Promotions guide

Complexity Intermediate
EMS Compatible Yes
iMIS 2017 Compatible No
Actions Insert, Update, Insert / Update, Delete

Learn how to work with promotions in IDMS.

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

promotion kind

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

Use for qualified customers. Set an IQA query 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. The accepted values are:

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

By default, when adding an item, the item's 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.

To access complete item category codes, do the following:

  1. In the iMIS Staff site, go to RiSE > Intelligent Query Architect.
  2. Go to $/Common/Queries/Commerce/ProductClass/Simple.
  3. Open the query.
  4. Click Display.
  5. In the Alias field of the Item Class Id property, delete the text.

  6. Click Save.
  7. Run the query.