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Promotions and Promotion Types

Distributor reference for the Promotions table: create promotions, add Promotions Products, Locations, Zones and Customers, and explains promotion types (Front Line, Discount, Case Price, Rebate, Laid In, FOB). Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create a Promotion

  1. Using Universal search, navigate to the Promotions table
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  2. Click the Add Promotions button
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  3. Enter or select values for required fields:
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    - Promotion Type: Determines the behavior of the Promotion
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    - Market: A grouping of Zones and/or Locations that receive the same pricing
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    - Promotion Name: Alias, or common name, of the Promotion
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    - Amount: The discount or price of the promotion, dependent on the promotion type
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    - Participation: The amount the supplier contributes to a Promotion, usually billed back by the distributor to the supplier
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    - MinPurchase: The number of Units required to qualify for the Promotion
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    - Min Product Count: The number of unique products needed to receive the Promotion
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    - Start Date: Date the Promotion begins
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  4. Enter or select values for optional fields
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  5. Click the Add Record button when complete
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  6. Add Promotions Products, Promotions Locations, and Promotions, Customers, as needed
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How to add promotions products to a promotion
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  1. Navigate to the Promotion that you want to add products to.
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  2. Click Sub Tables
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  3. Select Promotions Products
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  4. Click Add Promotions Products
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  5. Search for the product(s) you want to add and click Save
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How to add promotions locations to a promotion
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  1. Navigate to the Promotion that you want to add a Location to
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  2. Click Sub Tables
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  3. Click Promotions Locations
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  4. Click Add Promotions Locations
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  5. Search for the Location you want to add to the Promotion and click Save Changes
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How to add promotions zones to a promotion
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  1. Navigate to the Promotion that you want to add Promotions Zones to
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  2. Click Sub Tables
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  3. Select Promotions Zones
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  4. Click Add Promotions Zones
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  5. Select the Promotions Zone(s) that you want to be added to the Promotion and click Save Changes
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How to add promotions customers to a promotion
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  1. Navigate to the Promotion that you want to add Customers to
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  2. Click Sub Tables
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  3. Select Promotions Customers
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  4. Click Add Promotions Customers
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  5. Search for the customers you would like to add and click Save
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Pricing and Promotions Basics Webinar

Fields And Definitions

* = required field
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  • Promotion Type* - Determines the behavior of the Promotion
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  • Market* - A grouping of Zones and/or Locations that receive the same pricing
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  • Line - Determines a group of products to apply the Promotion to
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  • Promotion Name - Alias, or common name, of the Promotion
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  • Amount* - The discount or price of the promotion, dependent on the promotion type (See Promotion Types)
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  • Participation* - The amount the supplier contributes to a Promotion, usually billed back by the distributor to the supplier
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  • Currency - The medium for the promotion, defaults to USD.
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  • min Purchase* - The number of Units required to qualify for the Promotion
    ​Example: If min Purchase = 20, there must be at least 20 total Num Units of any product on the Promotion to qualify for the Promotion
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  • min Product Count* - The number of unique products needed to receive the Promotion
    ​Example: If min Product Count = 3, at least three unique products on the promotion must be on the invoice to qualify for the promotion. The number of units is not a factor
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  • Start Date* - Date the Promotion begins. Invoices qualify to receive a promotion if they are dated on or after the Promotion’s Start date
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  • End Date - Date the Promotion ends. Invoices dated after the Promotion’s end date no longer qualify
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  • Salesman Override* - Determines if the Promotion can be by sales reps and other users
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  • Active* - Determines if the Promotion is currently eligible to be applied to invoices.
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  • All Products* - Determines if the promotion should be applied to every product.
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  • Free Units - The number of free product units applied by the Promotion
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Promotion Types
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  • Front Line - The base price for Customers, essentially the Full Price
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    - If a Front Line promotion does not exist, the price set on the Product record is used (see Best Practices)
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  • Discount - Allows you to set an amount that is subtracted from the Full Price.
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    - Entering 1.00 in the Amount field would result in a $1 subtraction off of the Full Price
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  • Case Discount - Allows you to set an amount that is subtracted from the Full Price only when the Product is sold in full case amounts
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  • Price - This allows you to set a selling Price for the Product.
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    - Entering 25 in the Amount field would result in the product being priced at $25 when applied
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  • Case Price - This allows you to set the selling Price for the Product only when the Product is sold in full case amounts
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  • Percentage - Sets the discount amount based on a percentage of the Full Price
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    - Entering 0.25 in the Amount field would result in a 25% discount off of the Full Price
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  • Rebate - Allows you to sell at Full Price and then run the ‘Month End Rebate Builder’ to issue credits to qualified customers on qualified sales
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  • Zero - Product is sold at $0. Typically used for Inventory Adjustments, Donations, or Samples, use with caution
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  • FOB - Product is sold at the FOB (Freight on Board) cost value pulled from the Product's Inventory record
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  • Laid In - The product is sold at the Laid In Cost value pulled from the Product's Inventory record
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  • Laid In - Tax - Product is sold at the FOB + Freight + OtherCost pulled from the Product's Inventory record
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  • Laid In + Tax - The product is sold at the Laid In Cost + Tax pulled from the Product's Inventory record

Best Practices

  • Front Line Price and Product Price - Always set the Price field on the Product record to the highest possible price for the product, then set a Front Line promotion for the actual pricing for the product. This allows distributors to determine if a promotion wasn’t applied as it should have, because the price is much higher than expected. If the price on the product is set as $0, this would be much more difficult to determine.
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  • When you are creating a new promotion and if you copy an old promotion and the PromotionType, MarketID, LineID, minNumUnits, and minProductCount are the same and the Start Date on the new promotion is in the future, the system will auto-end date the old promotion before the new one starts.

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