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Customer Setup Instructions for Versign’s PayFlowPro

Create Product Promotion Codes That Apply to Specific Products

 

1.      Read chapter of Administrator Manual titled “Promotion Code Features in Detail”.

2.      Go to Site Administration Menu.

3.      Click on the Promotion Codes add button located in the Transaction Mgmt. section to display the Promotion Codes Management page.

4.      Set ‘Applies To:’ to “Item”.   E.g. this is used when the Promotion Code will grant the customer 10% off a specific product Item as opposed to 10% off their entire order.  To apply to entire order see the tutorial titled “Create Product Promotion Codes That Apply to Customer’s Entire Order”

5.      Enter a unique value for the Code.  

6.      Select “Products” as the Feature the Promotion Codes applies to.

7.      If applicable, select a Campaign.  Campaigns are used to track a group of Promotion Codes.

8.      Enter a description for the Promotion Codes.  This can be used to provide the customer with a description of what the Promotion Codes offers, any rules that may apply, and other instructions.

9.      Enter Start Date and Time.  The Promotion Codes cannot be used prior to this date and time.

10.  Enter End Date and Time.  The Promotion Codes cannot be used after this date and time.

11.  If the customer is allowed to combine this with other Promotion Codes for the same order, set ‘May be used with other promotion codes?’ to “Yes”; otherwise set to “No”.

12.  If applicable, enter a Minimum Purchase Amount that is required before Promotion Codes can be applied.

13.  Select a Method:

a.       When $ Discount is selected enter the specific dollar discount.

b.      When % Discount is selected, enter the percentage discount; if applicable, also enter a maximum discount dollar amount that is to be allowed.

c.       When Free/Discounted Items is selected, add Items using Select Items; and indicate whether Promotion Codes is limited to quantity on hand (in stock).  Perform the following to add Items.

·         Click Select Items to display the Promotion Codes Discount Items Product Search.  See the tutorial titled “Search for Products and Items”.

·         Enter search criteria and click the Search button.

·         Select Items in the Found Items list.

·         Click Select button to add the Items and return to the Promotion Codes Management page.

·         To add more Items repeat the last four steps.

·         For each Item that is free leave the specified price set to zero, set the quantity to be offered, and indicate if shipping of the item is offered for free.

·         For each Item that is to be offered at a discounted price set the Items price.  Set the quantity to be offered at the discounted price, and indicate if shipping of the item is offered for free.

·         To remove an individual Item, click the Item’s Delete button.

d.      When Specified Price is selected, enter the specified price. This is a fixed price charged for all applicable items.

14.  Choose a Method for Applicable Items:

a.       When Specify Items is selected:

·         Click Select Items to display the Promotion Codes Items to Include Product Search.  See the tutorial titled “Search for Products and Items”.

·         Enter search criteria and click the Search button.

·         Select Items in the Found Items list.

·         Click Select button to add the Items and return to the Promotion Codes Management page.

·         To add more Items repeat the last four steps.

b.      When Specify Criteria is selected:

·         Click Specify Criteria to display the Promotion Codes Items to Include Product Search.  See the tutorial titled “Search for Products and Items”.

·         Enter search criteria and click the Search button.

·         Verify that the found items are correct.

·         Click Close button to save the criteria and return to the Promotion Codes Management page.

·         Click Exclude Items to display the Promotion Codes Items to Exclude Product Search.  See the tutorial titled “Search for Products and Items”.

·         Enter search criteria and click the Search button.

·         Select Items in the Found Items list to exclude.

·         Click Exclude button to add the Items to the Excluded Items and return to the Promotion Codes Management page.

·         To add more Items to the Excluded Items repeat the last four steps.

·         To remove an individual Item for Excluded Items, click the Item’s Delete button.

15.  Indicate which Price Groups the Promotion Codes applies to.  Note that by default new customers are assigned to the “Standard Sales Price” group.

16.  Click the Close button and confirm to save.