Here you can begin adding simple deals to get you comfortable with the process.
Once you become familiar with how it all works, you will then be able to transition to a more advanced or complex criteria.
- Add Deal Details.
- Add a Discount.
Tip: When creating a deal containing more than 1 discount tier, it should be organised from the largest discount in the highest row, down to the smallest as the base discount in the bottom row.
The order is important because the first discount level that is met, starting from the top, will be applied and those listed thereafter will be ignored.
Alternatively, to sort them automatically, press "Auto Arrange Priority" after you have added all the possible discounts in this deal. - Add Triggers.
There are 2 trigger options:
1. By Quantity (assorted): The quantity column is the amount that needs to be met by ordering an assortment of products that are part of the deal.
2. By Order Value (assorted): Value is based on the cost of the total order using the List Price before any discounts. - Products.
After the discount and trigger criteria has been defined, the next step is to specify which products are able to get the benefits. - Accounts.
You can choose which accounts the deal is available to. - Work Items.
Select which work items you want the deal to be active in. - Summary.
The summary page shows everything that has been set up for you to review.
If you need to change anything, navigate back to that section and make the changes.
Once the deal is saved, you have completed adding deals into Perenso.
If you have more deals to add, then click "Add Another deal", otherwise you have finished setting up Perenso Field Sales for use.