Walkthrough:Limit the promotion free item – Per Rule
We want to limit the promotion free items extended to our customer, S_Fragment. We agreed with S_Fragment to provide a free keg item 1080 for every 10 crate item that they purchase. There are two scenarios available – per customer and per rule.
The promotion in this exercise is defined in a condition rule. The following procedure defines how to create this rule.
- Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
The Sales and Purchase Condition Rules page opens. - On the action bar, select New to create a new entry.
The Sales and Purchase Condition Rule Card page opens. - On the General FastTab, in the Calculation Code field, select PROM_FREE.
We use this code for our ‘mix & match’ promotions. - On the Customer/Vendor (Source) FastTab, in the Source Type field, select All Customers.
- On the Item FastTab, in the Item Type field, select Per Document and in the Based on Item Type field, select Member.
- On the Rates FastTab, enter the following fields:
Field | Value |
---|---|
Unit of Measure Code (Quantity) | CRATE |
Minimum Quantity | 10 |
Recurring | Selected |
Free Item Type | Item Other |
Free Item No. | 1080 |
Free Quantity | 1 |
Maximum Quantity Deal | 70 |
Maximum Quantity Deal (per Source Member) | 0 |
The value 70 in the Maximum Quantity Deal field depicts how many free items can be availed per rule.
To calculate sales order for a customer using per rule, follow the below mentioned steps.
- Select the Search icon , enter Sales Orders, and then choose the related link.
The Sales Orders page opens. - On the action bar, select New to create a new entry.
The Sales Order page opens. - On the General FastTab, in the Customer No. field, enter the name S_Fragment.
- On the Customer/Vendor (Source) FastTab, in the Source Type field, select All Customers.
- On the Lines FastTab, fill the value in following fields:
Field | Value |
---|---|
No. | 1010 |
Description | BEER CRONUS PREMIUM CRATE |
Reason Code | SAL_ORDER |
Location Code | BLUE-BOND |
Quantity | 70 |
Unit of Measure Code | CRATE |
Unit Price Excl. VAT | 16.00 |
Qty. to Ship | 70 |
NoteMultiple customers can use various rules. The customer who releases the sales order first will receive the free items. The process operates on a first-come, first-served basis.
For example, customer A and customer B are working on a sales order and customer A releases the sales order first. In this case, Customer A is eligible to get the quantity mentioned in the Maximum Quantity Deal field on the Sales and Purchase Condition Rule Card page. Now customer B also releases the sales order, but since customer A was first, customer B is not eligible to avail anymore free items.
- On the action bar, select Actions > Functions > Calculate Drink-it Lines.
No promotion free items are calculated on the Lines FastTab.