Did You Know with Co-op Buckets you can segment and control the use of co-op funds?
Use Co-op Buckets to more precisely control how users can apply co-op funds. With co-op buckets, you can allocate co-op funds to users that can only be used on certain items or item types. You can also limit the percentage of the order line that the co-op funds can cover and date range in which the funds can be used.
Co-op Buckets also give you the ability to allocate funds to a user group that are shared across the users in that group. For instance, you can create a co-op bucket for sales reps that applies to promotional items. You can then add $1,000 to the sales rep user group for this bucket. Then, all the sales reps in this group will be able to draw from this bucket when they order promo items until the $1,000 is used up.
Need a refresher on co-op funds in general? Check out this Knowledge Base article: What are Co-op Funds?
Benefits to the Client
- Allocate co-op funds for specific products or item types.
- Give a user group a collective co-op fund budget.
- Give users or user groups a time frame in which they can use a co-op fund allocation.
How It Works
To start using co-op buckets, first, make sure co-op funds are enabled for the portal and user groups you want to include:
- In the back end, go to Portals / Select a Customer / Settings.
- In the Price/Payment Settings section, make sure Allow Co-op Funds is set to “Yes”.
- Do the same for each user group to receive co-op funds.
The steps to use co-op buckets are:
- Create co-op buckets.
- Add users, user groups, and co-op funds to each bucket.
To create a co-op bucket:
- In the front end, go to Admin / Setup / Coop.
- Click the Bucket option in the right-hand corner.
- Click Add Bucket.
- Give the Bucket a name and click Add.
- Choose a start and end date for this co-op bucket to be active.
- Check Applied to All Parts or use Add Item Type and Add Part to choose which products this bucket can be applied towards.
- Input what percentage of the cost can be covered by funds in this bucket.
- Click Update Bucket Details to save these settings.
Note: Leaving Allowed Percentage at 0.00 will allow 100% of the cost of items by covered by this bucket.
Note: Leave Start Date and End Date blank to keep the bucket active indefinitely.
To add funds, users, and user groups to a co-op bucket:
- Go to Admin / Setup / Coop.
- Click the Add Adjustment option in the right-hand corner.
- Choose which bucket to make the adjustment to.
- Input an amount of co-op funds to add.
- Choose a reason for the adjustment. This selection can be reported on but does not affect the bucket’s behavior.
- Click Add User or Add User Groups to choose which users and/or user groups will receive these co-op funds.
- Click Save.
On the Co-op Funds page (Admin / Setup / Coop), you can see which users and user groups have co-op funds and filter by bucket. You can also see what co-op funds each user has by going to their details page at Admin / Users.
If you have any questions or need support, you can contact our support team at: support@propago.com or 512.522.2883
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