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To access to this module, click on the orange Marketing Offer button (see above).

🙋‍♂️ Marketing offer creation

Click on the Image Removed button to create a new offer. 

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You will be redirected to a new page.

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You will have to fill the following required information for the commercial offer (seeImage Removed): 

• Name
• Code
• Valid from date (if required)
• Validity end date (if necessary)
• Membership (the offer is active if the client's profile is on membership)
• State
• Type of offer is simply used for information purposes
• Comment (if necessary)

Then click on the Save button (seeImage Removed) then on the Export button (seeImage Removed). This will allow you to obtain the Excel file template to fill in in order to fill in the details of the offer.

When the file is downloaded, you can retrieve it from the browser in Excel (.xlsx) format that you will need to complete.

🙋‍♂️ How to complete the Excel file?

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• Offer name: indicates the name of the offer on which the file is used (for information purposes)
• Group number (mandatory): identifies all elements of the same group. Marketing offers are therefore processed by group, two products not belonging to the same group will not be compatible on this offer. On the same offer, one or more groups are allowed
• Level (required): indicates the level in a group. In the example above, the two Level 1 lenses give access to the T3 option for Level 2. On the same offer, one or more groups are allowed
• Product type (mandatory): indicate the types of products corresponding to your offer
• Manufacturer code (mandatory): indicate the manufacturer code of the product identified on the line
• Distributor code (mandatory): indicate the distributor code of the product identified on the line
• Grouping code: indicate (if necessary) the groupment to which the offer applies
• Product code (mandatory): indicate the product code belonging to the offer
• Product name: for information purposes (optional)
• Required quantity: indicate the quantity required for the offer to apply (in the example, you must order two lenses to access to the T3 option which will be at 0€)
• Net price: indicate the price of the product on this offer (here the lens is 150€ and the option at 0€)
• % discount: indicate in percentage the discount that will be given to the optician on this offer
• € discount: indicate in euro the discount given to the optician on this offer
• Restriction: indicate if necessary the limits of spheres, cylinders, diameters
• Unauthorized options: allows you to prohibit an offer if the supplement(s) indicated in this list is present on the order. In the example, if UNI001 lens is ordered with a SAR or AR, the offer with the T3 option will not be apply

When the offer is finished, you can load it into iWi by using the button Image Removed, a pop-up will open allowing you to load this offer.

The file must be in ZIP format in order to be integrated into the system. When it is loaded, click on the Import button.

You can check if the import was successfully completed by exporting the offer by clicking on the button. By this way, you can control that all imported data is exported.

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You can check if the import was successfully completed by exporting the offer by clicking on the buttonImage Removed. This way, you can control that all imported data is exported.The Marketing Offers module, specific to iZyLabManager type servers (image above), is available upon request to our teams so that they can install it on your iWiCatalog.

All the offers declared in this module will be synchronized in iZyLab (generally, but in the Order Entry for the configuration in iZyLab) following a publication of iZyLabManager type.

The home page is presented in the form of a table listing all your marketing offers.

You will find there the same navigation icons of iWiCatalog, that is to say:

• The blue + button for the creation

• The red cross for the deletion 

• The grey note for the consultation and/or modification

• The grey Excel icon to generate a table of the available marketing offers (you can filter them) with the data present in the table display

• The table is personalized by right-clicking on the black bar 

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Two types of marketing offer creation are possible (image above):

• Filter: the offers are directly defined in iWiCatalog. This module uses filters (hence its name) in order to obtain the final offer.

• Excel file: the offers have to be created in an Excel file in order to be imported in iWiCatalog.

Creation of a marketing offer 

🔴 STEP 1

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• Name: mandatory, it allows you to find your offer in iWiCatalog but also in the Order Entry
• Code: also allows you to find the offer in the Order Entry settings
• Start of validity: optional. It allows you to indicate a start date (in day/month/year) that makes your offer active with your opticians. It can be empty in the case of a permanent offer or filled in in the case of a one-time offer.
• End of validity: optional. It allows you to indicate an end date (in day/month/year) that makes your offer inactive with your opticians. It can be empty in the case of a permanent offer or filled in in the case of a one-time offer.
• Membership: optional. If the check mark is active, only opticians explicitly authorized (membership) will benefit from the membership offer in the Order Entry. Otherwise, all opticians will be able to access it under the condition that they are available for their brand or customer group.
• Creation by: mandatory. You must choose Import or Filter (see definition above)
• Status: mandatory. It allows you to indicate if your offer is in Design status (draft) i.e. not visible in the Order Entry or if on the contrary it can be available so you will have to select Production. 
• Type: mandatory but no impact on opticians or on iZyLab, it only allows you to give an additional precision to the offer.
• Comment: optional and has no impact at opticians or on iZyLab, it only allows to give more details to the offer
• Adjustable Discount: allows you to modify/adjust the discount on a filter in a customer's record on iZyLab

Once the fields are completed, click on Save to create the offer. 

🔴 STEP 2

Following this action, the blue Create a group button appears on the left under the Marketing offer frame.

Group: an offer can be divided into several product groups, allowing different rules to be applied to different products in the same offer.

Level: allows you to define whether or not it is a mandatory step in order to access the levels. In a group can be defined levels 1 and 2, useful for second pair offers and complete equipment.

Example for a second pair:

• Level 1 → my lenses ordered in the first pair are unifocal lenses.

• Level 2 → my lenses available in second pair will be unifocal only because in this case I do not want the optician to place an order for a second pair in progressive, mid-distance or any other type.

Example for framed equipment :

• Level 1 → frame. If my optician orders a particular frame then my lenses available at the latter will be the lenses declared in level 2. A solar offer with a frame based.

• Level 2 → lenses/options. The chosen lenses should be lenses based on.

Filter: to be defined

Creation of a filter

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• Level: allows to indicate the level of offer

• General: allows to give a name to the filter.

• Filter: allows to indicate the type of product, the manufacturer, the distributor, if it is a groupment and/or a public product, the design, the material, the family, the reference refractive index and the filter in order to generate a list of products that will correspond to what you have indicated. 

• Selection products: depends on your settings in the Filters section above. The items in the left list Included Products are the products included in your offer. By default, all those corresponding to the filters are included. You can exclude some of them by selecting them and clicking on Exclude products. They will appear in the list on the right Excluded products. If you wish to re-include some products, you can select them in this last list and click on the Include Products button.

  
  

• Refund: 

  • Refund: allows you to define what type of discount you want. Either by setting a price, applying a currency discount or applying a percentage discount. 

  • Necessary quantity: allows you to indicate the necessary number of items in the order for the marketing offer to apply. For example, for a one-time offer on anti-reflective lenses, you will need to have ordered both lenses in order to access the offer.

Do not forget to save your changes once you feel you have finished defining them.