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LibraryEASYCommerce Reference ManualPromotions
Promotions Customer Side
Work with Promotions Admin Panel

View Active Promotions

Navigate to “View Promotions” under “Place Order”.

Here all active promotion’s name and values will be displayed along with an option to view any coupons associated with the promotion. This will pull the active promotions from the K-Rise Table Promotion Master (EC_Promotion_Master)

To view the coupons associated with a promotion click on Coupons. A window will popup with the coupons for the promotion and an option to apply the coupon to your cart. To apply the coupon click on apply. Only one coupon per promotion is needed. Adding more that one coupon that is associated with the promotion will not work. Items must be in the cart for a coupon to be applied. This will pull the coupons for the promotion from the K-Rise Table Promotion Coupons (EC_Promotion_Coupon)

Checkout Page

Everytime the shopping cart or checkout page is visited all promotions applied to the cart will be revalidated. If the promotion no longer applies to the cart it will be removed. Then all promotions that do not require a coupon and that cart meets the requirements for will be added. This is done in PRC-10000240. The discount will then be recalculated in PRC-650.

On the checkout page the discount amount, an option to add coupons, and all promotions applied to the cart will be displayed in the summary box.

Developer Notes

K-Rise Tables

EC_Promotion_Master

EC_Promotion_Coupon

EC_ShoppingCart_Detail_Promotions

EC_ShoppingCart_Header_Promotions

EC_ShoppingCart_Promotions

EC_ShoppingCart_Promotions_FreeItems

Processes

PRC-10000230 Promotion: Validate Coupon ID

PRC-10000235 Promotion: Save Promotion To Cart

PRC-10000239 Promotion: Get Coupon ID From Coupon Code

PRC-10000240 Promotion: Save All Eligible Promotions To Cart

PRC-10000650 Promotion Calculate Discount

Webparts

WPT-10001266 Checkout

WPT-10001287 Promotion: Work With Promotions

WPT-10001288 Promotion: Work With Promotion Coupons


Promotions

To create, edit, and delete promotions login as admin and navigate to “Work With Promotions” under “Product Management”.

Work With Promotions

Promotions are discounts that can be on specific items or entire orders. These can be tied to specific coupon codes, rules that need to be met, and start & end dates. You can always come back and edit a promotion, or view its usage history. Multiple promotions can be active at the same time.

How to Add New Promotion

  • Click “Add New Promotion” in the top right corner
  • A new window will pop up
  • You may fill out the Display Note, Name, Description, Item Path, if it’s Active, Start and End Dates, Discount Value Type, Discount Value, Discount Type, if there is Free Shipping, if it’s a Free Item, if it needs a Coupon, if it is Stackable, Minimum Quantity, Maximum Uses Per Coupon, Maximum Uses Per Customer, and Discount Apply Mode.
  • Click “Save”

This information will be stored in the K-Rise Promotion Master Table (EC_Promotion_Master).

Edit

  • Click “Edit” on the Promotion you wish to change
  • A new window will pop up
  • All of the same options are there as when you added the new promotion
  • Click “Save” to put the new changes into effect

Definitions:

Start Date / End Date: Dates in which the promotion will be active and deactivate.

Discount Value Type: Literal, Account Property (based on who you are and your properties in JDE), User Property (Same as Account Property, but only for that User). An example for Property based values would be a new entry you created inside of EASYProcess. You could have a seasonal Holiday Special you run, but may give each of your Accounts different discounts. Account A may have “10” whereas Account B may have “20” in their table cell. When you use this drop down, each account will get the number associated with them, and then you can use the Discount Type dropdown to denote if that number is a percentage or dollar amount.

Discount Type: Percentage or Dollar Amount

Free Item: If checked, add the specific item from the “Free Item” column. It is also advised you add rules for the conditions of the free item (Examples include a Buy One Get One Free deal, or they get a free item when they spend X amount of dollars).

Needs Coupon: You will have to have a coupon code already created. Customers will have to type in coupon code in the shopping cart in order for this promotion to apply, instead of it automatically being applied.

Is stackable: This promotion can be used alongside with other promotions.

Minimum Quantity: The minimum number of items in the shopping cart for this promotion to apply.

Maximum Uses Per Coupon: The maximum number of times the coupon can be applied before it will become inactive, regardless of the end date. This is not relevant if “needs coupon?” is not checked.

Maximum Uses Per Customer: The maximum amount of times a specific customer can use this promotion.

Discount Apply Mode: Options are New Line in Order, Order Split Equally, Order Split in Proportions, or Item Level. To be clear, the discount amount will remain the same. All that changes is how the discounts will show inside of JD Edwards. To show the differences for all of them, we will be using the same items and discounts as an example.

Let’s say a customer has an order with two line items:

M001 which is normally $100 but is on sale for $10 off

M002 which is normally $200 but is on sale for $15 off

Then, this customer has a special coupon code for an extra $10 off their order.

For New Line in Order, there will be 3 lines. M001 at $100, M002 at $200, and a third line with a credit of $35.

For Order Split Equally, there will be only be 2 lines. The total $35 (10+15+10) discount will be split in half between the two items. So M001 will have $17.50 off for a total of $82.50, and M002 will have $17.50 off for a total of $182.50.

For Order Split in Proportion, there will be only 2 lines. The extra $10 discount will be divided proportionately between the two items. Since the items are normally $100 and $200, there is a ⅓ versus ⅔ split. So M001 will get an extra ⅓ of $35 off (or $11.66) for a total of $88.33, and M002 will get an extra ⅔ of $35 off (or $23.33) for a total of 176.67.

For Item Level there will be 2 lines. The $10 will be taken off M001 and $15 taken off M002. The remaining $10 will be split between the two lines depending on the split choice. So the two possible line outcomes will be M001 at $85 and M002 at $180 for split equally or M001 at $86.67 and M002 at $178.33 for split in proportion.

Calculate Level: Subtotal or Item. If subtotal, as long as one item matches the promotion rules the discount will be taken off the entire order. If Item, then it will check to see if each item matches the promotion rules and if so, the discount will be taken off per item. The calculate takes place in PRC-10000650 (Promotion Calculate Discount) when the shopping cart or checkout pages are visited.

Promotion Image: Find the file of an image for this promotion and it will automatically put the image in the homepage sliders to advertise it.

More Details

More Details will give you a quick snapshot of usage and information. For a more detailed report, go to Usage History.

Free Items

This is only necessary if you checked “Free Item” for that promotion. Either enter the free item number, or use the wand to find an item. Then choose the quantity of free items. Then click “Add.”

Coupons

Takes you to a new page where an admin can manage coupons that give customers access to specific promotions. This only needs to be filled out if the promotion had “needs coupon?” checked. This will set specific codes that need to be typed in at checkout to access the promotion. On the new page you may find coupons by typing Coupon Codes, or you can Edit, Delete, or Add New Coupons. This information is stored in the K-Rise coupons table (EC_Promotion_Coupon)

https://lh3.googleusercontent.com/IuwmRAxdoYwbCf03F0-cYdDZsxfqS_5SQAc6qbcW9Y98_ipirqv3qYIsIyMDxiNE2FVB-2ZJJhqsuZMAo8a1XT3L3qOVJ-qtiOXS2Wqw0L2yN7sJSOiwh20iJr5SfU14I6N-473AiEv4eIE_3w

Add New Coupon

  • Click “Add New Coupon” in top right
  • A new window will pop up
  • Necessary fields are the Coupon Code (what you want customers to type in the shopping cart), Expiration Date, Maximum Uses Per Coupon, and Maximum Uses Per Customer.
  • Click “Save” at the bottom

Edit

  • Click “Edit” at the end of the line item you want to change
  • A new window will pop up
  • You may change the Coupon Code, the Expiration Date, Maximum Uses Per Coupon, and Maximum Uses Per Customer
  • Click “Save” at the bottom

Rules

This is where you set conditions under which a promotion would be valid. For example, 5% off when the cart total is above $50, or 10% off a specific category. Shows the Entity, Attribute, Operator, Value, and who it was Created By. You may Edit or Remove any rules, as well as Add a New Rule. If you want everybody to get a promotion, select “Global” under Entity. Otherwise you can make it specific, based on user or item. This information is stored in the K-Rise Rule and Rule Value tables (EC_Promotion_Rule, EC_Promotion_Rule_Value)

https://lh4.googleusercontent.com/oIW5pV_Qe7McRgYeVksPQS7BKYoMlV3rbJii4HD3yZpP3XZ4r3-xjnAISYU9UtG0jUbcVrLdmNgzHETMYdmjvWe-eC3YzrPhETOtYrV4wA1phOVI0N3gHgGZ3Lx9LdXu6FKqZlhELSfJ-YaQoQ

Add New Rule

  • Click “Add New Rule” in the top right corner
  • You must add an Entity, Attribute, Operator, and Value
  • Click “Save”

https://lh5.googleusercontent.com/34BI0DDvNAjfwF-StnhAlZ9fj5cP4vaY0B4c7t_DMk0vMRyUgfzWNtskowFcJzL_KfpxutGCOEqA8dqtora9GNtqtDpaRSOzkvpofiZjs69uYrJyswt5igyoA6aamTCudg8Be6_qOW_Mh378xA

Edit

  • Click “Edit” on the Rule you would like to change
  • A new window will pop up
  • You can change the Entity, Attribute, Operator, or Value
  • Click “Save”

Usage History

Usage history will be a report on that specific promotion. It will show the Order Number (internally for K-Rise), the Order Number inside of JD Edwards, the user who used it, their Address Number, the Line ID for the promotion, the Item Number it was used on, the Coupon ID, and the Discounted Amount. This will get information from K-Rise Orders Tables (EC_Order_Header_Promotions, EC_Order_Detail_Promotions, EC_Order_Header EC_Order_Details)

Enable

Quickly activate or deactivate a promotion with the toggle. Red and to the left means off, green and to the right means active.

Other

Red and Green Flags on the left hand side will say whether the promotion is set up properly. Hover your mouse over the flag to receive more instructions.

Developer Notes

K-Rise Tables

EC_Order_Detail_Promotions

EC_Order_Header_Promotions

EC_Order_Promotion_FreeItems

EC_Promotion_Coupon

EC_Promotion_Coupon_Usage

EC_Promotion_Master
EC_Promotion_Master_FreeItems

EC_Promotion_Rule

EC_Promotion_Rule_FreeItems

EC_Promotion_Rule_Value

EC_ShoppingCart_Detail_Promotions

EC_ShoppingCart_Header_Promotions

EC_ShoppingCart_Promotions

EC_ShoppingCart_Promotions_FreeItems

Processes

PRC-10000220 Promotion: Get Column Names of a Table

PRC-10000224 Promotion: Get Rule Values

PRC-10000227 Promotion: Construct Rule For A Promotion

PRC-10000229 Promotion: Validate Promotion

PRC-10000230 Promotion: Validate Coupon ID

PRC-10000232 Promotion: Get Promotion ID From Coupon ID

PRC-10000233 Promotion: Get Cart SubTotal

PRC-10000235 Promotion: Save Promotion To Cart

PRC-10000236 Promotion: Get Total Discount In Cart

PRC-10000239 Promotion: Get Coupon ID From Coupon Code

PRC-10000240 Promotion: Save All Eligible Promotions To Cart

PRC-10000253 Promotion: Add Coupon To Cart

PRC-10000254 Promotion: Has Coupon Been Applied To Cart

PRC-10000255 Promotion: Get Promotion Usage

PRC-10000257 Promotion: Get Coupon Usage

PRC-10000259 Promotion: Record Promotion Usage

PRC-10000648 Generate Promotion Nodes From Order Promotions

PRC-10000649 Generate Nodes From Promotion

PRC-10000650 Promotion Calculate Discount

Webparts

WPT-10000554 Promotion: Save A Promotion

WPT-10000555 Promotion: View Promotions

WPT-10000556 Promotion: Save Rule

WPT-10000557 Promotion: Save Coupon

WPT-10000558 Promotion: View Coupons

WPT-10000561 Promotion: View Rules

WPT-10001296 Promotion: Promotion Usage History

Configuration Variables

$EP_Profile_Promotions_Default_UsePromotions


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