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Promotion Override

Distributor and driver/rep steps for overriding or locking promotion pricing on an invoice in Encompass or Encompass Mobile, plus override rules. Needs PromoOverride permission and v23.02+. Includes video.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.02

Pre-Conditions

Permissions Required:

  • PromoOverride - for any overriding
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  • PromoOverrideToFrontLine - for overriding all the way to front-line, not to another promotion that allows override-to

Steps

How to do a Promotion Override:
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  1. Go to the invoice that needs to have pricing updated
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  2. Click Edit
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  3. Click Promotion Override
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  4. Find the product you need to change
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  5. Select the Promotion
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  6. Click Lock Checked Prices

How to undo a Promotion Override:
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  1. Go to the invoice that needs to have pricing updated
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  2. Click Edit
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  3. Click Promotion Override
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  4. Find the product you need to change
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  5. Select the checkbox next to the product
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  6. Click Un-Lock Checked Prices
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Promotion Override on Encompass Mobile:
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  1. Navigate to Mobile Invoice Edit
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  2. Tap a Product to open the Product Detail page
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  3. Tap the Discount button to the right of the Price button
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  4. Tap the Override button to next to the price to override to
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  5. To revert to the original price, tap Undo

Promotion Override Rules:
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1. All Rules
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  • A promotion with override level of 'All Rules' would allow the mobile device user to apply to a Product any active promotion in the system currently associated with said Product and that customer, regardless of Start/End Date and Num Units filters.

2. Min Num Units
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  • A promotion with override level of 'Min Num Units' would allow a mobile device user to apply that promotion to an item for a customer where that customer meets all the qualifications of the promotion except for the minimum number of units (quantity discount). For example, Customer C is set up to receive a $2 discount D on product P if they purchase 10 units on an invoice. The invoice has ordered only 8 units, so the system did not automatically apply discount D to product P. However, if discount D was set to Override Level 'Min Num Units', a mobile device user would be able to apply discount D manually for Product P on that invoice.

3. No Override To
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  • A promotion with an override level of 'No Override To' indicates that the user cannot override to that promotion on the mobile device, regardless of other options and qualifications.

4. No Override From
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  • A promotion with override level of 'No Override From' indicates that the user cannot override to any other promotion except for that one. With this, the user can select either that promotion or no promotion.

Fields And Definitions

Promo Overridden Definitions:

Value: Employee
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​What it means: Something manually overrode pricing on a transaction
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What triggers this value to be set:
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  • Promotion Override Dashboard
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  • Import Routines (PromotionOverrideEDBL, InvoiceTransAddProductEDBL, InvoiceOrdersEDBL)
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  • When Oversold Products or Out of Stock Rules cuts free goods
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  • When a free goods transaction is edited in the Free Goods Edit dashboard
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  • Transactions generated by Month End Rebate Invoices
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  • When Pick Rules adds/edits free goods transactions

Value: Dex
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​What it means: Retailer changed price and needed the price to be locked
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What triggers this value to be set: the retailer end of the dexing process changes price

Value: Sales Rep
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​What it means: Sales rep overrides price
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What triggers this value to be set:
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  • Sales Rep overrides price on handheld
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  • Someone manually edits price of a Product whose Product Type has 'Allow Price Manual Entry' = True.

Value: Split Credit
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​What it means: Invoice Transactions are split off due to them being credit transactions

What triggers this value to be set:
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  • When Split Invoices logic is run
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  • When Bill & Ship Invoices are created to lock pricing to this month's pricing

Value: Priced at Cost
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What it means: price of Invoice Transaction is locked because a Laid In-typed Promotion is used
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What triggers this value to be set: when pricing calculation runs and a Laid In-typed Promotion is used

Value: Alternate Location
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​What it means: locks the invoice transaction at the price of the original Location when Alternate Locations is used
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What triggers this value to be set: Alternation Locations is used

Value: CustomImport

What it means: to keep imported Invoice Charges from being cleared by pricing calculation

What triggers this value to be set: InvoiceTransAddProduct EDBL

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