Setting up Discount Prices in TREX
This tutorial explains how to create and manage Discount Promotions in TREX using the Marketing Centre. You can set up promotions individually or in bulk using the upload template.
Steps to create a new discount promotion
Pick from List
1. Click on Marketing Centre
2. Promotions
3. Create New
4. Promotion Name: For backend reference. 150 characters max.
5. Customer Type: All.
6. Promotion Period (Start): Date and time that the promotion will start.
📝 Note: If there were no inputs, the promotion will begin +15mins from Promotion Creation Time. e.g., T+15mins
7. Promotion Period (End): Date and time that the promotion will end.
📝 Note: If there were no inputs, the promotion will run indefinitely.
8. + Add Products
9. Search for the products using the Product Name Or searching for the products applicable using the Brand.
10. Select All Products or select the applicable products by clicking on the checkbox on the left of Product Details.
11. Confirm Products
12. (For Bulk Setting) Discount Value: Input the discount value of the promotion. Input numerical values only.
13. (If applicable) Committed Stock: Select accordingly.
14. Max Quantity: Input the committed stock for the promotion. Input numerical values only. Ensure that the Committed Stock value is less than or equal to the Stock quantity.
15. Click on the checkbox to select all products.
16. Apply Selected
💡 The Discounted Value will be applied and automatically reflected on the Discounted Price.
(For Individual Products) Discounted Price: Input the discount price of the product before GST. GST may apply depending on the product settings. Input numerical values only including decimal place.
💡 The Discount Value will change accordingly.
(For Individual Products) Discount Value (%): The discount value of the promotion that is set on the individual line items. Input numerical values only. Do not include decimal places, 0 or 100.
💡 The Discount Price will change accordingly.
17. Save To Draft
18. Edit
19. Confirm if you would like to publish the Promotion.
Bulk Upload Template
1. Marketing Centre
2. Promotions
3. Create New
4. Promotion Name: For backend reference. 150 characters max.
5. Customer Type: All.
6. Promotion Period (Start): Date and time that the promotion will start.
📝 Note: If there were no inputs, the promotion will begin +15mins from Promotion Creation Time. e.g., T+15mins
7. Promotion Period (End): Date and time that the promotion will end.
📝 Note: If there were no inputs, the promotion will run indefinitely. Click on the 📅 icon to select the End Date and Time.
8. + Add Products
9. Click on the Bulk Upload tab
10. Download Template
This is an example of the template. ⚠️ Editable fields will be Discounted Price, Discount Value, Committed Stock Limit, Max Quantity. Delete the rows/products that are not applicable for the promotion that you are creating.
11. Input either the Discounted Price or Discount Value. ⚠️ You cannot enter both.
⚠️ For Discounted Price, please do not input any symbols (e.g., %, $). For Discount Value, please not input any symbols (e.g., %, $) or decimals.
12. (If Applicable) Input the Committed Stock Limit.
13. (If Applicable) Input the Max Quantity.
14. Click to upload
15. Confirm
16. Edit
17. Confirm. The promotion status will now change from Draft to Upcoming.
Check your promotion in the Products page
1. Products ➡️ My Products
2. You will be able to see Promotions if the SKU has an ongoing promotion. Hover your cursor over the word and a pop-up box will appear with the promotion details.
3. In the pop-up box, only one Ongoing Price will be displayed. If there is more than 1 ongoing promotion, the lowest price will be displayed.
4. If you click on the View More button, you will be redirected to the Promotions page where you will be able to see all Ongoing promotions associated with the product.
Common Errors
1. If using the Committed Stock feature, please ensure that stock quantity indicated under Max Quantity is less than the Stock quantity. The system will not allow you to save your inputs until you rectify this error.
Frequently Asked Questions
Can you edit a Promotion?
Yes, you can edit the price promotion when the status is “Draft” or “Upcoming”.
Can I change the Start Time?
If you would like to change the promotion to the current time, you may either delete the current time or input the current time + 15minutes e.g., T+15minutes. The promotion will be activated at T+15minutes. Note: This can only be done when the Promotion is in Draft or Upcoming status.
You may remove the date if you would like the promotion to start as soon as possible.
What if I need to edit/remove a discount when it is in Ongoing status?
You will need to duplicate the current promotion and then make the changes to the duplicated one. Once the duplicated promotion is live, you may deactivate the previous promotion.
What if there are two promotions on a SKU with overlapping periods?
The system will display the lower Discount Price set.
In the bulk template, if I only indicate the value for Discount Value or Discount Price fields for the products applicable for the promotion and leave the remaining rows blank, will the Promotion only get created for those rows with inputs?
Yes, the promotion will be created for rows with inputs. Please do check if there are any errors. If both the Discount Value or Discount Price fields were left blank for the remaining rows, this will appear in the error report.
Example: If the template has 100 products and a discount value or price was indicated for 50, you will need to remove/delete the other 50 products without any inputs before uploading the template into the system.
If I duplicate the promotion, how come the Start Time is 15 minutes from the current time?
The duplicated promotion will not follow the old date therefore it will behave like a new promotion.
Can I set a Discount Price via the Products Module?
All Discount Price and Staff Price Promotions can only be set via the Marketing Centre/Promotions module in TREX. It can not be set up within the Products Module.