Create Promotion
Create Promotion
A. Create Promotion Price Off / Qty Disc / Basket – Value
B. Create Promotion Lines
C. Promotion Allocations
D. Update Promotion Details
E. Grouping Promotion Lines
Go to promotion section
Click Sales & Delivery
Click Promotion
Create Promotion
- Click on the Create button
Select promotion Type from the drop-down menu
Promotion Types:-
Price Off – Item Price to follow Net Price set in promotion, to give discount or FOC. Eg:
- List Price of item is RM10, but in promotion, offer price at RM8 per unit
- Purchase at RM8 per unit, when order value reach RM300 to get 4% discount or FOC 1 unit
- Purchase at RM8 per unit, order 10 ctn to get 4% discount or FOC 1 unit
Qty Disc – Item Price follow LIST PRICE only, to give discount or FOC. Eg:
- List Price of item is RM10
- Purchase at RM10 per unit, order 10 ctn to get 4% discount or FOC 1 unit
- Purchase at RM10 per unit, order value reach RM300 to get 4% discount or FOC 1 unit
• Basket Qty – Offer based on fixed quantity set, all items follow LIST PRICE only. Ordered by numbers of Set. Eg:
- Order 1 set which included Item A (2 ctn) + Item B (2 ctn), discount 30% on each item
- Order 1 set which included Item A (2 ctn) + Item B (2 ctn), and FOC – Item C (1 ctn)
- The quantity of each items, cannot be changed.
• Basket Value – All items follow LIST PRICE only, (same like qty disc) eg:
- Order 1 set which included Item A (2 ctn) + Item B (2 ctn), discount 30% on each item
- Order 1 set which included Item A (2 ctn) + Item B (2 ctn), and FOC – Item C (1 ctn)
- The quantity can be changed to add more, but cannot reduce the quantity
NPD – Introductory of new product launched, can set few items in the promo
Must Sell – Must Sell SKU/Must Sell Items, can set few items in the promo
Flexi Disc – To give maximum discount % and allow the salesman to edit the discount %, eg:
- Order Item A, get discount 10% + 3%. Meaning the salesman can amend the discount % to any figure below 10% and 3%, eg: 8.77% + 2.8%
- Follow Item LIST PRICE only.
Create Promotion Price Off / Qty Disc / Basket - Value
1. Select Type (Price Off or Qty Disc), enter code, and description.
2. Valid From, Valid To – Select promotion start date and end date***
*** Promotion will be valid only if Invoice Date falls within the validity period.
3. Use Latest Price (apply to promo type PRICE OFF only)
• Will ignore item price in promo
• Ticked – item price follow LIST PRICE
• Unticked – item price follow the selling price set inside promo
4. Web Only
• Salesman will not see this promotion on Efichain mobile apps.
5. Is Active
• Set the promotion status to active or inactive
6. Select validation by Qty or Value
• By Qty – Triggered point to give the FOC or Discount, by quantity. Example:
o Validation Min Qty set 10
o For FOC, it is by calculated by level: Buy 10 ctn FOC 1, Buy 20 ctn FOC 2, Buy 30 ctn FOC 3
o For Discount %, it is calculated by fixed %. Buy 10 ctn Discount 5%, buy more than 10 ctn also Discount 5%
• By Value – Triggered point to give the FOC or Discount, by value. Example:
o Validation Min Value set RM 100
o For FOC, it is calculated by level: Buy RM100 FOC 1, buy RM200 FOC 2, buy RM300 FOC 3
o For Discount %, it is calculated by fixed %. Buy RM100 Discount 5%, buy more than RM100 also Discount 5%.
7. Validation by Qty, to set Min Qty and Max Qty
• Min Qty
o For normal case of buy 10 ctn, FOC 1unit or discount 5%, min qty can set the 10. Max qty set as 0.
• Max Qty
o Set for the occasions of not follow the calculation of Discount or FOC by level and net price offered based on different quantity, example:
1. Ordered qty between 0 to 10, FOC 1, or discount 2%, or net price at RM 5
2. Ordered qty between 11 to 20, FOC 4, or discount 5%, or net price at RM 4
3. Ordered qty between 21 to 30, FOC 6, or discount 10%, or net price at RM3
o Refer to case of 1, the min qty set to 0, and max qty set to 10
o Refer to case of 2, the min qty set to 11, max qty set to 20
o Refer to case of 3, the min qty set to 21, max qty set to 30
Create New Promotion Validate by Value
• Item A + Item B + Item C (mixable)= hit RM 1,000 – FOC 1 CTN Item D
1. Choose Validate by Value
2. Enter Min Amt – 1,060.00 (Amount must be included GST)
3. Then, click Create Button
Create New Promotion Validate by QTY
• Buy 10 cartons Item A – FOC 1 carton Item B
1. Choose Validation by Qty
2. Enter Min Qty – 10
3. Click Create Button
4. A successful message will be showed. The New Promo Code is created.
click here to close
Create Promotion Lines
1. Go to Promotion Lines section, click Create to create promotion line
2. Item – search the item by clicking on the magnifying glass or key in the item code directly
3. UOM – select UOM
4. Qty – default as 0. If set quantity, it means User cannot reduce the quantity, but user able to add more quantity.
5. Then, click Create.
6. Create the 2nd, 3rd and so forth promotion lines by repeat same steps.
7. Create promotion line for FOC item, enter FOC QTY,
8. Tick the F.O.C box. Discount will be 100.00 %
9. Then, click Create button.
10. Create promotion line for discount %
11. Discount box – key in discount percentage
12. Then, click Create button.
13. Once done, click Cancel button to return to the page of the Promotion.
click here to close
Promotion Allocations
1. Click Create Allocation
2. Choose Level by Company or by Division
3. Fill in the allocation budget by Amount. If the promotion per set is value at RM 200, and it is limited to 100 set, then the allocation budget amount should be RM 20,000.00
4. Click SAVE.
click here to close
Update Promotion Details
1. Edit the promotion details at different tabs
Divisions
1. Assign to the dedicated Divisions. Click Assign Divisions
Customers
1. Click Assign Customers
2. Search the customer by division, category, or area that you wish to assign
3. Then click Search button
4. The list of customer will be appear at the bottom of the page
5. Tick the customer or tick the header box to select all customers
6. Then, click Assign button
7. Once successfully assigned, a successful message will be showed.
Categories
1. Assign by Customer Category/Group/Channel/Type
2. Assign promotion by customer category. Click Assign Categories.
3. Tick on the customer category that you wish to assign the promotion.
4. Then, click Assign button
5. Once successfully assigned, a successful message will be showed
Pictures
1. Upload the promotion picture by clicking Add Image
2. Click Choose File
3. Fill in Description if needed, then click OK.
click here to close
Grouping Promotion Lines
Example:
• Buy 10 Carton Item A
• FOC 1 pack choose from Item B or Item C
• To enable the flexibility to choose 1 FOC item either Item B or Item C (meaning 2 choose 1)
1. Create 2 promotion lines for FOC item
2. Tick selection box of both FOC items.
3. Then click Group
4. No. of items to choose – Choose 1
5. Then, click Confirm button
6. The items confirmed being grouped will be displayed in Green tagging.
click here to close