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Promotion Qualification

Distributor steps for checking why a customer does or doesn't qualify for a promotion in Encompass by reviewing Promotions Zones, Customers, Locations, and Markets. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How customers qualify for Promotions

  1. Using Universal search, navigate to the Promotions table
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  2. Click the Arrow icon to arrow into an existing Promotion
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  3. The default Sub Tables displayed are Promotions Products,Promotions Customers, Promotions Locations, and Promotions Zones and if hidden can be added back by selecting Show Default Sub Tables from the Sub Tables button, or adding them back individually:
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  4. Review the Promotions Zones, Promotions Customers, and Promotions Locations Sub Tables
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    Promotions Zones     displays the Promo Zones related to the Promotion, click the name of a Promo Zone to view the Customers Promotions Zones in it
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    Promotions Customers     displays Customers directly connected to a Promotion
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    Promotions Locations     is a filter used to narrow the scope of Zones Customers
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  5. View on the Promotions Zones Sub Table
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  6. Click the Promo ZoneName to navigate to the Zones Table
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  7. At the top of the page Click Sub Tables and select Customers to see all Customers who fall within the Zones
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  8. If the Customer can not be found, the last area to check is the Market attached to the Promotion
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  9. At the top of the page Click Sub Tables and select Promotions Zones
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  10. Repeat steps 6 and 7 to see all Customers who fall within the Zones
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Best Practices

Customers can be added to Promotions through Markets, Promotions Zones, and Promotions Customers

Markets - All Zones within a Market will receive the Promotion

Promotions Zones - All Customers within the Zones will receive the Promotion

Promotions Customers - Customers tied directly to a Promotion

Promotions Locations - If a Promotions Location is specified, no Customer outside of that Location will receive the Promotion

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