Minimum Version Required: 22.01
Steps
How to create a Front Line Promotion
Navigate to the universal search bar and search Promotions Setup then click Promotions
In the promotions table, Click Add Promotions at the top of the screen
Enter values to all required and applicable optional fields displayed in the ‘New Promotions’ form and click the ‘Add Record’ button when complete
Identify the Promotions Products to be included by clicking the Add Promotions Products button
Enter criteria to the search fields provided to identify the Products to include in the Front Line and click Search
Select/Deselect Products, as needed, using the checkboxes provided
Click Save to return to the Promotion details or Save and Add More Products to continue adding Products to the Front Line
Repeat Product search as needed until all Products have been selected, clicking Save to return to the Promotion details when complete
To edit the Amount on Promotions Products, click the View button on the Sub Table
Click on the Amount column header and select Edit Column in the list provided
Enter Amounts in the space provided, using the Tab key on the keyboard to move to the next Amount field
When all Promotions Products have an Amount entered, click Save Changes
To return to the Promotion, click the Name of the Promotion in a Promotions Products record
If Promotions Zones and Promotions Locations were not set on the Market, add supporting related records for Promotions Zones, Promotions Customer, and Promotions Locations from their respective Sub Tables
Fields And Definitions
* = required field
Front Line: This is the first level of pricing for Customers, essentially your Full Price
NOTE: If a Front Line price is not set up for a Customer or Product, the system will default to the Price field on the Product.
Market: The broadest way to group a set of customers who receive the same pricing for a product or set of products. A market can be any combination of customers in a given location or zone.
Discount: is the amount reduced from the effective front line price
Case Discount: Same as Discount, but by case
Price: Set the end price for the product, does not look at Front Line Price
Case Price: Same as Price, but by case
Percentage: Set a discount as a percentage off the Front Line Price
Best Practices
It is a best practice to always have an available frontline for all your products.
When you are creating a new promotion and if you copy an old promotion and the Promotion Name, PromotionType, MarketID, LineID, minNumUnits, and minProductCount are the same and the Start Date on the new promotion is in the future, the system will auto-end date the old promotion before the new one starts.