Minimum Version Required: 22.01
Pre-Conditions
A Front Line Promotion has already been created with Promotions Products.
Steps
How to Change/Copy a Front Line Promotion
Using Universal Search, navigate to the Promotions tables
Search for and Arrow in to view the promotion you want to change
From the Sub Tables button, click on Copy Promotions
Delete the existing name on the text box then enter the New Promotion name as appropriate
TIP: Naming conventions commonly indicate a time period, such as year, or a product/customer-focused grouping such as “Military Front Line 2022” or “Chain Front Line 2022”
Set the Start Date and End Date to the starting date for the new pricing
Review the Sub Tablesto Copy section and check/uncheck related records to copy and click Copy Record when complete
Click the View New Records button
In the new Front Line Promotion, click the View button on the Promotions Products subtable
From the Promotions Product table view, search and select any Products with Price Changes
a. Edit a Single Amount field on a Promotions Products by clicking on the Pencil icon and entering new values
b. Open the column for editing by Clicking on the Amount column header and selecting Edit Column.
c. Then enter a new value to the Amount fields, as needed. Click the Save Changes button when all changes are complete.
Best Practices
Do not add or delete any products to the new promotion (B) except for the following conditions: Add brand new products that currently do not have Front Line prices for that Market, or Delete products that will be marked Discontinued in Encompass on or before the Start Date of promotion B. If you are unsure, then do not add or delete any Products from Promotion B
The above process assures that both the products experiencing a price change and those that are not changing prices have valid and correct front-line prices in the newly created promotion and that the pricing will continue without impact.