Create an order total coupon based on the items

Order total coupon that is based on the item list enables the administrator to create a coupon that is applicable to the list of items.

About this task

The Order total coupon that is based on the item list allows the administrator to select a list of items that can be associated with the coupon. For example, the administrator can create a coupon for an order that contains any or all of the items with item ID or list of item IDs.

To create an order total coupon that is based on the item, complete the following steps:

Procedure

  1. Navigate to the Create Pricing Rule screen. To navigate to the Create Pricing Rule screen, perform the following steps:
    1. Log in to Sterling Business Center as Pricing Administrator.
    2. The application home page is displayed. Click the Pricing tab.
    3. From the Pricing home page, click New Pricing Rule in the Pricing dashlet.

      The Create Pricing Rule screen is displayed.

  2. Select the Order Total option.
  3. From the Order Total option, select Advanced and select Products to trigger a condition for a order total coupon that is based on the item.
  4. In the Coupon ID* box, enter a unique identifier for the coupon. The Coupon ID, which is used to identify the coupon, must be unique for the pricing organization.
    Note: Pricing rules and coupons cannot share the identifier.
    For example, if you enter ABC in the Coupon ID* box, and if a pricing rule with ABC as the Pricing Rule ID exists, an error message is displayed.
  5. Click Submit.
  6. The Coupon Summary screen is displayed. In the Primary Information panel, the Coupon type you selected and the Coupon ID you entered are displayed. In the Coupon Description* box, enter a brief description of the coupon.
  7. In the Effective Start Date* field, select the start date by clicking the Calendar icon, and select the start time. The start date and start time indicate the date and time from which the coupon becomes effective.
  8. In the Effective End Date* field, select the end date by clicking the Calendar icon, and select the end time. The end date and end time indicate the date and time until which the coupon is effective.
  9. In the Conditions tab, enter the appropriate information.
    Table 1. The following table describes the fields in the conditions tab of the summary screen:
    Field Header
    Apply to order that meets the following criteria Perform the following steps:
    1. Enter the appropriate Order Total:*. For example, if you enter 1000, one of the conditions under which the coupon is applied is that the order total of the order must be greater than $1,000 if USD is the currency you specified.
    2. Select the value from the Adjustment Type:* menu:
      • Percentage discount: Select this option to apply a percentage discount on the item if the specified conditions are met.
      • Absolute discount: Select this option to apply an absolute discount on the item if the specified conditions are met. This option is disabled, if the currency used for the price of the items in the order can be any currency.
    3. Based on selection that is made in the Adjustment Type* menu, the adjustments are populated dynamically.
      1. Enter the Adjustment in:* amount to be either discounted from the price or charged as surcharge. For example, if you enter an absolute discount of $25, the amount of $25 is discounted from the price if the specified conditions are met. This field is populated if Absolute discount or Absolute surcharge is selected in the Adjustment Type:* menu.
      2. Enter the Fixed Price in: * amount. This field is populated if Fixed Price is selected in the Adjustment Type:* menu.
      3. Enter the Adjustment in %: * percentage to be either discounted from the price or charged as surcharge. This field is populated if Percentage discount or Percentage surcharge is selected in the Adjustment Type:* menu.
      4. Enter the Maximum Adjustment in: amount that cannot be exceeded when overriding the amount to be either discounted from the price or charged as surcharge. This field is populated if Percentage discount or Percentage surcharge is selected in the Adjustment Type:* menu.
      Note:
      • If Maximum Adjustment in: field is left blank, the amount to be either discounted from the price or charged as surcharge can be overridden to any value.
      • The value in this field must not be less than the default pricing adjustment value.
      • The currency that is displayed for the Adjustment in:*, Fixed Price in: * and Maximum Adjustment in:* is populated based on the selection that is made in the Order Currency* field. For example, If you have selected EURO in the Order Currency*, then Maximum Adjustment in ¿: * is displayed
    4. Select Apply adjustment only to values above the qualifying amount, if you want the coupon adjustment to be applied only on the remainder of the order total. This condition indicates that the adjustment must be applied only to the remainder of the transaction. For example, you can create a coupon as follows: “Spend $100 and get 20% off on the remainder of the transaction". In such scenarios, adjustments are applied only to the remainder of the transaction. If in case, a customer spends 150$, 20% discount is applied only on 50$.

      To add a condition to an order total coupon, click Add Condition. A new row for specifying the condition is displayed. Enter the appropriate information and continue defining the conditions and effects.

      To delete a condition for an order total coupon, under the Conditions tab of the Coupon Summary screen, click the Delete icon corresponding to the condition you want to delete. The condition is no longer displayed.

      Note: The Delete icon is displayed only if there is more than a condition defined.
    5. Perform the following steps to specify the price types for the corresponding coupon:
      1. Select the Specify price types checkbox.
      2. Click Add.
      3. The Price Type Search dialog box is displayed. Search for the price type using the basic search.
      4. Select the price types for the coupon, and click Select.
      To remove a price type, select the price type that you want to remove and click Remove.
    Apply Adjustments to Perform the following steps:
    1. Select one of the following Order Currency:* options.
      • From the Order Currency:* list, select the currency that is used in the order, for example, Euro.
      • Select the Any Currency option if the currency used in the order can be any currency. This option is not displayed if there is only one currency that is defined for the pricing organization.
        Note: If you select the Any Currency option, you can use the coupon to apply only a percentage discount or a percentage surcharge, and not an absolute discount or an absolute surcharge on the price that is applied to the order.
    2. Select one the payment types that are available for the selected enterprise from the Payment Type menu. This field enables the user to create rules that are triggered based on the payment type that is used for purchase. For example, to promote sales, a store might want to give extra discount on purchases if the payments are done only through the Credit Card. In such scenarios, the users have the flexibility to use a particular type of payment method.
    3. Select At least one of the items in list below must be present on the order if you want at least one of the items that are defined in the list to be present in the order.
    4. Select All the items in the list below must be present in the order if you want the all the items that are defined in the list to be present in the order.
    5. Perform the following steps to add items to the order total coupon in the Inclusion Conditions panel:
      1. Click Add Item.
      2. Click Add to add items to the items list.
      3. The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      4. Click Save.

      To remove an item, select the item that you want to remove and click Remove.

      If you add more than 15 items to the Items list, an Enlarge link is displayed. Use the Enlarge link to get an expanded view of the list of items. The list of items is displayed in a new window.

      For example, you can create a pricing rule with 10% discount items A, B, C.

    6. Perform the following steps to specify the price types for the corresponding coupon:
      1. Select the Specify price types checkbox.
      2. Click Add.
      3. The Price Type Search dialog box is displayed. Search for the price type using the basic search.
      4. Select the price types for the coupon, and click Select.
      To remove a price type, select the price type that you want to remove and click Remove.
    7. Select one of the following options:
      • Entire Order: Select this option if you want the coupon adjustment to be applied on the entire order
        Note: By default, Entire Order is selected as the adjustment criteria.
      • Single Occurrence of Highest Priced Item: Select this option if you want the coupon adjustment to be applied on the item with the highest price in the order.
      • Single Occurrence of Lowest Priced Item: Select this option if you want the coupon adjustment to be applied on the item with the lowest price in the order.
      • Each Qualifying Item: Select this option if you want the coupon adjustment to be applied on each of the item in the order.
        Note: If you select Each Qualifying Item from the Apply Adjustments to section, Number of Occurrences text box is displayed. Enter the number of occurrences you want the coupon adjustment to be applied on each of the item in the order.
    Analytics The charge name is used to track the amount of discount or surcharge that is applied to the order.
    Perform the following steps:
    • If at least one of the conditions applies discount to the order, then select the appropriate charge name from the Discount Charge Name list.
    • If at least one of the conditions applies surcharge to the order, then select the appropriate charge name from the Surcharge Charge Name list.
  10. In the Properties tab, enter the appropriate information.
    Table 2. The following table describes the fields in the properties tab of the summary screen:
    Field Header
    Rule Application Select the following values:
    • Select the This coupon can be combined with other coupons check box to enable this coupon to be used with other coupons.
    • Select the Distribute Adjustments among all the eligible lines check box to distribute the coupon adjustments among the qualifying items of an order.
    • Select Combine Item Quantities if you want the pricing rule to have adjustments that can be applied in the scenarios where the combinations are not satisfied by single item, but can be satisfied by including Items that belongs to same category or having same attribute values that are defined in the rule.

      For example, a store can offer a promotion that is defined as follows: Save 25% on any 3 R/W DVD purchase. If a customer buys two of Sony R/W DVDs and one of Philips R/W DVDs, then, in the general scenario, customers are not eligible for availing the discount. To avail the promotion, customer must either buy three of Sony R/W DVDs or three of Philips R/W DVDs. But, by selecting the Combine Item Quantities users have the flexibility to consider the total R/W DVDs bought is three and provide discount to the customer.

    • Select Do not apply discount immediately to the order, if you do not want to apply discounts from this rule during the calculation of the order total for the order total rules. For example, if the customer purchases two items and the total cost of the order is 100$. Assume that one of the items in the order has a line item rule and the customer gets 10$ off on one of the line items and the order total after the line item adjustment comes up to 90$. Also, assume that there is an order total pricing rule, which is as follows: "Spend at least $100 and get 10% OFF on the entire purchase". In such scenarios, if you select this rule, then, the order total rule would not be considered, else the order total rule is considered.
      Note: This check box is enabled only if Enable non-billable pricing rules is selected in the pricing organization rules.
    Exclusivity Perform the following steps:
    • From the Exclusivity Type menu, select the exclusivity type on pricing rules. Depending on exclusivity type, one or more applicable rules is applied on an item or an order.
      • Can combine with any other Pricing Rule - Choosing this option would mean that the pricing rule can be combined with any other pricing rule.
      • Cannot combine with any other rule - Choosing these options means that a pricing rule cannot be combined with any other pricing rule, regardless of Exclusivity ID.
      • Exclusive for same Exclusivity Group - Choosing this option means that a pricing rule cannot be combined with any other pricing rule that has the same Exclusivity ID.
      • Exclusive for same Rule Type for Item - Choosing this option means:
        • An item group rule cannot be combined with another item group rule, if they are targeting the same item, and are associated with same Exclusivity ID. If the same item is targeted by multiple item rules, then the rule with highest priority is applied. If rules are not assigned any priority, then the rule that results in highest discount is applied.
        • A shipping group item surcharge rule cannot be combined with another shipping group item surcharge rule, if they are targeting the same item, and are associated with same Exclusivity ID. If the same item is targeted by multiple shipping surcharge rules, then the rule with highest priority is applied. If Rules are not assigned any priority, then the rule that results in lowest surcharge is applied.
        • For order group and shipping group rules, if you select this option, the behavior would be the same as described in the option, "Cannot combine with pricing rules of the same rule group for the same order."
      • Exclusive for same Rule Type for Order - Choosing this option means:
        • An item group rule cannot be combined with another item group rule associated with the same Exclusivity ID, even if they are targeting different items. The rule with the highest priority is applied. If rules are not assigned any priority, then the rule with the highest discount is applied.
        • A shipping group item surcharge rule cannot be combined with another shipping group item surcharge rule associated with the same Exclusivity ID, even if they are targeting different items. The rule with the highest priority is applied. If rules are not assigned any priority, then the rule that results in the lowest surcharge is applied.
        • An order group rule cannot be combined with another order group rule associated with the same Exclusivity ID. A shipping group rule cannot be combined with another shipping group rule associated with the same Exclusivity ID.
    • From the Exclusivity Group menu, select the exclusivity group. You can group the pricing rules by assigning an Exclusivity ID to the pricing rule. By default, all the pricing rules are assigned to the Default Exclusivity Group.
    • In the Priority box, assign a value that sets the priority to the pricing rule. The higher the value that is associated with the rule, the higher is its priority.
  11. In the Schedule tab, enter the appropriate information.
    Table 3. The following table describes the fields in the schedule tab of the summary screen:
    Field Header
    Coupon will be valid on days which are selected below

    A store may like to offer promotion which is applicable only on a certain day or on specific days. A pricing administrator has the flexibility to offer a promotion only for those days in the week.

    Select the following:
    • Select All Days if you want the coupon to be effective on all the days.
    • Select the specific day or days you want the coupon to be effective.

      For example, Select Valid on Sunday if you want the coupon to be effective only on Sunday, or select Valid on Sunday and Valid on Monday if you want the coupon to be effective on both Sunday and Monday.

    Note: If you do not select any of the options, by default the coupon will be effective on all the days.
    Time of day when the Coupon will be active

    A store may like to offer promotion which is applicable only at certain time of the day. A pricing administrator has the flexibility to offer a promotion only for that specific time of the day.

    Select the following:
    • From the Start Time select the time from when the coupon becomes effective.
    • From the End Time select the time until which the coupon is effective.

      For example, if you select the Start Time as 10 AM and the end time as 4 PM, the coupon will be applicable only in that specified time range of the day.

  12. Click Save.
    Note: * indicates that the field is mandatory.