This functionality enables a Promotion to be triggered based on User-Defined Text Fields that are set in the Customer's record.
This will enable Promotions to be restricted to specific Customers based on specific values stored in the Customer's User-Defined Text Fields.
A Promotion will only trigger when a Customer has been added to the sale which has the required values stored in their User-Defined Text Fields AND they purchase the required Stock Items specified in the Promotion.
Pre-Requisites - Setting up Global Options > Customers > User-Defined > Text Fields
Go to: Back Office > Setup > Global Options > Customers > User-Defined.
In the Text Fields section, there are 10 available fields.
These can be configured to store text details about the customer.
E.g. Pays Weekly, VIP Customer, Pensioner, etc.
Any User-Defined Text Fields that are not currently used will appear as "User-Defined Text #", where # refers to the number of the User-Defined Text Field.
Pre-Requisites - Entering the required information into the User-Defined Text Fields for each Customer
Go to: Back Office > File > Customers > Customers > Select a Customer > Modify.
In the Advanced tab, the User-Defined Text Fields are displayed at the top of the Advanced tab.
Enter the required values into the User-Defined Text Fields.
E.g. Favourite Drink=COKE, Favourite Meal=CHICKEN
When entering values into the User-Defined Text Fields, take note of the following details as these will be required when setting up the Promotion:
Configure the Customer's User-Defined Text Fields as required:
To link a Promotion to specific User-Defined Text Fields, go to:
Back Office > File > Sales > Promotions > Promotions.
Add or Modify a Promotion.
Select the "Advanced" tab.
In the Advanced Tab of the Promotion, the User-Defined Text Field is used to specify which User-Defined Text Fields will be required for the Promotion to trigger.
To demonstrate this functionality using the example above, the Promotion will be restricted to:
To restrict the Promotion to the above User-Defined Text Fields, the User-Defined Text Field in the Promotion Advanced Tab will need to have the following entered:
[UDT1=COKE] [UDT3=CHICKEN]
Tip!
As outlined above, this functionality supports the following combinations of User-Defined Text Fields.
Once the User-Defined Text has been configured accordingly, close the Modify/Add Promotion window and when prompted to "Save Changes", press "Yes".
Close the Promotions window.
The above process can be repeated to setup any other Promotions that are required to trigger based on User-Defined Text Fields.
When the following conditions are met, the Promotion will trigger:
If the conditions are not met (no customer added to the sale or customer does not have the required User-Defined Text Fields), the Promotion will not trigger.
