How to Manage Complex Customer Promotions in Dynamics GP

Dynavistics Trinity Extended Pricing Integration simplifies the process of managing complex customer promotions with support for volume-based (aggregate) promotions. For more information on the Trinity distribution modules please visit the Trinity Product Page. Video 3 of 3.

In this video on the Trinity Extended Pricing Enhancements module, from Dynavistics we’ll be covering how to manage complex customer promotions in Dynamics GP.

Wholesale distribution businesses may require pricing structures that are competitive, varied, and flexible. The Trinity Extended Pricing Enhancements module offers a number of pricing options that complement GP’s core Extended Pricing functionality.

Extended Pricing Enhancements include:

  • Volume based promotions
  • Order value based discounts
  • Volume based pricing
  • Cost uplift pricing
  • Site specific pricing

In this video, we will be concentrating on specific feature – volume based promotions, which is sometimes referred to as aggregate promotions.

Aggregate promotions provides the ability to give away a mix of free products when your customer buys a set-volume from a specified range of items. These promotions can be targeted at specific customers or groups of customers.

An order qualifies for an aggregate promotion if the total quantity of a range of items on the order reaches a specified level, or if the order includes a minimum quantity of every item from a list.

Multiple quantity breaks can be set against a promotion, with different free items offered as the different break points are achieved.

In this example, we have entered a three-line order.

As you can see from the lower screen, each item is contributing to a promotion target, as does this fourth item.

If we drill down in the lower screen it will show us a summary of the promotion being offered.

At any point during the order, the sales person can view progress against the discount.

In the lower part of the screen the we can see the items that have been ordered.

The middle section show that the customer has qualified for free items, indicated by the Q next to the promotion name.

If it is relevant, the screen will also show the next break point.

If we drill down on the promotion heading, we can see how long the promotion runs for and the type of promotion being offered.

Four types of promotions can be set up:

  • Total quantity promotions (which is what this promotion is)– where the customer can order any combination of items to qualify for a free item
  • Every item in list – where one or more of every item must be ordered
  • Variable quantity list – where a specified quantity of every item must be ordered
  • Points allocation – these are similar to total quantity promotions, but the total quantity is used as a number of points which can then be redeemed against free items.

Promotions can also be set up to offer different free items as higher break points are achieved.

In this instance, the customer will receive 3 free items if they order 20 cases. Rather than being offered a fixed item, for this promotion, they can select from a range of potential free products.

Promotions can be assigned to specific customer or customer groups, and you can specify which inventory items are being promoted. You can also set limits on the maximum free items that can be taken by customer.

In example, a promotion may be simple buy-10 get 1- free. Therefore 20 gets 2 free, 30 gets 3, but you may wish set at limit at no more than 5 free items.

When the salesperson finishes entering the order, the system recognizes that the customer has achieved a promotion break point and is due free product. As the free item is specified from a list, the customer can select any combination of free products, up to the total achieved. In this example, we will select three cases of a single item.

Once we click the add lines to order button, the line is automatically added to the order at zero price.

Volume Based promotions can be run in conjunction with GP’s Extended Pricing and are one of several additional pricing models available with the Trinity Extended Pricing enhancements module, designed to help wholesale distributors maximise their selling opportunity.