Will apply credits to the sponsor, the referrer, or self upon order post.
Description: A mandatory field for the name of the Action.
Start/End Dates: These dates determine how long this Action will be active.
Supported Promotion Types: Identifies what type of orders the Promotion will evaluate against.
Is this Promotion Discount Taxable?: Allows you to choose whether the item associated with this Promotion Action will contribute to the Rep's taxable income. You can set this as a taxable percentage or a flat amount.
Credit Account: The credit account that the awards will be applied to when the order is posted.
Amount to Award: Selection includes:
- Flat Amount: If "5.00" is entered in the Amount field, 5.00 credits will be awarded.
- Percent of Order Total: If "5.00" is entered in the Amount field and the order total (including taxes, shipping, etc.) is 40.00, 2.00 credits will be awarded.
- Percent of Volume: If "5.00" is entered in the Amount field, "Volume1" is selected in the Volume dropdown and the order has a total of 50.00 Volume1, 2.50 credits will be awarded.
Credit Amount: Amount or percentage used to award credits based on the Amount to Award dropdown.
Credit Type: Credit to be awarded will have this Credit Type.
Credits For: To whom the credits are intended for, the Rep taking the order or their Sponsor/Referrer.
Award To:
For a Rep order:
For an order from a Customer with a referrer:
For an order from a Customer without a referrer:
Local Volume: This is only used by the Amount to Award type of "Percent of Volume".
Credit Specific Active Date: Credit to be awarded will have an Active date specified. If this is set, Credit Active Date Period and Type will not be used.
Credit Active Date Period: Credit to be awarded will have an Active Date from X number specified here. Works in conjunction with Credit Active Date Period Type. Credit Active Date Period of 0 regardless of Credit Active Type means on the same date.
Credit Active Date Period Type: Works in conjunction with Credit Active Date Period. If order date is being placed today January 15, 2021, Credit Active Date Period is 1 and Credit Active Periods Type is Month, the credit to be awarded will have an Active Date of February 15, 2021.
Credit Specific Expiration Date: Credit to be awarded will have an Expiration Date specified. If this is set, Credit Expiration Date Period and Type will not be used.
Credit Expiration Date Period: Credit to be awarded will have an Active Date from X number specified here. Works in conjunction with Credit Active Date Period Type. Credit Active Date Period of 0 regardless of Credit Active Type means on the same date.
Credit Expiration Date Period Type: Works in conjunction with Credit Expiration Date Period. If order date is being placed today January 15, 2021, Credit Expiration Date Period is 2 and Credit Expiration Period Type is Month, the credit to be awarded will have an Expiration Date of March 15, 2021.
For additional information about promotion actions, see the following:
Promotion Actions