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Promotions Products Cleanup

Distributor steps for installing the app that automatically deletes Promotions Products records for discontinued products in Encompass, keeping the promotions for reporting. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to Install the Application:

  1. Go to the App Library

  2. Search or find the app in the library

  3. Click Install

  4. Assign report and dashboard roles

  5. Set a schedule for the import routine to run

  6. Update application settings as needed

  7. Accept Terms

  8. Click Install

Fields And Definitions

General Knowledge:

  • Promotion end date is not required

  • This application will still have the promotion record so it can still be reported on historically.

How the application works:

  • Automatically finds Promotions Products records on Products that have been moved to the 'Discontinued' status, and deletes those Promotions Products. (Just the Promotions Products, Promotions are not deleted)

Best Practices

This application helps automate a best practice to help clean up data.

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