| Oracle® Retail Merchandising System Oracle Retail Merchandising System User Guide 16.0.025 E95471-02 |
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| Oracle® Retail Merchandising System Oracle Retail Merchandising System User Guide 16.0.025 E95471-02 |
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The Oracle Retail Pricing module provides the ability to define, maintain, and review price changes, clearances, and promotions as well as provides the ability to pass approved price events onto downstream selling systems.
With this release, new pricing functionality has been included in Retail Merchandising Foundation Cloud Service (RMFCS). This functionality provides support for initial pricing, regular price changes, clearance markdowns, and promotions. It also provides for the execution of these price events to update the selling systems, such as Xstore POS, and to update the item/location price and stock ledger when the price changes go into effect.
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Note: Users should not access the Oracle Retail Pricing module during the Retail Merchandising System (RMS) batch window as it may cause some unpredictable results. |
The Pricing System Options provides users the ability to choose and specify foundation data, multiple parameters, and system defaults at the system level. This information defines how the system is set up and eventually behaves. Many of these options are defined at the time of installation and cannot be changed. Some options and defaults can be changed at any time and some allow changes but may have a large impact on any data that is already present.
The System Options screen is divided into the following collapsible containers:
The Price Events container allows users to set several parameters which will affect the processing of price events within the pricing system.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the Price Events container, set the following parameters:
Table 15-1 Price Event Parameters
| Field | Description |
|---|---|
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Price Event Processing |
This value represents the number of days required between the create date and the effective date of a price event. It does not determine the communication processes or timing but simply allows the retailer to ensure that price events are created with enough advance timing that stores and other process areas can react accordingly. This value will be used in the price change, clearance, and promotion UI's. |
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Single UOM Used for All Items |
If this option is populated, it provides the ability to inform the pricing system that there is only one unit of measure (UOM) to be used throughout. This is particularly useful to improve performance when a fixed-price price event is created. |
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Offer End Date Required |
This field determines whether the End Date is a required field on an Offer. If this field is switched on after implementation, it means that any new offers must have an end date, and if the user edit's an offer through the Offer wizard an end date will be required for the edit to be successful. If the switch is turned on after implementation, an offer which does not have an end date because it was entered with the switch turned off can still go through any of the workflow steps without an end date. The end date will only be required it the user edits the offer from the Offer wizard. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The Conflict Check container allows users to set default options for conflict checking of price changes and clearances.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the Conflict Check container, set the following parameters:
Table 15-2 Conflict Check Parameters
| Field | Description |
|---|---|
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Regular Retail must be Greater than Clearance Retail |
This system option provides retailers the ability to configure the system to allow for a Clearance retail that is greater than the regular retail for an item location. If the indicator is set to YES (checked) conflict checking will raise a conflict for the clearance event when the retail of the clearance is greater than the regular retail for the item location. If the indicator is set to No (unchecked) conflict check will be skipped for this rule. |
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Clearance Retail must be Less than Previous Markdown |
This system option provides retailers the ability to configure the system to allow for a Clearance retail that is greater than the previous clearance markdown for an item location. If the indicator is set to YES (checked) conflict checking will raise a conflict for the clearance event when the retail of the clearance is greater than the previous clearance markdown for the item location. If the indicator is set to No (unchecked) conflict checking will be skipped for this rule. |
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Run for Submit |
This option allows the user to run the conflict checking process during the price event Submit action. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The Zones container allows the user to set zone/parent ranging and warehouse options for price changes, clearances, and promotions.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the Zones container, set the following parameters:
Table 15-3 Zones Parameters
| Field | Description |
|---|---|
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Zone / Parent Ranging |
This system option designates whether or not ranging is required when creating price events including regular price changes, or clearance. For example, when setting up clearances at zone and parent level, it checks that locations and parent items are ranged to zones and locations respectively to ensure that clearances are not set up on items where they are not sold. If this system option is checked, when a user creates a price change/clearance at a level higher than transaction/location (tran/zone, parent/zone, parent/loc, and so on.) the system will ensure there is at least one item/location ranged underneath the event. If there is not at least one, then the system will not allow the user to create the event. If this system option is not checked, then ranging will only be performed on price changes/clearances created at the transaction/location level and ranging checks will not be performed on events created at any other higher level. |
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Recognize Warehouses as Locations |
This system option controls whether warehouses will exist in Pricing zones and hold retail values for warehouse locations. When the system options is set to Yes, warehouses will appear in the Location LOVs and can be assigned to price zones When the system option is set to No, warehouses are not available in Pricing and will not appear in the Location LOVs. Stock on hand values will be zero and will not be calculated for warehouse locations when set to No. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The Data Retention container contains settings that allow the user to set the number of days to maintain price change, clearance, and promotion data prior to purging.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the Data Retention container, set the following parameters:
Table 15-4 Data Retention Parameters
| Field | Description |
|---|---|
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Price Change / Clearance Rejects |
This field defines the number of days after the effective date of a rejected price change or clearance when it should be purged from the system. |
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Offer Rejects |
This field defines the number of days after the end date (or start date for offers with no end date) of a rejected offer when it should be purged from the system. |
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Clearance After Reset |
Expired clearance records must be purged from the system in order to manage the size of the database. The field holds the number of months past a clearance reset date that should be purged. If a clearance is never reset it cannot be purged, as the item/location still exists as a clearance. In addition, any FUTURE_RETAIL records associated with a clearance will not be purged until the clearance is reset. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The Maximum Search Results container contains settings that allow the user to limit the number of search results returned for price changes, clearances, and promotions.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the Maximum Search Results container, set the following parameters:
Table 15-5 Maximum Search Results Parameters
| Field | Description |
|---|---|
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Price Change Groups |
This option limits the data that is displayed in the price change group search screen. |
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Clearance Groups |
This option limits the data that is displayed in the clearance group screen. |
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Promotions |
This option limits the data that is displayed in the promotion screen. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The User Interface System Defaults container contains user interface defaults for price change, clearance, and promotion.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the User Interface System Defaults container, set the following parameters:
Table 15-6 User Interface System Defaults Parameters
| Sub-Container | Field | Description |
|---|---|---|
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Price Change |
Item Level |
This is the default indicator to define the item level that is displayed when the user enters the price change workflow wizard. The item selection options include; Item, Parent/Diff. Note: This parameter is included as a placeholder for future functionality, it does not drive any functionality in this release. |
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Diff Type |
This default defines the Diff type value that will be displayed in the Diff Type field in the Price Change workflow wizard when the user enters and selects Parent/Diff. Note: This parameter is included as a placeholder for future functionality, it does not drive any functionality in this release. |
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Change Type |
This field holds a value for the default price change type that will be displayed when the user is creating a price change. |
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Reason |
This field holds a value for the default reason code that is displayed when the user is creating a price change. |
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Ignore Constraints |
This system default determines whether constraint checking is defaulted as checked in the price event workflow including; price change and worksheet. Note: This parameter is included to be used in conjunction with future functionality, it does not drive any functionality in this release. |
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Clearance |
Item Level |
This is the default indicator to define the item level that is displayed when the user enters the clearance workfow wizard. The item selection options include; Item, Parent/Diff and Item List. |
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Diff Type |
This default defines the Diff type value that will be displayed in the Diff Type field in the Clearance workflow wizard when the user enters and selects Parent/Diff. |
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Change Type |
This field holds a value for the default change type that is displayed when the user is creating a clearance. |
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Reason |
This field holds a value for the default reason code that will be displayed when the user is creating a clearance. Note: During the implementation process system options are set prior to creating any code values. This system option is only available for setting once the reason code structure has been created/uploaded (API) into the system. |
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Markdown Value for Resets |
The value selected here is used as the Markdown code which is used for Resets. If this value is populated, the value is ignored when presenting options for the markdown code in the Add Markdown Wizard. In addition, if it is populated, it is used as the default for the Add Reset dialog. |
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Promotion |
Item Level |
This is the default indicator to define the item level that is displayed as the default in the include/exclude items dialog of the Offer wizard. The options include: All Departments, Department, Class, Subclass, Parent/Diff, Item, Item List, Upload List. |
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Diff Type |
This default defines the Diff type that is displayed in the Diff Type field in the Include/Exclude Item popup in the Offer wizard when the Parent/Diff Item level is selected. |
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Discount Type |
This field holds a value for the default discount type that is displayed in the Rewards trains stop of the Offer wizard. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The Report Options container contains system options for Operational Insights.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the Report Options container, set the following parameters:
Table 15-7 Report Options Parameters
| Field | Description |
|---|---|
|
Critical Count of Unapproved Price Changes |
This system option holds the number of unapproved price changes considered critical to highlight on the Price Changes Pending Approval dashboard report. This value is used to aid in highlighting situations that need attention on the Price Changes Pending Approval report. |
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Critical Count of Unapproved Clearances |
This system option holds the number of unapproved clearance considered critical to highlight on the Clearance Pending Approval dashboard report. This value is used to aid in highlighting situations that need attention on the Clearance Pending Approval report. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The System Administration container contains system options that are maintained by a system administrator. The user's security privileges determine if this section is displayed.
From the Tasks menu, select System Options under Application Administration. The System Options tab appears.
From the System Administration container, set the following parameters:
Table 15-8 System Administration Parameters
| Field | Description |
|---|---|
|
Auto Purge of Conflict Check Working Tables |
This field determines if the conflict checking engine automatically purges working data from the BULK_CC_PE* tables at the end of processing. The purge only happens when conflict check is initiated via the UI. |
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Batch Run History |
The number of months the system should retain history of batch runs on the BATCH_RUN_HISTORY table. |
When you have completed your updates, click Save to save your updates and remain on the System Options tab or Save and Close to save your changes and close the tab.
The following information describes the foundation data within the pricing module.
Price zones are used to group locations for the purposes of pricing. Price zones are grouped together in Price Zone Groups. The Zone Structure allows the client to define groupings of locations for the purpose of pricing. Zone Groups can be used for either price changes or clearances.
A Zone Group identifies a particular way of grouping locations for pricing purposes.
Perform the following procedure to create a price zone group:
From the Tasks menu, select Price Zone Groups under Foundation Data. The Price Zone Groups tab appears.
Select Add Zone Group from the Action menu. The Add Zone Group dialog appears.
Enter the zone group details for the following fields:
Zone Group – This field is a unique price zone group identifier.
Description – The description of the zone group.
Click OK to save the new price zone group. You are returned to the Price Zone tab.
Click OK and Add Another to save the current price zone group and create another.
Perform the following procedure to edit a price zone group:
From the Tasks menu, select Price Zone Groups under Foundation Data. The Price Zone Groups tab appears.
From the Zone Group table, highlight the zone group you want to edit and select Price Zones from the Actions menu. Alternatively, highlight the zone group and click the Price Zones button. The Price Zones tab appears.
From the Zones tab, you can perform the following actions:
Add Zones
From the Zones table, select Add Zone from the Actions menu. The Add Zones dialog appears.
In the Zones field, enter a unique price zone identifier.
In the Description field, enter a description for the zone.
In the Currency field, select the currency for the price zone from the drop-down list.
Click OK to save the new zone. You are returned to the Zones tab.
Click OK and Add Another to save the current zone and create another.
Delete Zones
From the Zones table, highlight the zone you want to delete and select Delete from the Action menu. The delete zone confirmation dialog appears.
Click Yes to confirm the deletion. You are returned to the Zones tab.
Add Locations
The Add Locations dialog allows users to assign locations to an existing zone.
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Note: If a location is already in the Locations table, it will not be added a second time. |
From the Locations table, select Add Locations from the Actions menu. The Add Locations dialog appears.
From the Group field, select the group type for the location. Options are:
Location List
Chain
Area
Region
District
Store
Warehouse
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Note: Warehouse is only shown as an option for group type if the Recognize Warehouses as Locations system option is enabled. |
Unassigned Locations
Once a Group is selected, select or enter a Group Value.
Click Apply to add the new location to the Location table.
When all locations are added, click OK to save the new locations. You are returned to the Zones tab.
Click OK and Add Another to save the current location to the zone and select another.
Delete Locations
The Delete function allows a location to be removed from a zone.
From the Zones table, highlight the zone you want to delete and select Delete from the Action menu. The delete location confirmation dialog appears.
Click Yes to confirm the deletion. You are returned to the Zones tab.
The Initial Price Zone definition enables the user to tie various levels of the merchandise hierarchy to a Zone Group and the markup information necessary to determine the initial retail price of an item. The ability to assign rounding rules by currency to the setting of the initial retail price is also included.
The Initial Price Zone Definitions screen provides a place to map the Merchandise Hierarchy to the Price Zone Groups. The zone group will be mapped to either a Department, Class or Subclass. New items added to a merchandise hierarchy will use the markup information and rounding rules provide to set the initial retail price using the mapping provided.
Perform the following procedure to set up initial price zone definitions:
From the Tasks menu, select Initial Price Zone Definitions under Foundation Data. The Initial Price Zone Definitions tab appears.
Select Add from the Action menu. The Add Initial Price Zone Definition dialog appears.
Enter the initial price zone definition details for the following fields:
Department – Enter or select a single department.
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Note: The Department, Class, and Subclass fields have a cascading relationship. You can enter or select values for the three fields in any order but the values will vary depending on selections. |
Class – Enter or select a single class.
Subclass – Enter or select a single subclass.
Zone Group – The Zone Group specified here is used as the structure for the initial price setting for new items added to the defined level of the Merchandise Hierarchy.
Markup Type – The value entered in this field determines how markup is calculated for items existing in the defined hierarchy.
Markup – This percentage field is used to calculate the initial retail based on the item's cost.
Rounding Rule – This field allows you to assign a rounding rule to the initial price zone definition. The rounding rule is used to adjust final price used for the initial price of new items to meet the retailer pricing strategy.
Rounding rules are created to help users setup and manage a uniform pricing strategy. The rules are optional and may be used by retailers to meet their specific needs.
The benefit of rounding rules is that they provide the retailer the ability to smooth proposed retails allowing for a consistent set of price points. This is accomplished by assigning an overall 'ends in' logic to the rounding rule. The user can then define specific exceptions or exclusions to the rule by merchandise hierarchy, currency, or both.
Rounding rules are set up at the Corporate level. If a particular department has rounding rules different than the corporate rule, the department rule is set up as an exception to the corporate rule using the 'merchandise hierarchy' exception feature. Exceptions to (or exclusions from) the corporate rule can be set up at the class or subclass level as well. In addition, exceptions (or exclusions) can also be done for specific currencies. Finally, exceptions or exclusions can be done for a combination of merchandise hierarchy and currency. In other words, exceptions or exclusions to the corporate rounding rule are allowed at the merchandise hierarchy level, the currency level, or the combination of merchandise hierarchy and currency.
Perform the following procedure to create rounding rules:
From the Tasks menu, select Rounding Rules under Foundation Data. The Rounding Rules tab appears.
Select Add from the Action menu. The Add Rounding Rule dialog appears.
Enter the rounding rule details for the following fields:
Rounding Rule – The identification number of the rounding rule.
Description – The description of the rounding rule.
Effective Date – The date when the Rounding Rule will become available.
New Retail Ends In – Used for adjusting the decimal value. This field supports 1 to 4 positions. The Ends In value assumes to start in the right most decimal position. For example, if the Retail Ends In is 9 and the currency uses two decimal positions, the value is treated as x9.
Exception Level – The Exception/Exclusion Level of the rounding rule. This field allows the user to decide what type or exceptions or exclusions (if any) are allowed for the rounding rule. This value drives what fields are available in the Exceptions/Exclusions table.
Rule Applies To – The check boxes indicating if this rounding rule applies to Clearances or Price Changes.
Rule Defaults To – The check boxes indicating if this rounding rule is the default for Clearances or Price Changes.
Click OK to save the new rounding rule. You are returned to the Rounding Rule tab.
Click OK and Add Another to save the current rounding rule and create another.
The Exception or Exclusion table will show exceptions and exclusions related to the highlighted row in the Rounding Rules table. Actions taken in the Exception or Exclusion table are related to the highlighted rounding rule. For instance, when the Add action is taken on the Exception/Exclusion table, it means the Exception or Exclusion row being added is for the highlighted rounding rule.
Perform the following procedure to create exceptions or exclusions to rounding rules:
From the Tasks menu, select Rounding Rules under Foundation Data. The Rounding Rules tab appears.
From the Rounding Rules table, select the rounding rule to which you want to add an exception or exclusion.
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Note: The rounding rule selected must have had the Exception Level specified when it was initially added. |
From the Exceptions/Exclusions table, select Add from the Action menu. The Add Exception or Exclusion dialog appears.
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Note: Fields on the Add Exceptions and Exclusions are enabled or disabled based on the 'Exception Level selected on the Rounding Rule. For instance, when Merchandise Hierarchy is specified as the exception level, the Currency field is disabled. When Currency is specified as the exception level, the Department, Class, and Subclass fields are disabled. |
Enter the Exceptions/Exclusions details for the following fields:
Exclusion/Exception – The radio button for Exceptions and Exclusions defaults to Exceptions. When Exclusion is selected, the Retail Ends In field is cleared and disabled.
Department – The single department to use as an exception or exclusion to the rounding rule.
Class – The single class to use as an exception or exclusion to the rounding rule.
Subclass – The single subclass to use as an exception or exclusion to the rounding rule.
Currency – The currency to use as an exception or exclusion to the rounding rule.
Retail Ends In – Used for adjusting the decimal value. This field supports 1 to 4 positions. The Ends In value assumes to start in the right most decimal position. For example, if the Retail Ends In is 9 and the currency uses two decimal positions, the value is treated as x9.
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Note: This field is enabled for exceptions but disabled for exclusions. |
Click OK to save the exception or exclusion. You are returned to the Rounding Rule tab.
Click OK and Add Another to save the current exception or exclusion and create another.
A price change is the permanent change in the price of an item. You can use the rounding rules to move the new price to established price points or round the price.
When a price change is added, it must go through a series of checks before it can be applied to an item/location. Depending on your user role, you may not be able to move the retail price change to the next status. A change to submitted or approved status, or from approved back to worksheet, results in a conflict check. A price change may be in any of the following statuses:
Table 15-9 Price Change Status
| Status | Definition |
|---|---|
|
Worksheet |
The price change has been started, but not reviewed or sent out. |
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Submitted |
The price change has been completed and is pending review. Conflict checking may have occurred (depending on the run for submit system option) for the price change. |
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Approved |
The price change has been reviewed and accepted. The price change is communicated to the locations for which the price change is effective. |
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Executed |
The new prices established are effective for the item/location. |
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Rejected |
The price change has been reviewed and declined. |
After you create a price change, you can maintain different aspects of the price change.
The Price Change Quick Create feature is designed as a key entry path for users to create a regular price change. The Quick Create feature supports grouping multiple price changes for different items and locations into a single Price Change Group. Mass maintenance can then be performed on this group later in the workflow through the Price Change Group Maintenance workflow.
Use the following procedure to quick create a price change:
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Note: The Quick Create feature is available in the left pane menu and can be opened at any time regardless of what screens are open. |
From the Pricing tab Tasks list, click the Quick Create icon.
The Quick Create pane appears.
From the Quick Create pane, select Price Change from the Quick Create drop down list.
From the Quick Create pane, enter information for the following fields:
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Note: Fields marked with an asterisk are required. Fields marked with a double asterisk means that one of the fields needs to be populated. |
Table 15-10 Price Change Quick Create Fields
| Field | Description |
|---|---|
|
Price Change Group |
The Price Change Group field allows for the entry of a description that can be used to group price changes together. This description may then be used to search for a price change or group of price changes for maintenance purposes. Note: When using Quick Create, each time Apply, Submit or Approve is selected, items and locations that are entered are created under a new Price Change Group. It is not possible to add price changes to an existing group. |
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Item |
The Item field allows for entry of a parent item or transaction level item. Users may enter a single item or multiple items. If multiple items are entered a semicolon is used to separate values. The field will accept up to 4000 characters. |
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Diff |
The Diff field allows for entry or selection of a single Diff Value. Users have the option to use the list of values to search on Diff Type to find the Diff value. |
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Zone |
The Zone field allows for entry of one or more zones within a single zone group If multiple zones are entered a semicolon is used to separate values. Note: Either a Zone(s) or Location(s) must be entered, but not both. |
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Location |
The Location field allows for entry of a location. The user may enter a single location or multiple locations. If multiple locations are entered a semicolon is used to separate values. The field will accept up to 4000 characters. Note: Either a Zone(s) or Location(s) must be entered, but not both. |
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Effective Date |
The Effective Date is the date when the price change will go into effect. Users have the option to key in a date or select one using the calendar widget. |
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Ignore Constraints |
This field is included as a placeholder for future functionality, it does not drive any functionality in this release. |
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Change Type |
The Change Type field provides the options that will derive the new retail price. Options are:
|
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Change Value |
The Change Value field contains the change by percent, change by amount, or fixed price value depending on the change type selected.
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Rounding Rule |
The Rounding Rule field allows the user to associate a specific rule with a price change record. Users are allowed to enter a single Rounding Rule. A rounding rule helps users create a uniform pricing strategy. |
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Reason |
The Reason field value defines the reason the price change is being created. |
Once you have entered all information for the newly created price change record, click Apply, Submit, or Approve. The new price change is created.
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Note: If you select locations (or zones) with multiple currencies, you can only choose to create a price change by percent or to reset the point of sale (POS) price. You cannot create price changes by amount or for a fixed price across multiple currencies. |
The Price Change Group Maintenance screen allows you to maintain price changes within a price change group. Each price change will contain items needing a change along with the locations or zones where the change should be made.
The Price Change Group tab has two modes; Edit and View. If you enter this screen in View mode, all maintenance options are disabled and the Save, Save and Close, and Cancel buttons are replaced with Done. If you enter in Edit mode the following options are supported:
Perform the following procedure to search for an existing price change group.
From the Tasks menu, select Manage Price Change Groups under Price Changes. The Price Change Group Search tab appears.
Enter your price group search criteria using the following fields:
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Note: In order to conduct a price group search, users must enter at least one of the following; Department, Group, Group Description or Item. |
Table 15-11 Price Group Search Fields
| Field | Description |
|---|---|
|
Price Change Group |
The Price Change Group field allows the user to enter a Group ID to be used in search criteria. |
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Description |
The Description field allows the user to enter a description to be used in search criteria. |
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Status |
The Status field allows the user to select a Status to be used in search criteria. Values for the drop down include: Worksheet, Submitted, Approved, Rejected, or Executed. |
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Effective Date |
The Effective Date field allows the user to enter or select an effective date to be used in search criteria. |
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Conflicts |
The Conflicts field allows the user to select one of the following values; Yes, No or NULL (Blank) to be used in search criteria. |
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Department |
The Department field allows the user to enter or select a Department to be used in search criteria. The Department list of values queries all Departments. Note: The Department, Class, and Subclass fields display the translated names if they exist. |
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Class |
The Class field allows the user to enter or select a Class to be used in search criteria. The Class list of values queries all Classes or all Classes for the entered Department. |
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Subclass |
The Subclass field allows the user to enter or select a Subclass to be used in search criteria. The Subclass list of values queries all Subclasses or all Subclasses for the entered Class. |
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Item |
The Item field allows the user to enter or select an Item(s) to be used in search criteria. Users have the option to go directly to the search icon to look up items. |
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Diff |
The Diff field allows the user to enter or select a Diff value to be used in search criteria. The Diff list of values includes both Diff Type and Diff Value. |
Once your search criteria are entered, click Search. The search results are displayed in the Results pane.
Editing price changes can be performed on price changes in multiple statuses with the following conditions:
If the Effective Date is in the past, no changes are allowed unless the status of the Price Change is Worksheet. If the status is Worksheet, you have the option to update the Effective Date.
If the date that the update is being performed falls within the Effective Date minus the Price Change Processing Days updates are only allowed for users with emergency security privileges.
Perform the following procedure to edit a price change:
Perform a search for the price change group that you want to edit. See Search for a Price Change Group.
From the search results pane of the Price Change Group Search tab, highlight the price change group you want to edit and select Edit from the Actions menu. The Price Change Group Maintenance tab appears.
From the Price Change Group Maintenance tab, you can select either items or locations to edit. (Locations shown are associated with the row in the items table which has focus.) Highlight the item(s) or location(s) you want to edit and select Edit from that tables' respective Action menu. The Edit Price Changes dialog appears.
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Note: If a single location is selected for editing, the Clear Reason Code and Clear Rounding Rules check boxes will not appear. |
From the Edit Price Changes dialog, use the following fields to edit the price change details:
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Note: When multiple price changes are selected for editing, fields in the popup may show up as empty. This indicates that the value may vary across the selected price changes. Entering a value and updating will update all the rows, leaving the value empty will leave the values unchanged on the individual price changes. |
Table 15-12 Edit Price Changes Fields
| Field | Description |
|---|---|
|
Effective Date |
The date on which the price change is set to take effect. Users have the option to key in a date or select one using the calendar widget. |
|
Change Type |
The Change Type field provides the options that derive the new retail price. Users have the option to modify the Change Type value. Change Type options:
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|
Change Value |
Users enter the Change Value based on the Change Type entered, including Change by Percent, Change by Amount, or Fixed Price. This field is required entry for every Change Type other than Reset POS Price. The field supports up to four decimal places for Change by Percent value. For Change by Amount and Fixed Price, decimal placement is based on the currency of the selected locations.
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|
Per (Selling UOM) |
Users have the option to update this field if the Change Type is currently set to Fixed Price or the Change Type field is updated to Fixed Price. For all other change types this field is hidden. |
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Reason |
The Reason value defines the reason the price change is being created. Users have the option to update this field or remove the value in this field. |
|
Rounding Rule |
The Rounding Rule field provides the ability to smooth retails for an item or location. Users have the option to update this field or remove the value in this field. |
|
Ignore Constraints |
This field is included as a placeholder for future functionality, it does not drive any functionality in this release. |
|
Clear Reason Codes |
The Clear Reason Codes checkbox displays next to the Reasons field when multiple items or locations are selected for Edit. If a users chooses to remove a Reason code for the price change the Clear Reasons checkbox can be clicked. The value for Reasons will be removed from price changes selected to edit. |
|
Clear Rounding Rule |
The Clear Rounding Rule checkbox displays when multiple items or locations are selected for Edit. When the Clear Rounding Rule checkbox is clicked the value for the rounding rule is removed. |
|
Note: If you select multiple items or locations to edit, some fields on the screen will not show a value if there are multiple values for a particular field. For example, if you select two price changes to edit and the Value field in both price changes is 10.00 then the Value field will be populated with 10.00. However, if the price changes have different values (like 10.00 and 11.00,) then the value field in the dialog is blank. If you enter a value, both price changes are changed to the new value. If you do not enter a value, then the original values stay. |
Once updates are complete on the Edit Price Changes dialog, click OK. The Edit Price Changes dialog closes and you are returned to the Price Change Group Maintenance tab.
Users will have options to perform Delete maintenance at Item level for one or many items or at the Item/Location level for one or more Locations tied to an item.
Item Level: Users highlight one or more rows on the Items table and click Delete on the Items table
Location Level: Users will highlight a single row on the Items table and then highlight one or many rows on the Locations table and click Delete on the Locations table
Perform a search for the price change group that you want to delete. See Search for a Price Change Group.
From the search results pane, select the Price Change Group from which you want to delete an item or location and select Edit from the Actions menu. The Price Change Group Maintenance tab appears.
From the Price Change Group Maintenance tab, you can select either items or locations to delete. Highlight the item or location you want to delete and select Delete from that tables' respective Action menu. The Delete Confirmation dialog appears.
From the Delete Confirmation dialog, click OK to confirm the deletion. You are returned to the Price Change Group Maintenance tab.
Users have options to perform status maintenance at Item level for one or many items, at the Item/Location level for one or more Locations tied to an item or they have the option to update for all displayed records using the page level buttons.
Updating Group Level Price Change Status
Perform the following procedure to update the price change status:
Perform a search for the price change group that you want to update. See Search for a Price Change Group.
From the search results pane, select the Price Change Group for which you want to update status. and select Edit from the Actions menu. The Price Change Group Maintenance tab appears.
From the Price Change Group Maintenance tab, use the buttons at the bottom of the page to update the price change group status. Options are:
Submit All
Approve All
Worksheet All (Select from the More Actions button menu.)
Reject All (Select from the More Actions button menu.)
After selecting the status change, click Save to save the updated status and remain on the Price Change Group Maintenance tab. Click Save and Close to save the updated status and return to the Price Change Group Search tab.
|
Note: If a price change is selected for a status change and the new status is not valid, the status change is ignored and the price change will not be updated. |
Updating Item Level Price Change Status
Perform the following procedure to update the price change status:
Perform a search for the price change group that you want to update. See Search for a Price Change Group.
From the search results pane, select the Price Change Group for which you want to update status. and select Edit from the Actions menu. The Price Change Group Maintenance tab appears.
From the Price Change Maintenance tab, from the Items table, highlight the item or items for which you want to update status.
With the item highlighted, select the desired status update from the Actions menu.
After selecting the status change, click Save to save the updated status and remain on the Price Change Group Maintenance tab. Click Save and Close to save the updated status and return to the Price Change Group Search tab.
|
Note: If a price change is selected for a status change and the new status is not valid, the status change is ignored and the price change will not be updated. |
Updating Location Level Price Change Status
Perform the following procedure to update the price change status:
Perform a search for the price change group that you want to update. See Search for a Price Change Group.
From the search results pane, select the Price Change Group for which you want to update status. and select Edit from the Actions menu. The Price Change Group Maintenance tab appears.
From the Price Change Maintenance tab, from the Locations table, highlight the location or locations for which you want to update status.
With the location highlighted, select the desired status update from the Actions menu.
After selecting the status change, click Save to save the updated status and remain on the Price Change Group Maintenance tab. Click Save and Close to save the updated status and return to the Price Change Group Search tab.
|
Note: If a price change is selected for a status change and the new status is not valid, the status change is ignored and the price change will not be updated. |
A clearance is designed to move out-of-date merchandise and slow-selling merchandise out of a store. A clearance markdown is considered a permanent price change, and inventory is consequently revalued. Once the reset date for a clearance has passed, the item's price and inventory value is returned to the regular price. The following clearances can be created:
Markdown - The clearance is occurring at the retailer's initiative.
Reset - The Clearance Reset will close out the clearance event, setting the item(s) back to the last regular retail price.
When a clearance is added, it must go through a series of checks before it can be applied to an item/location. Depending on your user role, you may not be able to move the clearance to the next status. A clearance may be in any of the following statuses:
Table 15-13 Clearance Status
| Status | Definition |
|---|---|
|
Worksheet |
The clearance has been started, but not reviewed or sent out. |
|
Submitted |
The clearance has been completed and is pending review. Conflict checking may have occurred (if the run for submit system option was set) for the price change. |
|
Approved |
The clearance has been reviewed and accepted. The clearance is communicated to the locations for which the clearance is effective. |
|
Executed |
The clearance prices established are effective for the item/location. |
|
Rejected |
The clearance has been reviewed and declined. |
|
Processing |
The clearance is being processed in conflict checking. |
After you create a clearance, you can maintain different aspects of the clearance.
Perform the following procedure to create a clearance.
From the Pricing tab Tasks list, click the Quick Create icon.
The Quick Create pane appears.
From the Quick Create pane, select Clearance from the Quick Create drop down list.
From the Quick Create pane, enter information for the following fields:
|
Note: Fields marked with an Asterisk are required. Fields marked with a double asterisk means that one of the fields needs to be populated. |
Table 15-14 Clearance Quick Create Fields
| Field | Description |
|---|---|
|
Clearance Group |
The Group field is a radio button which allows users to select if they are creating a clearance under an existing clearance group or a new clearance group. |
|
Group Description |
If the user selected the New option in the Group field, this field allows for entry of a description that can be used to create a new clearance group. This description may then be used to search for a clearance or group of clearance for maintenance purposes. If the user has selected the Existing option in the Group field, this field changes to a list of values field where the Clearance Group ID is entered instead of the description. |
|
Markdown |
The Markdown field contains the markdown for the new clearance that the user wants to create. This field can be left blank. |
|
Item |
The Item field allows for entry of a parent item or transaction level item. Users may enter a single item or multiple items. If multiple items are entered a semicolon is used to separate values. |
|
Diff |
The Diff field allows for entry or selection of a single Diff Value. Users have the option to use the list of values to search on Diff Type to find the Diff value. |
|
Zone |
The Zone field allows for entry of a zone within a single zone group. The user may enter a single zone or multiple zones. If multiple zones are entered a semicolon is used to separate values. Note: Either a Zone(s) or Location(s) must be entered, but not both. |
|
Location |
The Location field allows for entry of a location. The user may enter a single location or multiple locations. If multiple locations are entered a semicolon is used to separate values. Note: Either a Zone(s) or Location(s) must be entered, but not both. |
|
Effective Date |
The Effective Date is the date when the clearance will go into effect. Users have the option to key in a date or select one using the calendar widget. |
|
Change Type |
The Change Type field provides the options that will derive the new retail price. There is a system option default that may display for the Change Type if it exists. The default value can be overridden. Change Type options are:
|
|
Change Value |
The Change Value field contains the change by percent, change by amount, or fixed price value depending on the change type selected. |
|
Rounding Rule |
The Rounding Rule field allows the user to associate a specific rule with a clearance record. Users are allowed to enter a single Rounding Rule. A rounding rule helps users create a uniform pricing strategy. |
|
Reason |
The Reason field defines the reason the clearance is being created. This field is optional. |
Once you have entered all information for the newly created price change record, click Apply, Submit, or Approve. The new clearance is created.
The Clearance Maintenance screen allows you to maintain markdowns within a clearance group. Each markdown will contain items selected for the markdown along with the locations where the markdown should be executed.
The Clearance Group screen has three modes; Add, Edit and View. If the user enters this screen in View mode, all maintenance options are disabled and the Save, Save and Close, and Cancel buttons are replaced with Done. If the user enters in Edit mode the following maintenance options are supported:
Perform the following procedure to search for an existing clearance group.
From the Tasks menu, select Manage Clearance Groups under Clearances. The Clearance Group Search tab appears.
Enter your clearance search criteria using the following fields:
|
Note: In order to conduct a clearance search, users must enter at least one of the following; Department, Clearance Group, Description, or Item. |
Table 15-15 Clearance Search Fields
| Field | Description |
|---|---|
|
Clearance Group |
The Clearance Group field allows the user to enter a Group ID to be used in search criteria. |
|
Description |
The Description field allows the user to enter a description to be used in search criteria. |
|
Status |
The Status field allows the user to select a Status to be used in search criteria. Values for the drop down include: Worksheet, Submitted, Approved, Rejected, Executed, system Error, and Processing. |
|
Effective Date |
The Effective Date field allows the user to enter or select an effective date to be used in search criteria. |
|
Conflicts |
The Conflicts field allows the user to select one of the following values; Yes, No or NULL (Blank) to be used in search criteria. |
|
Department |
The Department field allows the user to enter or select a Department to be used in search criteria. The Department list of values queries all Departments. Note: The Department, Class, and Subclass fields display the translated names if they exist. |
|
Class |
The Class field allows the user to enter or select a Class to be used in search criteria. The Class list of values queries all Classes or all Classes for the entered Department. |
|
Subclass |
The Subclass field allows the user to enter or select a Subclass to be used in search criteria. The Subclass list of values queries all Subclasses or all Subclasses for the entered Class. |
|
Item |
The Item field allows the user to enter or select an Item(s) to be used in search criteria. Users have the option to go directly to the search icon to look up items. |
|
Diff |
The Diff field allows the user to enter or select a Diff value to be used in search criteria. The Diff list of values includes both Diff Type and Diff Value. |
Once your search criteria are entered, click Search. The search results are displayed in the Results pane.
New clearance markdowns can be added to a new clearance group or an existing clearance group. Creating a new clearance group can be done by selecting the Create Clearance Group task from the Task List, or selecting the 'Create' action from the Clearance Group Search screen. Either of these steps create a new Clearance Group into which markdown can be added by following the steps below (starting with step 3). Adding a markdown is performed using the Markdown Wizard. There are four potential stops within the wizard:
To add markdowns to an existing Clearance group, perform a search for the clearance group that you want to edit. See Search for a Clearance Group.
From the search results pane of the Clearance Group Search tab, highlight the clearance group to which you want to add a clearance markdown and select Edit from the Actions menu. The Clearance Group tab appears.
From the Item Markdowns table, select Add from the Actions menu. The Add Markdown Wizard launches. Continue with the Items Page.
Items Page
The initial page in the Markdown Wizard allows you to select the items that you want to add to the markdown.
From the Add Markdown Items page, enter the items to add to the new markdown using the following criteria:
Table 15-16 Items Page Fields
| Field | Description |
|---|---|
|
Add Items by |
The Add Items by field allows you to select a category by which you can narrow the list of things to add to the markdown. Options are:
|
|
Item |
The Item field is active if you select Item in the Add Items by field. Click the magnifying glass to search for an item to add to the markdown. |
|
Parent/Diff |
When Parent/Diff is selected for 'Add Items by' the display of the screen changes, showing an item field and diff type field as the top row, with a Diffs table directly below. Entering an Item and Diff type will populate the diff table where diffs can then be selected. Combinations of the entered parent item and the selected diffs are added to the Selected Items table when the apply button is selected. |
|
Diff Type |
The Diff Type field is active if you select Parent/Diff in the Add Items by field. |
|
Item List |
The Item List field is active if you select Item List in the Add Items by field. Click the dropdown to select a defined list of items to add to the markdown. |
|
Source File |
Source File is active if you select Upload File in the Add Items by field. Click Browse to select the file to upload. |
Once you have entered your criteria, click Apply to move entered or selected data for the item selection option to the Selected Items table. In the case of an Item List or Upload List, the items in the list are populated into the Selected Items table. Once all your items are added to the markdown, click Next. The Add Markdown Locations page appears. Continue with Locations Page.
Locations Page
The Locations page of the Markdown Wizard allows you to define the locations associated with the markdown.
From the Add Markdown Location page, select the location type you want to use for adding locations using the following criteria:
Table 15-17 Locations Page Fields
| Field | Description |
|---|---|
|
Add Locations by |
The Add Locations by field allows you to select a category by which you can narrow the list of locations to add to the markdown. Options are:
Note: The Warehouse option is only displayed if the Recognize Warehouses as Locations option is set to Yes. |
|
Zone Group |
The Zone Group field is active if you select Zone in the Add Locations by field. |
|
Zone Table |
The Zone Table is active if you select Zone in the Add Locations by field. When a zone group is entered, the Zone Table will be populated with the zones in the zone group. |
|
Apply Locations within Selected Zones |
The Apply Locations within Selected Zones check box is active if you select Zone in the Add Locations by field. This checkbox allows exploding the zone into stores and warehouses for populating the Selected Locations table. If you have access to one location in a zone, you can create events for the entire zone and markdowns can be created for all locations under the zone after exploding the zone. |
|
Location List |
The Location List dropdown list is active if you select Location List in the Add Locations by field. Click the dropdown to select from a defined list of locations to add to the markdown. |
|
Store |
The Store dropdown list is active if you select Store in the Add Locations by field. Click the dropdown to select from a defined list of stores to add to the markdown. |
|
Warehouse |
The Warehouse dropdown list is active if you select Warehouse in the Add Locations by field. Click the dropdown to select from a defined list of warehouses to add to the markdown. |
From the search results pane, select the location(s) to add to the markdown and click Apply.
Once all your locations are added to the markdown, click Next. The Add Markdown page appears. Continue with Markdown Page.
Markdown Page
The Markdown page of the Markdown Wizard allows you to define the markdown itself.
From the Markdown page, define the information for the markdown(s) being added using the following criteria:
Table 15-18 Markdown Page Fields
| Field | Description |
|---|---|
|
Markdown |
The Markdown field contains a predefined identifier for the Markdown. This field can be left blank.
|
|
Value |
The Value field provides the options that derive the new retail price. Users have the option to modify the value. Options are:
After selecting the change type, users will enter the actual value for the change. This field is required entry for every change type. The field supports up to four decimal places for Percent Off value. For Amount Off and Fixed Price decimal placement is based on currency of selected locations. |
|
Effective Date |
The date on which the markdown is set to take effect. Users have the option to key in a date or select one using the calendar widget. |
|
Rounding Rule |
The Rounding Rule field provides the ability to smooth retails for an item or location. Users have the option to update this field or remove the value in this field. |
|
Reason |
The Reason value defines the reason the markdown is being created. Users have the option to update this field or remove the value in this field. |
Once all your markdown information is entered, click Next. The Add Markdown Summary page appears. Continue with Summary Page.
If you want to skip the Summary Page, you can double click on Finish or select Submit, or Approve options from the Finish drop down menu.
Summary Page
The Summary page displays the details of the markdown before it is added to the Clearance Group.
Confirm the markdown settings and double click on Finish or select Submit or Approve from the Finish drop down menu. You are returned to the Clearance Group screen. Your new markdown is listed in the Item Markdowns table
|
Note: The Summary Page allows individual markdowns to be removed before they are added to the Clearance Group. |
Editing clearances can be performed on clearances in multiple statuses with the following conditions:
If the Effective Date is in the past, no changes are allowed unless the status of the Clearance is Worksheet, then users have the option to update the Effective Date.
If the date that the update is being performed falls within the Effective Date minus the Price Event Processing Days, updates are only allowed for users with emergency security privileges.
Perform the following procedure to edit a markdown:
Perform a search for the clearance group that you want to edit. See Search for a Clearance Group.
From the search results pane of the Clearance Group Search tab, highlight the clearance group you want to edit and select Edit from the Actions menu. The Clearance Group tab appears.
From the Clearance Group tab, you can select either item markdowns or locations to edit. Highlight the item markdown(s) or location(s) you want to edit (locations shown are associated with the row in the item markdown table which has focus) and select Edit from that tables' respective Action menu. The Edit Clearances dialog appears.
|
Note: If a single location is selected for editing, the Clear Markdown, Clear Reason Codes, and Clear Rounding Rule check boxes will not appear. |
From the Edit Clearances dialog, use the following fields to edit the clearance details:
|
Note: When multiple clearances are selected for editing, fields in the popup may show up as empty. This indicates that the value may vary across the selected clearances. Entering a value and updating will update all the rows, leaving the value empty will leave the values unchanged on the individual clearances. |
Table 15-19 Edit Clearances Fields
| Field | Description |
|---|---|
|
Markdown |
The Markdown field contains the markdown identifier for the markdown that the user wants to edit. This field can be left blank. |
|
Effective Date |
The date on which the clearance is set to take effect. Users have the option to key in a date or select one using the calendar widget. |
|
Value |
The Value field provides the options that derive the new retail price. Users have the option to modify the Change Type value. Change Type options:
After selecting the change type, users will enter the actual value for the change. This field is required entry for every change type. The field supports up to four decimal places for Percent Off value. For Amount Off and Fixed Price decimal placement is based on currency of selected locations. |
|
Reason |
The Reason value defines the reason the clearance is being created. Users have the option to update this field or remove the value in this field. |
|
Rounding Rule |
The Rounding Rule field provides the ability to smooth retails for an item or location. Users have the option to update this field or remove the value in this field. |
|
Clear Reason Codes |
The Clear Reason Codes checkbox displays next to the Reasons field when multiple items or locations are selected for Edit. If a user chooses to remove a Reason code for the Clearances the Clear Reasons checkbox can be clicked. The value for Reasons will be removed from Clearances selected to edit. |
|
Clear Rounding Rule |
The Clear Rounding Rule checkbox displays when multiple items or locations are selected for Edit. When the Clear Rounding Rule checkbox is clicked the value for the rounding rule is removed. |
|
Clear Markdown |
The Clear Markdown checkbox displays when multiple items or locations are selected for Edit. When the Clear Markdown checkbox is clicked the value for the Markdown field is removed. |
|
Note: If you select multiple clearances to edit, some fields on the screen will not show a value if there are multiple values for a particular field. For example, if you select two clearances to edit and the Value field in both clearances is 10.00 then the Value field will be populated with 10.00. However, if the clearances have different values (like 10.00 and 11.00,) then the value field in the dialog is blank. If you enter a value, both clearances are changed to the new value. If you do not enter a value, then the original values stay. |
Once updates are complete on the Edit Clearances dialog, click OK. The Edit Clearances dialog closes and you are returned to the Clearance Group tab.
Users will have options to perform Delete maintenance at Item markdown level for one or many item markdowns or at the Item markdown/location level for one or more locations tied to an item markdown.
Item Markdown Level: Users highlight one or more rows on the Item Markdowns table and click Delete on the Item Markdowns table
Location Level: Users will highlight a single row on the Item Markdowns table and then highlight one or many rows on the Locations table and click Delete on the Locations table
Perform a search for the clearance group that you want to delete. See Search for a Clearance Group.
From the search results pane, select the Clearance Group from which you want to delete an item markdown or location and select Edit from the Actions menu. The Clearance tab appears.
From the Clearance Group tab, you can select either items or locations to delete. Highlight the item or location you want to delete and select Delete from that tables' respective Action menu. The Delete Confirmation dialog appears.
From the Delete Confirmation dialog, click OK to confirm the deletion. You are returned to the Clearance Group tab.
Users will have options to perform Status maintenance at Item markdown level for one or many item markdowns, at the Item markdown/Location level for one or more Locations tied to an item markdown or they have the option to update for all displayed records using the page level buttons.
Updating Clearance Status from Group Level
Perform the following procedure to update the clearance status for all item markdowns in the clearance group:
Perform a search for the clearance group that you want to update. See Search for a Clearance Group.
From the search results pane, select the clearance group for which you want to update status. and select Edit from the Actions menu. The Clearance Group tab appears.
From the Clearance Group tab, use the buttons at the bottom of the page to update the price change group status. Options are:
Submit All
Approve All
Worksheet All (Select from the More Actions button menu.)
Reject All (Select from the More Actions button menu.)
After selecting the status change, click Save to save the updated status and remain on the Clearance Group tab. Click Save and Close to save the updated status and return to the Clearance Group Search tab.
|
Note: If a clearance is selected for a status change and the new status is not valid, the clearance will be ignored and will not be updated. |
Updating Clearance Status from Item Markdown Level
Perform the following procedure to update the clearance status on item markdowns for all the locations:
Perform a search for the clearance group that you want to update. See Search for a Clearance Group.
From the search results pane, select the clearance group for which you want to update status. and select Edit from the Actions menu. The Clearance Group tab appears.
From the Clearance Group tab, from the Item Markdowns table, highlight the item markdown(s) for which you want to update status.
With the item markdown(s) highlighted, select the desired status update from the Actions menu.
After selecting the status change, click Save to save the updated status and remain on the Clearance Group tab. Click Save and Close to save the updated status and return to the Clearance Group Search tab.
|
Note: If a clearance is selected for a status change and the new status is not valid, the clearance will be ignored and will not be updated. |
Updating Clearance Status from Location Level
Perform the following procedure to update the clearance status on item markdowns at the location level:
Perform a search for the clearance group that you want to update. See Search for a Clearance Group.
From the search results pane, select the clearance group for which you want to update status. and select Edit from the Actions menu. The Clearance Group tab appears.
From the Clearance Group tab, from the Items Markdown table, highlight the item markdown for which you want to update status.
From the Clearance Group tab, from the Locations table, highlight the location(s) for which you want to update status.
With the location highlighted, select the desired status update from the Actions menu.
After selecting the status change, click Save to save the updated status and remain on the Price Change Group tab. Click Save and Close to save the updated status and return to the Clearance Group Search tab.
|
Note: If a clearance is selected for a status change and the new status is not valid, the clearance will be ignored and will not be updated. |
Additional markdowns for items already on markdown can be added to a clearance group through the Clearance Group Maintenance tab.
Perform the following procedure to add a Markdown:
Perform a search for the clearance group that you want to update. See Search for a Clearance Group.
From the search results pane, select the clearance group for which you want to add a markdown. and select Edit from the Actions menu. The Clearance Group tab appears.
From the Clearance Group tab, highlight the item markdown in the Item Markdowns table to which you want to add an additional markdown and select Add Next Markdown from the Action menu. The Add Next Markdown dialog appears.
Table 15-20 Add Markdown Fields
| Field | Description |
|---|---|
|
Markdown |
The Markdown field contains the markdown identifier for the markdown that the user wants to edit. This field can be left blank. |
|
Effective Date |
The date on which the clearance is set to take effect. Users have the option to key in a date or select one using the calendar widget. |
|
Value |
The Value field provides the options that derive the new retail price. Users have the option to modify the value. Value options:
Users will enter the Change Value based on the Change Type entered, including Percent Off, Amount Off, or Fixed Price. This field is required entry for every Change Type. The field supports up to four decimal places for Percent Off value. For Amount Off and Fixed Price decimal placement is based on currency of selected locations. |
|
Reason |
The Reason value defines the reason the clearance is being created. This field is optional. |
|
Rounding Rule |
The Rounding Rule field provides the ability to smooth retails for an item or location. This field is optional. |
Once updates are complete on the Add Next Markdown dialog, click Apply, Submit, or Approve. The Add Next Markdown dialog closes and you are returned to the Clearance Group tab.
A clearance reset ends the clearance for a set of items at a set of locations which are presently on clearance. A clearance with a change type of Reset (also known as a clearance reset or a reset) ends the clearance on the user defined effective date. The clearance reset is displayed in the Item Markdowns and Locations tables like any other clearance records.
Perform the following procedure to add a Clearance Reset:
Perform a search for the clearance group that you want to update. See Search for a Clearance Group.
From the search results pane, select the clearance group for which you want to add a clearance reset. and select Edit from the Actions menu. The Clearance Group tab appears.
From the Clearance Group tab, highlight the item markdown or location to which you want to add a clearance reset and select Add Reset from the Action menu. The Add Reset dialog appears.
Table 15-21 Add Reset Fields
| Field | Description |
|---|---|
|
Effective Date |
The date on which the clearance reset is set to take effect. Users have the option to key in a date or select one using the calendar widget. |
|
Reason |
The Reason value defines the reason the clearance reset is being created. This field is optional. |
|
Markdown |
The Markdown field defines the markdown number for the reset. This field is defaulted as NULL, but the user can provide a markdown number if desired. |
Once updates are complete on the Add Reset dialog, click OK. The Add Reset dialog closes and you are returned to the Clearance Group tab.
A promotion is a temporary reduction in price. Promotions consist of one or more Offers which can vary in complexity. Some offers require the consumer to qualify for the offer by meeting specific purchasing conditions, other offers are available for any items purchased.
Updates can be made to the details of an existing offer on a promotion and new offers can be added to an existing promotion.
Creating a Promotion is done using either the Create Promotion task from the Task List, or selecting the Create action from the Task bar on the Promotions Search screen (which is called from the Manage Promotion task on the Task List).
Creating a promotion is a two step process. First, Offers are added to a promotion using the Offer Wizard. After the Offer is created, eligible locations are added to the offer.
There are three potential stops within the wizard:
Perform the following procedure to create a promotion and add an offer to the promotion:
From the Tasks menu, select Create Promotion under Promotions. The Promotion tab appears.
Enter the Promotion Description.
In the Offers pane, select Add from the Actions menu. The Offer Wizard is launched. Continue with Offer Page.
Offer Page
The initial page in the Offer Wizard allows you to set the basic criteria of the offer.
From the Add Offer screen, set your item offer criteria using the following options:
Table 15-22 Add Item Offer Fields
| Field | Description |
|---|---|
|
Offer |
The Offer field allows the user to enter an offer description. |
|
Level |
The Level radio button allow you to select the type of offer to create. Options are Item or Transaction. |
|
Type |
The Type field displays the decoded value of the Offer Type. Valid values are Simple Discount or Buy/Get. For Item Offers, this field is automatically set to Simple Discount and cannot be changed. |
|
Template |
The Template field displays the decoded value of the template for the offer. Valid values are:
For Item Offers, this field is automatically set to Get Y for Discount and cannot be changed. |
|
Comments |
The Comments field displays any comments associated with the offer. |
|
Start Date |
The Start Date field allows the user to enter or select a start date for the offer. |
|
Start Time |
The Start Time field allows the user to enter a start time for the offer. |
|
End Date |
The End Date field allows the user to enter or select an end date for the offer. |
|
End Time |
The End Time field allows the user to enter an end time for the offer. |
|
Coupon Code |
The Coupon Code field displays the coupon code associated with the offer. |
|
Customer Description |
The Customer Description field displays the customer description for the offer. |
Once your offer criteria are entered, click Next. Depending on the type of offer being created, continue with either the Conditions Page or the Rewards Page.
Conditions Page
The Conditions page is used when there is a complicated offer such as a Buy/Get. The Conditions page of the wizard allows you to define the conditions associated with the offer.
|
Note: Not all templates use the Conditions page. |
From the Add Offer Conditions screen, set your offer conditions criteria using the following options:
Table 15-23 Add Offer Conditions Fields
| Field | Description |
|---|---|
|
Buy Quantity |
The Buy Quantity field allows you set the number of items that need to be purchased in order to receive the offer reward. |
|
Spend |
The Spend field allows you to set the amount which needs to be spend to in order to receive the offer. |
|
Note: The template selected determines which of these fields will be shown on the Conditions page. |
Select the items that you want to include or exclude from qualifying for the buy quantity on the offer.
In the Qualifying Items table, select Add from the Actions menu. The Include/Exclude Items dialog opens.
Select whether you want to include or exclude items using the radio buttons.
Set the criteria of the included or excluded items using the following fields:
Table 15-24 Include/Exclude Fields
| Field | Description |
|---|---|
|
Item Level |
The Item Level field allows you to select a category by which you can narrow the list of things to include or exclude in the qualifications for the offer. Options are:
|
|
Department |
The Department field is active if you select Department, Class, or Subclass in the Item Level field. Click the dropdown to select a department for the items you want to include or exclude. |
|
Class |
The Class field is active if you select Class or Subclass in the Item Level field. Click the dropdown to select a class of items to include or exclude. |
|
Subclass |
The Subclass field is active if you select Subclass in the Item Level field. Click the dropdown to select a subclass of items to include or exclude. |
|
Item |
The Item field is active if you select Item in the Item Level field. Click the magnifying glass to search for an item to include or exclude. |
|
Parent/Diff Search |
The Parent/Diff field is active if you select Parent/Diff in the Item Level field. This field appears as a magnifying glass next to the Item Level field and allows you to search for a parent/diff to include or exclude. |
|
Diff Type |
The Diff Type field is active if you select Parent/Diff in the Item Level field. |
|
Diff |
The Diff field is active if you select Parent/Diff in the Item Level field. |
|
Item List |
The Item List field is active if you select Item List in the Item Level field. Click the dropdown to select a defined list of items to include or exclude. |
|
Source File |
Source File is active if you select Upload File in the Item Level field. Click Browse to select the file to upload. |
When you have entered the criteria for the inclusion or exclusion, click OK to accept the criteria and close the popup. Clicking OK and Add Another will accept the criteria, but remain on the Include/Exclude dialog to allow for an additional inclusion or exclusion.
Once your offer conditions criteria are entered, click Next. The Rewards Page opens.
Rewards Page
The Rewards page allows you to define the rewards associated with the offer. For complicated offers, the rewards are dependent upon the conditions being met that were defined in the Conditions Page.
From the Add Offer Rewards screen, set your item offer rewards criteria using the following options:
Table 15-25 Add Offer Rewards Fields
| Field | Description |
|---|---|
|
Discount |
The Discount field allows you to select the type of discount and the amount. Options are:
If you select Amount Off, you can select the specific currency to which the reward applies or whether the reward should be applied for all currencies. |
|
Apply To |
The Apply To field allows you to select which types of retail price the reward applies. Options are:
|
|
Quantity of Items to Discount |
The Quantity of Items to Discount field allows you to set the number of items eligible for the discount. |
For Item level offers, set the items you want to include or excluded from the offer. For Transaction level offers, set the items that you want to exclude from the offer reward.
In the Items table, select Add from the Actions menu. The Include/Exclude Items dialog opens. For Transaction Level offers, the Exclude radio button is automatically selected and cannot be changed.
Set the criteria of the included or excluded items using the following fields:
Table 15-26 Include/Exclude from Reward Fields
| Field | Description |
|---|---|
|
Item Level |
The Item Level field allows you to select a category by which you can narrow the list of things to include/exclude in the offer reward. Options are:
|
|
Department |
The Department field is active if you select Department, Class, or Subclass in the Item Level field. Click the dropdown to select a department for the items you want to include/exclude. |
|
Class |
The Class field is active if you select Class or Subclass in the Item Level field. Click the dropdown to select a class of items to include/exclude. |
|
Subclass |
The Subclass field is active if you select Subclass in the Item Level field. Click the dropdown to select a subclass of items to include/exclude. |
|
Item |
The Item field is active if you select Item in the Item Level field. Click the magnifying glass to search for an item to include/exclude. |
|
Parent/Diff Search |
The Parent/Diff field is active if you select Parent/Diff in the Item Level field. This field appears as a magnifying glass next to the Item Level field and allows you to search for a parent/diff to include/exclude. |
|
Diff Type |
The Diff Type field is active if you select Parent/Diff in the Item Level field. |
|
Diff |
The Diff field is active if you select Parent/Diff in the Item Level field. |
|
Item List |
The Item List field is active if you select Item List in the Item Level field. Click the dropdown to select a defined list of items to include/exclude. |
|
Source File |
Source File is active if you select Upload File in the Item Level field. Click Browse to select the file to upload. |
When you have entered the criteria for the inclusion or exclusion, click OK to accept the criteria and close the popup. Click OK and Add Another to remain on the Include/Exclude dialog and add an additional inclusion or exclusion.
Once your promotion criteria are complete, click Apply. You are returned to the Promotions tab. Your new promotion is displayed in the Promotion table.
This feature allows the user to add locations to an Offer. Adding Locations to an Offer is executed from the Promotions tab.
From the Offers table, highlight the offer to which you want to add a location. From the Locations table, select Add from the Actions menu. The Include/Exclude Locations dialog appears.
From the Include/Exclude Locations dialog, select the Include radio button and set the criteria for the location or locations being added using the following fields:
Table 15-27 Include/Exclude Locations Dialog Fields
| Field | Description |
|---|---|
|
Level |
The Level field allows you to select a category by which you can narrow the list of locations to add in the offer. Options are:
|
|
Zone Group |
The Zone Group field is active if you select Zone in the Level field. Click the dropdown to select a zone group for the location(s) you want to add. |
|
Zone |
The Zone field is active if you select Zone in the Level field. Click the dropdown to select a specific zone from the selected zone group from which to add the location(s). |
|
Location List |
The Location List field is active if you select Location List in the Level field. Click the dropdown to select from a defined list of locations from which to add the location(s). |
|
Store |
The Store field is active if you select Store in the Level field. Click the dropdown to select a store from which to add the location(s). |
Click OK to add the location(s) and close the dialog. Click OK and Add Another to remain on the dialog and add additional locations.
The Manage Promotions tasks provide options for existing promotions, including:
Perform the following procedure to search for an existing promotion.
From the Tasks menu, select Manage Promotions. The Promotion Search tab appears.
Enter your promotion search criteria using the following fields:
|
Note: In order to conduct a promotion search, users must enter at least one of the following; Promotion, Description, Offer Description, Start Date, or Item. |
Table 15-28 Promotion Search Fields
| Field | Description |
|---|---|
|
Promotion |
The Promotion field allows the user to enter a promotion ID to be used in search criteria. |
|
Description |
The Description field allows the user to enter a promotion description to be used in search criteria. |
|
Offer Description |
The Offer Description allows the user to enter an offer description to be used in search criteria. |
|
Offer Type |
The Offer Type field allows the user to select an offer type to be used in search criteria. Promotions containing at least one offer with the entered type should be returned. Values for the drop down include:
|
|
Offer Template |
The Offer Template field allows the user to select an offer template to be used in search criteria. Values for the drop down include:
|
|
Start Date |
The Start Date field allows the user to enter or select a Start Date to be used in search criteria. |
|
End Date |
The End Date field allows the user to enter or select an End Date to be used in search criteria. |
|
Status |
The Status field allows the user to select a Status to be used in search criteria. Values for the drop down include:
|
|
Item |
The Item field allows the user to enter or select an Item(s) to be used in search criteria. Users have the option to go directly to the search icon to look up items. |
Once your search criteria are entered, click Search. The search results are displayed in the Results pane.
Editing a single offer is performed using the Offer Wizard. There are three potential pages within the wizard:
Perform the following procedure to edit a single offer:
Perform a search for the promotion that you want to edit. See Search for a Promotion.
From the search results pane of the Promotion Search tab, highlight the promotion you want to edit and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, highlight the offer you want to edit and select Edit from the Action menu. If a single offer was selected, the Offer Wizard is launched. Continue with Offer Page.
Offer Page
The initial page in the Offer Wizard allows you to edit the basic criteria of the offer.
From the Edit Offer screen, edit your item offer criteria using the following options:
Table 15-29 Add Item Offer Fields
| Field | Description |
|---|---|
|
Offer |
The Offer field allows the user to enter an offer description. |
|
Level |
The Level radio button is disabled in Edit mode. |
|
Type |
The Type field displays the decoded value of the Offer Type. It is disabled in Edit mode. |
|
Template |
The Template field displays the decoded value of the template for the offer. Valid values are:
It is disabled in Edit mode. |
|
Comments |
The Comments field displays any comments associated with the offer. Comments can be changed in edit mode. |
|
Start Date |
The Start Date field allows the user to enter or select a start date for the offer. |
|
Start Time |
The Start Time field allows the user to enter a start time for the offer. |
|
End Date |
The End Date field allows the user to enter or select an end date for the offer. |
|
End Time |
The End Time field allows the user to enter an end time for the offer. |
|
Coupon Code |
The Coupon Code field displays the coupon code associated with the offer. The Coupon Code can be changed in edit mode. |
|
Customer Description |
The Customer Description field displays the customer description for the offer. The Customer Description can be changed in edit mode. |
Once your offer criteria are edited, click Next. Depending on the type of promotion being created, continue with either the Conditions Page or the Rewards Page.
Conditions Page
The Conditions page is used when there is a complicated offer such as a Buy/Get. The Conditions stop of the wizard allows you to edit the conditions associated with the offer.
|
Note: Not all templates use the Conditions stop. |
From the Edit Offer Conditions screen, edit your offer conditions criteria using the following options:
Table 15-30 Edit Offer Conditions Fields
| Field | Description |
|---|---|
|
Buy Quantity |
The Buy Quantity field allows you set the number or amount that needs to be purchased in order to receive the offer reward. |
|
Spend |
The Spend field allows you to set the amount which needs to be spend to in order to receive the offer. |
|
Note: The template selected determines which of these fields will be shown. |
Select the items that you want to include or exclude from qualifying for the buy quantity on the offer.
To add additional rows to the Qualifying Items table, select Add from the Actions menu. The Include/Exclude Items dialog opens.
Select whether you want to include or exclude items using the radio buttons.
Set the criteria of the included or excluded items using the following fields:
Table 15-31 Include/Exclude Fields
| Field | Description |
|---|---|
|
Item Level |
The Item Level field allows you to select a category by which you can narrow the list of things to include or exclude in the offer. Options are:
|
|
Department |
The Department field is active if you select Department, Class, or Subclass in the Item Level field. Click the dropdown to select a department for the items you want to include or exclude. |
|
Class |
The Class field is active if you select Class or Subclass in the Item Level field. Click the dropdown to select a class of items to include or exclude. |
|
Subclass |
The Subclass field is active if you select Subclass in the Item Level field. Click the dropdown to select a subclass of items to include or exclude. |
|
Item |
The Item field is active if you select Item in the Item Level field. Click the magnifying glass to search for an item to include or exclude. |
|
Parent/Diff Search |
The Parent/Diff field is active if you select Parent/Diff in the Item Level field. This field appears as a magnifying glass next to the Item Level field and allows you to search for a parent/diff to include or exclude. |
|
Diff Type |
The Diff Type field is active if you select Parent/Diff in the Item Level field. |
|
Diff |
The Diff field is active if you select Parent/Diff in the Item Level field. |
|
Item List |
The Item List field is active if you select Item List in the Item Level field. Click the dropdown to select a defined list of items to include or exclude. |
|
Source File |
Source File is active if you select Upload File in the Item Level field. Click Browse to select the file to upload. |
When you have entered the criteria for the inclusion or exclusion, clicking OK will save the changes, close the popup, and return to the Edit Offer Conditions page.
|
Note: You also have the option to remove rows from the Qualifying Items table by highlighting a row or rows and using the Delete action. |
Once your offer conditions criteria are entered, click Next. The Rewards Page opens.
Rewards Page
The Rewards page allows you to edit the rewards associated with the offer. For complicated offers, the rewards are dependent upon the conditions being met that were defined in the Conditions Page.
From the Edit Offer Rewards screen, edit your item offer rewards criteria using the following options:
Table 15-32 Edit Offer Rewards Fields
| Field | Description |
|---|---|
|
Discount |
The Discount field allows you to select the type of discount and the amount. Options are:
If you select Amount Off, you can select the specific currency to which the reward applies or whether the reward should be applied for all currencies. |
|
Apply To |
The Apply To field allows you to select which types of retail prices the reward applies. Options are:
|
|
Quantity of Items to Discount |
The Quantity of Items to Discount field allows you to set the number of items to discount. |
Select the items that you want to include/exclude from the promotion reward.
In the Include/Exclude Items table, select Add from the Actions menu. The Include/Exclude Items dialog opens. The Include/Exclude radio button is automatically selected and cannot be changed.
|
Note: On a Transaction Level Offer, only excluded items need to be specified. All other items are eligible for the reward, so the table is called Exclude Items. |
Set the criteria of the included/excluded items using the following fields:
Table 15-33 Include/Exclude from Reward Fields
| Field | Description |
|---|---|
|
Item Level |
The Item Level field allows you to select a category by which you can narrow the list of things to exclude in the promotion reward. Options are:
|
|
Department |
The Department field is active if you select Department, Class, or Subclass in the Item Level field. Click the dropdown to select a department for the items you want to include/exclude. |
|
Class |
The Class field is active if you select Class or Subclass in the Item Level field. Click the dropdown to select a class of items to include/exclude. |
|
Subclass |
The Subclass field is active if you select Subclass in the Item Level field. Click the dropdown to select a subclass of items to include/exclude. |
|
Item |
The Item field is active if you select Item in the Item Level field. Click the magnifying glass to search for an item to include/exclude. |
|
Parent/Diff Search |
The Parent/Diff field is active if you select Parent/Diff in the Item Level field. This field appears as a magnifying glass next to the Item Level field and allows you to search for a parent/diff to include/exclude. |
|
Diff Type |
The Diff Type field is active if you select Parent/Diff in the Item Level field. |
|
Diff |
The Diff field is active if you select Parent/Diff in the Item Level field. |
|
Item List |
The Item List field is active if you select Item List in the Item Level field. Click the dropdown to select a defined list of items to include/exclude. |
|
Source File |
Source File is active if you select Upload File in the Item Level field. Click Browse to select the file to upload. |
When you have entered the criteria for the exclusion, clicking OK will save the changes, close the popup, and return to the Edit Offer Conditions.
|
Note: You also have the option to remove rows from the Items table by highlighting a row or rows and using the Delete action. |
Once your promotion criteria are complete, click Apply. You are returned to the Promotions tab. Your updated promotion is displayed in the Promotion table.
Several fields on an offer are eligible to be maintained via a mass maintenance screen. The fields which allow mass maintenance all reside on the Offers page in the Offer Wizard. The Mass maintenance functionality is called when multiple offers are selected from the Promotions screen.
Perform the following procedure to edit multiple offers:
Perform a search for the promotion that you want to edit. See Search for a Promotion.
From the search results pane of the Promotion Search tab, highlight the promotion you want to edit and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, highlight the offers you want to edit and select Edit from the Action menu. If multiple offers were selected, the Mass Update Offers dialog is launched.
Mass Update Offers
From the Mass Update Offers dialog, edit your item offer criteria using the following options:
Table 15-34 Mass Update Offers Fields
| Field | Description |
|---|---|
|
Start Date |
The Start Date field allows the user update the start date for the all the selected offers. |
|
Start Time |
The Start Time field allows the user to update the start time for all the selected offers. |
|
End Date |
The End Date field allows the user to update the end date for all the selected offers. |
|
End Time |
The End Time field allows the user to update the end time for all the selected offers. |
|
Coupon Code |
The Coupon Code field allows the user to update the coupon code for all the selected offers. |
|
Comments |
The Comments field allows the user to update the comments for all the selected offers. |
|
Customer Description |
The Customer Description field allows the user to update the customer description for all the selected offers. |
|
Clear End Date |
Selecting Clear End Date will clear the End Date for all selected offers. |
|
Clear Coupon Code |
Selecting Clear Coupon Code will clear the Coupon Code for all selected offers. |
|
Clear Comments |
Selecting Clear Comments will clear the Comments for all selected offers. |
|
Customer Description |
Selecting Clear Customer Description will clear the Customer Description for all selected offers. |
When you have entered all the changes for the Mass Update, click OK to accept the criteria and close the dialog.
Users have the option to create a new offer using an existing offer as a template.
Perform a search for the promotion that has an offer you want to copy. See Search for a Promotion.
From the search results pane, select Edit from the Actions menu. The Promotion tab appears
From the Promotions tab, select the Offer you want to use as a template for your new offer and select Create from Existing from the Actions menu. The Create Offer from Existing dialog appears.
From the Create Offer from Existing dialog, enter your new offer criteria using the following options:
Table 15-35 Create Offer from Existing Fields
| Field | Description |
|---|---|
|
Offer |
The Offer field allows the user to enter an offer description. |
|
Start Date |
The Start Date field allows the user to enter or select a start date for the offer. |
|
Start Time |
The Start Time field allows the user to enter a start time for the offer. |
|
End Date |
The End Date field allows the user to enter or select an end date for the offer. |
|
End Time |
The End Time field allows the user to enter an end time for the offer. |
|
Coupon Code |
The Coupon Code field displays the coupon code associated with the offer. |
|
Customer Description |
The Customer Description field displays the customer description for the offer. |
|
Comments |
The Comments field displays any comments associated with the offer. |
When you have entered the criteria for the new offer, click OK. You are returned to the Promotion tab.
The copying locations feature allows users to select an offer and then copy the entries from the location table associated with that offer to one or more other offers within the same promotion.
Perform a search for the promotion that has an offer with items you want to cancel. See Search for a Promotion.
From the search results pane, select the Promotion from which you want to copy locations and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, select the offer that contains the location to copy and select Copy Locations from the Actions menu. The Copy Locations to Offers dialog appears.
From the Copy Locations to Offers dialog, select one or more offers to which locations will be copied and click OK. You are returned to the Promotions screen.
Users have the option to cancel an offer from a Promotion. Cancelling an offer can only be done when the offer is in active status.
Perform a search for the promotion that has an offer in Active status. See Search for a Promotion.
From the search results pane, select the Promotion from which you want to cancel an offer and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, select the offer you wish to cancel and select Cancel from the Actions menu. The Cancel Offer dialog appears.
From the Cancel Offer dialog, select a Reason for the cancellation.
Click OK to Cancel the Offer and close the dialog.
Users have the option to cancel an item or items from an offer. Cancelling an item from an offer can only be done when the offer is in Active status.
Perform a search for the promotion that has an offer with items you want to cancel. See Search for a Promotion.
From the search results pane, select the Promotion from which you want to cancel items from an offer and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, select the offer that contains the item or items to cancel and select Edit from the Actions menu. The Offer Wizard is launched.
From the Edit Offer screen, click Next. The Edit Offer Conditions page opens.
From the Qualifying Items table, select the item or items you want to cancel and select Cancel from the Actions menu. The Cancel Items dialog appears.
From the Cancel Items dialog, set the criteria for the item or items being cancelled using the following fields:
Table 15-36 Cancel Items Dialog Fields
| Field | Description |
|---|---|
|
Item Level |
The Item Level field allows you to select a category by which you can narrow the list of things to cancel in the offer. Options are:
|
|
Department |
The Department field is active if you select Department, Class, or Subclass in the Item Level field. Click the dropdown to select a department for the items you want to cancel. |
|
Class |
The Class field is active if you select Class or Subclass in the Item Level field. Click the dropdown to select a class of items to cancel. |
|
Subclass |
The Subclass field is active if you select Subclass in the Item Level field. Click the dropdown to select a subclass of items to cancel. |
|
Item |
The Item field is active if you select Item in the Item Level field. Click the magnifying glass to search for an item to cancel. |
|
Parent/Diff Search |
The Parent/Diff field is active if you select Parent/Diff in the Item Level field. This field appears as a magnifying glass next to the Item Level field and allows you to search for a parent/diff to cancel. |
|
Diff Type |
The Diff Type field is active if you select Parent/Diff in the Item Level field. |
|
Diff |
The Diff field is active if you select Parent/Diff in the Item Level field. |
|
Item List |
The Item List field is active if you select Item List in the Item Level field. Click the dropdown to select a defined list of items to cancel. |
|
Source File |
Source File is active if you select Upload File in the Item Level field. Click Browse to select the file to upload. |
|
Reason |
The Reason field allows you to enter a reason for the item(s) cancellation. |
When you have entered the criteria for the item(s) being cancelled, click OK. Clicking OK and Cancel Another allows you to select another item to cancel. You are returned to the Edit Offer Conditions page.
From the Edit Offer Conditions page, click Next. The Edit Offer Rewards page appears.
From the Edit Offer Rewards page, click Apply. You are returned to the Promotions tab.
|
Note: You also have the opportunity to cancel items from the Items table on the Rewards page by following similar steps as outlined for cancelling from the Qualifying Items table on the Conditions page. |
Users have the option to cancel locations from an offer. Cancelling locations from an offer can only be done when the offer is in Active status.
Perform a search for the promotion that has an offer in Active status. See Search for a Promotion.
From the search results pane, select the Promotion from which you want to cancel a location from an offer and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, highlight the offer which has the location you want to cancel.
From the Promotion tab, on the Locations table, select the location(s) to be canceled and select Cancel from the Actions menu (on the locations table). The Cancel Locations dialog appears.
From the Cancel Locations dialog, set the criteria for the location or locations being cancelled using the following fields:
Table 15-37 Cancel Locations Dialog Fields
| Field | Description |
|---|---|
|
Level |
The Level field allows you to select a category by which you can narrow the list of locations to cancel in the offer. Options are:
|
|
Zone Group |
The Zone Group field is active if you select Zone in the Level field. Click the dropdown to select a zone group for the location(s) you want to cancel. |
|
Zone |
The Zone field is active if you select Zone in the Level field. Click the dropdown to select a specific zone from the selected zone group from which to cancel the location(s). |
|
Location List |
The Location List field is active if you select Location List in the Level field. Click the dropdown to select from a defined list of locations from which to cancel the location(s). |
|
Store |
The Store field is active if you select Store in the Level field. Click the dropdown to select a store from which to cancel the location(s). |
|
Reason |
The Reason field allows you to enter a reason for the location(s) cancellation. |
Click OK to Cancel the location(s) and close the dialog. Click OK and Cancel Another to remain on the dialog and cancel additional locations.
Users will have options to perform Delete maintenance at Offer level for one or many items or at the Offer/Location level for one or more Locations tied to an offer.
Offer Level: Users highlight one or more rows on the Offer table and click Delete on the Offer table
Location Level: Users will highlight a single row on the Offer table and then highlight one or many rows on the Locations table and click Delete on the Locations table
Perform a search for the promotion that you want to delete. See Search for a Promotion.
From the search results pane, select the Promotion from which you want to delete an offer and select Edit from the Actions menu. The Promotion tab appears.
From the Promotion tab, you can select either offers or locations to delete. Highlight the item or location you want to delete and select Delete from that tables' respective Action menu. The Delete Confirmation dialog appears.
From the Delete Confirmation dialog, click OK to confirm the deletion. You are returned to the Promotion tab.
