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Import of promotion from API

(RTC-22219)

Promotions can be created, updated and deleted by 3rd party using JSON file import via File Service. Required format of data is documented in Swagger. File content is validated before saving it (same rules as in user interface). Only 'Promotion price' offers are supported. Validation errors are saved as StagingMerger job warning or in [staging].[FlatBatchJson] table. When updating/deleting promotion/offer, external number is used. If 'Promotion type' does not exist, it is added to register.

Improvements

ModuleDescription
Promotion report

Better looking report (RTC-22847)

Sections in promotion report are grey with rounded corners and columns in the 'Bestsellers' section have titles.


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Release 08.06.2022

Item group list in offer

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Item groups can be used to define an offer group. This means an offer will apply to all items within the item group. Item group list is available for all price rules with item selection, except 'Promotion price'. Price panel (kickbacks) is not available for item group. Default kickback values cannot be set if all offer groups within offer use item groups. These offer groups are not available in 'Import' modal in Promotion view. Data in report for offer on item group level is fully based on Reporting API response. Offer is exported to file (blob) with item group numbers.
Using a link above grid in 'Items in promotions' view, user can choose offers based on their selection level: Item or Item group. Overlapping modal for an item shows offers where this item or its item group was used. Modal for item group shows only offers where this item group was used.

Improvements 

ModuleDescription
Offers

Promotion price can equal 0 (RTC-22770)

'Promotion price' value can be set to 0 in the price panel in 'Manage items' view.


Removing offer group from the offer (RTC-23081)

There is a possibility to remove an offer group from the offer with multiple offer groups. Deleted offer group is exported to file (blob) with status 'deleted'.

Price rules

Discount on discount (RTC-23556)

It is possible to submit promotion which uses mix type without 'Discount on discount' flag.


Discount on discount (RTC-21867)

Discount on discount can be defined in the price rule or marked as editable in the offer. If a price rule is used in a promotion, 'discount on discount' field can no longer be edited in the price rule view.

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There is a possibility to choose item, model or variant level when importing items to the offer. File exported from 'manage items' view can be used as a template. For model level models are recognized by "ModelNo" field and for Variant both "ColorText" and "ModelNo" fields must be present.

Improvements

ModuleDescription

Offers

Default kickback values (RTC-13033)

"Kickback supplier" and "Kickback chain default" values can be defined on offer level. These values are used to calculate promotion net price for an item when it is added to the offer. Values can be defined for all mixtypes except 'All items' ones. Values are not applied when items were already added to offer and when importing offer items excel file which contains kickbacks. Values are also ignored when sum of amounts is greater than net price.

Promotion report

Bestsellers section width (RTC-22748)

Bestsellers section is two times wider, so items with long name, color and size are fully displayed.

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There are two new columns in the 'Items in promotion' grid - 'Model name' and 'Selection level'.
Modal window for overlapping promotions looks different for items/models/variants. Modal for models contains modal name and model number. Modal for variants contains model name, color and model number.

Improvements

ModuleDescription

Price rules

Define discount type in price rule, and discount rate in offer (RTC-19795)

Discount rate and discount type are specified separately on price rule level. It is possible to create price rule with defined discount type, but discount rate editable in offer.

Promotion report

View item sales (RTC-20115)

In each of the sections in 'Report tab', there is a 'View item sales' button. It opens grid with sales of items within promotion/offer. By default, it contains columns: GTIN, Item text, Quantity sold, Sales amount, Gross profit total and Brand. Grid is sorted by Sales amount by default. Other columns that can be added to grid are: SKU, Color, Size and Item group no/text.

  • When promotion/offer consists of less than 5000 items, all of them are displayed in grid, including never sold ones.
  • When promotion/offer has more than 5000 items, only 5000 items with highest number of sold amount are shown.
  • When offer applies to all items, only sold items are in the grid.
  • Report received from Reporting API is cached for one hour. It makes data load faster when re-opening page, but also means that new sales statistics may not be visible until hour passes.
  • Offers on model and variant level are not yet supported.


Item search for offers on model/variant level (RTC-21646)

When offer is created on model/variant level, it is possible to search for an item from this model/variant in the item search in promotion report.


Deleted offers sections (RTC-21305)

Section for the offer deleted from an active promotion is displayed on report tab, so it is possible to see sales statistics for all offers that were active in the past.

System

Labels for items in promotion on variant level (RTC-21265)

After creating a promotion on variant level, all items from this variant are imported with prices to the table [Promotion].[OfferGroupItem]. Also these items get labels with the promotion price. Labels are always taken from the offer where price for specific item is the smallest.

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In promotion view, there is a 'Report' tab. In this tab, there is section with total sales for the promotion. Users can see number of items sold, sales amount and gross profit total. Data shown there is obtained from Reporting API. When data cannot be received, there is "Could not get sales statistics message".
View with promotion details is moved to 'Setup' tab:

'Report' tab:

Improvements

Module

Description

Offers


Coupon offer ID (RTC-20395)

"Coupon offer ID" input field is visible only when "Coupon offer" checkbox is checked. This applies to view when creating promotion from item list, adding offer to promotion or editing offer modals.


Mix: Buy for X amount and pay Y amount per piece for N items (RTC-18593)

Mix type number 6b, 'Buy for X amount and pay Y amount per piece for N items'.
This mix extends Mix 6 from Chain Classic and replaces Mix 29.
Fields to define in this mix type are:

  • Conditions - Min. receipt amount
  • Reward - Number of discounted items, New price per discounted item.

Offer with this mix have one group of offer items. Parameters of this mix are exported with offer to POS.
When discount of an offer is New price = 0, 'Item for free (0.00)' message is displayed in offer details. This applies to mixes 4, 5, 6b, 21/22 and 40.


Mix 10/13/39 (RTC-19140)

Mix type number 10/13/39, 'Buy N or more items and get a discount per piece'.
Fields to define in this mix type are:

  • Conditions - Min. number of items
  • Reward - Discount per item (percent, amount or new price).

Offer with this mix have one group of offer items. Parameters of this mix are exported with offer to POS.

Price

Store prices in promotion on store group level (RTC-20743)

When promotion is created on team or profile level, and item has price in store that belongs to selected store group, this price will be used in offer.

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For draft, pending approval and planned promotions there is a possibility to mark offer as 'Coupon offer' and add coupon offer ID. Coupon offer ID should start with 99 and be minimum 4 digits long. When ID is present on another offer, warning appears. Coupon offer ID is exported on offer level.
Also 'Reserved for members' field has been renamed to 'Member offer'.

Improvements

Module

Description

Export

Incomplete offers (RTC-17458)

Removed incomplete offers are skipped when approving promotion so export job works successfully.


Export of offers (RTC-18854)

When discount type of mix type 35 is percent, discount is exported as a fraction on PromotionOfferItem level.

Price rules

Mix 35/41 (RTC-19511)

Mix type 30 is replaced by mix type 35/41.

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If the processing of offer group fails, the job retries to process it again. If it fails three times the offer group's flag ItemsProcessed is set to True and the user gets a notification. This offer group is not processed anymore. 

Improvements

Module

Description

Export

Availability details export on item level (RTC-18687)

Promotion availability details are exported to a JSON file with each item that is part of the 'Promotion price' offer. Editing details of an approved promotion triggers re-export of all offer items.

Offer

Manage items in offer (RTC-18448)

When filters in the offer items view are set and there are no items in the grid as a result, the price panel shows no data.


Single item in the offer (RTC-18144)

When 'single item' in mix 4 and 5 is not selected there is no "clear selection" and "export to excel" buttons in toolbar.

Offer view

Audit columns (RTC-15500)

In offer view, there are audit columns 'Created by', 'Created date', 'Modified by' and 'Modified date'. Columns display information about who and when added or modified item in an offer. These columns are hidden by default.

Price rules

Mix types (RTC-18181)

At the end of description of mix types 21, 23, 26, 28 and 40 there are information about what mix types from Chain Classic that these mix type replaces.


Mix type descriptions (RTC-18186)

On 'new price rule' view, mix types descriptions wraps when there is not enough space to display text in one row. Description is displayed properly on screens of any size, including mobile devices.

System

Keyboard navigation in modals (RTC-18392)

Space can be used in names and description input fields in modals. If modal is opened, keyboard navigation does not affect grid behind the modal. Applies to modals:

  • 'Import items' and 'clear selection' in the offer view
  • 'Use file' in the item list view
  • 'New segment' in the item segmentation view


User permissions (RTC-14566)

Access to store/store groups is limited for an user in a more performant way.

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Discounted item in the offer (mix types 4 and 5) is displayed in a grid with columns and kickback, and price panel can be used for setting kickback. Kickback for discounted item is exported. Adding item without active price in the same store provide modal window with information that this item cannot be added. Clearing selection in active promotion leads to modal with description that offer without items is not available in the POS.

Improvements

Module

Description

Export 

Export of kickback (RTC-17454)

After updating item selection for an offer, kickback values are exported to POS properly for all items with store price.

Offer

Selection type for offer (RTC-17201)

Types of item selection that can be selected for an empty offer are described on type selection view with short title above description.


Offer view improvements (RTC-17161)

In offer view, focused button in side panel can be triggered by clicking Enter. Margin change p.p. in items grid is displayed in percentage points. Validation errors for percentage columns are displayed properly.

Promotion 

Promotion grid (RTC-16897)

In the promotions grid there are 'Store group code' and 'Store group name' columns. They show code and name of store, team or profile assigned to promotion. For promotions available in all stores, no value is shown.

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Rounding rules are applied for the promotion price in the Promotion price panel. A button appears under the price when a rounding rule can be applied. After it is clicked, the price is overwritten with the rounding values. 

Improvements

Module

Description

Price panel

Promotion price panel (RTC-15477)

Multiple quality of life improvements and fixes for the promotion price panel. Prices are calculated correctly and validation messages are displayed for invalid input values.