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Lines

Distributor steps for creating Lines in Encompass: group products (like flavors) that share pricing so one promotion covers them all. Requires the PromoEdit permission and v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • Required Permission - PromoEdit

Steps

How to Add Lines and Lines Products
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A Line is a grouping of Products in the system that receive the same pricing. This is usually done for Products with different flavors that share uniform pricing and participation.
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​Benefits of Using Lines:
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  • Adding a Line to a promotion means the Promotion will not need individual Promotion Products records.
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  • Lines are best used when all Products in the group share uniform price and participation.
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  • They simplify promotion management by grouping related Products together.

1. Using Universal Search, navigate to the Lines table
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2. Click the Add Lines button
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3. Fill in a name for the Line, then click Add Record
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4. Click the Sub Tables button then select Lines Products
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5. Click the Add Lines Products button
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6. Input criteria to search your list of products, then click Search
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7. Select the Product/s you'd like to add to this line, then click Save or Save and Add More Products

Fields And Definitions

  • Lines - grouping of Products in the system that receive the same pricing. This is usually done for Products with different flavors that share uniform pricing and participation.
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  • Lines Products - a subtable of Lines that hold the products that make up a Line.

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