1. The purpose of corporate promotion
1.1 Increase sales
Through promotional profit sharing, it can form an incentive for lower-level distributors, effectively increase short-term sales and improve sales performance.
1.2 Increase the unit price
Through the discount threshold of promotions, different levels of thresholds can enjoy different degrees of discounts, as well as matching recommendations and packages, etc., to increase the unit price of customers.
1.3 Occupy the market
Promotion of new products can increase customers' purchase intention and enthusiasm, so that products can enter the market as soon as possible and occupy positions.
1.4 Clear inventory
For the promotion of unsalable products, the inventory can be quickly cleared to realize capital turnover.
1.5 Peer Competition
Whether it is competition initiated by peers or an enterprise's own initiative, promotion is an effective means of application in market competition, which can strengthen market penetration and compete for market share.
Second, the implementation of corporate promotions
3. What is the price policy
Price policy: Realize the promotion effect in the mode of rule engine. A set of system that allows the system to modify the specified fields on the target document according to certain rules.
Modifications to prices, amounts, and even new items can be configured in a structured and generalized manner.
4. Composition of Price Policy
5. Price Policy Preset Scenarios
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all
- The owner is the current user or a subordinate of the current user
- Or related team members include the current user or the current user's subordinates
- Or configure the customer's "Data Sharing" rule in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee, the department of the current employee, or the user group to which the current employee belongs.
- or "My department's" data.
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I am responsible for : The owner is the current user
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I am involved in : The relevant team contains the current user
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I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
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My subordinates are responsible for: the person in charge is a subordinate of the current user
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My Subordinates Participated in: The relevant team contains the current user's subordinates
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Shared to me: Configure the "Data Sharing" rule of the contact in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or current employee's user group
Remarks:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.
6. Business operation of advanced price policy
6.1 How to create a new price rule
Manually created:
- Entrance: CRM-[Price Rules] list page
- Import: see import for details
6.2 Price policy background management settings:
The price policy is a value-added service, which needs to be opened in a separate background, and cannot be closed after opening. And it is mutually exclusive with the original promotion function.
- Entrance: Management - [Business Rule Management] List - [Price Management] - Advanced Pricing
6.3 Basic operation of price policy
New:
- Entrance: CRM-【Order and Refund Management】List-Price Policy
6.4 Basic Settings of Price Policy
Modification type refers to the specific position of the content to be modified in the document
- Main object: Modify some information of the whole order, which is equivalent to promoting the whole order;
- Slave object: Modify some information of the document detail line, which is equivalent to commodity promotion;
Priority: If there are multiple matching price policies, the system will select the price policy with the highest priority for implementation by default. The smaller the number, the higher the priority.
Price rule add configuration:
Specific promotion methods can be configured, such as buying A and getting B free, how many discounts are given for the amount of A, and how much the amount of A+B is reduced, etc.
Pricing policy applies to:
Applicable customers can be configured, which can be set to all/meets specified conditions/specified customers.
6.5 Basic Settings of Price Rules (Amount Type)
Multiple rules can be set in a policy, multiple rules in the same group execute the rule with the highest priority that can be adapted, and different groups of rules execute one for each group.
The rule type corresponds to the promotion method. Discounts, price reductions, and one-time prices are all adjustments related to "money". They are all amount-based promotions, which are handled by [Pricing Rules], and the way of buying gifts is handled by [Gift Rules] , the overall promotion of any combination of multiple products is handled as [combination pricing] and [combination buy gift] respectively.
Order conditions: You can choose various business fields on the order master object, which does not include the result fields during or after the price calculation.
[Rule conditions] You can also choose the prepared aggregation value, which is the result of counting some fields on the order according to certain rules, such as the total quantity of all products under a certain category in the current order.
[Execution result] is how to promote the orders that can meet the conditions, that is, what specific price rules need to be changed.
If it is from the price rule of the object (commodity promotion), you can also set detailed product conditions or other additional conditions. If it is the price rule (full order promotion) of the main object, it does not need to be set here.
After each full condition is checked, the modification amount can be automatically multiplied according to the satisfaction of the condition value. If you spend 100 yuan, you will get 5 yuan off, and if you spend 200 yuan, you will automatically get 10 yuan off.
The execution result is the actual promotional adjustment to be executed on the order/order detail. Fields of type Number, Amount, and Percentage on the object can be selected.
There are special treatments for the three fields of unit price, discount, and amount. Instead of directly changing a field, calculate the discount amount first, and then calculate the impact on them.
6.6 Basic Settings of Price Rules (Gifts)
In the fixed gift, you can set multiple gifts and their corresponding quantities, each of which will be given.
Click [Add this product] to add a product line named "This product", and the number of gifts can also be customized.
This product is: the product that implements this price rule when creating an order.
For example, if the product "milkshake" is in the product range of "Price Policy A (gift promotion)", and the gift is "this product", the product "milkshake" will be added when placing an order.
In the optional gifts, multiple gifts and corresponding quantity ranges can be set, and only one or several of them can be selected, and the total amount and type of a single time cannot exceed [Total amount of gifts] and [Limit of types of gifts] .
6.7 Applicable customers & promotional products
In the price policy, you can set the applicable customers of the price policy and promotional products. In the applicable customers of the price policy, you can configure all customers, eligible customers, and designated customers according to the scene. This price policy can be used. In the promotional products, you can set the products that perform promotions. , enhanced applicability.
Filter items and filters can be added up to a maximum of 5; specified users can add in batches from the customer name, or click in the [Customer Name] column to enter and select user data.
The promotional products set here are only a service for displaying promotional labels when placing an order, and are not used to frame the product range.
6.8 Aggregation rules
Aggregation rules, that is, aggregated values, are the results of counting certain fields on the document object according to certain rules. Conditional aggregation can be performed on the amount and quantity of customers, orders, products and other dimensions, such as the total quantity of all products under a certain category in the current order, and the total amount of historical orders of a customer in January.
The aggregation type can be divided into current order and history, and the aggregation result type is divided into regular aggregation value and product combination.
(1) Conventional aggregation value: only as a judgment condition, such as what conditions the order meets before the promotion is executed;
(2) Product combination: The scope of promotion of this product is marked in the combination promotion, which is also one of the judgment conditions.
In the [What needs to be counted] form, define the statistical range with the aggregation object and the aggregation field, as shown in the figure below, what is to be calculated now is: the sum of the [Quantity] of certain products in the [Order Product] object
In the [Data Range] form, configure the range of objects that need to be counted, as shown in the figure below, which shows the sum of the quantities of products to be calculated.
6.9 Price policy detailed limit
Detailed limit records are the limit and limit rules of promotional activities, which are used to limit the distribution of promotional discounts, control the cost of promotional expenses of enterprises within a certain range, and distribute the discounts brought about by promotions to each customer reasonably.
The scope of limit control can be limited individually for each rule in the price policy; it can also be limited for multiple rules of the same type at the same time according to the policy.
The targets of quota and limit control include: customers, regions, dealers, and all.
Limit type: limited gift quantity, limited gift amount, limited quantity of this product, limited discount amount of this product.
6.10 Apportionment Schedule
Enterprises pay a certain fee for promotional activities, and need to know the usage of these fees, that is, the promotional discounts for each order in the event. Usually, these discounts need to be apportioned to the detail line of the promotional product, so as to obtain the actual income of the promotional product, so as to calculate the real revenue and cost accounting later.
What needs to be apportioned for cash promotions is the discount amount, and what needs to be apportioned for gift promotions is the corresponding value of the gift. As shown in the figure below, the total discount amount generated by the current order in each promotional activity is 4 yuan, and the apportioned amount is the amount allocated to each product detail line by the discounted amount of each promotional activity.
Seven, the use of price policy
When an enterprise creates an order, when the conditions set by the price policy are met, the price policy that satisfies the conditions can be used. And when multiple price policies are satisfied at the same time, other available price policies can be replaced.
Whole order promotion (price policy modification type: main object) can click the "Change" button to switch to other available price policies for whole order promotion.
Product promotion (price policy modification type: from object) can be clicked: the "Policy" button on the product row to switch the price policy of other available product promotions.
Note: In the product line, the [Promote] label in front of the product name is only related to the range framed by [Promote Products] in the price policy. It is convenient to display the label when placing an order, and it is also convenient to find products participating in the promotion.
Therefore, [Promotional Products] in the price policy is not used to frame the range of products participating in the price policy, but to control the scope of the word label of [Promotion]. The product range actually participating in the promotion needs to be configured in the price rule.
8. Examples of price policy application
8.1 Buy it Now Price (From Object Rules)
For example: if there are 10 boxes of milk tablets, the unit price will be reduced to 40 yuan per box
[Modification Type] Select "From Object", click [Add Configuration] for the price rule
8.2 Single-item gift for specified order (from object rules)
For example: for every 20 boxes of coconut milk, 10 boxes of milk tablets will be given (the standard unit quantity)
8.3 Multiple free gifts for a single product (from the object rules)
For example: when product A is purchased over 30 pieces, free 3 pieces of product B + 2 pieces of product C (base unit quantity)
8.4 Combined deduction amount (from object rule)
For example: if the combination of certain products is purchased over 1,000 yuan, the total amount of the combination will be reduced by 300 yuan
8.4.1 First establish the aggregation value, and aggregate the amount of this product that meets the requirements into one value for use.
Note needs to be an aggregated value of type "Product Portfolio"
8.4.2 Create the slave object rule of the "combination pricing" class, [condition] select the combination aggregation value prepared in the previous step
8.4.3 [Execution Result] Set the subtotal of the combined amount minus the specified value
