Modify the conditions of an order total coupon that is based on the items

A pricing organization user can modify the conditions under which an order total coupon based on items is applicable.

About this task

To modify the conditions and effects of a coupon that is based on the combination of items that are ordered, complete the following steps:

Procedure

  1. Navigate to the Coupon Summary screen, To navigate to the Coupon Summary 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 Find Coupon in the Pricing dashlet. The Coupon Search screen is displayed.
    4. Enter the search criteria and click Search to perform a basic search. Alternatively, click Advanced Search, enter the search criteria, and then click Search to perform an advanced search.
    5. The coupons matching the search criteria are displayed. Click the Coupon ID hyperlink or double-click the row corresponding to the coupon. The Coupon Summary screen is displayed.
      Note: If there is only one coupon matching the search criteria, the details of the corresponding coupon are automatically displayed.
  2. Modify the information in the Conditions tab, as required.
    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 seller 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.
  3. Click Save.
    Note: * indicates that the field is mandatory.