- Expand menu Base > Distribution > Masterfiles > Database Management > Database Management > Promotional Package > Promotion Maintenance and double-click Promotion Package. DSW300 Promotion Package Maintenance panel appears listing all the existing promotion packages.
| Options | Description |
| Items | Access DSW300B Promotion Package Maintenance to add items to a promotion package. |
| Budget | Access DSW300C Promotion Package Budget to add budgeting data to a package. |
| Display | Access DSW300A Promotion Package Maintenance in inquiry mode to view promotion package details. |
| Order bonus | Access DSM251A Work with Order Based Bonus to add order based bonus rules and rewards to a promotion package. |
| Discount | Access DS033B Work with Discounts to add any applicable discounts to the package. |
- Click Add to create a new promotion package.
| Field | Description | ||
| Promotion ID | This code is used to uniquely identify a promotional package to the system. | ||
| Promotion description | Description to identify the type the type of promotion. | ||
| Status |
Promotion packages can have either an Active, Closed or Stopped status. A – An active status indicates that the promotion package is valid and orders can be entered against this package. C – A closed status indicates the promotion package is no longer valid and cannot be ordered. The next time a purge of the Customer Masterfile is run all customers with a ‘closed’ status are deleted from the system. S – A stopped status indicates the promotion package has been suspended from orders. It can still have orders allocated against it but they will pend until the status of the package returns to active. |
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| Discount rate initial | If the promotion package is to be initially sold at a discounted rate, enter the discount rate in this field, or accept the default. Usually a higher discount rate is given on initial purchase and any subsequent orders are at a higher price but still lower than, if there was no promotion. | ||
| Discount rate backup | This is the discount rate available for the subsequent purchase of this package after the first order has been placed and the rate defaults from the Promotional Package header. Usually a higher discount rate is given on initial purchase and any subsequent orders are at a higher price but still lower than if there was no promotion. | ||
| Start date initial | This is the date from when the initial discount rate for the promotional package is available. | ||
| End date initial | This is the ending date when the initial discount rate for the promotional package is no longer available. | ||
| Start date backup | This is the starting date for the backup discount rate of a promotional package. A Backup Start date is optional as the backup pricing comes into affect for any customer orders placed after their initial order. | ||
| End date backup | This is the end date for the backup discount rate of a promotional package. | ||
| Multiple order allowed | This flag determines whether or not customers are allowed to order the same package more than once. If multiple orders are allowed (Y) the backup discount rate comes into effect when applicable. | ||
| Minimum no. of titles | This is the minimum number of titles in the promotion package that must be purchased to be able to get the promotion package prices. So, for example if there are 10 titles in the package, this field can be set to 8 indicating that at least 8 of the package titles must be purchased. | ||
| Minimum no. of units | This is the minimum number of units of this title that must be purchased to obtain the promotional package pricing.
If the promotion package is made up of 10 titles but the customer has to buy at least 2 of each of these titles (or 2 of at least 8 of the titles) to get the promotional pack pricing, 16 would be entered in this field. The minimum number of units per Title is set when adding titles to the package. |
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| Minimum value taxable | This is the minimum value that is taxable on this promotion package. This is only used if the Minimum number of Titles and Units is not being used | ||
| Minimum value total | This is the minimum total value that is allowed when purchasing the promotional package. This is only used if Minimum number of Titles and Units is not being used. | ||
| Debtors paymt terms code |
This is an overriding payment terms code specific to this promotion. Often a customer is given a longer period in which to pay for promotion package purchases. If this is the case, enter the terms code here and it overrides whatever has been setup in the Customer Masterfile, for these specific orders only. Leave this field blank if the normal Customer Masterfile payment terms are generally still applicable. The Payment Terms can still be overridden at sales order entry time.
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| Apply B/U to all items | This is a flag which determines whether backup pricing applies to all titles (Y) or only purchased titles (N). | ||
| Frequent buying club point | This is the number of frequent buying club points applicable to the purchase of the promotion package. At present it is used for reference only. |
- Enter the above promotion package information, as necessary.
- Click OK to save the promotion package.
