Minimum Version Required: 23.01
Pre-Conditions
Minimum Requirements of Report or spreadsheet used to import:
ProductID or ProductIDTranslation
Amount or Case Amount
Additional Optional Fields:
PromotionID or PromotionIDTranslation to link to an existing promotion, or be able to easily update imported promotions in bulk
Promotion Type to help dictate what type of promotion should be used
Market
Participation
Min Purchase (Quantity necessary for quantity discount)
Min Product Count
Start Date
End Date
Salesman Override
Promotion Name
Steps
System Behavior:
The PromotionEDBL will create products that do not already existin the system if ProductIDTranslation is mapped
The PromotionEDBL will create promotions, promotion products, markets, zones, and promotion customers as needed
Use PromoOverrideEDBL to easily override invoice transactions to a specific promotion
Recommendations:
Break the data down by promotion type and import each promotion type seperately
If importing new promotions, use PromotionIDTranslation to help easily link on promotions in the system
If updating existing promotions, map the promotionID
Import initially using markets and later use a table import to import zones to make it simpler to iniatially map the import
Fields And Definitions
PromotionEDBL:
Best Used for:
Pricing Imports
Pricing Updates
Adding new Products to promotions in bulk
Other Promotion EDBL Information
The minimum requirement for the Promotions EDBL is a Product column. As long as there is a Product in the source file, the Promotions EDBL can run successfully, and without a Product, the EDBL reports an error.
When Promotion ID or Promotion ID Translation is mapped, and the EDLB is able to match an existing Promotions based on it, that Promotion and its related Promotions Products records will get updated.
When Promotion ID or Promotion ID Translation is not mapped, but PromotionName, Condition, PromotionType, MarketID, StartDate, and EndDate are mapped, those fields will be used to match an existing Promotion ID, and if found, that Promotion and its related Promotions Products records get updated.
When no existing Promotions record can be match through any of the above conditions, a new Promotions records gets created, and the related tables' records are created or updated accordingly.
InvoicePromoOverrideEDBL:
Best Used for:
Overriding invoice transactions to a specific promotion
Best Practices
Import routines are an incredibly powerful tool and if used incorrectly, can affect alot of data. Test thoroughly on small data sets before importing.
If you are running into setup issues or have questions, reach out to Encompass Support.
Do you have a complex process that consists of a report and import routines that you do not want to setup? Contact our professional services to team to assist.