Cloning Promotions in OMS

Hello Everyone,

We are pleased to announce the release of new improvements addressing the enhanced Promotion functionality. This enhancement improves the overall efficiency and user experience in promotion management.

Contents

Business Use Case

Benefits

Key Capabilities

User Guide

Released Version

Business Use Case

Promotions play a significant role in driving sales and enhancing customer engagement. Sellers using the Order Management System (OMS) often create multiple promotions with similar configurations across different time periods, product categories, or gift products. Re- creating these promotions from scratch is time-consuming and prone to errors.

By enabling a cloning feature for promotions, OMS users can duplicate an existing promotion and modify specific attributes (e.g., validity dates, applicable products, or discount values) without starting from the beginning. This feature streamlines the process of setting up promotions, minimizes manual effort, and reduces the chances of configuration errors.

Benefits

1. Better time management:

• Saves users significant time by eliminating the need to reconfigure similar promotions manually.
• Allows for quick replication of complex promotions with multiple parameters.

2. Enhanced Accuracy:

• Reduces human error by reusing tested and validated promotion configurations.
• Ensures consistency across similar promotions applied to multiple sales channels.

3. Increased Flexibility:

• Users can easily adapt an existing promotion to new campaigns by updating specific fields, making the system more agile for dynamic business needs.

4. Better User Experience:

• Simplifies the workflow for sellers, improving overall satisfaction with the OMS.
• Encourages greater utilization of promotional features, leading to potential sales growth.

Key Capabilities

1. One-Click Cloning:

• Provide users with a "Clone" button in the promotion ‘Action’ section to duplicate an existing promotion.

2. Editable Cloned Promotion:

• Allow users to modify key fields in the cloned promotion, such as:
  • Name of the promotion.
  • Validity dates (start and end).
  • Eligible products, categories, or customer groups.
  • Gift Products
  • Exclude products SKU’s

3. Integration with Reporting:

• Ensure cloned promotions are correctly integrated into OMS reporting for tracking performance metrics.

4. Traceability

• Enable tracking of changes made to the cloned version.

User Guide

• Login > Promotions
• Scroll to the extreme right of the promotion and click on Actions button
  
• From the available options under Actions button > click on clone promotion
• Below are the fields user can edit in the cloned version
  • Promotion Name
  • Sub-criteria under promotion criteria
  • Gift Product (if promotion type is GWP)
  • Product Category
  • Promotion Start and end date
  • Exclude SKU (If promotion criteria are not ‘Item’)
• Below are the fields user cannot edit in the cloned version
  • Sales Channel Store name
  • Promotion Type
  • Promotion Criteria
• Once all the details are filled in the required fields, user can click on the ‘update promotion’ button at the bottom to create a cloned version.
  
  
  

Released Version:

• Anchanto OMS Version: V3
  
  

We hope these features contribute to an effortless user experience for you.

In case of any queries, please reach out to us through any of our Helpline Channels.