Calculate and View Sales Promotions

Explanation

This activity is used to view the outcome of performed sales promotion calculations. This activity can be used in order to encourage the customer to utilize more of the existing sales promotion deals i.e. buy more.

A sales promotion is used in order to reward a particular buying behavior e.g. Buy part A, get part B free of charge. The buying behavior is defined in the conditions as a minimum quantity or a minimum amount for specific parts or assortment nodes. The reward is defined as a discount amount, discount % or a special price and is given for promoted parts defined. The promoted parts are defined as a minimum quantity or minimum amount for specific parts or assortment nodes.

In this activity, you can analyze the outcome of the sales promotion calculation for a specific customer order or sales quotation. You can view all potential sales promotion deals and figure out what to do in order to utilize more of the sales promotion deals and encourage the customer to buy more.

Prerequisites

System Effects

If you add the missing quantities and the missing amounts for a deal to a customer order or sales quotation, and then recalculate the sales promotions, the customer is able to utilize the sales promotion deal one more time.

Window

Customer Order
Sales Quotation
Calculated Sales Promotion Deals per Order
Calculated Sales Promotion Deals per Quotation

Related Window Descriptions

Customer Order
Sales Quotation
Calculated Sales Promotion Deals per Order
Calculated Sales Promotion Deals per Quotation

Procedure

To view calculated sales promotions:

  1. Open the Customer Order or Sales Quotation window and query for the required record.
  2. Right-click in the header area, point to Sales Promotions, and then click Calculate Sales Promotions in order to get a fresh calculation. Note that this step is not needed if the customer order or sales quotation is in the Planned status as an automatic calculation is done when you perform step 3.
  3. Right-click in the header area, point to Sales Promotions, and then click Calculate and View Sales Promotions.
  4. In the upper table, you can see all potential deals for this customer order or sales quotation.
  5. In the Times Buy Fulfilled field, you can see how many times the buying behavior is fulfilled.
  6. In the Times Get Ordered field, you can see how many times the promoted parts are ordered.
  7. In the Times Deal Utilized field, you can see how many times the deal is applied to the customer order or sales quotation.
  8. The Unutilized Deal check box determines whether or not the deal is considered as unutilized. A deal is considered as unutilized when something from the deal is ordered but the deal is not applied at all to the customer order or sales quotation. The deals considered as unutilized are placed on top of the list, in order to handle those deals first.
  9. It is possible to see the sum of the negative charge lines applied to the deal, in the Net Amt/Curr, Gross Amt/Curr, Net Amt/Base and Net Gross/Base fields.
  10. You can also see the special price, discount amount or discount percentage offered in the deal.
  11. In the upper table, select the deal record you want to analyze in more detail.
  12. The lower table merges the conditions for required buying behavior with the conditions for the promoted parts you need to order. For each condition you can see the missing quantity, the missing net amount or the missing gross amount required in order to fulfill the condition. If all conditions, with missing quantity or amount, are fulfilled, then you can utilize the sales promotion deal once more.
  13. If the condition is entered for an assortment node and you want to know about sales parts included in the assortment node, right-click and then click Sales Parts.
  14. Go back to the Customer Order or Sales Quotation window and add the missing quantities and amounts.
  15. Right-click in the header area, point to Sales Promotions, and then click Calculate Sales Promotions. Validate that the deal is utilized once more as expected.
  16. Repeat steps 11-14 for other deals, if needed.