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Each promotion created is for a specified Promotion Type. The Promotion Type will dictate the Promotion Level, and therefore how the promotion will be applied by the Promo engine. Further to this each Promotion Type will have unique options for the benefits it provides to the customer.
Qixol Promo supports the following Promotion Types and Levels:
Basket % or Value Off
The Basket % or Value Off promotion type discounts all products in the basket by a value or percentage, where the criteria is satisfied.
The criteria on whether the promotion should be applied can be based on the value of the basket (by defining a Minimum Spend Amount) and/or by defining criteria based on either attributes or products.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum spend amount.
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% Discount
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The percentage discount to be applied to the basket. The calculated discount value will be apportioned across basket lines.
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Limit the calculated discount value?
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Where a percentage discount is configured, specify the currency specific limit for calculated discounts.
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Value Discount
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The currency specific discount value to be applied to the basket. The discount value will be apportioned across basket lines.
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When promotions are applied by the Best Deal processing to a basket, only one Basket % or Value Off promotion can be applied, where the promotion offering the best (or worst) deal for the customer will be applied (based on the setting Engine provides best/worst value) and the conflict resolution rules.
Discount Products
The Basket % or Value Off promotion type does not use Discount Products.
Delivery % or Value Off
The Delivery % or Value Off promotion type provides the ability to discount the delivery amount based on the specified criteria. This includes optionally applying a discount based on the spend amount, and/or defined inclusion criteria.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum spend amount.
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% Discount
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The percentage discount to be applied to the delivery charge.
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Limit the calculated discount value?
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Where a percentage discount is configured, specify the currency specific limit for calculated discounts.
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Value Discount
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The currency specific discount value to be applied to the delivery charge.
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Product Criteria can be specified to add additional rules on when the discount will be applied. This can include validation of the products in the basket, and/or validation of Basket, Campaign/Coupon or Product attribute values.
A discount percentage or value can be specified, to indicate how to discount the delivery amount. Where a discount is applied to the delivery, and the delivery was provided as a basket header delivery charge - a new line will be added to the basket (with a flag against it indicating it is a delivery discount) to assist in tracking how the discount was applied.
Discount Products
The Delivery % or Value Off promotion type does not use Discount Products.
Bundle Price
The Bundle Price promotion type provides a mechanism for grouping products together and selling the grouped products at a collective bundled price.
The products to be bundled must be preselected (selection by product attribute is not supported for this promotion type). Criteria based on Basket attributes, Campaign/Coupons or timebands are also available for this promotion type.
When baskets are validated, all products defined in the Product Criteria must be found (and any Basket, Campaign/Coupon or Timeband criteria must also be satisfied) and the product prices will be discounted such that their total value is equal to the Bundle Price.
The following promotion type specific fields are available:
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Field
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Description
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Bundle Price
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The new collective price of the selected products.
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Discount Products
The Bundle Price promotion type does not use Discount Products.
Buy one get one free
To indicate which products should be included in the Buy one get one free promotion, simply add one or more Product Criteria (for either selected Products or for Product Attributes).
When basket validation takes place, the criteria defined will be used to look for products which match, and where those products have a quantity greater than one, the products will be discounted.
The following promotion type specific fields are available:
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Field
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Description
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Apportion Discount
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Select from: Apportion Across Both Products or Discount Only Second Product
Specify how the discount will be apportioned to the two matched products.
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Matched lines in the basket may need to be split where the discount applied to each product on the line varies. For example, if the basket line has an odd number quantity then the line will always need to be split as one product cannot be discounted (regardless of the Apportion Discount option defined). Further to this if the Apportion Discount option has a value of Discount Only Second Product the line will need to be split, due to the two products having different selling prices (one at full price, one fully discounted).
Discount Products
The Buy one get one free promotion type does not use Discount Products.
Buy one get one reduced
The Buy one get one reduced promotion type performs similarly to the Buy one get one free promotion type, except that additional options are provided on how the second product will be discounted.
The following promotion type specific fields are available:
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Field
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Description
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% Discount
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The percentage discount to be applied to the second item.
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Limit the calculated discount value?
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Where a percentage discount is configured, specify the currency specific limit for calculated discounts.
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Value Discount
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The currency specific discount value to be applied to the second item.
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Reduced Price
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A new price for the second item.
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Apportion Discount
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Select from: Apportion Across Both Products or Discount Only Second Product
Specify how the discount will be apportioned to the two matched products.
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Re-use qualification products in other promotions?
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Flag indicating whether products that are matched but not discounted should be available for other promotions to be applied to the basket.
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Discount Products
The Buy one get one reduced promotion type does not use Discount Products.
Deal Price
The Deal Price promotion type provides the flexibility to allow for mix and match type promotions, as well as supporting the more advanced promotion criteria scenarios.
When defining Product Criteria, the Deal Price promotion type supports up to three Product Criteria groups. When a basket is validated to see whether it can be applied, all Product Criteria groups must be satisfied. Each Product Criteria group has Product Criteria entries (indicating inclusions and exclusions for selected Products or Product Attribute values), as well as the required quantity or spend value. Where multiple Product Criteria groups are in use, the Promotion Details provide the option to apply a benefit to all or selected groups.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum spend amount.
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Apply discount to
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Select from:
Products matched in all Product Groups
Products matched in Product Group A
Products matched in Product Group B (where applicable)
Products matched in Product Group C (where applicable)
Selected Product Groups
Selected Discount Product(s)
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Discount action
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Select from:
Cheapest product free
When the promotion is valid to be applied, the cheapest matched item will be used to establish how much discount to apply. The amount to be discounted can either be distributed across matched lines or applied only to the cheapest item, depending on the Apportion Discount field.
Fixed Price
When the promotion is valid to be applied, the item(s) matched will be reduced to a new combined price, as defined in the Fixed Price. The reductions against the line will be split based on the value of those lines.
Reduce all matched basket items
Only where Apply discount to is set to Selected Discount Product(s))
When the promotion is valid to be applied, all matched items in the basket will be reduced based upon the Percentage Discount or Value Discount defined.
Reduce products by % or value
When the promotion is valid to be applied, matched items will be reduced based upon the Percentage Discount or Value Discount defined.
Reduce cheapest product by % or value
When the promotion is valid to be applied, the cheapest of the matched items will be reduced based upon the Percentage Discount or Value Discount defined.
Reduce cheapest product to fixed price
When the promotion is valid to be applied, the cheapest of the matched items will be reduced to the price specified by Cheapest Item Price. The item to be reduced is dependant upon the Apply Discount to field - either to the products matched or to specified product(s), where the cheapest item will be selected from those products.
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Fixed Price
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Available where Discount action is set to Fixed Price. Enter the currency specific new fixed price for matched items.
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% Discount
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Available where Discount action is set to Reduce all matched basket items, Reduce products by % or value or Reduce cheapest product by % or value. Enter the percentage discount to be applied to matched items.
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Limit the calculated discount value?
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Where a percentage discount is configured, specify the currency specific limit for calculated discounts.
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Value Discount
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Available where Discount action is set to Reduce all matched basket items, Reduce products by % or value or Reduce cheapest product by % or value. The currency specific discount value to be applied to the second item.
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Cheapest Item Price
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Available where Discount action is set to Reduce cheapest product to fixed price. The currency specific new item price for the cheapest matched item.
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Apportion Discount
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Select from: Apportion Across Both Products or Discount Only Second Product
Specify how the discount will be apportioned to matched products.
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Discount Products
The Deal Price promotion type provides access to the Discount Products where the Apply discount to has a value of Selected Discount Product(s). The action performed against the discount products is defined by the selected Discount action.
Multi-buy
The Multi-buy promotion type provides the ability to apply discounts based on quantity or spend on all products in the basket matched against the defined Product Criteria. One or more Product Criteria must be specified.
The following promotion type specific fields are available:
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Field
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Description
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Matching Method
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Select from:
Match items by quantity
The quantity of matched items in the basket will dictate which Discount Range to use.
Match items based on spend
The total spend on matched items in the basket will dictate which Discount Range to use.
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Discount Type
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Select from:
Apply percentage discount
Apply a percentage discount to the matched items based on the percentage defined in the matched Discount Range.
Apply fixed value discount (per item)
Apply a fixed value discount to each of the matched items based on the discount value defined in the matched Discount Range.
Apply fixed value discount (across all items)
Apportion a fixed value discount across all matched items, based on the discount value defined in the matched Discount Range.
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All products must be the same?
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Flag indicating whether products matched must all be the same.
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Discount Ranges define the percentage or value discount that is to be applied based on the quantity or spend matched in the basket. A minimum of one Discount Range must be specified.
Discount Products
The Multi-buy promotion type does not use Discount Products.
Product % or Value Off
The Product % or Value off promotion type provides the ability to discount matched items by a percentage, value amount or by using a new price looked up from a product attribute. Items to be discounted are selected based on the Apply Discount To, where either the products matched by the Product Criteria will be discounted or those matched by criteria specified under Discount Product(s).
The following promotion type specific fields are available:
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Field
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Description
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Apply discount to
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Select from:
Product matched in Inclusion Criteria
The discount will be applied to the products matched to the Product Criteria.
Discount Product(s) [first best match]
The discount will be applied to the highest value product matched to the Discount Product(s) criteria.
Discount Product(s) [all matched in basket]
The discount will be applied to all products in the basket matched to the Discount Product(s) criteria.
The promotion can only be applied once to a basket.
Discount Product(s) [cheapest matched]
The discount will be applied to the cheapest product matched to the Discount Product(s) criteria.
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% Discount
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The percentage discount to be applied to the matched item(s).
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Limit the calculated discount value?
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Where a percentage discount is configured, specify the currency specific limit for calculated discounts.
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Value Discount
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The currency specific discount value to be applied to the matched item(s).
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Override Price from Attribute Value (per item)
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The product attribute from which to lookup the new price for each product.
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Invalid/Missing Value Handling
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Only available where Override Price from Attribute Value (per item) is selected.
Select from: Do not apply the promotion or Apply the promotion using a zero price
Specify whether the promotion will be applied when the selected is not found Override Price from Attribute Value against matched product(s).
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Is Price Override Exclusive?
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Only available where Override Price from Attribute Value (per item) is selected.
Select whether this promotion will be applied in preference to any other overlapping promotions.
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Re-use qualification products in other promotions?
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Flag indicating whether products that are matched but not discounted should be available for other promotions to be applied to the basket.
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Discount Products
The Product % or Value Off promotion type uses the Discount Products where the Apply discount to has a value of Discount Product(s) [first best match], Discount Product(s) [all matched in basket] or Discount Product(s) [cheapest matched].
Free Gift
The Free Gift promotion type provides a mechanism for adding items to a basket when the specified criteria is met.
The product(s) to be added to the basket must be defined in the Discount Items list. Multiple products can be specified where required.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Validate for maximum spend amount?
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Flag indicating whether to validate for a maximum basket spend. When selected, a Maximum Spend value must be provided.
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Maximum Spend
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The currency specific value to be used when validating for a maximum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum or maximum spend amount.
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Use discounted prices in spend amount validation
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Flag indicating whether to use the discounted prices when qualifying minimum or maximum spend amounts.
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Include free gifts in spend amount validation
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Flag indicating whether to include the free gift product(s) already found in the basket when qualifying minimum or maximum spend amounts.
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Can be applied multiple times to a basket?
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Flag indicating whether the Free Gift product(s) will be added to the basket where the Product Criteria is satisfied multiple times against a basket. Only available where Product Criteria are specified.
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Always add free gift product(s) to the basket?
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Flag indicating whether the Free Gift product(s) should always be added, even when they are already present in the basket.
When this flag is unselected, if the product is found in the basket it will be discounted by 100%, when the flag is selected the existing item in the basket will remain unaffected and the free gift product will be added to the basket with a discount of 100%.
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Only apply when the free gift product(s) are not already in the basket?
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Flag indicating whether the Free Gift product(s) will only be added to the basket where they are not already found in the basket.
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Customer must select their free gift?
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Flag indicating whether the customer must select their Free Gift(s).
The flag is only available where there is more than one Product Criteria specified. When the promotion is available to be applied to a basket, the basket validation response will include details on the Free Gift(s) that the customer can choose from, and the promotion will only be applied when the customer's selections are included in the next basket validation.
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Quantity of gifts to be selected
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Only available when Customer must select their free gift? is selected.
Specicy how many products the customer must select.
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End-user/Customer Description
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Provide additional information to help the customer when making their selection.
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Discount Products
The Free Gift promotion type uses the Discount Products to specify the free product(s) that the customer will receive when the promotion is applied.
Issue Points
The Issue Points promotion type issues fixed or calculate points to a basket. The issuing of points can be used in conjunction with the Qixol Loyalty functionality (where the customer must be identified as a member of a Scheme account, or as a Prospect), or where points are being managed by an external system where points are issued to the basket and can be captured and managed externally, as required.
The points issued are returned with basket responses, and where the points are calculated based on matched items, the number of points calculated is provided against matched lines. Alternatively the points will be returned at the basket level.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum spend amount.
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Use discounted prices in spend amount validation
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Flag indicating whether to use the discounted prices when qualifying minimum spend amounts.
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Points calculation method
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Select from:
Fixed Number of Points
The Points defined will be issued to the basket.
Use Basket Value (including delivery)
The points to be issued will be calculated based on the value of the basket, including delivery charge(s) where applicable.
Use Basket Value (excluding delivery)
The points to be issued will be calculated based on the value of the basket, excluding delivery charge(s) where applicable.
Use Matched Product(s) value
Only available where one or more Product Criteria is defined.
The points to be issued will be calculated based on the selling price of the matched product(s).
Use Delivery value
The points to be issued will be calculated based on the delivery charge.
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Use Loyalty Scheme to calculate points using currency conversion rate
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Dependant upon the Promo Loyalty Module (see Modules for more information).
Flag indicating whether to use the conversion rate from the customer's Loyalty Scheme when calculating points.
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Do not issue scheme loyalty points?
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Dependant upon the Promo Loyalty Module (see Modules for more information).
Flag indicating whether the points that would normally be issued by the Loyalty Scheme (where configured) should not be issued to the basket when the promotion is applied.
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Points
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Where Points calculation method is set to Fixed Number of Points, enter the fixed number of points to be issued.
Where Points calculation method is not set to Fixed Number of Points, and where the Use Loyalty Scheme to calculate points using currency conversion rate is not selected (or is unavailable where the Promo Loyalty Module is not enabled), enter the rate to be used for converting a value to points.
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Decimal places for calculated points
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The number of decimal places to be used for calculated points to be issued.
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Can be applied multiple times to a basket?
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Only available where Product Criteria are specified.
Flag indicating whether the promotion can be applied multiple times to a basket, where the Product Criteria is satisfied multiple times against a basket.
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Use discounted prices when calculating points?
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Flag indicating whether to use prices in the basket including or excluding previously applied promotional discounts when calculating points to be issued.
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Include apportioned basket discounts?
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Only available where Use discounted prices when calculating points? is selected.
Flag indicating whether the previously applied discounts included when calculating points should include basket level apportioned discounts.
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Discount Products
The Issue Points promotion type does not use Discount Products.
Issue Voucher Code
The Issue Voucher Code promotion type issues the customer with Voucher Codes to be used on a subsequent transaction.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum spend amount.
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Use discounted prices in spend amount validation
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Flag indicating whether to use the discounted prices when qualifying minimum spend amounts.
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Voucher to Issue
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The voucher from which to issue a code to the basket. The next available code with a status of Created will be issued to the basket - it's end date will be calculated based on the Voucher configuration and it's status will be updated to be Issued.
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Can be applied multiple times to a basket?
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Only available where Product Criteria are specified.
Flag indicating whether the promotion can be applied multiple times to a basket, where the Product Criteria is satisfied multiple times against a basket. When selected, the customer may receive multiple voucher codes against one basket.
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Restrict the number of voucher codes to be issued?
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Flag indicating whether the promotion has a restriction against the total number of voucher codes that can be issued across all baskets.
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Maximum voucher codes to be issued
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Where Restrict the number of voucher codes to be issued? is selected, a number greater than zero must be provided.
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Customer Display Text (unconfirmed baskets)
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Text returned with basket validations when the promotion is applied - for unconfirmed baskets.
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Customer Display Text (confirmed baskets)
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Text returned with basket validations when the promotion is applied - for confirmed baskets.
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Issue Refer-a-friend Voucher?
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Only available where Customer Required in Basket? is selected.
Flag indicating whether a refer-a-friend voucher should also be issued to the basket. When the promotion is applied to a basket, two voucher codes will be issued:
A referee code from the primary Voucher Code. The code will have a status of Issued. The maximum uses of the code is defined against the Voucher Coupon.
A referral code from the refer-a-friend Voucher code. The code will have a status of Reserved.
When the referee code has been fully redeemed, the referral code will automatically be updated to have a status of Issued, and can then be redeemed by the customer.
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Refer-a-friend Voucher to Issue
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The Voucher from which to issue the refer-a-friend reserved code.
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Customer Display Text
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Text returned with basket validations to help the customer understand how to use their referral and referee codes.
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Discount Products
The Issue Voucher Code promotion type does not use Discount Products.
Workflow Trigger
The Workflow Trigger promotion type updates a basket response to include an additional attribute and value, set at either the basket level or against one or more product lines in the basket.
The following promotion type specific fields are available:
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Field
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Description
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Validate for minimum spend amount?
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Flag indicating whether to validate for a minimum basket spend. When selected, a Minimum Spend value must be provided.
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Minimum Spend
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The currency specific value to be used when validating for a minimum basket spend.
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Include delivery in spend amount validation
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Flag indicating whether to include delivery charges in the basket value being qualified against a minimum spend amount.
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Use discounted prices in spend amount validation
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Flag indicating whether to use the discounted prices when qualifying minimum spend amounts.
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Apply to
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Select from:
Basket
The attribute value will be added to the Basket details in the validation response.
Products matched in all product groups
The attribute value will be added to all matched products across all groups.
Products matched in group A
The attribute value will be added to the matched products of Product Criteria group A.
Products matched in group B
The attribute value will be added to the matched products of Product Criteria group B.
Products matched in group C
The attribute value will be added to the matched products of Product Criteria group C.
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Set Attribute
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The attribute which will be added in the validation response. Where Apply to has a value of Basket, Basket Attributes are presented for selection. For all other Apply to values, Product Attributes are presented for selection.
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Value to
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The value to be used when adding the attribute to the validation response. The values presented are dependant upon the Set Attribute selected.
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Discount Products
The Workflow Trigger promotion type does not use Discount Products.
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