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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Apply Promotional Code...
Microsoft Dynamics GP (Archived)

Apply Promotional Codes / Discount Codes in Dynamics GP SOP

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Posted on by Basil Ismail 222

Hi,

Our client is searching for a way to apply sales discounts/promotional codes in Dynamics GP. In short, they sell through catalogue. The catalogue will have promotions such as 25% off and free shipping. Customers call in to place orders. Customers will provide “promotional code” printed on the back of their catalogue to receive advertised promotions. Customer service representatives need to be able to enter the code into GP (SOP module) and the promotions will be applied accordingly. Shipping and Handling is currently setup as an Inventory Item that they can sell and is added to the SOP transaction as any other item they sell. Example:

Item ABC123 with list price of $100

Item XYZ123 with list price of $200

Item SHIP with list price of $25


Promotional code: JUNE25OFF should apply a 25% discount on all items and make the price of item “SHIP” = $0 (i.e. free shipping)

When the customer calls in to buy, he will ask for item # ABC123 and XYZ123. Then will give them code JUNE25OFF

The SOP transactions should be as follows:

 

Quantity 1 of item ABC123 = 1 X $100 = $100 - $25 discount = $75

Quantity 1 of item XYZ123 = 1 X $200 = $200 - $50 discount = $150

Quantity 1 of item SHIP = 1 X $25 = $25 - $25 discount = 0

Order total = $225

 

I am sure this cannot be done with Dynamics GP’s current modules. But, my question is: are there any third-party modules out there that can do this?

*This post is locked for comments

  • Tim Wappat Profile Picture
    Tim Wappat 5,703 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    The only "no mods" or extra products solution to this would be to do it manually. Perhaps putting the promo that was applied into the line comment on the order items for reference and to check with reporting later and overriding the prices.

    I know SalesPad has some nice features if there are others that are reading this thread who are also looking for solutions:

    docs.salespad.net/.../sales-document-promotions

    But that is a very big investment and change just for one feature.

    Discount voucher codes and bundles, BOGOF offers etc are not simple to implement without having holes that allow mistakes or over discounting. Marketing teams have no end of ideas on how to make our lives tricky with what sound like simple promo ideas on the outside that lead to nightmares in the implementation.

    Tim.

  • Basil Ismail Profile Picture
    Basil Ismail 222 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    Client doesn't want customization. Any 3rd-party that can do this? They already own Extender but I don't think it can be done via Extender without code.

  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    I believe a fairly straight forward Dex or VST customization could be created to say "Apply this price sheet". This would be something to explore.

  • Basil Ismail Profile Picture
    Basil Ismail 222 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    That's the problem with ExP.

    In my case, ALL customers are entitled to the same promotional codes which are running at the same period. ExP will "enforce" one of them and there is no way to select one of them right? Are you saying the one expiring the latest will be enforced? Either way, this won't work for my case as I need to be able to choose which promotion to apply bases on the code given by the customer. Any other suggestions? third-party? If nothing, I'll have to go to customization.

  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    Only way it would work is if you have customers segmented, this is, you have one promotion for a group of customers and the other promotion for another group. I know ExP allows for multiple price sheets for the same promotional period, but you are probably limited to the one that expires the latest.

  • Basil Ismail Profile Picture
    Basil Ismail 222 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    Thanks Mariano

    This will work with extended pricing but what if we have multiple promotion codes for the same period? For example, what if we have JUNE25OFF and JUNE20OFF? One for 25% and one for 20% off? My experience with Extended Pricing is that this won’t work. Let me know

  • Suggested answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: Apply Promotional Codes / Discount Codes in Dynamics GP SOP

    I believe this can be accomplished with the Extended Pricing module, a native component of GP. You will have a price sheet called JUNE25OFF where you can add both items ABC123 and XYZ123 on a Percent of List promotion type, applied to the base price book. In this case, both items will be sold at 75% of their list price (or at a 25% discount). You can then add the shipping at a Net Price of 0. You could then set that price sheet effective date from June 1 to June 30 and even decide which customers get the promotion -- I don't know if this is your case, but you may want to roll it out to just the cool customers.

    Take a look at this YT video describing the use of Extended Pricing

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