Line based incentives offers bonus items and is generated based on the customer achieving a pre-set objective for each order line. Bonus rules must be set up to define the bonus item, bonus quantity and the type of sale. Different combinations of customer and item levels with effective and expiry dates can be defined for each bonus rule.
Add a new line based bonus rule
- In the menu, expand Base Modules > Distribution > Masterfiles >Database Management > Database Management > Promotional Package > Incentives and double-click Work with Line Based Bonus. DSM250A Work with Line Based Bonus selection panel appears.
- Enter either of the selection options to select existing rules.
- Click Add to add a new line based bonus rule. DSM250B Line Based Bonus Rule panel appears in add mode.
View the fields on this panel
| Field |
Description |
| Company |
Company this line based bonus rule is applicable to. |
| Currency |
Currency this line based bonus rule applies to. |
| Sequence number |
Sequence number is mandatory when creating a line based rule. The line based rules are added to the system in the ascending order of sequence numbers. The sequence number is used to decide which rule is to be used when more than one line based rule exists. When sales orders are processed, system will look at the rules in the system and will apply the first valid rule. |
| Description |
A descriptive text for the line based bonus rule. |
| Effective/Expiry |
The date range in which the line based rule will apply. |
| Field |
Select the fields to be included in the line based rule. |
| Option |
The option to be used for the selected field against the values specified in the next field, example 2=Select List, 3=Omit List etc |
| Values |
Values to be used with the specified field. |
- Enter the above information as required.
- Click OK. DSM250C Line Based Bonus Rule panel appears to enter the bonus giveaway details.
View the fields on this panel
| Field |
Description |
| Minimum sales qty |
The minimum quantity to be purchased to be eligible for bonus item. |
| Bonus item |
The code for the bonus item to be given away if eligible. |
| Description |
Item description of the bonus item; will default when the item code is entered. |
| Bonus qty |
The bonus item quantity to be given away if eligible for bonus item. |
| Max qty |
The maximum number of bonus items that can be supplied on an order. |
| TOS |
Select the appropriate type of sale for the bonus item. |
- Enter the above giveaway details.
- Click OK to save the bonus line reward details.
