Manage Promotions

3 Manage Promotions

The Promotion screen allows you to maintain the promotion description, offers within the promotion, and the locations associated with the offers. In addition, the promotion can optionally be assigned to a campaign. Offers are maintained using the offer wizard where you can navigate through multiple screens which specify the offer details, conditions to qualify for the offer, and the reward available for the offer. Locations are added to offers after they are created using the offer wizard.

The Promotion 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.

The Manage Promotions tasks provide options for existing promotions, including:

Search for a Promotion

Perform the following procedure to search for an existing promotion.

From the Tasks menu, select Manage Promotions. The Promotion Search tab appears.

Figure 3-1 Promotion Search Tab

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 3-1 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: Simple Discount Buy/Get Gift with Purchase
Offer Template	The Offer Template field allows the user to select an offer template to be used in search criteria.
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: Worksheet Submitted Approved Rejected Active Completed Cancelled
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.

Edit Offers

Editing a single offer is performed using the Offer Wizard. There are three potential pages within the wizard:

Offer Page
Conditions Page
Rewards Page

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.

Figure 3-2 Promotion
From the Promotion tab, highlight the offer you want to edit and select Edit from the Action menu.

Note:

You may need to move your offer back to Worksheet status in order to make edits.

If a single offer was selected, the Offer Wizard is launched. The initial page in the Offer Wizard allows you to edit the basic criteria of the offer. See the Add Offer Details section for information on each of the fields on this page.

Figure 3-3 Edit Offer

Once you have edited the main offer criteria as needed, click Next to edit the Conditions and Rewards portions of the offer.

Note:

Depending on the offer template, you may not have both Conditions and Rewards.

Edit Offer Conditions

The Conditions page is used to edit the conditions that a customer needs to meet in order to qualify for the rewards on the offer. The Conditions stop of the wizard allows you to edit the conditions associated with the offer. The offer template will determine which fields are available for editing. See the Create Promotions and Offers section for your offer template for details on the fields on this page.

Figure 3-4 Edit Offer Conditions

Once your offer conditions criteria are entered, click Next. The Rewards Page opens. If you need to go back to edit the main offer criteria, the click on the Back button or click on the hyperlink for the appropriate train stop at the top of the page.

Edit Offer Rewards

The Rewards page allows you to edit the rewards associated with the offer. As with the conditions page, the details of what is available for editing on this page will differ for each offer template. See the Create Promotions and Offers section for your offer template type for details on the fields on this screen for your template type.

Figure 3-5 Edit Offer Rewards

If you have applied all your updates, click Apply to save the changes and return to the Promotions page. If you need to make changes to the Offer or Conditions for the offer, click the Back button or click on the hyperlinks for the appropriate train stop at the top of the page.

Edit Multiple Offers

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 and you select the Edit option from the menu or using the iconic button.

Figure 3-6 Mass Update Offers

From the Mass Update Offers pop-up, edit your item offer criteria using the following options:

Table 3-2 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.
Item / Location Primary Supplier	This is the primary supplier site for the item/locations to be included on the offer. The field is applicable only for item simple discounts. Users have the option to use the list of values to search on supplier to add to the offer, as needed. Note: The field will be available for selection only if the Supplier-Controlled Pricing functionality is enabled for Consignment and Concession ownership models in Merchandising and
Clear Supplier	Selecting Clear Supplier will clear the Primary Supplier for all selected offers.
Purchase Type	This is the purchase type for the item/locations to be included on the offer. The field is applicable only for item simple discounts. Values for the drop down include: Owned, Consignment and Concession. Note: The field will be available for selection only if the Supplier-Controlled Pricing functionality is enabled for Consignment and Concession ownership models in Merchandising.
Clear Purchase Type	Selecting Clear Purchase Type will clear the Purchase Type for all selected offers.

When you have entered all the changes for the Mass Update, click OK to accept the criteria and close the pop-up.

Approve Offers

To approve an offer follow the steps below.

From the Tasks menu, select Promotions > Manage Promotions. The Promotions Search page opens.
Search for the promotion which contain the offer(s) you wish to approve.
Highlight the promotion and click Edit. The Promotion page opens.
Highlight the offer you which to approve. Click Approve.

Note:
You can also highlight multiple offers and click Approve. This will approve all the highlighted offers. You can also use the Approve All button to approve all the offers on the promotion at one time.
Choose one of the following options.
- Click Save to save and approve the offer(s).
- Click Save and Close to save and approve the offer(s). The Promotion page is closed.
- Click Cancel to reject your changes and exit the Promotion page.

Cancel Offers

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 pop-up appears.

Figure 3-7 Cancel Offer
Select a Reason for the cancellation.
Click OK to Cancel the Offer and close the pop-up.

Cancel Items from an Offer

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.
Navigate to the Conditions page in the wizard.
From the Qualifying Items table, select the item or items you want to cancel and select Cancel from the Actions menu. The Cancel Items pop-up appears.

Figure 3-8 Cancel Items

From the Cancel Items pop-up, set the criteria for the items to be cancelled, using the following fields:

Table 3-3 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 Class Subclass Item Parent/Diff Item List Upload List Supplier Site/Brand
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 List in the Item Level field. Click Browse to select the file to upload.
Supplier Site/Brand	The Supplier Site and Brand fields are active if you select Department, Class, Subclass, or Supplier Site/Brand in the Item Level field. Enter a supplier site or a brand or click the dropdown to select a supplier site or a brand. The supplier site or brand you provide will be used as additional criteria for the items you want to include/exclude.
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.

Cancel Locations from an Offer

Users also 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.

Figure 3-9 Cancel Locations

From the Cancel Locations dialog, set the criteria for the location or locations being cancelled using the following fields:

Table 3-4 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 Location List Store
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 pop-up. Click OK and Cancel Another to remain on the dialog and cancel additional locations.

Delete Offers

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.

Figure 3-10 Promotion
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.

Figure 3-11 Delete Confirmation
From the Delete Confirmation dialog, click OK to confirm the deletion. You are returned to the Promotion tab.

Manage Campaigns

A promotion campaign is an attribute that can be added to a promotion as a way of linking together related promotions. Usually campaigns are driven by a retailer's marketing department and are often initiated in a separate solution. Because of this, campaigns are maintained through the upload/download process for use in Pricing. Although a Pricing function, campaigns are actually loaded via Merchandising by accessing Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add, update, or remove a promotion campaign, select the template type of Price and Cost from the Download Data screen and then the template Promotion Campaigns. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice.

Add a Campaign

To add a new campaign, select the action type of Create on an empty row of the Promotion Campaigns tab. Next enter a unique ID up to 10 characters in length for the campaign along with the description in the appropriate columns. The description should be entered in the primary language (as defined in the Merchandising system options) of up to 1000 characters.

Updating a Campaign

If you would like to update the description for a promotion campaign, a similar process will be followed as that described above for creating new. First, download the spreadsheet, and then navigate to the row where you would like to make your updates. Select the action type of Update, and then correct the description in the spreadsheet.

Removing a Campaign

If you wish to remove a campaign, select the Delete action on the row of the campaign you which to delete. Note that the removing a campaign is not allowed if it is still in use for a promotion.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, you'll again select the template type Price and Cost and the template Promotion Campaign. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

To review the status of the upload and check whether any errors occurred, select the Foundation Data > Review Status task from the main task list.