This page contains instructions for configuring Loyalty Program standard promotion strategy by Awarding Automatic Discount on Shopping Cart Orders when targetted user (Rep/Customer) has an active Autoship Profile. With the next run day in the future.
When building new Promotions, you will need to build each area in order. First create the Promotion Action, then create any applicable Promotion Conditions, and finally combine the Promotion Condition with the Promotion Action to build the Promotion.
To configure the Promotion Action, navigate to Administration > Bonus > Promotions > Promotion Actions
Available Options for Shopping Cart Discount Display\Examples:
Rollup in Total: This determines how the discount will be displayed on the shopping cart checkout page when there are multiple discounts from the same Action Type. If this is set to “Rollup in Total”, then only a single line item will be displayed to the shopper showing the sum of the discounts applied for the same Action Type.
Show Separately: If this is set to “Show Separately”, then each discount will be displayed separately to the shopper for all discounts applied.
Available Apply to existing options:
Disabled (Add new item): If set to disabled, the promotion will apply the discounted item(s) as a new item(s) on the order.
Apply to Existing (lowest price first): If set to apply to existing, the promotion will apply the promotion discounts to items already present on the order. The system will choose items based on price descending based on the configuration.
Apply to Existing (highest price first): If set to apply to existing, the promotion will apply the promotion discounts to items already present on the order. The system will choose items based on price ascending based on the configuration.
Available Stacking Enabled options:
Not Applicable: No promotion stacking will be allowed, items will be discounted using just the single promotion.
Standard Promo Only: If selected the promotion engine will apply this promotion to all items placed on the order and it includes items with discounts from other Standard promotion types.
Post Promo Only: If selected the promotion engine will apply this promotion to all items placed on the order and it includes items with discounts from other Post promotion types.
Standard and Post Promo: If selected the promotion engine will apply this promotion to all items placed on the order and it includes items with discounts from other Standard and Post promotion types.
On the "Taxable Amount Multiplier" Enter the percentage of product taxable amount to be collected for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Shipping Value Multiplier" Enter the percentage of product shipping value to be collected for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Compare Amount Multiplier" Enter the percentage of product compare value to be go into the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Other Price 1 Multiplier" Enter the percentage of product Other Price 1 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Other Price 2 Multiplier" Enter the percentage of product Other Price 2 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Other Price 3 Multiplier" Enter the percentage of product Other Price 3 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Other Price 4 Multiplier" Enter the percentage of product Other Price 4 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Volume 1 Multiplier:" Enter the percentage of product Volume 1 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Volume 2 Multiplier:" Enter the percentage of product Volume 2 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Volume 3 Multiplier:" Enter the percentage of product Volume 3 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
On the "Volume 4 Multiplier:" Enter the percentage of product Volume 4 to be reported for the discounted product. (Ex. For instance, for 100% enter "100" and for 90% enter "90".)
Check the box on the "Recompute Tax after Discount"
Save the Promotion Action, then proceed to configure the Promotion Conditions below
To configure Promotion Conditions navigate to Administration > Bonus > Promotions > Promotion Conditions
Note: When checked Online Order Items added in the checkout section on the current order in the Shopping Cart using the Add to Autoship will be considered.
Available Include / Exclude options:
Include: Specifies whether condition determines to include selected item #s and collections chosen.
Exclude: Specifies whether condition determines to exclude selected item #s and collections chosen.
To configure the Promotion, navigate to Administration > Bonus > Promotions > Promotion
Available Suggest options and Expected behavior:
Do Not Suggest: Does not trigger a user prompt to select a promotion upon promotion evaluation, Used to force a promotion selection when applicable.
Suggest - Default Checked: Triggers a user prompt to select a promotion upon promotion evaluation, promotion is selected by default.
Suggest - Default UnChecked: Triggers a user prompt to select a promotion upon promotion evaluation, promotion is not selected by default.
Available Target Type options and Expected behavior:
Distributor: The promotion will only evaluate on Distributor orders and only a Distributor can earn the promotion.
Customer: The promotion will only evaluate for a Customer.
Both: The promotion will evaluate for either Distributor or Customer and apply Action to the owner of the order.
Please review our tech guide section for more details to configure any applicable type of promotion action and conditions.
Promotion Action: Discount-OrderLine
Promotion Condition: Has Active AutoShip Profile