Promotions Guide

Complexity

Intermediate

EMS Compatible

Yes

iMIS 2017 Compatible

No

Actions

Insert, Update, Insert / Update, Delete

This article shares details on how to work with orders.

For more information on how to delete promotions, see the Delete Action Guides.

Mapping

Required Fields

  • GENERAL TABPromotion Code - The code corresponding to the Promotion.
  • GENERAL TABPromotion Name - Used for the name of the Promotion.

Optional Fields

  • GENERAL TABApply promotion automatically - Option to apply promotion to all orders automatically.
  • GENERAL TABDiscount Percent Offered - How much percent discount offered.
  • GENERAL TABPromotion Available Begin Date - Start date of promotion.
  • GENERAL TABPromotion Available End Date - End date of promotion.
  • GENERAL TABPromotion Kind - Possible promotion types.
  • LIMIT USAGE TABMaximum Cart Uses Overall - Maximum number of times that this promotion may be applied in the cart across all customers.
  • LIMIT USAGE TABMaximum Cart Uses per Customer - Maximum number of times that a given customer may apply this promotion in the cart.
  • LIMIT USAGE TABMinimum Cart Total - Minimum line item total that must be included in the current cart (excluding discounts and additional charges) in order to apply the promotion.
  • LIMIT USAGE TABQualified Customers - Specific customers allowed to use promo code.
  • SPECIFIC ITEM DISCOUNT TABDiscount Amount - For ItemCode, discount amount.
  • SPECIFIC ITEM DISCOUNT TABDiscount Type - For ItemCode, discount type (Percent or Dollars).
  • SPECIFIC ITEM DISCOUNT TABItem Code - ItemCode specifically discounted.
  • SPECIFIC CATEGORY DISCOUNT TABCategory Code - Category Code.
  • SPECIFIC CATEGORY DISCOUNT TABDiscount Amount - For Category Code, discount amount.
  • SPECIFIC CATEGORY DISCOUNT TABDiscount Type - For Category Code, discount type (Percent or Dollars).
  • REQUIRED PURCHASE TABItem Code - Specific item code required for promo code.
  • REQUIRED PURCHASE TABQuantity Required to Qualify - Qty from above required to qualify.
  • REQUIRED PURCHASE TABWhich Purchases Qualify? - Same Cart, Same Registrant, Same Customer, Same Org.
  • DISCOUNTED ITEMS TABDiscount Amount - Specific item code for qty discounted amount.
  • DISCOUNTED ITEMS TABDiscount Type - Specific item code for qty discounted (percent or dollar).
  • DISCOUNTED ITEMS TABItem Code - Specific item code for qty discounted.
  • DISCOUNTED ITEMS TABQuantity Discounted - Max Qty allowed to be discounted.

Mapping Notes

What kind of promotion is this?

Possible Promotion kind values are:

  • OrderDiscount - Discount applies to entire order
  • ItemDiscount - Discount applies to specific item(s)
  • ItemClassDiscount - Discount applies to specific item categories
  • RequiredPurchaseItemDiscount - Discount based on quantity purchased

By default, when creating a new promotion, this is set to OrderDiscount.

Limit usage

Qualified customers

An IQA path with these filter and display settings:

  • Filter tab - Include a single ID property set as Required
  • Display tab - An ID property labeled as ID

Discount type

The discount type is used with specific items, specific item categories, or discounted items. Accepted values are:

  • DiscountPercent - A percentage off
  • DiscountAmount - A fixed amount off

By default, when adding an item, its discount type is set to DiscountPercent.

Adding Item Categories to a Promotion

When using item categories, it is required to include the item class code in front of the category code.

How to Access Complete Item Category Codes

Look up the following IQA path: $/Common/Queries/Commerce/ProductClass/Simple

Remove the alias for the Item Class ID field in the Display tab to see the item class code.

Run the query to see the complete item category codes. These can be mapped to the Category Code field.