Walkthrough:Limit the promotion free item – Per Rule

Article07/03/20243 min read

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.

  1. Select the Search icon alt text, enter Sales and Purchase Condition Rules, and then choose the related link.
    The Sales and Purchase Condition Rules page opens.
  2. On the action bar, select New to create a new entry.
    The Sales and Purchase Condition Rule Card page opens.
  3. On the General FastTab, in the Calculation Code field, select PROM_FREE.
    We use this code for our ‘mix & match’ promotions.
  4. On the Customer/Vendor (Source) FastTab, in the Source Type field, select All Customers.
  5. On the Item FastTab, in the Item Type field, select Per Document and in the Based on Item Type field, select Member.
  6. On the Rates FastTab, enter the following fields:
FieldValue
Unit of Measure Code (Quantity)CRATE
Minimum Quantity10
RecurringSelected
Free Item TypeItem Other
Free Item No.1080
Free Quantity1
Maximum Quantity Deal70
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.

  1. Select the Search icon alt text, enter Sales Orders, and then choose the related link.
    The Sales Orders page opens.
  2. On the action bar, select New to create a new entry.
    The Sales Order page opens.
  3. On the General FastTab, in the Customer No. field, enter the name S_Fragment.
  4. On the Customer/Vendor (Source) FastTab, in the Source Type field, select All Customers.
  5. On the Lines FastTab, fill the value in following fields:
FieldValue
No.1010
DescriptionBEER CRONUS PREMIUM CRATE
Reason CodeSAL_ORDER
Location CodeBLUE-BOND
Quantity70
Unit of Measure CodeCRATE
Unit Price Excl. VAT16.00
Qty. to Ship70
Note

Multiple 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.

  1. On the action bar, select Actions > Functions > Calculate Drink-it Lines.
    No promotion free items are calculated on the Lines FastTab.