Loymax, 2024

Preference calculation


Preferences are special benefits that a customer receives for using bonus cards and participating in a Loyalty Program. Preferences can be expressed in the form of coupons, discounts, bonus points, participation in special offers or getting a special status.

The order in which offers are triggered depends on their characteristics. First, the System processes non-cumulative offers, the rules of which the purchase corresponds to. Only one non-cumulative offer can be applied to one position of the receipt within the framework of one event (calculation of discounts, calculation of bonus points, etc.). The determination of the offer that will work for each position of the receipt takes place according to a certain algorithm. Characteristics that affect the order in which offers are triggered:

  1. Priority of the offer;
  2. Offer weight;
  3. Benefit for customers;
  4. Offer ID.

The calculation of preferences is performed for each position of the receipt

Priority determines in which order the applicability of the offer to the receipt position will be checked within a certain event. First, the offer with the highest priority is selected. 

If there are several non-cumulative offers with the same priority in the System, then the offer with the highest weight is selected. Offers with actions that update the personal offer, set the minimum and initial prices have the greatest weight.

If the priority and weight of the non-cumulative offers are the same, then the most profitable one will be applied for the customer. The choice is based on the amount of preferences for the entire receipt. For example, if one offer with a priority of 58 gives the 27% discount for one receipt position, and another offer with the same priority gives the 24% discount for all receipt positions, then the offer that will give a more favorable discount for the entire receipt will be applied. That is if there is one position in the receipt, then it will apply an offer with a discount of 27%, and if more than one, then an offer with a discount of 24%, because it will give a larger amount of discount on the entire receipt.

The System processes the cumulative offers after processing the non-cumulative offers. All cumulative offers, the rules of which the purchase corresponds to, are applied to the receipt or its individual positions. The cumulative offers are applied in turn in the order of their priority.

Please note that the selection of the most profitable offer occurs only among non-cumulative offers with the same priority and weight. There may be a situation when a less profitable offer the priority of which is higher will be applied to the position. For example, in one offer with a priority of 100 a 10% discount is provided for a position, and in another offer with a priority of 90 a 20% discount is provided. In this case, an offer with a lower discount will be applied, because it has a higher priority. Therefore, you should remember the importance of offer priorities and hold to certain rules when placing them.

 Calculation 1. Calculation of the maximum amount of preference based on the maximum benefit for the entire receipt

Example 1.

A non-cumulative Offer 1 with filter Product: 27% discount on one product from the Tea product group, and a non-cumulative Offer 2: 24% discount on all products are configured in the System. At the same time Offer 1 and Offer 2 have the same priority 58.

The customer makes a purchase: 

Product 1 — 1 unit of green leaf tea which cost €5.

Product 2 — 1 unit of Instant coffee which cost €5.

In accordance with the terms of Offer 1 for Product 1 Green leaf tea a discount of 5 * 0.27 = €1.35 will be provided and for Product 2 Instant coffee a discount of 5* 0 = €0 will be given. In total, according to this calculation the discount on the purchase will be €1.35.

In accordance with the terms of Offer 2 for Product 1 Green leaf tea discount will be 5 * 0.24= €1.2 and for Product 2 Instant coffee — also 5 * 0.24= €1.2. In total, the discount on both products will be €2.4.

Therefore, the Offer 2 is more profitable for the customer and it is exactly what will be applied in the calculation, because it gives the maximum benefit for the entire receipt.

Receipt positionQuantityOriginal price
Product 1 - Green leaf tea1€5
Product 2 - Instant coffee1€5
OfferPriorityConditionsThe benefit of the purchase
Offer 158

27% discount on one product from the Tea product group:

  • The price of the Product 1 — Green leaf tea with a discount of 27% = €3.65
  • The price of the Product 2 — Instant coffee (without discount) = €5

€1.35

(€1.35 + €0)

Offer 258

24% discount on all products:

  • The price of the Product 1 — Green leaf tea with a discount of 24% = €3.8
  • The price of the Product 2 — Instant coffee with a discount of 24% = €3.8

€2.4

(€1.2 + €1.2)

Calculation 2. Improved method of calculating the maximum preference based on the maximum benefit for each receipt position

In MMP section Configuration a parameter has added responsible for choosing the method of calculating the maximum preference (UseCrossStringBasePriorityOffersOrder). The parameter can have one of two values:

  • — an improved calculation method is used (see Example 2);
  •   the usual calculation method is used (see Example 1).

If there are several non-cumulative offers with the same priority and weight, different offers are applied to the receipt positions. For each position of the receipt, the most profitable for the customer offer is selected, giving the maximum amount of preference, which ultimately gives a greater benefit compared to the calculation used earlier.

The calculation of the preference amount for the same purchase as in Example 1 will look different (when in Configurations the UseCrossStringBasePriorityOffersOrder parameter has the value 1 ):

Example 2. Improved method of calculating the maximum amount of preference

It will be more profitable for the customer if different offers are applied to the receipt positions. Then the amount of preference will be the maximum.

The calculation will be as follows: in accordance with the terms of Offer 1 for Product 1 Green leaf tea a discount of 5* 0.27 = €1.35 will be provided, and for Product 2 Instant coffee  Promotion 2 will be applied: a discount of 5 * 0.24= €1.2 will be given. In total, the discount for the entire purchase will be €​​​​​​​2.55.

PositionQuantityOriginal price
Product 1 - Green leaf tea1€5
Product 2 - Instant coffee1€5
OfferPriorityConditionsBenefit for each positionPurchase benefit
Offer 158

27% discount on one product from the Tea product group:

  • The price of the Product 1 — Green leaf tea with a discount of 27% = €3.65
€1.35€2.55

Offer 2

58

24% discount on all products:

  • The price of the Product 2 — Instant coffee with a discount of 24% = €3.8
€1.2

Attention!
The improved calculation method does not work for all offers. It will not work for offers in which there is at least one offer with the action Splitting into sets, Iteration splitting, as well as in offers with restrictive conditions in such filters as Product and Product restriction (with counter).
See examples of offers for which the improved method of calculating preferences will not work: Examples of offers divided into sets, Examples of stocks with iteration splitting , Examples of offers with the Product filter, Examples of offers with a product limitation (with a counter).

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