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About Campaign Pricing

Owned by admin (Deactivated)
Last updated: Jun 14, 2018
3 min read

An order entry clerk can specify a campaign at the order level (applies to entire order), at the order line level (applies to specific order line only), or both (for example, apply one campaign to the entire order and the second campaign to one specific order line on the order). This flexibility allows an organization to specify different campaigns for different products in the same order.

For example, products A and B are part of Campaign 1, where they are discounted 10% when ordered under this campaign designation, and Product C is part of Campaign 2.

  • If the Campaign 1 is identified on the Customer tab of the Orders form and products A, B, and C are ordered, products A and B will reflect the discounted price in Campaign 1 and product C will reflect its normal price as it is not part of the campaign selected at the order level.
  • If no campaign is identified at the order level (on the Customer tab), and products A, B, and C are ordered, no campaign discount pricing is calculated. The Campaigns can be identified on each product's order line by opening the corresponding Order Lines form for each order line and entering the appropriate campaign in the Campaign Code field. Each order line with a campaign identified in its Order Lines form will reflect that campaign's pricing, assuming the product is listed as part of the identified campaign.
  • Another variation of applying different campaigns to different products on the same order form uses a combination of both of the previous scenarios. If Campaign 1 is identified on the Customer tab of the Orders form and products A, B, and C are ordered, products A and B will reflect the discounted price in Campaign 1. By opening the Order Lines form for product C's order line, Campaign 2 can be selected and the pricing for product C will reflect the Campaign 2 discount for that product only.

 

Notes Concerning Campaign Pricing

  • To apply a campaign to an entire order, you can specify the Campaign on the Customer tab before or after you add Order Lines to the Order. Order Lines added before you specify the Campaign will also use the Campaign pricing.
  • If you add an order line to an order prior to completing the customer information fields and order settings, any applicable campaign discounts will not be re-calculated based on the updated order information. The order line must be removed and then re-added before the correct discount can take effect.
  • Order Lines added after you specify a Campaign on the Customer tab automatically use that Campaign's discount pricing, as applicable. However, the Order's Campaign does not automatically flow down to the Order Line's Campaign Code field (found on the Order Lines form). The Order Line's Campaign Code field is blank, even when the Order Line is using pricing based on the Customer tab's Campaign.
  • If a product belongs to more than one campaign, the campaign applied at the order line level takes precedence. For example, product C belongs to Campaigns 1 and 2. If Campaign 1 is listed at the order level, product C will initially reflect that campaign's pricing. But if the Order Lines form for product C is opened and Campaign 2 is entered in the Campaign Code field for that order line, product C will reflect the pricing as defined in Campaign 2 for that product only.

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