Multi Transaction Bonus Rules

In SalesWorx, Multi-Transaction Bonus Rules represent a promotional strategy that incentivizes customers based on their total spending across multiple transactions during a designated period. These rules facilitate the encouragement of customers to meet specific purchasing goals across different invoices or orders, thereby enhancing the likelihood of repeat purchases and strengthening customer loyalty.

How It Works:

Threshold Definition:

• Establish a minimum purchase quantity for a specific product or product group.
• Define the time frame during which customer purchases will be tracked.

Cumulative Purchase Tracking:

• Customer purchases are accumulated over several transactions during the promotional period.
• Once the total quantity purchased reaches or exceeds the defined threshold, the customer qualifies for a reward.

Reward Allocation:

• Specify the bonus item(s) and quantity that will be awarded upon meeting the threshold.
• Rewards can include free products, discounts, or other promotional incentives.

Steps to configure Multi-Transaction Bonus Rules”

Access the Back Office:

• Log in to the SalesWorx Back Office system.

Navigate to Bonus Rule Management:

Go to Product Management > Bonus/Discount Management > Multi-Transaction Bonus Rules.

Select Organization:

Choose the relevant organization from the list and click on Add to create a new rule.

Define Sales Criteria:

• Select the sales item for which the bonus will apply and enter the required sales quantity.

Configure Bonus Reward:

Choose the promotional (bonus) item and specify the quantity to be rewarded.

Set Promotion Period and Transaction Type:

• Select the start and end dates for the promotion.
• Choose the appropriate transaction type.

Save the Rule:

• Click the Save button to apply and store the rule settings.

Confirmation:

• A confirmation message saying “Successfully saved” will appear, indicating the rule has been created.