Special Offers

Adding Special Offers

Special offers are not account-specific.

To add a special offer:

1. Select (Sales) > Special Offers. Click on (New).
2. Enter the Special Offer No., Special Offer Name and the time period the special offer is valid (Starts on and Ends on), >> Special Offer Management.
3. Enter data such as the customer group etc. and link the special offer to a marketing activity, if desired, see Marketing Activities.
4. Save.

Special Offer Items

You can add special offer items to special offers. These items are then available in the quick add area, see Quick Add.

To add special offer items:

1. Switch to the desired special offer, and click on (Quick Add) on the Special Offer Items tab.
2. Enter data such as the Special Offer Quantity, Special Offer Price etc.
   Note: The Order, POS Monitoring, POS Material and Sample fields determine whether a link to the corresponding info area should be established when linking the special offer with an activity, see Special Offer Management.
3. Save.

Special Offer Item Volume Scales

You can define bulk volumes for individual special offer items in order to determine fixed prices, bulk discounts and discounts in kind depending on the quantity of an item entered in an order item record.

You can also define discounts scales that apply to all special offer items in a particular indication group or of a particular type etc.

To define special offer volume scales, switch to the desired special offer item and click on (New) on the Special Offer Item Scale tab.

To define discounts for the weighted total quantity of all items added to an order:

1. Select "Scale of discount (weighted total quantity)" in the Volume Type field.
2. Enter the Volume From and Volume Up To to define the quantity range.
3. Select "Total Order" in the Comp. value field.
4. Enter a Discount % (percentage discount).

To define bulk discounts and/or discounts in kind at the item level:

1. Select "Scale of discount" in the Volume Type field.
2. Enter the Volume From and Volume Up To to define the quantity range.
3. Select "Order Item" in the Comp. value field.
4. Enter the discount in kind in the Discount in kind field and/or a bulk discount in the Discount % field.
   Note: You can combined bulk discounts and discounts in kind. However the volume ranges must be the same.

Define any additional scales as required.

Special offer item scales are taken into account prior to all conditions and price lists when pricing items and applying discounts, >> Pricing.

Special Offer Bundle Discounts

You can define bundles and define quantity scales for the bundle in order to define price discounts or discounts in kind in the child Special Offer Bundle Scale info area.

To add a bundle:

1. Select (Sales) > Special Offer Bundles.
2. Click on (New).
3. Enter a name for the bundle and select a Currency for the amount (amounts are automatically converted to the currency entered in the order when adding an order) and enter the Discount type.
4. Save the record.
5. Open the special offer bundle and click on (New) on the Special Offer Bundle Scales tab.
6. Enter the quantity the discount applies to in the Quantity from/to fields for bulk discounts or a value range in the Value from/to fields for discounts based on the value. Enter the desired discount and/or discount in kind.
7. Save.

Once you have defined a special offer bundle, you can add items to the bundle. To do so:

1. Switch to the Special Offer Item info area and enter the desired bundle in the Special Offer Bundle field of those items you wish to group. If you are using discounts in kind, you also need to enter the percentage of the (group’s) discount in kind to apply to the item in the Discount in kind share field.

Discounts are applied when entering orders once the quantity or value of all items surpasses the threshold defined in the scale. This means that, irrespective of which items in the group are actually added to the order, the discount is applied to all items (in the group). Each time items are added, the item discounts are recalculated, see Pricing.

Special Offer Management

Use Aurea CRM’s special offer management features to assign special offers to target groups and access special offer items automatically in the quick add area.

Associating Special Offers with Marketing Activities

Special offers can be associated with existing marketing activities and the related marketing objectives generated within the scope of the marketing activity.

Linking via the Quick Add Function

A link to the special offer is established via a marketing objective record and is only established when adding items using the quick add function, see Quick Add.

This association with the marketing activity and marketing objective allows multiple special offers and consequently specific items to be assigned to an account. The rep assigned to an account receives an overview of the planned marketing activity steps, carries out these steps and then enters the feedback in the Marketing Objective info area. For example, if the marketing activity involved monitoring a POS, the rep can access the items for which a special offer exists in the quick add area. The time period entered in the marketing objectives and special offer are taken into account.

Special Offer Management: Workflow

To use the special offer management features:

1. Add a marketing activity including all necessary related data (e.g. a target group) and execute the activity, see Marketing Activities.
2. By automatically or manually generating marketing objectives, tasks are added for the selected accounts or persons.
   Note: If you add a marketing objective manually, enter the associated marketing activity.
3. Add a special offer and assign a marketing activity to it.
   Note: The Additional items check box must be enabled in the special offer.
   Note: Enter a validity period in the Start date and End date in the special offer, see Adding Special Offers.
4. Add the special offer items. Determine in which info areas the item should be available using the quick add function, see Special Offer Items.
5. For example, if you add a new order for a member of a target group, the items currently on special offer are listed.