Applying a Campaign to an Order

The Campaign Management service allows you to incorporate products specifically tied to a marketing campaign in order to offer discounted prices. Once a campaign is tied to an order it will check for all products linked to the campaign and will give the appropriate discount. 

You can apply a campaign at the order level, at the order line level, or both. Refer to one of the following sub-topics for instructions: 

• Applying a Campaign to an Entire Order
• Applying a Campaign to a Specific Order Line

Applying a Campaign to an Entire Order

Follow these steps to apply a campaign to an entire order:

1. Open a new record from the Orders service.
2. Enter Ship To and Bill To information on the Customer tab.
   
   • This topic provides only an overview of the order entry process from the campaign's perspective. See the Entering Customer and Order Information for complete information on how to specify customer information on an order. 
3. Enter the marketing campaign in the Campaign field.
   
   • Note that this campaign must be entered before adding any order lines in order to apply any applicable discounts to the entire order.
   • Note that a campaign's Status must be set to In-Progress to apply price discounts, and today's date must fall within the range specified by the campaign's Start Date and End Date.

   

4. Add one or more products to the order that have a corresponding campaign discount for the order's customer type.
   
   • Either the Bill To person or the Bill To company (if specified) must correspond to product discount's customer type in order to apply the discount.
   • When you add a product to an order that is discounted by the specified campaign, Aptify automatically deducts the discount from the product's price.
   • Note that the system converts all three discount types (discount amount, discount percentage, and replacement amount), to the corresponding discount percentage on the order line.
   • See Adding Products and Categories to Campaign information on how to specify a product or category-level discounts based on an order's customer/member type.
   • In the figure below, Widget A and Widget B are discounted products as part of the Widget Campaign. Note that the Sampco Quarterly product is not discounted since it is not part of the Widget Campaign.
     
     
5. Continue processing the order as necessary.

• • See the Taking Orders for details.

Applying a Campaign to a Specific Order Line

Follow these steps to apply a campaign to a particular order line (even if a campaign has already been applied to the entire order):

1. Specify the product to which you want to apply a campaign discount in the Find Product field in the Orders form's Lines area.
2. Enter the Quantity that the customer wants to order.
3. Click Add to create the order line.
4. Double-click in the gray area to the left of the order line's line number to open the corresponding Order Lines record.
   
5. Enter the appropriate campaign in the Campaign Code field.
   
   • When you click off of this field, the system automatically updates the Discount field with the applicable discount rate.
   • A campaign's Status must be set to In-Progress to apply price discounts, and today's date must fall within the range specified by the campaign's Start Date and End Date. Also, either the Bill To person or the Bill To company (if specified) must correspond to product discount's customer type in order to apply the discount.
   • Note that the system converts all three discount types (discount amount, discount percentage, and replacement amount), to the corresponding discount percentage.
   • See Adding Products and Categories to a Campaign for information on how to specify a product or category-level discounts based on an order's customer/member type.

   

6. Click OK to save the Order Lines record and return to the main order.
   
   • The Discount percentage appears on the order line and the system automatically recalculates the Extended price for the order line to deduct the discount.
      
7. Continue processing the order as necessary.

• • See Taking Orders for details.