Order based bonus rules can only be created for coupons, promotional packages or Direct Mail campaign lists. An order can qualify for multiple deals (bonus rules) and each deal can have multiple reward options. Rewards will be applied against customer order in sequence assigned on the bonus rules.
Order based incentives can be based on either sales value or the sales quantity with incentive rules that offer the following rewards.
- bonus or free products if the sales value or quantity is more than a minimum amount or quantity
- a certain amount off the order
- a certain percentage off the order
- fixed or free freight charge
- discounted freight charge
- a certain percentage off each order line item
- a certain percentage off least expensive item on bulk purchase
- an amount off least expensive item on bulk purchase
- Override discount on an existing order line
- Fixed price for an item or a packaging type
- Override payment terms
Some of the reward options are allocated to specific reward groups in control file TMSDS/BO-RWDOP. The system will allow only one reward option from a group to be setup for a bonus rule. For example reward options % and $ off an order belonging to group A can not be in the same bonus rule. All deals are based on original order quantities and values.
Add new order based bonus rules
| If you want to… | Then… |
| Add a order based bonus rule for a Coupon |
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| Add a order based bonus rule against a Promotion ID |
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| Add a order based bonus rule against a Direct Mail campaign list |
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| Field | Description |
| Bonus ID | If the bonus rule is created for a promotion then the Bonus ID will default to 'P' followed by the Promotion ID, similarly for a Direct Mail campaign list it will default to 'D' followed by the campaign list and for a coupon it will default to 'C' followed by the coupon code. |
| Company | Company the order based bonus rule is applicable to. |
| Currency | Currency the order based bonus rule applies to. |
| Sequence number | Entering a sequence number is mandatory when creating an order based rule. The order 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 order based rule exists. When sales orders are processed, system will look at the rules in the system and will apply the first valid rule to the order. |
| Description | A descriptive text for the order based bonus rule. |
| Effective/expiry | The date range in which the order based rule will apply. |
| Field | Select the fields to be included in the order 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 selected field. |
- Click OK to save the order based bonus rule. DSM251C Order based bonus rewards panel appears.
- Click Add to add the bonus reward. DSM251C Order based bonus rewards panel appears in Add mode.
| Field | Description |
| Reward option | Select from the list of available reward options. These rewards options are maintained in control file TMSDS/BO-RWDOP. The reward rules in the system can be defined with one or more reward options. See Reward reward options and conditions and input required for a complete list of reward options and the associated conditions and the input required. |
| Min sales basis | Specify if the reward is based on minimum sales value or minimum sales quantity. |
| Sales rep | Some of the reward options allow sales rep to be overridden on the sales order line. See reward options below to see which options allow sales rep override and enter the overriding sales rep if required for the reward option. |
- Enter the above information, as necessary.
- Click OK. The information displayed on the next Order based bonus rewards panel is dependent on the Reward option selected.
- Enter the required information for selected reward option.
- Click OK to save the order based bonus reward.
View order based bonus rules
- Expand menu Base > Distribution > Masterfiles > Database Management > Database Management > Promotional Package > Incentives and double-click Work with Order Based Bonus. DSM251A Work with Order based Bonus panel appears listing all the existing bonus rules.
- Use any of the available filters to view bonus rules and rewards.
