from consideration in any promotions. |
| Override Customer Price Level | The "Override Customer Price Level" setting enables retailers to control whether a promotion can override a customer price level. On the Promotion Activation Details screen, is an Override Customer Price Level check box. When Override Customer Price Level is selected, and a promotion is applied to items, any existing customer Price Level discount is removed and the promotion is applied. If Override Customer Price Level check box is not selected, and a promotion is applied to items, if a customer with an assigned price level is added to a transaction that customer price level takes priority and overrides other changes to price, including promotions. If an item has a customer price level removed by a promotion and then the promotion becomes invalid (by some change to document), the customer price level is reinstated. This change gives retailers control over how a discount will be applied when both a promotion and customer price level are in effect. The Override Customer Price Level setting only comes into play with ITEM-LEVEL promotions; it does not come into play with TRANSACTION-LEVEL promotions. For example, if a customer assigned a VIP price level is entered on a transaction that has a transaction-level promotion, the transaction-level promotion is applied as well as the customer price level (even if the Override Customer Price Level setting is enabled for the promotion). |
| Allow Price Increase |
Promotions are typically used to offer some type of discount for an item or transaction; however, there are times when the promotion increases the receipt price of an item. The "Allow Price Increase" checkbox on the Activation Details tab enables the retailer to either allow or disallow such price increases. When using the Price (or PL Price) as the Discount Type on a promotion, there are times when the promotion increases the receipt price of an item. The "Allow Price Increase" setting is now available on promotions on the Activation Details screen. When enabled, the promotion can apply to an item regardless if it increases the current receipt price (same as previous behavior). When disabled (default), the promotion will not apply to any items if it increases the current receipt price from the current value |
| Apply Once/Unlimited/Count |
This setting determines how often a promotion can be applied on a single transaction. For example, suppose a promotion involves buying Item A and receiving a discount on item B and the items are listed on the transaction as follows: If "Apply" is set to "Once," then the promotion will only be applied once. |
Import Stores
For retailers with a large number of stores, you can instead import a list of stores (in a comma-delimited file). When importing stores, the stores listed in the .csv file must use the same numbers as found in the list of stores in Admin Console > Node Selection. For example, if a store is listed as 1 in Admin Console, it must be entered as 1 in the .csv file (not 001).
- In the Stores area, tap or click the Choose File button.
- Navigate to and highlight the file that contains the list of stores. Click Open.
- Click the Import button.