| 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
Review the following required and optional field mappings.
Required
- General tab:
- Promotion Code - The code corresponding to the Promotion.
- Promotion Name - Used for the name of the Promotion.
Optional
- General tab:
- Apply promotion automatically - Option to apply promotion to all orders automatically.
- Discount Percent Offered - How much percent discount offered.
- Promotion Available Begin Date - Start date of promotion.
- Promotion Available End Date - End date of promotion.
- Promotion Kind - Possible promotion types.
- Limit Usage tab:
- Maximum Cart Uses Overall - Maximum number of times that this promotion may be applied in the cart across all customers.
- Maximum Cart Uses per Customer - Maximum number of times that a given customer may apply this promotion in the cart.
- Minimum 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.
- Qualified Customers - Specific customers allowed to use promo code.
- Specific Item Discount tab:
- Discount Amount - For ItemCode, discount amount.
- Discount Type - For ItemCode, discount type (Percent or Dollars).
- Item Code - ItemCode specifically discounted.
- Specific Category Discount tab:
- Category Code - Category Code.
- Discount Amount - For Category Code, discount amount.
- Discount Type - For Category Code, discount type (Percent or Dollars).
- Required Purchase tab:
- Item Code - Specific item code required for promo code.
- Quantity Required to Qualify - Qty from above required to qualify.
- Which Purchases Qualify? - Same Cart, Same Registrant, Same Customer, Same Org.
- Discounted Items tab:
- Discount Amount - Specific item code for qty discounted amount.
- Discount Type - Specific item code for qty discounted (percent or dollar).
- Item Code - Specific item code for qty discounted.
- Quantity 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.