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Promotions

Companies often develop loyalty programs offering special discounts to customers who have bought from the company before, follow them in social networks, or have commented on their website. This can motivate customers to buy more and repeat purchases from their stores, making promotions one of the most efficient strategies when it comes to converting shoppers to buyers.

In your Oro application, you can configure promotions, apply various discount options for orders or line items, manage discounts in placed orders, view them in shopping lists in the management console.

The following topics will delve into how to view, create and manage promotions in your Oro application:

Configure Promotions

You can enable or disable promotions, as well as control their strategy across your application in the system configuration.

To reach promotion configuration:

  1. Navigate to the system configuration (click System > Configuration in the main menu).

  2. Select Commerce > Sales > Promotion in the menu to the left.

    The following page opens:

    By default, promotions are enabled and Combine All Discounts strategy is set.

  3. To customize the default settings:

  1. Clear the Use Default box next to the Enable Promotion option. This will enable you to clear the option checkbox and disable promotions in your Oro application.
  2. Clear the Use Default box next to the Discount Strategy and select one of the following options – Combine All Discounts or Best Value Discounts Only.
    • When Combine All Discounts is selected, all discount options applicable to products are used in combination.
    • When Best Value Discounts Only is selected, only the promotion that gives the best value is applied to products.
  1. Click Save.

Create Promotions

To create a new promotion:

  1. Navigate to Marketing > Promotions in the main menu.

  2. Click Create Promotion in the top right corner.

    The following page opens:

  3. In the General section, complete the following fields:

    1. Owner – select the user responsible for the promotion from the list, or click to load the list of users to choose from. By default, the current user in predefined as the promotion owner.

    2. Name – specify the promotion name to distinguish it from other promotions.

    3. Sort Order – enter the sort order to set the priority compared to other available promotions. The lower is the number, the higher is the priority.

    4. Enabled – to activate the promotion, enable the checkbox. To deactivate the promotion, clear the checkbox.

    5. Stop Further Rule Processing – select this option if you wish to prevent applying other promotions with lower priority.

      For instance, if there are three promotions for the same products with sort orders 1, 2 and 3 respectively, and the promotion with sort order 2 has Stop Further Rule Processing enabled, then when the turn reaches such promotion, the queue stops and promotion with sort order 3 is not applied.

  4. In the Discount Options section, configure the discount calculation.

    1. In the Discount list, select the level that the discount targets:

      • Order – discount applies to the total order amount,
      • Line Item – discount applies to the line item total,
      • Buy X Get Y – the price of certain quantity of the line items (up to Y) may be discounted when they are ordered in bulk (more than X), or
      • Shipping – discount applies to shipping.
    2. In the Type list, select whether the discount type should be represented by a fixed amount (e.g. – 10USD) or a certain percent (5%) off the item price.

      Note

      Please note that when a fixed discount is used, the promotion applies to the order in the selected currency only.

    3. In the Discount Value, provide the required discount amount and select the currency (if possible).

      Note

      Please note that Oro Application Community version supports one currency. You can set up multiple currencies that would be available for selection in the Discount Value field only in the Enterprise version of the application.

    4. Depending on the discount type, the remaining fields in the Discount Options section will differ. See the following sections for their detailed description:

  5. In the Schedules section, specify the following dates:

    1. Active at – schedule the date and time when the promotion should trigger.
    2. Deactivate at – schedule the date and time when the promotion should end.

    Note

    To add more schedules, click +Add.

  6. In the Conditions section, provide the following information:

    1. Restrictions – set visibility restrictions to promotions. By default, promotions are displayed for any customer or customer group. Only one field must be chosen at a time, either a customer group and a customer.
    2. Expression – specify the expression that describes the conditions when the promotion should be applied.
  7. In the Matching Items section, add, filter or reset the product that the promotion should apply to:

    1. Reset Products – click Reset Products next to the tabs to clear all filters and reset the product collection to the default state.

    2. Add – click Add to add the selected products manually. This can be used in cases when you have few products to be added and there is no need to set up a complicated filter, or when you need to add specific products that may be out of the filter’s scope. Manually added items will appear both in the Manually Added and All Added tabs.

      Note

      To ensure that specific items are excluded from the list of the product collection and will not be included automatically or manually, click Add in the Excluded tab. All removed products will move to the Excluded tab automatically.

    3. Advanced Filter – add a product via a filter to limit the product list and include only the necessary products. Advanced filter is hidden by default. Click Preview Results to check whether the products found via the filter match your criteria, or to exclude unnecessary items from the list.

      Note

      You may use filter on the top of the dialog to limit the scope of the products and make it fit into the visible area.

Discount Options for Line Items

For line items discount, provide the following information:

  • Product Unit – select the necessary unit type from the list (e.g. each, item, set.). Note that the discount will only apply to the product with the specified unit type.

  • Apply Discount to – select whether to apply discount to each of the items on sale or for the line items total.

    For instance, if there are 10 items in the shopping list that qualify for a discount and the discount is $1 per item, then the discount will constitute $10. If in the same scenario the promotion should apply to the line items total, then the total discount will constitute $1.

  • Maximum Quantity Discount is Applied to – enter the maximum quantity of products of the same type eligible for discount in a line item/order. For example, when the limit is set to 10 and a buyer orders 100 items, they will be charged the discounted price for 10 items out of 100, and will pay the full price for the remaining 90 items.

    Note

    Please note that Maximum Quantity Discount is Applied to field can only be applied if Apply Discount to field is set to Each Item.

Discount Options for Buy X Get Y

For Buy X Get Y discount, provide the following information:

  • Buy X – enter the quantity of X products the customer needs to purchase to be eligible for the discount.

  • Get Y – enter the quantity of Y products which the customer will get a discount for when purchases a number of X products.

  • Product Unit – select the necessary unit type from the list (e.g. each, item, set). Note that the discount will only apply to the product with the specified unit type.

  • Apply Discount to – select one of the options, Each Y Item Separately (the discount will apply to Y items only) or X+Y Total (the discount will apply to the total of X and Y items).

    For instance, if:

    • There are 10 items in the shopping list that qualify for a promotion.
    • Buy X is set to 3.
    • Get Y is set to 2.
    • The discount is $1 per each

    Then:

    • The discount for Each Y Item Separately will equal $4 ($1 for each of 4 Y items).
    • The discount for X+Y Total will equal $2 ($1 for each bundle of 5).
  • Limit, Times – provide the quantity of discounted groups (X+Y) of the same type eligible for a discount in a line item/order. For example, when the limit is set to 2 and a buyer orders 3 groups of 3+2 items (15 in total), they will be charged the discounted price for 2 groups out of 3, and will pay the full price for the remaining one group.

Discount Options for Shipping

For shipping discount, select the necessary shipping method from the list.

View Promotions

To view all promotions, navigate to Marketing > Promotions > Promotions in the main menu.

The following page opens:

You can perform the following actions with every item on the list:

  • View promotion details: Click on the item to open its details page.

    OR

    Alternatively: Click the to the right of the item to open its details page.

  • Edit promotion details: Click the to the right of the item to start editing its details.

  • Duplicate a promotion: Click to clone the selected promotion.

  • Delete a promotion: Click to remove a promotion from the system.

  • Create promotion: click Create Promotion in the top right corner.

In addition to viewing promotion details, you can perform the following actions on the promotions page:

  • Duplicate: Duplicate
  • Edit: Edit
  • Delete: Delete
  • Add Note: Add Note

Set Up a Sample Promotion

As an example, we will set up a simple promotion for some new arrivals. For this, we will create a custom new arrivals segment and reconfigure the New Arrivals to use this segment. The promotion will last one day and give 20% off all orders. When the promotion ends, we will roll back to the standard New Arrivals segment.

To set up a sample promotion, we go through the following steps:

Set up a Segment with Products to Promote

To set up such promotion in the management console, we first need to make sure that a product segment is created that would include the items intended for sale.

To set up such segment:

  1. Navigate to Reports&Segments in the main menu and click Manage Segments.

  2. Click Create Segment in the top right corner.

  3. Create a Sale segment, populate it with the products for sale and save it.

    As an example, we added four products to the segment.

Ensure Easy Access to the Promoted Products

To add product for sale to the new arrivals block:

  1. Proceed to system configuration in the main menu (System > Configuration) and click Commerce > Product > Promotions in the panel on the left.

  2. In the New Arrivals section, select the Sale segment from the Product Segment list.

  3. Set Maximum Items to 4.

  4. Save the settings.

Create a Promotion

To create a promotion:

  1. Navigate to Marketing > Promotions > Promotions in the main menu.

  2. Click Create a Promotion.

  3. In the Discount Options section, set the discount option to order, the discount Type to percent, the discount Value to 20%.

  4. In the Schedules section, set the Active Date to July, 13, 2017, 12 AM, and Deactivate at to July, 13, 2017, 11:59PM.

  5. In the Matching Items section, click Advanced Filter, drag Apply Segment to the field on the right, choose the Sale segment and click Preview Results to load the list of products for sale.

  6. Enable and save the promotion.

View a Discount When Placing an Order in the Front Store

To view how the discount from the promotion applies in the front store:

  1. Create a shopping list with the 4 items for sale from the New Arrivals Block.

  2. Once we open the shopping list, we can see the 20% discount of $1124.75 for the order of 4 items for the subtotal of $5623.74.

  3. Create the order by clicking Create Order.

Review Discount in the Front Store After You Place an Order

To view applied discount for the submitted order in the front store:

  1. Click Click Here to View in the pop up window that appears after you place the order.

    Alternatively:

    Navigate to Orders and in Past Orders, click on the required order.

  2. The discount is seen in the order summary.

Review Promotion Results in the Management Console

To view applied discount in the management console:

  1. Navigate to Sales > Orders and open the placed order.

  2. In the Promotions section, you can view the details of the promotion applied to the order.

Manage Promotions in Orders

There are cases when an order needs to be amended by the manager, for instance when some of the ordered items turned out to be out of stock. If promotions applied to such order, the manager may decide to keep discounts, or recalculate them depending on circumstances. For such cases, it is possible to save order with or without discount recalculation following the change in items quantity.

To demonstrate how this works, we will amend the details of the following placed order:

Order #8
SKU Name Quantity Product Unit Price
2TK59 500-Lumen Portable Suspended Work Lamp 2 item $15.99
6UK81 Hardhat with 300 Lumen LED Light 2 item $47.99
8TF72 Industrial 310 Lumen LED Headlamp 9 item $36.79
8VS71 White Bookshelf, 35 x 77 in. 10 item $151.99

In compliance with the active promotion, customers will have 20% off all orders.

Currently, the subtotal for this order is $2,738.92 with a $547.78 discount.

Let us suppose that there are only 10 white bookshelves in the warehouse, and you have no means of ordering the missing 5 soon. Having communicated this to the customer, you decided to keep the existing discount to compensate for the issue with the order.

To amend the order without discount recalculation, you:

  1. Click Edit in the top right corner of the order page.

  2. In the Line Items section, you change the quantity of bookshelves from 15 to 10.

  3. Click Save without Discounts Recalculation in the top right corner.

  1. In the edited order, you see that the discount is still $547.78, although the subtotal has changed from $2,738.92 to $1,978.97.

Note

Had you saved the order by clicking Save or Save and Close, the discount would be recalculated and equalled $395.79 according to the terms of the promotion.