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Seasonal Products

Distributor steps for making a product seasonal in Encompass by setting Seasonal Start and End Month Day so it can only be sold in that window each year. Requires v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Steps

How to set up Seasonal Products

1. Using Universal Search, navigate to the Product Search dashboard.
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2. Search for the intended product using the filters, and Click Search.
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3. Click the pencil icon to edit a field or add a value to Seasonal Start/End Month Day fields and save when complete.
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4. The In-Season field automatically updates to True during the time window created by dates set by Seasonal Start Month Day and Seasonal End Month Day.
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Fields And Definitions

  • Seasonal Start Month Day - The day of that month when the product becomes sellable.
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  • Seasonal End Month Day - The last day the product can be sold.
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  • In Season - True or False, this shows whether the product is sellable today.
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    ​NOTE: The Start Date does not have to be before the End Date in the Calendar year, for example, 9/15 as the Start Date and 11/15 as the End Date would ensure a product would only be sold in the Fall Months.
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    Even if a product is In Season: False, it can still be picked up from customers, if that product is active in the Customer's Location and the product is still in that Customer's Customer History.
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Best Practices

  • Apply a NOT IS NULL filter on Seasonal Start Month Day to display Products that have a Seasonal window set and are not currently in Season.
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  • Month and Day are all required in the Seasonal Start/End Month Day fields. For example: to set a Summer product to be available in June, July, and August of every year set the Seasonal Start Month Day to 6/1 and the Seasonal End Month Day to 8/31. This ensures that the In-Season field is updated to True, every year and not just this year.
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  • When no date values are set for Seasonal Start/End Month Day fields, the In-Season field is set to True.
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