Policies

Policies are rules that are always executed when Promotions are applied. Promotion policiesRules that are always executed when Promotions are applied. This allows a Marketing manager to declare rules just once for the whole site.An example of a rule is as follows: Do not allow negative orders. determine whether a conflict situation will arise when a particular promotion is applied in addition to any previously applied promotionsA way to apply various discounts to the products, order totals or shipping. A Promotion is a marketing tool used to increase sales of certain products or product lines. Various incentives such as lowered pricing and other discounts can be employed as part of a Promotion. Promotions are always tied to Campaigns. Promotions can be classified into two types: 1) either you can create a Promotion that is visible prior to checkout or 2) you can configure the Promotion to be displayed during the checkout process. The most powerful aspect of the Marketing system is the Expression Engine which allows variable conditions to be applied when creating a Promotion. These conditions vary from the number of items, the percentage discount, shipping rates and many others.. If no conflict is detected, this promotion is added to the list of applicable promotions; otherwise it is eliminated and will not be applied to the order.

Policies are business rules on how to eliminate similar promotions for the same order or same productA product represents various forms of merchandise that you can display and purchase from the public site, including Products, Variations/SKUs, Bundles, Packages and Dynamic Packages.. Policies are pre-configured for each store. Policies can be optionally associated with one or more promotion groups.

• Local Policy - If a policy is associated with a promotion group, it is considered a local policy, and applies only to those promotions in the group to which this policy is associated. If a policy is not associated with a promotion group, it is considered a global policy which applies to all promotions.

This allows a marketing manager to declare rules just once for the whole site. For example, you can create a policy such as this: "Do not allow negative orders".

Creating policies is meant for advanced users.

To create a new Policy, go to Marketing > Policies to open the Policy List.

Click on New Policy to open the Policy Edit page.

Policy Status and Policy Is Local has not been fully implemented. Therefore, all policies will be global (meaning it cannot be limited to a Promotion Group) until this feature becomes available in a future release.

Enter in a Policy Name.

Enter the Status of the policy.

Select "Yes" or "No" to set the Policy Is Local.

• Policy Is Local is No - this is the default behavior. This means that this Policy is not part of a Promotion Group and is available for all Promotions.
• Policy Is Local is Yes - this means this Policy is part of a Promotion Group and is applicable only for that Promotion Group

Select an existing Policy Expression from the drop-down menu.

Select from the Groups list to place the Policy under.

Click OK when done.

Version: EPiServer Commerce 1 R2 SP2| Last updated: 2012-09-20 | Copyright © EPiServer AB | Send feedback to us