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Promotion campaigns

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This functionality is useful if a certain item is included in a promotion campaign and should be automatically replaced by a campaign item during a specific period of time.

A promotion campaign chain is formed by attaching items to one another using the cross reference type PC (Promotion campaign). This is defined in the Item file/Item cross references panel. In order to retrieve the appropriate campaign item during sales order/quotation entry, the following parameters are considered by the system:

  • the campaign period validity
  • the required dispatch date
  • the stock-on-hand quantity
  • the ordered quantity

Promotion campaign search flow

A promotion campaign chain starts with the base item, which is replaced by the next item in the chain, if entered on a sales/quotation order. This item in turn is replaced by the next item in the chain and so on. Each campaign item is only valid during a specific campaign period, which is defined in the Item file/Item cross references panel. The chain may contain as many cross reference items as required, but only one per base item and period is valid.

Note: A campaign item may become a base item in its own chain if it is part of another promotion campaign during a different validity period.

One or several campaign items can be defined to be sold first if all other items in the chain, including the base item, has a stock shortage during the campaign period.

The following describes the logic of the system:

  1. The system starts the search from the bottom of the chain. The last campaign item in the chain valid during the requested time period and with enough stock is retrieved first by the system.
  2. If only the base item has enough stock available, the base item is always retrieved.
  3. If all items in the chain, including the base item, are out of stock, then the system runs a search for the campaign items in the chain with the Sell when shortage flag set to YES. In that case, this item will be retrieved.
  4. If none of the campaign items has the Sell when shortage flag set to YES, then the base item in the chain is retrieved in this situation. The dispatch date on the order/quotation line will thus be set to a later date than requested.

The following depicts how the system selects the campaign item:

Scenario Base item = A Campaign item = B (Shortage YES) Campaign item = C (Shortage YES)
1; Enough stock: YES NO NO
2; Enough stock: YES YES YES
3; Enough stock: NO NO NO
4; Enough stock: NO YES NO

In scenario 1, the base item is retrieved, since none of the campaign items in the chain has enough stock.

In scenario 2, item C is retrieved, since it is the last campaign item in the chain and also has enough stock.

In scenario 3, item C is retrieved, since all items in the chain are out of stock and item C is the last item in the chain with the Sell when shortage flag set to YES.

In scenario 4, item B is retrieved, since it is the only campaign item with enough stock available.

Enquiries

  • Item file enquiry
  • Item cross references enquiry
  • Item cross reference types enquiry
  • Program campaign simulation via the Customer service enquiry

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