In this article, you will know about how can we set up and trigger the basic promotion
Note: making sure that the price list products is set properly with the customer
How can I create Line level promotion?
- basically, go to the admin > Pricing and Promotion > Promotions and just create the criteria as shown in the screenshot (enter text in CSS ribbon text field)
There are 3 promotion types
1) Product
- you can select the single or multiple products as well
- the promotion will trigger only these selected products
2) Promotion Category
- you can create a promotion for any kind of category
- the promotion will trigger only these selected promotion category
Note: you need to create a promotion group from the admin side
3) Qualifying List: please go through this article: https://odsuk.freshdesk.com/a/solutions/articles/47001155218
4) All Products
- if you select all products then this promotion will trigger with all product
Note: promotion will trigger to that product which is visible and linked with that customer
Now, select the products which you want (as of now I selected Product)
There are 3 customer types you can select
1) All customer
- if you select all customer then this promotion will trigger with all customer
2) Specific customer
- if you select a specific customer then this promotion will trigger to that customer only
3) Customer type
- if you select a customer type then this promotion will trigger to that customer types users
Note: you have to properly set or create the customer type in the admin side
Select the customer which you want to apply
Select the offer which you want
There are 5 offers for promotion:
1) Discount :
- in this offer type, you can give any type of discount for products
- Let's say, you want to give a 20% discount for any single product and a 30% discount for 2 quantities so you can enter that value in the Price text box
Note: discount should be calculated on the latest price for that product
2) Discount value:
- in this offer type, you can set up any type of discount value for products
- for example, if you want to give a $20 discount value for any single product and a $30 for 2 quantities so you can enter that value in the Price text box
Note: discount value should be calculated on the latest price for that product
3) OrderQTYPrice:
- in this offer type, you can set up any type of OrderQTYPrice for products
- for example, if the Customer linked the Promotional Price List and in that price list have the $20 price for that product but the actual price is $100 so the promotion price will be $20 for this product only
Note: make sure the customer is properly linked with the Promotion Price List
4) Product Offer:
- in this offer type, you can setup type of Specific Product Offer for any main products
- Let's say if you want to give any discount price for any product and that discount should trigger when any specific product is added in the basket page. For example, the Main product is A00001 and the Extra product is A00002, setup discount/price for this A00002 product like a 50% discount. once the user add this main product A00001 in the basket page then this A00002 also display in the offer page with a 50% discount
Note: you will trigger this promotion if you want like Customer must have a minimum 2 Quantity then this promo trigger (Like this screenshot)
5) Special price:
- in this offer type, you can give any type of special price for products
- For example, if you want to give $30 special price for any single product and a $25 special price for 2 quantities so you can enter that value in the Price text box
Note: special price offer type only display for line level promotion
Now you have to enter the price for single and multiple quantities as shown in the screenshot
Update the promotion flag from the promotion main screen after created the promotion criteria
After creating the promotion, you will see the promotion price and banner in the listing and detail page as shown in the screenshot
How can I create Order level promotion?
- basically, go to the admin > Pricing and Promotion > Promotions and just create the criteria as shown in the screenshot
Set the qualifying value (this value means promotion will only trigger if the basket price in more then that) check the above screenshot
Now set up the promotion criteria as shown in above line level promotion
set up the maximum order quantity (how it's work?)
- Let's say you want to create any kind of order-level promotion which will trigger only a limited amount of quantities like you want to trigger this promotion for a maximum of 4 quantities. check bellow screenshot
Once you set up the promotion you need to update the promotion flag as I mentioned in the above article
For order level, the promotion will only trigger after click placed order in the basket page
You will see the offer page as shown in the below screenshot
How can i disable the promotion?
Go to the Admin > Pricing and Promotions > Promotions > select the promotion which you want to disable, now click edit button and just change the date (set expired date) now update the promotion flag.