Creating a percentage off catalog entry X promotion

This promotion type discounts a catalog entry by a specified percentage when a specified number of the items are purchased in one order. In this promotion type, the redemption limit is determines how the promotion is applied. For example, the store is offering a 20% discount on ties. If there is a redemption limit of 1 then a customer purchasing 10 ties, will receive the discount on all 10 ties. If the same customer places another order for ties, the customer will not be eligible for the promotion.

  1. Open the Promotions tool.

  2. From the toolbar, click

    New. The New Promotion page displays.

  3. In the properties view, set the following promotion properties for the promotion:

    Option Description
    Name Type a name that uniquely identifies the promotion.
    Promotion Type Select Percentage off catalog entry X.
    Redemption Method
    Select the redemption method that customers must use to apply the promotion to their order. You can choose from the following options:

    Qualifying purchase

    This option is the default. With this option selected, customers who have met the purchases requirements will automatically qualify for the promotion.

    Promotion codes

    This option requires that a customer enter a promotion code to have the promotion applied to their order.

    Coupon

    This option requires that a customer possess a virtual coupon. Coupons are frequently made available through e-Marketing Spots, which the customer clicks to acquire. When the order is evaluated, if the customer has the coupon, the promotion is applied to the order. If you select this option, also enter a number of days after which the coupon expires. This expiration date means that customers have a limited time in which to redeem the coupons.
    Combination with other promotions
    Select the degree to which multiple promotions can be combined. You can choose from the following options:

    Combine with other promotions

    Select this option to permit the promotion to be combined with all other promotions. The promotion is not exclusive. For example, a customer can receive both an order level promotion, and a shipping promotion, if they qualify.

    Exclusive within selected groups

    If the promotion is applied, no other promotions from the same group can be applied. Select this option to prevent the promotion from being combined with other promotions from the same promotion group. This means that if the promotion is applied to a catalog entry, the customer cannot receive any other catalog entry level promotions.

    Note that specifying an order level or shipping promotion as exclusive within the selected group effectively does nothing. By default, both of these promotion groups only allow a single promotion within the group to be applied to a single order.

    Exclusive within all groups

    The promotion is globally exclusive, so that if the promotion is applied, no other promotion can be applied to the order. Select this option to prevent the promotion from being combined with any other promotions.
    Priority

    Select the priority for the promotion. You can assign a number between 0 (lowest) and 1000 999 (highest) inclusive. When a single order qualifies for multiple promotions from the same promotion group, the promotion with the highest priority is applied first. In cases where multiple promotions are permitted, the promotions are applied in order according to their decreasing priority values. For example, consider a store that offers a 10% discount on the total order price promotion that has a priority of one, and a second order level promotion that gives $15 off promotion that has a priority of 10. If a customer's order qualifies for both, the second promotion is applied first, since it has the higher priority.

  4. In the Purchase Condition and Reward section:

    1. In the Target catalog entry field, enter the catalog entry code on which to offer the percentage discount. You can either enter the catalog entry code click

      Find and Add, or click the

      Show utilities view icon to open the utilities view, and then search or browse for the appropriate catalog entry. You can set a catalog entry to be excluded from a promotion. The catalog entry is added under the Catalog entry column.

    2. To create a new purchase condition, click

      New above the Minimum purchase condition table.

      1. In the new row, click the Minimum purchase field. Enter the minimum number of the selected catalog entries that the order must meet or exceed before the purchase qualifies for the promotion.

      2. Also in the new row, click the Percentage off column to edit it. Enter the percentage discount that you want to apply to each qualifying catalog entry.

      3. Add additional purchase conditions as necessary.

        For example, you can add multiple conditions to implement multiple ranges, such as giving 5% off selected catalog entries when an order contains 3, and 10% off selected catalog entries when an order contains 10 of the selected catalog entry.

    If you click away from the Minimum Purchase Condition table while working on defining the conditions, you have to click the field; then press Enter to edit the field.

  5. Expand the Redemption Limits section. The redemption limit defines the number of times that the promotion can be used, depending on the option you select.

    Option Description
    Maximum redemptions for this promotion Select either Unlimited, or Set maximum redemption, and then enter the total redemption limit in the Maximum Redemptions field. This option limits the number of times that a promotion can be used in total, by all customers. This could be used to define a loss-leader style of promotion, which limits redemption of the promotion to the first 100 qualifying orders. When the Maximum redemption limit is reached, the promotion status changes to Suspended the next time the promotion is evaluated.
    Maximum redemptions on a single order Select either Unlimited, or Set maximum redemption, and then enter the redemption limit per order in the Maximum Redemptions field.This option limits the number of times that a promotion can be used in a single order. This could be used to define a promotion, which limits redemption of the promotion to the first 5 qualifying catalog entries in an order. This option has no effect on order level or shipping promotions.
    Maximum redemptions by a single customer Select either Unlimited, or Set maximum redemption, and then enter the redemption limit per customer in the Maximum Redemptions field.This option limits the number of times that a promotion can be used by a single customer. This could be used to define a promotion, which limits redemption of the promotion to a single use per customer.

  6. Expand the Schedule section. Set the promotion dates:

    Option Description
    Dates promotion is available Select either Always in effect, or During a specified period, then enter the Start Date and End Date of the promotion.

    The date and time are based on the current system time for the machine where WebSphere Commerce Server is installed.

    Days promotion is available Select either Every day of the week, or Selected days of the week, then select the individual days when the promotion is applicable.
    Time of day promotion is available Select either All day, or During a specified time, then enter the Start Time and End Time of the promotion.

    The date and time are based on the current system time for the machine where WebSphere Commerce Server is installed.

  7. Optional: Expand the Target Customer Segment section. Using the Customer Segments field, select the customer segment to which a customer must belong in order to qualify for the promotion. You can either enter the name of the customer segment and click

    Find and Add, or click the Show utilities view icon to open the utilities view, and then search or browse for the appropriate customer segment.

  8. Optional: Expand the Miscellaneous section.

    • Target sales volume

      Use this field to record the target sales objective for the promotion. This information is used to record the goal of the promotion.

  9. Click the Descriptions tab. Enter the descriptions as appropriate.

    Option Description
    Administrative Description Enter a description that will be meaningful for business users. This description displays on the Promotions List in the Management Center.
    Customer Viewable Short Description Enter a short description that will be meaningful for customers. This is typically used on product display pages.
    Customer Viewable Long Description Enter a longer description that will be meaningful for customers. This is typically used on promotion details pages to provide information about the promotion that customers might need to understand how to qualify for some promotions.

  10. Click

    Save to save the promotion, or click Save and Close to close the promotion editor, and return to the updated Promotions List. The promotion is displayed in the Promotions List, and set as inactive.

What to do nextBefore the promotion is available to customers, activate it.