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CHAPTER 20 Advanced Pricing Administration : Coupon Administration

Coupon Administration

You create and modify coupons using the coupon administration pages. You can create coupons of the following types:

Combination

Item Quantity

Order Total

Shipping Charge Order Total

Users can add coupons to a cart before placing the cart as an order. When they add a coupon, the coupon is displayed as an additional line item in the cart. Its effect on the inquiry (such as applying a discount to the order) is displayed in the Amount column.

Note:
Coupons apply only to those carts that contain only products supplied by the enterprise. If a cart contains products supplied by more than one supplier, you cannot add a coupon to the cart.

To Search for a Coupon

1. Click Coupons and Promotional Prices in the Pricing Administration panel on the Sterling Multi-Channel Selling Solution home page.

The Coupons List page displays.

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FIGURE 447. Coupons List Page

2. You can perform a quick search by Coupon ID, Target Product ID, Effective Date, Type, Coupon Category, Enabled, and Exclusive by entering the appropriate search criteria and clicking Search. You can also click Show All to view all the coupons.

The Search Results page displays a list of all the coupons that meet your search criteria.

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FIGURE 448. Coupons Search Results Page

To Create a Coupon

1. Click Coupons & Promotional Prices in the Pricing Administration panel on the Sterling Multi-Channel Selling Solution home page.

The Coupons List page displays.

2. On the Coupons List page, click one of the following:

New Combination Coupon: click to create a coupon that changes the price of a target product ID based on a combination of products in the cart.

New Order Total Coupon: click to create a coupon that changes the total charged to the customer based on the total of the cart.

New Item Quantity Coupon: click to create a coupon that changes the unit price of a product ID based on the quantity being bought.

New Ship Order Total Coupon: click to create a coupon that changes the total shipping cost charged to the customer based on the total of the cart.

The Coupon Detail page displays.

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FIGURE 449. Coupon Detail Page

3. Enter a Coupon ID and optionally a brief description of the coupon in Coupon Description. The coupon ID is what users must enter to add the coupon to their cart. The coupon description is what is displayed to the user as an explanation of the price adjustment.

Note:
Do not use "*" in a coupon ID.

4. If the coupon is a combination coupon or item quantity coupon, specify the target product ID. You can either use the product picker or enter the product ID in the text field.

5. Check Enabled.

6. Specify a Start Date and End Date for the coupon.

7. Specify the amount of the discount or markup as a negative (for discount) or positive (for markup) amount.

8. If the coupon is a combination coupon or item quantity coupon, specify how the coupon should be applied using the Applies To field:

a. Single Item: apply the pricing adjustment to just one occurrence of the target product ID.

b. All Items: apply the pricing adjustment to each occurrence of the target product ID.

c. Each Combination: apply the coupon for each occurrence of the combination of source product IDs.

9. Specify the rule filters that constrain when the coupon is applied:

a. Customer Type: select All if you want the rule to apply to all types of customers or select a customer type from the drop-down list. All is the default setting.

b. Currency: if you specify absolute price adjustments, then you must select a currency. That is, in order to select "All", you must check that you use only percentage adjustments everywhere in this rule.

c. Exclusive: if a coupon is marked as exclusive, then if an end-user adds it to their cart, then no other coupon can be applied to the cart.

d. If the coupon is a combination coupon, specify how the coupon will operate on products using the Coupon Operation drop-down list:

Any Product specifies that the coupon acts on the target product if any of the trigger products are in the cart.
All Products specifies that the coupon acts only if all of the trigger products are in the cart.

10. Specify the condition for the coupon action:

a. If the coupon is an item quantity coupon, specify the tiers and the price adjustment that applies at each tier. The price adjustment applies to the unit price of the line item.

b. If the coupon is a combination coupon, specify the combination of source product IDs and quantities that must be present for the coupon action to act on the source product ID. The price adjustment applies to the unit price of the line item.

c. If the coupon is an order total coupon, specify the tiers that effect the price adjustment. The price adjustment is to the order as a whole.

The tier value is the lower bound for the tier. Each tier value must be greater than the previous one: that is the tier value for tier 1 must be less than the tier 2 value which must be less than the tier 3 value, and so on. The tier 1 range is taken to be from the tier 1 value to the tier 2 value, the tier 2 range is between the tier 2 value and the tier 3 value, and so on. The last tier defined is the range from that tier value upwards without limit.

d. If the coupon is a shipping charge order total coupon, select criteria for the coupon and define one or more order total tiers, then specify the modifications to make to the shipping charges for that tier. The types of modifications are:

Absolute. For example, $10 off.
Percentage. For example, 20% off.
Flat fee. The flat fee replaces the existing shipping charge.
The coupon has no effect if you do not define tiers.
To apply the coupon only when the order is flagged as Ship Complete, check the Ship Complete Only check box. Ship Complete Only is the default setting.
If you check the Exclusive check box, then if you add the shipping charge order total coupon to your cart, no other coupon can be applied to the cart.

11. Click Create. The coupon is created and the page re-displays with a new tab, Target Customers, similar to the following figure.

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FIGURE 450. Coupon Detail Page with Target Customers Tab

The coupon does not apply to any users until you either associate one or more customer segments with it, or apply the coupon to all users. See To Apply a Coupon to Users for details.

To Apply a Coupon to Users

Coupons do not become active until they apply to users. You can apply a coupon to all users, or associate one or more customer segments with the coupon.

1. On the Coupon Details page, click the Target Customers tab. The Target Customers page displays, similar to the following figure.

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FIGURE 451. Coupon Detail Page: Target Customers Tab

2. To apply this coupon to all users, click the All Users radio button.

3. To apply this coupon to one or more customer segments:

a. Click the Selected Customer Segments radio button.

b. Click Browse... to browse the list of available customer segments. A Segment Picker pop-up displays, similar to the following figure.

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FIGURE 452. Segment Picker Pop-Up

You can search for segments by name or effective date. To delete a segment from your list, click the segment name, then click Delete.

c. To select a customer segment, click the segment name. The segment name displays in the Segment Picker text box. When you finish selecting segments, click Done.

4. Click Save.

To Delete a Coupon

There may come a time when you want to stop using a coupon. You can set its End Date to make it ineffective or you can delete the coupon. If you delete a coupon, then it will no longer be used to adjust prices in carts.

Note:
If a user views a cart that previously had its total price affected by a coupon, and if the coupon is deleted or becomes ineffective, then when the user next views the cart, they may see different prices.
The user will have to remove the deleted or ineffective coupon from their cart before they can place the cart as an order.

1. Click Coupons & Promotional Prices in the Pricing Administration panel on the Sterling Multi-Channel Selling Solution home page.

2. On the Coupon List page, select the coupon(s) that you would like to delete by checking the check box next to their Coupon ID, and click Delete.


CHAPTER 20 Advanced Pricing Administration : Coupon Administration

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