Using Offers

This chapter provides an overview and discusses how to create offers.

Understanding Offers

A PeopleSoft Marketing offer represents the way in which a particular product or service being offered as part of a marketing campaign activity. In other words, the offer is not the product or service itself, but some sort of discount or product giveaway that is designed to encourage customers to buy. Each activity can have only one offer. Price Rules associated with the offer define the discount or giveaway structure.

Offer details are carried through the entire transaction chain. For example, if the offer is associated with a telemarketing activity, the offer details pass to the PeopleSoft Sales application as leads are created, and to the PeopleSoft Order Capture application when sales are made. This continuity ensures that your customers receive the intended discounts or bonuses.

Offer Statuses

Offers pass through structured life cycles. At each stage in its life cycle, an offer has a status. Status changes must follow predefined status rules. You can use the status rules that are delivered with your system, or you can redefine status rules on the Status Rules page.

Status	Description
New	Offer has just been created or imported.
In Review	Offer is being reviewed for approval.
Declined	Offer was not approved for use in this campaign activity.
Planning	Offer was approved for use in this campaign activity and is now in development.
Completed	Offer is defined and ready for use.

Creating Offers

In this section, we discuss how to:

Define a campaign offer.
Create a PeopleSoft Marketing Price Rule.
Attach notes to offers

Pages Used to Create Offers

Page Name	Object Name	Navigation	Usage
Manage Offers	RA_OFFER_DETAIL1	Marketing, Manage Offers, Offer	Define attributes that make up a campaign offer.
Create Price Rule - Select products, partners and discount	RA_PRICESET_PG	Click the Add Price Rule link on the Offer page when creating a new offer. Click the Update Price Rule link on the Offer page when editing an existing offer.	Specify the type of discount structure that applies to the offer and the products offered.
Create Price Rule - Define Price Breaks	RA_PRICE_BREAK	Click the Next button on the Create Price Rule - Select products, partners and discount page.	Define the discount structure of the offer.
Create Price Rule - Review and Save	RA_PRICE_BREAK3	Click the Next button on the Create Price Rule - Define Price Breaks page.	Confirm price rule selections before saving the definition.
Note	RA_OFFER_NOTE	Marketing, Manage Offers, Note	Write notes and attach them to offers.

Defining an Offer

Access the Manage Offers page.

When creating a new offer definition, the Manage Offers page enables you to enter basic information about the offer. Once the offer is created and saved, the page enables you to edit basic information and displays summary information about the product selection and discount detail.

Offer	Enter a name to uniquely identify the offer.
Status	Enter the position of the offer in its life cycle
Owner	Enter or select the name of the person designated as the offer owner.
Start Date and End Date	Enter the start and end dates that the offer is valid.
Add Price Rule or Update Price Rule	Click the Add Price Rule or Update Price Rule link to access the Create Price Rule wizard.

Creating Price Rules

A price rule is the specification for price adjustments (discounts), applied to standard prices. You must associate one price rule with every offer.

Price rule definitions can be changed up to the point that the offer status is set to Completed and the offer is saved.

Selecting Your Discount Type and Offered Products

Access the Create Price Rule - Select products, partners and discount page.

Discount Type

Select the discount type that you want to associate with the offer. Marketing Discount Type options are:

Giveaway: Giveaway discounts take the form of in-kind giveaways, rather than cash breaks. That is, when a customer receives a giveaway discount, you give that customer some free product or a service and charge full price for the actual purchase.

Standard Discount: Standard discounts are flat discounts. Customers who purchase qualified amounts receive the same discount regardless of how many units of a product of service they buy.

Tiered Pricing: Tiered discounts vary based on the number of units of a product or service purchased. For example, you might give a five percent discount when a customer buys one to nine units, ten percent discount if they buy ten to twenty-four, and a fifteen percent discount if they buy twenty-five or more.

Note. Price Rules defined in PeopleSoft Marketing are used to define prices applied to products when orders are placed in response to a marketing offer. Orders are fulfilled through Order Capture processing which utilizes price rules not only from Marketing, but from Order Pricing as well. The discount types of Standard Discount and Tiered Pricing that are available in Marketing are not available in Order Pricing. Price rules created under marketing that use the Standard and Tiered discount types fall under the Cascading discount type in Order Pricing.

Product ID	Select the ID of the offered product.
Description	Displays the description of the selected product.
List Price	Displays the Inventory Business Unit and List Price of the selected product. You establish list prices using the Products Price page of the Price component under the Products CRM menu.
Partner Company	(Optional) Select the name of a partner company if you want to create a Price Rule keyed by Partner ID.

Defining Quantity Breaks and Price Adjustments

Access the Create Price Rule - Define Price Breaks page.

The discount type that you select in Step 1 determines the fields needed for Step 2. The following fields apply to all discount types.

Unit of Measure

Select the unit of measure you want to use for the offered product.

Low Quantity

Enter the minimum quantity of product to qualify for the promotional discount.

Upper Quantity

Enter the maximum quantity of product to qualify for the promotional discount.

Note. Enter a maximum quantity high enough that no order will exceed it.

The following fields apply to Standard and Tiered Pricing discount types.

Adjustment Type	Select the type of discount that you want to apply to the product price. Type options are: Amount: Select the amount option to deduct a fixed currency amount from the final product price. Percent: Select the percent option to calculate and deduct a percent amount from the final product price.
Percent	Enter a percent amount that you want deducted from the final product price when you select a Percent type.
Amount	Enter the currency amount that you want deducted from the final product price when you select an Amount type.
Currency Code	Select the currency code appropriate to your market when you select an Amount type. A currency code selection does not apply to the Percent type.

The following fields apply only to Giveaway discount types.

Description

Select the Promotional Product ID number of the product you are giving away as the promotional item.

Unit of Measure (Promotion)

Select the unit of measure used for the promotional product.

Quantity

Enter the quantity of promotional products to be given with the amount of product purchase. The Quantity amount corresponds to the Unit of Measure (promo prod) selection.

For example, if you want to give one box of T-shirts with the purchase of ten or more cases of fishing line, select Box as the Unit of Measure (promo prod) and 1 as the Quantity.

Reviewing and Saving Your Price Rule Definition

Access the Create Price Rule - Review and Save page.

Confirm your completed price rule definition and check for reasonableness. Check to make sure that the correct products are specified and that price adjustments are appropriate to the unit of measure.

Price rules created within PeopleSoft Marketing are available for use by PeopleSoft Order Capture processes only when the status of the offer is set to complete and saved.

Attaching Notes to Offers

Access the Offers - Note page.

Use the Offers - Note page to attach any notes related to the offer.

See Working with Notes and Attachments.