You can use unit schemes to determine the number of upsell units a customer receives when ordering an item. Unit schemes are available in back office and some public-facing applications such as Exhibitor Service Center and Suite Management.
Unit schemes allow for decimals in back office. However, decimal ordering for unit schemes is not supported in public-facing applications. You can only use whole numbers for units when using unit schemes in public-facing applications.
To set up unit schemes:
- Click the Unit Schemes link from the Main Menu. The Unit Schemes page opens.
- Click the Add button. The Add Unit Scheme window opens.
- Enter the following information:
- Description - Name of the unit scheme.
- Code - Unique alphanumeric code.
- Select the Unit Scheme Tier tab. This is where you enter the number of units to order for the upsell item based on how many units are ordered for the original item.
- Click the Insert Row hyperlink. A new row is added to the tab.
- Enter the number of units to order for the upsell item into the Units field.
- Enter the number of units for the original item the upsell item quantity applies to into the Through Units field.
- To add an additional unit scheme tier, right-click and select Insert Row. A new row is added to the tab.
- Continue adding rows and entering Units and Through Units values for each tier in the scheme. In the below example, if you order 7 of the original item (Through Units), then 2 upsell items (Units) are added to the order.
- Click OK.
After you create your unit schemes, you can now assign them to the items they apply to.
- Click the Price Lists link from the Main Menu. The Price Lists page opens.
- Select the price list with the item to configure with the unit scheme.
- Right-click and select Edit. The Edit Price List window opens.
- Select the Price List Items tab.
- Select the item to configure with the unit scheme.
- Right-click and select Edit -> Edit. The Edit Price List Item window opens.
- Select the Upsell tab.
- Click the Add button. The Add Price List Upsell Item window opens.
- Enter the necessary information for the upsell item. See Upsell Items for information on the available fields.
- Select the unit scheme to assign to the upsell item from the Tiered Units Scheme drop-down.
- Click OK.
Comments
0 comments
Please sign in to leave a comment.