A vendor's deal written down once: if an order reaches a quantity or an amount, it earns a discount or free goods. When the company has promotions switched on, the Purchase Order offers the deals it qualifies for.
- Where
- Purchasing › Purchase › Promotions & Rewards
- Who uses it
- The purchase manager
- When
- When a vendor announces a scheme
What it is for
It keeps the scheme's rules out of the buyer's head. Purchase promotions are kept apart from sales promotions: a program here never applies to a sales order.
On a purchase order of type PO, the Reward button lists the programs the order qualifies for, and Save offers any newly qualifying program before saving. Rewards already applied are never changed by Save. A reward line or discount on the order cannot be edited by hand.
Every field in plain words
| Field | What it means | What to put |
|---|
| Program | The program code | Required. Unique |
| Name | The program name | Required. Unique |
| Type | The kind of program | Required. Promotions, Buy X Get Y, Coupons, Loyalty Cards, Discount Code, Next Order Coupons |
| Type Condition | Whether the reward sits inside the line or comes as its own line | Inclusive or Exclusive |
| Condition Rule | How the conditions are read | Matrix or Single Line. Required for Promotions |
| Currency | The program currency | Required |
| Pricing Group | Limits the program to a price list | Optional |
| Special Indicator | How reward lines are marked | Required. A sample indicator must itself carry a 100 percent discount |
| Start Date, End Date | When it runs | An empty End Date means no end |
| Block | Stops the program | |
Condition
| Field | What it means | What to put |
|---|
| Calculation Rule | How the reward is worked out | Prorate, Unit Related or Whole Units. Required for Promotions |
Rules
| Column | What it means | What to put |
|---|
| Minimum Qty, Minimum Amount | What the order must reach | One of the two above zero |
| Rule Limit Quantity, Rule Limit Amount | Caps | |
| Tax Condition | Amounts with or without tax | Included or Excluded |
| Item Relation, Item Relations Name | Which items count | Item, All Items or Item Group |
| Point Grant, Point On | Points earned | Required for Buy X Get Y |
| Reward columns | The reward of this rule | As on the Reward tab |
Reward
| Column | What it means | What to put |
|---|
| Reward Type | What is given | Discount, Free Product or Free Product as Discount |
| Quantity Reward, Item No, Item Variant, Name, Unit | The free goods | Required for the free-product types |
| Discount %, Discount Category | The discount | Required for Discount. A free product as discount always gets 100 percent and needs a Discount Category |
| Exchange Points | Points spent | Required for Buy X Get Y |
| Reward Limit Quantity, Reward Limit Amount | Caps | |
| Delivery Condition | When the free goods are delivered | |
| Line Text | Free text | |
What it is connected to
If something looks wrong
- "Program cannot be empty.", "Program Name cannot be empty.", "Program Type cannot be empty.", "Currency cannot be empty." Fill the header.
- "Same Program Code already exists" or "Program with the same name already exists".
- "Special Indicator '...' must have Discount Percentage of 100%".
- "Condition Rule cannot be empty." or "Calculation Rule cannot be empty." Needed for
Promotions.
- "Start Date cannot be greater than End Date".
- "Condition Rules - Line ID: ... - Minimum Quantity or Minimum Amount cannot be zero.", "... Point Grant is mandatory.", "... Point On is mandatory."
- "Reward - Line ID: ... - Reward Type is mandatory.", "... Rewarded Quantity should be greater than zero.", "... Item is mandatory.", "... Unit is mandatory.", "... Discount Category is mandatory.", "... Discount Percentage is mandatory.", "... Exchange Points is mandatory."
- "... is invalid. Valid values are: ..." and the other "is invalid" messages come from loading programs from a file.
- The Reward button is missing on the order. Promotions are off in the setting, or the order is a return order.
- "No new applicable rewards found for this order." The order meets no program it does not already have.