You can set up exceptions for any defined sales promotion. Exception enables you to exclude any customer, item or other DIS control keys from receiving a promotion price or discount set up in the sales promotion. It can also be set up for a group. For example you may want to exclude certain customers within a group from receiving the promotion pricing or discounts. In such a case you would create an exception with customer as the exception key. Your exclusion can be for an indefinite time period or it can be for a certain defined time frame.
The following describes how to create an exception for a particular customer.
- Select the applicable promotion in the Work with sales promotion file and click Exceptions then Add.
- Complete the following fields:
- Promotion
- Displays the promotion for which the exception is valid.
- Exception
- Enter the exception code.
- Description
- Enter the description of the exception code.
- Valid from date
- Displays the start date of the sales promotion is retrieved and cannot be changed.
- Valid to date
- Displays the end date of the sales promotion is retrieved and cannot be changed.
- Exception keys
- Select up to five keys by clicking the window prompt to the right of the fields. For example, if one of your keys on the Header panel of the calling program is customer group, you may want to exclude certain customers within that group from receiving, e.g., the pricing or discounts set up in the sales pricing method. In such a case you would choose customer as the exception key. Your exclusion can be indefinitely or during a certain time frame (Valid from/to date fields).
- You access Work with sales promotions, Exception, details. Add the details of the defined exception key. Click OK to update and exit the program.
Click OK to update and return to the initial panel. Select the exception and click Details.
Related topics
- About setting up sales pricing methods
- Set up a normal method and define the pricing/discounting
- Set up a chain discount method and define the discounting
- Set up an order line summary discount method and define the discounting
- Set up a header discount method and define the discounting
- Set up a promotion method and define the pricing/discounting
- Define basket discounting
- Generate a suggested retail price for normal and promotion method types
- Set up a promotion method and define the ceiling control values
- Set up a pricing method and define FOC