Create a combination coupon based on the item attribute

Combination coupon that is based on the item attribute allows the administrators to create a coupon that is applicable to the item attributes.

About this task

The coupon summary screen allows the administrators to select multiple attributes that can be associated with the coupon. The coupon summary screen has an exclusion criteria. In the exclusion criteria, the administrators can add the item list, categories, or the attributes that can be excluded during coupon creation.

To create a combination coupon that takes item attribute into consideration:

Only users who belong to a pricing organization or selling organization can create a combination coupon.

Procedure

  1. Navigate to the Create Coupon screen. To navigate to the Create Coupon screen, perform the following steps:
    1. Log in to Sterling Business Center as a pricing administrator.
    2. The application home page is displayed. Click the Pricing tab.
    3. From the Pricing home page, click New Coupon in the Pricing dashlet. The Create Coupon screen is displayed.
  2. From the Combination option, select Attributes.
    Note: By default, Category is selected.
  3. 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.
  4. Click Submit.
  5. 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.
  6. 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.
  7. 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.
  8. 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. 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 coupons 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 one of the following options:
      • At least one of the items in the list below must be present on the order: One of the conditions under which the coupon is applied is that the order must contain at least one of the items you specify.
      • All the items in the list below must be present on the order: One of the conditions under which the coupon is applied is that the order must contain all the items that you specify.
    4. Perform the following steps to add attributes to the coupon in the Inclusion Conditions panel:
      1. Click Add Attribute Group.
      2. Click Add Attribute.
      3. Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      4. Select the attribute for the coupon, specify the value for the selected attribute and click Select.
      5. In the Enter Quantity box, enter the appropriate quantity of the item.
        • To add more attributes to the Attribute Group panel, click Add Attribute.
        • To add an Attribute Group, click Add Attribute Group.
        • To remove an attribute from the criteria, click the Remove icon corresponding to the attribute you want to remove.
        • To remove an attribute group, click the Remove icon corresponding to the attribute group you want to remove.
          Note: Attributes present in Attribute Group panel are grouped into distinct attribute groups.

      For example, you can create a coupon with 10% discount on order that contains items that have the following attributes: Aspect ratio: 16:9, Brand: Alpha

    5. From the Exclusion Conditions panel, you can exclude items, categories, or attribute groups from the applicable coupon. For example, you can create a coupon with 10% discount coupon for orders that contains items that belong to the category television and items not having the attribute that is specified as Aspect Ratio: 16:9.
      Perform the following steps to exclude items from the coupon:
      • Click Add Item to add items to the items list.
      • Click Add.
      • The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      • Select the item and click Save.
      For example, if you select Plasma Television and Advanced Universal remote from the Item Search dialog box, the items is excluded from the coupon during adjustments.

      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.

      Perform the following steps to exclude item categories from the coupon:
      • Click Add Category.
      • Click the Search icon to search for the category. The Category dialog box is displayed.
      • Select the category and click Select.
      For example, if you select the category as Audio and Video>Television, from the Category dialog box, all the items that belong to the Television category is excluded from the coupon during adjustments.

      To remove a category from the exclusion condition, click the Remove icon corresponding to the category you want to remove.

      Perform the following steps to exclude item attribute groups from the coupon:
      • Click Add Attribute Group.
      • Click Add Attribute.
      • Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      • Select the attribute for the coupon, specify the value for the selected attribute and click Select
        • To add an Attribute Group, click Add Attribute Group.
        • To add an attribute, click Add Attribute.
        • To remove an attribute from the criteria, click the Remove icon corresponding to the attribute you want to remove.
        • To remove an attribute group, click the Remove icon corresponding to the attribute group you want to remove.
          Note: Attributes present in Attribute Group panel are grouped into distinct attribute groups.
      For example, if you select the Attribute as Display Specifications> Aspect Ratio from the Select Attribute dialog box, and select the value for Aspect Ratio 16:9 all the items that are specified as Aspect Ratio 16:9, is excluded from the coupon during adjustments.
    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.
    Adjustment Criteria Perform the following steps:
    1. Select Specify qualifying amount check box, if you want to specify a minimum amount qualifier to trigger coupon.
    2. In the Qualifier Amount box, enter the minimum amount qualifier to trigger coupon.
    3. From the Qualifier Type menu, select the qualifier type to trigger the coupon.
    4. Select one of the following Adjustment Type:* options:
      • 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.
      • Fixed Price: Select this option to apply a fixed price on the item if the specified conditions are met.
      • Percentage discount: Select this option to apply a percentage discount on the item if the specified conditions are met.
    5. 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: 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.
    6. Select one of the Apply Adjustemnt to options:
      • Each Combination of Items Above: Select this option to apply the discount or surcharge on each combination of the items that are specified earlier. For example, if you specify that a customer gets a 10% discount on 1 bag of popcorn if the customer orders 2 movies, the customer gets only a 10% discount on one bag of popcorn even if the customer orders 2 movies and purchases 3 bags of popcorn. However, if the customer orders 4 movies, the customer gets a 10% discount on 2 bags of popcorn.

        When you select the Each Combination of Items Above option, the Discountable Quantity per Combination* text box is displayed. You can enter the number of items to be discounted for each combination in the text box. By default, the value displayed in the text box is 1.

        For example, if you want to set up promotion for 1 movie and want to avail 20% discount on two bags of popcorn, you must specify 2 in the Discountable Quantity per Combination text box and provide 20% discount for each combination.

      • Same/Low Priced Item for each of the combination: Select this option to apply the discount or surcharge on same or low price item for each combination of the items.

        When you select the Same/Low Priced Item for each of the combination option, the Discountable Quantity per Combination* text box is displayed. You can enter the number of items to be discounted for each combination in the text box. By default, the value displayed in the text box is 1.

        For example, if you want to set up promotion for 1 speaker and to avail 20% discount on one headphone of same or less price than speaker, you must specify 1 in the Discountable Quantity per Combination text box and provide 20% discount for each combination.

      • Single Occurrence of Highest Priced Item: Select this option to apply the discount or surcharge on a single unit of the highest priced item.
      • Single Occurrence of Lowest Priced Item: Select this option to apply the discount or surcharge on a single unit of the lowest priced item.
      • Single Occurrence of Each Qualifying Item: Select this option to apply the discount or surcharge on a single unit of the item you specified.
      • All Occurrences of Each Qualifying Item: Select this option to apply the discount or surcharge on all the units of the items specified.
      • Specific Occurrences of Each Qualifying Item: Select this option if you want the pricing rule adjustment to be applied on each of the item in the order.
        Note: If you select Specific Occurrences of Each Qualifying Item from the Apply Adjustments to section, Number of Occurrences text box is displayed. Enter the number of occurrences you want the pricing rule adjustment to be applied on each of the item in the order.
    Apply adjustments to following items
    1. From the Inclusion Conditions panel, you can include items, categories, or attributes for the applicable coupon.
      Perform the following steps to include items to the coupon:
      1. Click Add Item to add items to the items list.
      2. Click Add.
      3. The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      4. Select the item and click Save.
      Perform the following steps to include item categories to the coupon:
      1. Click Add Category.
      2. Click the Search icon to search for the category. The Category dialog box is displayed.
      3. Select the category and click Select.
      Perform the following steps to include item attribute groups to the coupon:
      1. Click Add Attribute Group.
      2. Click Add Attribute.
      3. Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      4. Select the attribute for the coupon, specify the value for the selected attribute and click Select
        • To add an Attribute Group, click Add Attribute Group.
        • To add an attribute, click Add Attribute.
        • To remove an attribute from the criteria, click the Remove icon corresponding to the attribute you want to remove.
        • To remove an attribute group, click the Remove icon corresponding to the attribute group you want to remove.
          Note: Attributes present in Attribute Group panel are grouped into distinct attribute groups.
    2. From the Exclusion Conditions panel, you can exclude items, categories, or attribute groups from the applicable coupon. For example, you can create a coupon with 10% discount coupon for orders that contains items that belong to the category television and items not having the attribute that is specified as Aspect Ratio: 16:9.
      Perform the following steps to exclude items from the coupon:
      • Click Add Item to add items to the items list.
      • Click Add.
      • The Item Search dialog box is displayed. Search for the item with the basic search or the advanced search option.
      • Select the item and click Save.
      For example, if you select Plasma Television and Advanced Universal remote from the Item Search dialog box, the items is excluded from the coupon during adjustments.

      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.

      Perform the following steps to exclude item categories from the coupon:
      • Click Add Category.
      • Click the Search icon to search for the category. The Category dialog box is displayed.
      • Select the category and click Select.
      For example, if you select the category as Audio and Video>Television, from the Category dialog box, all the items that belong to the Television category is excluded from the coupon during adjustments.

      To remove a category from the exclusion condition, click the Remove icon corresponding to the category you want to remove.

      Perform the following steps to exclude item attribute groups from the coupon:
      • Click Add Attribute Group.
      • Click Add Attribute.
      • Click the Search icon to search for the attribute. The Select Attribute dialog box is displayed.
      • Select the attribute for the coupon, specify the value for the selected attribute and click Select
        • To add an Attribute Group, click Add Attribute Group.
        • To add an attribute, click Add Attribute.
        • To remove an attribute from the criteria, click the Remove icon corresponding to the attribute you want to remove.
        • To remove an attribute group, click the Remove icon corresponding to the attribute group you want to remove.
          Note: Attributes present in Attribute Group panel are grouped into distinct attribute groups.
      For example, if you select the Attribute as Display Specifications> Aspect Ratio from the Select Attribute dialog box, and select the value for Aspect Ratio 16:9 all the items that are specified as Aspect Ratio 16:9, is excluded from the coupon during adjustments.
    3. 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.
    Analytics The charge name is used to track the amount of discount that is applied to the order. If at least one of the conditions applies discount to the order, then select the appropriate charge name from the Discount Charge Name list.
  9. 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 the Apply even if the item price has been manually overridden check box to apply price adjustments to the order even after the item's price is manually overridden.
    • Select Combine Item Quantities if you want the coupon 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, customer is 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 order total calculations for the order total rules. For example, if the customer purchase 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, anl me d 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.
  10. 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 might like to offer promotion that 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 values:
    • 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 is effective on all the days.
    Time of day when the Coupon will be active

    A store might like to offer promotion that 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 values:
    • From the Start Time menu, select the time from when the coupon becomes effective.
    • From the End Time menu, 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 is applicable only in that specified time range of the day.

  11. Click Save.