Menu: Departments > Administration > Bonus > Promotions > Promotion Collections
Promotion collections are for reporting as well as assigning promotions priorities of evaluation during Order creation.
Only active promotions will be allowed to be added to a collection.
Description: Enter the name of your collection here.
Type:
General: This collection type is used for reporting. Here you can select multiple promotions and assigned them a priority. This priority directly correlates as to which promotion will come first in reporting. If one promotion has a priority of 1 while the other 10, then the promotion with a priority of 1 will show first in the reporting. A collection can also be specified in the promotion conditions such as “Not Earned Past Promotion”.
Promotion Exclusion: This collection type is used to award a promotion over another when multiple are available.
Example:
We have 3 Promotions...
Let’s say that our rep has 400 volume. This means they meet the criteria for all three promotions but we only want them to earn one. We will have to assign all three of our promotions a priority. In this case we would logically assign promotion 1 with a priority of 15, promotion 2 with a priority of 10 and promotion 3 with a priority of 5. This means that our rep will only earn promotion 1 with a priority of 15 because it has the highest priority even though he/she qualifies for all the promotions. If two or more promotions are given the same priority, both promotions will be awarded as long as that promotion has the highest priority of promotion awarded.
This feature is only useful for “Current Order Only” type conditions.
Promotions: Choose the Promotions to add to the Promotion Collection.
For additional information about promotions, see the following:
Promotion Builder (Promotions)
Promotion Actions
Promotion Conditions
Promotion Engine Overview
PromotionsExamples
Promotion Set Up
Promotion Types