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Front Line Promotion Setup

Distributor steps for creating a Front Line promotion in Encompass to set full (base) prices for products by market, adding products and amounts, zones, customers and locations. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create a Front Line Promotion

  1. Navigate to the universal search bar and search Promotions Setup then click Promotions
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  2. In the promotions table, Click Add Promotions at the top of the screen
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  3. Enter values to all required and applicable optional fields displayed in the ‘New Promotions’ form and click the ‘Add Record’ button when complete
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  4. Identify the Promotions Products to be included by clicking the Add Promotions Products button
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  5. Enter criteria to the search fields provided to identify the Products to include in the Front Line and click Search
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  6. Select/Deselect Products, as needed, using the checkboxes provided
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  7. Click Save to return to the Promotion details or Save and Add More Products to continue adding Products to the Front Line
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  8. Repeat Product search as needed until all Products have been selected, clicking Save to return to the Promotion details when complete
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  9. To edit the Amount on Promotions Products, click the View button on the Sub Table
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  10. Click on the Amount column header and select Edit Column in the list provided
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  11. Enter Amounts in the space provided, using the Tab key on the keyboard to move to the next Amount field
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  12. When all Promotions Products have an Amount entered, click Save Changes
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  13. To return to the Promotion, click the Name of the Promotion in a Promotions Products record
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  14. 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
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Fields And Definitions

* = required field
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  • Front Line: This is the first level of pricing for Customers, essentially your Full Price
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    ​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.
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  • 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.
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  • Discount: is the amount reduced from the effective front line price
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  • Case Discount: Same as Discount, but by case
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  • Price: Set the end price for the product, does not look at Front Line Price
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  • Case Price: Same as Price, but by case
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  • Percentage: Set a discount as a percentage off the Front Line Price
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Best Practices

  • It is a best practice to always have an available frontline for all your products.
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  • 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.

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