Problem Statement

Promotional systems often face conflicts when managing overlapping deals, discounts, and gift redemptions. Without clear prioritization and limit-setting, this can lead to user frustration, operational inefficiency, and loss of revenue.

Solution Overview

The Sorts & Limits Conflict Management feature resolves these issues by introducing advanced prioritization and restriction capabilities to streamline and optimize promotional workflows. These controls empower businesses to balance customer satisfaction with operational constraints.

Core Capabilities

The following capabilities are ordered by their execution hierarchy to ensure consistent and logical application:

1. Limit Strategy

• Enables discounts to prioritize:

  • Deals First: Organizing deal discounts first when limits are applied.
  • Gifts First: Organizing gift discounts first when limits are applied.
  • None: Organizing based on higher discounts when limits are applied.
    
    
• Example - 🛒 Member Purchase 3 Items:

  • • Line 1: Espresso → $5

    • Line 2: Cappuccino → $5

    • Line 3: Croissant → $20

  • Total amount  30$
    
    
  • 🎁 Available Discounts: 

    • Gift: Free Espresso ($5)

    • Gift: Free Cappuccino ($5)

    • Deal: 50% Off (VIP) → $15 off

    • Deal: $10 Off (Sunday Funday)

  • Total Discount:  35$ 
    
    

  • Business requirements:

    • Prioritizes applying gift discounts first
      
      

  • Problem:

    • We can't apply all discounts because $35 is more than the cart total ($30).
      We need to limit the discounts, starting with gifts. (116.667% discount). 
      
      

  •  Solution: Limit Strategy

    1. 1. 1. Step 1: System Start check limitations base in the configuration
          2. Step 2: Organizing discounts based configuration up to cart total amount (30$)
          3. Step 3: Print new discounts
             
             
  • Before Limit Strategy:

    • 50% OFF VIP: total = -1500
      → Line 1 (Espresso) = -250
      → Line 2 (Cappuccino) = -250
      → Line 3 (Croissant) = -1000
      
      

    •  $10 OFF - Sunday Funday: total = -1000
      → Line 1 = -167
      → Line 2 = -167
      → Line 3 = -666
      
      

    •  Free Cappuccino: total = -500
      → Line 2 = -500

    •  Free Espresso: total = -500
      → Line 1 = -500
      
      

    •  🎯 Totals per line:
      Line 1: -917 (Item price: 500)
      Line 2: -917 (Item price: 500)
      Line 3: -1666 (Item price: 2000)
      
      

    • Total Discount:  35$ 
      
      
    • After Limit Strategy:

    • 50% OFF VIP: total = -1000
      → Line 3 (Croissant) = -1000

    •  

      $10 OFF - Sunday Funday: total = -666
      → Line 3 = -666

    •  

      Free Cappuccino: total = -500
      → Line 2 = -500

    •  

      Free Espresso: total = -500
      → Line 1 = -500
      
      

    •  

      🎯 Totals per line:
      Line 1: -500 (Item price: 500)
      Line 2: -500 (Item price: 500)
      Line 3: -1666 (Item price: 2000)

• • • Total Discount:  26.66$

2. Promotion Remainder

• Automatically reallocates unused discounts on duplicate items (with different line IDs) to the next applicable line, ensuring optimal discount utilization.
  
  
• Example - 🛒  Member  Purchase 3 Items:

  • • Line 1: Cappuccino → $5

    • Line 2: Cappuccino → $5

    • Line 3: Croissant → $20

  • Total amount - 30$
    
    
  • 🎁 Available Discounts: : 
    • Redeem 2 Free Cappuccinos (up to $10 off)
  • Total Discount:  5$
    
    

  • Problem:

    • Only one cappuccino line gets discounted. The second line is skipped, so only $5 is used from the $10 promotion.

     

    •  Solution: Discount Overflow Logic 

      • ✅ Did the first line use up the full discount?

      • ➕ If not, apply the rest to the next identical item (same product code).

      • 🚫 Skip unrelated items like the croissant.
        
        

    • Before Promotion Remainder:

      • (Free Cappuccino): total = -500
        → Line 1 (Cappuccino, code 2) = -500

      •  

        (Free Cappuccino): total = -500
        → Line 1 (Cappuccino, code 2) = -500
        
        

      •  

        🎯 Totals per line:
        Line 1: -1000 (Item price: 500)
        Line 2: 0 (Item price: 500)
        Line 3: 0 (Item price: 2000)

      •  

        Total Discount:  5$
         

      • Before Promotion Remainder:

        • (Free Cappuccino): total = -500
          → Line 1 (Cappuccino, code 2) = -500

        •  

          (Free Cappuccino): total = -500
          → Line 2 (Cappuccino, code 2) = -500
          
          

        •  

          🎯 Totals per line:
          Line 1: -500 (Item price: 500)
          Line 2: -500 (Item price: 500)
          Line 3: 0 (Item price: 2000)

      • Total Discount:   10$

3. Discount and Redemption Limits

Set robust controls to manage maximum discounts and redemptions per transaction:

• Maximum Deals Redeemable: Caps the number of deal-based promotions allowed in a purchase.

• Maximum Gifts Redeemable: Limits the number of gifts that can be redeemed per transaction.
• Maximum Benefits Redeemable (Deals + Gifts): Combines and restricts the total redeemable promotions in a purchase.
• Maximum Discount/Percentage on Deals: Limits the discount value applied to deal-based promotions.
• Maximum Discount/Percentage on Gifts: Caps the discount applicable to gift items in a purchase.
• Maximum Total Discount /Percentage Amount per Purchase: Defines a ceiling for the total discount allowed in a single transaction.

Benefits

• Improved Control: Ensure promotions are applied strategically to meet business goals.
• Enhanced User Experience: Minimize user confusion and friction at checkout.
• Increased Efficiency: Automate and optimize discount applications without manual intervention.
• Revenue Protection: Prevent over-discounting or misuse of promotional offers.

Limitations

• Stacking: The conflict resolver does not support gift discount stacking.
• Sort:  Don’t support asset sort order (order applying discounts per rewards)
• Overflow: Discount overflow is applied to the available item of the same duplicate and is not reflected in the gift discount summary.
• Availability: Only on 4.0 integration
• Not supported in Revel POS