Prequalifying promotions

The following filters are used to prequalify promotions before they are evaluated, to reduce the evaluation workload:

  • Approval status – the promotion approval status is equal to Approved, and has not been Disabled.

  • Date range – the promotion's from and to date range is valid.

  • Catalog – the promotion book is associated with the same catalog as items in the user's cart.

  • Benefits type – the promotion's benefits are of the same type (cart or cart line). For example, when calculating cart line promotions, no cart promotions are evaluated.

  • Items – the promotion's included items match items in the user's cart. The promotion's excluded items exclude the promotion from evaluation if they match any items in the user's cart.

  • Cart exclusivity – an exclusive cart promotion excludes all other promotions in the cart.

  • Cart line exclusivity –an exclusive cart line promotion excludes all other promotions in all of the cart lines within the cart.

The filters apply in a specific order. The following describes the order in which promotions are evaluated:

  • Promotions at the cart line level are applied before promotions at the cart level. Promotions (including automatic, coupon, exclusive) are calculated for each cart line item, then promotions (including automatic, coupon, exclusive) are calculated for the cart.

  • Automatic promotions are applied before coupon promotions, for example within each cart line, or within the cart.

  • Multiple automatic promotions are applied in order by valid-from date (oldest first).

  • Multiple coupons are applied in the order they were added to the cart.

  • If multiple exclusive promotions apply to a particular cart line or cart, the first promotion found is applied (found in order by valid-from date).

Calculation examples:

Example 1:

Applicable promotions, listed in the order they are calculated:

  1. Cart Line 1 automatic 10% off list price, valid from 2017-06-23

  2. Cart Line 1 automatic 5% off list price, valid from 2017-06-27

  3. Cart Line 2 automatic 15% off list price

  4. Cart automatic free shipping for cart prices over $100 promotion.

    Results:

    15% off Cart Line 1 list price

    15% off Cart Line 2 list price

    Shipping is free (if the cart’s calculated sell price exceeds $100)

Example 2:

Applicable promotions, listed in the order they are calculated:

  1. Cart Line 1 automatic 10% off list price, valid from 2017-06-23

  2. Cart Line 1 automatic 5% off list price, valid from 2017-06-27

  3. Cart Line 2 automatic 15% off list price

  4. Customer entered exclusive Cart Line 2 coupon for 20% off list price

  5. Cart automatic free shipping for cart prices over $100 promotion.

    Results:

    20% off Cart Line 2 list price

    Shipping is free (if the cart’s calculated sell price exceeds $100)