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Browsing/Managing Manufacturer Promotions

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Jeff Gallagher
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Promotions in MarketTime display directly in Order Totals of an order, and may be auto-applied if desired, allowing your Salespeople and Retailers to take advantage of active promotions automatically.

Manufacturers on the BASIC (free) plan may only add up to 3 Promotions. Those on the PLUS subscription or higher have no limit to the amount of Promotions they may add.

What you'll learn

  • How to browse Manufacturer promotions managed by either the Manufacturer or Admin within your company
  • How to create Promotions
  • How to create Promotion Groups
  • How to export Promotions

The Promotions option is found under Browse in the Navigation Menu.




Browsing Promotions


Search (1) - The Search field above the table allows you to search through the documents.


Advanced (2) - Use the Advanced option to be more specific in your searching.


Select Promotion Groups (3) - Filter by Promotion Groups you've created. To create Promotion Groups, view our guide on Creating/Managing Promotion Groups


All Manufacturers (4) - Allows filtering by specific Manufacturer.




Clicking the New button allows you to fill out the information related to the promotion you're adding. 



Choose the Manufacturer you are adding the Promotion for, and fill out the required information.

 

 
Promotion Name - The title of the promotion that users see.
Start Date - The first date the Promotion is available.
End Date - The last date the Promotion is available.
Amount to Meet - The amount the Order Total must meet before the Promotion applies.
Discount Method - Allows you to determine if the promotion should have a discount, and if it's amount or percentage based.
Discount Percent - The percentage discount the Promotion offers.
Discount Amount - The amount of discount the Promotion offers.
Auto Apply - When toggled to YES, the promotion will auto-apply to orders who meet the Amount to Meet.
Show on B2B Website - When toggled to YES, this promotion will appear for Retailers on your B2B Website.
Shipping Method - If this promotion warrants special Shipping Terms, you may select them and they will be auto-applied to the order.

NOTE: While the Auto Apply feature allows the promotions to auto apply to orders that qualify, you must enable the Allow Promotion Auto Apply option on the Advanced tab within each Manufacturer to enable the feature for all your applicable promotions.
 

Due to this new auto-apply feature, MarketTime recommends ensuring that each Promotion entered only reflects a single deal/discount. 

Cases where there are multiple tiers to a single promotion (e.g., spend $500, get 5% off; spend $1,000, get 10% off) will likely result in a lack of understanding which tier applies to the order at hand since each promotion can only have one Amount to Meet for it to auto-apply.


Auto-applied Promotions will apply to the Amount To Meet that is closest to the Order Total.
As an example, an order that is $550 that qualified for a promotion that has an Amount to Meet at $500 will see that Promotion auto-applied, while the promotion that has an Amount to Meet at $1000 will not auto-apply until the Order Total satisfies or surpasses that amount.

 

Examples/Things to Know

  • Auto-applied Promotions will apply to orders based on the promotion that will grant the customer the largest discount they're eligible for.
  • Once a Promotion is applied to an order, additional Order Discounts can not be applied.
  • If you've removed a Promotion and edited your order, the promotion will auto-apply to the order again if it qualified. We recommend removing the promotion when finished editing the order.

Single Promotion Example

In a case where there is a single promotion that has an Amount to Meet of $500, an order's Order Total must meet or exceed that amount for the promotion to auto-apply.

Multiple Promotion Example
 
In cases where there are multiple relevant promotions, only the one closest to the Order Total that it has met or exceeded the Amount to Meet will be applied. As an example, a promotion with an Amount to Meet of $500, and another promotion with an Amount to Meet of $1000. An order that has a total of $501 will only have the first promotion applied, while an order with a total of $1001 will only have the second promotion applied. 
 


Orders you've added can be edited, duplicated, or deleted as needed using the corresponding buttons found to the right of each Promotion.




Promotion Groups


Found under Maintenance in the Navigation Menu, Promotion Groups are a way to group Promotions together for the benefit of your Salespeople/Sales Agency.



Begin by clicking Add to create a new Promotion Group



Name your new Group, add a Group Code, and a Description (if desired), then click Save to do so.



Once you've added your Promotion Groups, you can create new Promotions, and select the Group for which they apply during the process:


When browsing Promotions, the Select Promotion Groups allows you to just filter Promotions based on the Group you've created.



Exporting Promotions


You may run a report and export the list of Promotions within a Promotion Group by running the Specials, Line Lists, &  Squares Reports (1.3) on the Reports & Statements screen.



You may choose to include only Promotions that are set to appear on your company's B2B e-commerce website, or all Promotions within the group using the Only Web Promotions toggle.


Finally if applicable, choose your Promotion Group using the Promotion Groups drop-down:


Run the report with the Run Report button to view the results.


The Select Export drop-down will allow you to export the Promotions in a few different formats, and the Print button will allow you to print it.


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