When the customer orders one or more specified items on the same order, you can create a Promotional Goods modifier line to add a new item to an order and provide a price adjustment or benefit for the item . The item does not need to be originally on the order. Even if the item is on the order, the pricing engine creates a new line for the item.

   To create a promotional goods modifier line:

1. Navigate to the Create Line page, and select Promotional Goods as the Modifier Type.

2. The modifier Line Number defaults and can be updated. Each modifier line number must be unique within the modifier list (the line number cannot be duplicated).

3. Select a Start and End Date range when the modifier line is effective. You should specify a range that coincides with the period of time that the benefit is offered. If no End Date is entered, then the modifier line does not expire.

4. Click Continue to display the Create Promotional Goods Line: Controls page. In this page, you can define controls for the modifier line. For more information on setting up and using controls, see Defining Controls.

5. After you have set up the controls, click Next to display the Required Products page.

6. Define the required buy product (or category) that the customer must order to get the benefit. For example: you must buy a toothbrush to get a free bottle of mouthwash.

   • Product: Select the product. The Product Description defaults based on the product selected.

     Note: If All Items is selected for Product Level, then the Product Description field defaults to All meaning all products.

   • Precedence: Defaults based on the product level selected. You can overtype this value.

   • Volume Method: Select a Volume Method to define specific volume requirements.

   If you selected a Volume Method, the following fields display:

   • Value From/To: For the selected Volume Method, enter the Value From/To (where applicable). For example, if you selected Is Between, then you can enter a range in the Value From and Value To fields.

   • Based On: Select a value to define how the buy volume is evaluated before the benefit is given:

     • Item Quantity: Creates an adjustment based on the number of items that the customer orders.

     • Item Amount: This could be a monetary value.

   • Net Amount Calculation: Define Net Amount Calculation (optional step). You can use net amount calculation to calculate the selling price based on the bucketed Item Amount volume. For more information, see Using Net Amount with Price Breaks.

     Note: To use Net Amount Calculation , the following fields must also be selected.

     • In Controls page:

       1. Bucket

       2. Modifier Level: Line or Group of Lines (You must select Group of Lines to select "For matching products" from the Net Amount Calculation field.)

       3. Apply automatically box

     • In Products page: Based On is Item Amount

7. In the Pricing Attributes region, select pricing attributes that further define how you want to price the product such as by color or size. The Context value defaults and is display only.

8. In the Excluded Products region, select the product level and product to be excluded from the Item Category or All Items selected in the Product Level field. You can exclude certain products so that the pricing adjustments from the modifier line will not be applied to those products.

   For example, suppose you set up a Discount modifier line for the Item Category of shoes but you wanted to exclude designer shoes from the price adjustment. Therefore, in the Excluded Products region, you would select designer shoes to be excluded from the price adjustment.

   Note: The Excluded Products region does not appear if Item Number is selected as the Product Level or if the Product Level field is left blank.

9. After you have set up the products, click Next to display the Benefits page.

10. Define the product the customers get after they purchase the buy product defined in the Required Products page. For example, if they buy a toothbrush, the toothpaste is automatically added to the order line at a 10 percent discount.

    • Product: Select a Product. The Product Description defaults based on the product selected.

    • UOM: Enter a UOM (unit of measure) such as each (Ea). The unit of measure is used with the Quantity field to determine how the benefit is applied.

    • Price List: For the selected product, select a Price List. The list price will then default based on the price list selected.

    • Adjustment Method: Select an Adjustment Method that defines how the pricing engine applies this modifier. For more information, see Adjustment Method.

    • Value: Enter the Value for the selected Adjustment Method. For example, if you selected Percent as the adjustment method, enter 10 as the Value to give a 10 percent adjustment.

11. Optionally, click Add Another Row to add additional benefit lines, or click Remove to remove a selected line. However, once the benefit line is created and saved, you cannot remove this benefit line or update the product.

12. Click Next to display the Qualifiers page where you can define eligibility rules for the modifier line.

    If you are using a promotional modifier as a qualifier for another modifier, see Using a Promotional Modifier as a Qualifier for Another Modifier.

13. Complete your entries and click Next to proceed to the review page, or click Finish to skip the review page and save the line. A Confirmation message confirms if the modifier line is successfully created.

   Notes:

• Changing the quantity of the free promotional good added to the order line: To prevent a user from changing the quantity of the free promotional good added to the order line (for example, changing the quantity of the promotional good from 1 to 2), select the Pricing Phase 30 (All Lines adjustment) when you create the promotional modifier.

• Deleting and reapplying a Promotional Goods modifier line: If you apply a modifier line of type Promotional Goods to an order, then delete the modifier line, you cannot reapply the deleted Promotional Goods modifier line.