Coming next release
Area | Description |
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Price lock | Price lock processor job (RTC-41916) There is new PriceLockProcessor job that adds or removes items from offer groups, based on setup in price lock register. Job triggers after manual price lock is created/edited/deleted and when valid dates of promotion are changed. Additionally job triggers every night (default 3 AM UTC) to automatically add/remove. |
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Release 10.09.2024
Area | Description |
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Offer group items | Price with status deleted (RTC-42891) OfferGroupProcessor job does not match deleted ordinary price when price lookup for offer group item. If item in planned promotion was added with planned price, but then price was deleted, after reprocessing of offer group, item will have new price valid in correct date, or is deleted from an offer if no active price was found. |
Promotion API | Swagger documentation improvements (RTC-42769) 'Promotion Service Gateway API' section of Swagger has description of rules regarding promotions, offers, offer mix type, offer items and API limitations. Within each PUT request, there are multiple examples of request body, that cover different use cases of API. Each example is described by its custom name. Additionally there is example of responses for item upsert request, that contain error texts. |
System | Item group number (RTC-38886) Table with items has ItemGroupId instead of itemGroup-related fields. Item groups with duplicated item group numbers are removed. Item group number cannot be null. If ItemGroup is not found in the import of items, it is created. Improved performance of exporting promotion. |
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Release 03.09.2024
Register and new field for offer
There is 'Offer type' register included in 'Promotion registers' tab. Offer type is described by code, name, description and can be added, edited or deactivated. The first two fields are required. Code must be unique.
Offer type is visible in the offer details and offer tile.
There are new columns in 'Show offers in a grid' and 'Promotion offers' views: 'Offer type code' and 'Offer type name'.
Export of offers is extended with offer type. Editing name of the offer type is not triggering export of offers that are using this offer types.
Offer type register
Add offer type
Offer type in the offer details view
Items with price lock grid and manual price lock
It is possible to block the addition of an item to a promotion at the level of selected (or all) stores, teams or profiles. If price lock overlap present date or start date of promotion adding it to the offer is blocked. Price lock is supported only in offers where item lists on item level are used and only in promotion price offers. The lock time is determined by the ‘Locked from’ and ‘Locked to’ dates. 'Locked to' date must be after or the same as locked from date. In addition, past dates cannot be entered in the modal when a user creates new price lock, but they can be in the past once a user decides to edit them.
When a user tries to add a locked item to a promotion, an information is displayed about how many items have not been added due to the price lock. If the price lock period no longer applies, it is necessary to manually re-add items to the promotion by editing the item list, importing items by Excel file or importing items by third party. To be able to add, edit or delete price locks, a user needs 'manage price locks' permission which depends on 'view promotion' permission. If a user does not have permission to manage price locks but has access to the store/team/profile, locked items are visible in the grid but only in read mode. Offer group item that has not been added to the offer because of the price lock is exported to 3rd party with the status deleted.
Improvements
Area | Description |
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Export | Offer deleted on status planned (RTC-42666) Export of promotions and offer items contain data from offers deleted not only on status 'Active' but also 'Planned'. In database, there is 'IsDeletedWhileApproved' flag instead 'IsDeletedWhileActive'. |
Offer item price | VAT rate decimals (RTC-43453) When item price has decimal value as a VAT rate, it is saved with no rounding on offer group item row. As a result, Margin (GP) and Promotion price WO/VAT are correct in price panel. |
Promotion API | Fix: error message when promotion does not exist (RTC-42986) 404 status code and proper error message is returned when referencing not existing promotion in upsert promotion offer request or referencing not existing promotion or offer in upsert offer items request. |
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Release 20.08.2024
Area | Description |
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Offer items | Fix: promotion price can be set to 0 (RTC-41237) Promotion price of offer item can be set to 0. When one of items has price set to 0, offer items grid is loaded properly. It is possible to export such offer item to Excel file. |
Offline item lists | Changing the item list in the Promotion module when there is no connection to the Item Service (RTC-41204) If the user want to edit item list through user interface but there is no connection with Item Service, the user receives a message in the red bar. The item list does not change in the promotion offer in order not to lose information about previously added items but there is an information that the selection contains 0 items/variants/models. The display will change if the selection has changed but the items do not change, e.g. the items will be displayed as models. In this case, the columns in the grid will change If the user wants to edit the item list via an Excel file while the Item Service is not working, the result is as follows: The notification 'Items in offer could not be synced with Item Service' top right corner and message 'Manage item list is not available until offer items are synced. You will be notified once the items are synced.' at the top of the grid are visible. 'Edit item list' button is not available. Imports from 3rd parties work very similarly. The only difference is the lack of notification. Only offer groups with processed and synced items can be copied. It's possible to import Excel if model number is not specified but there is external model number in the file. OfferGroupProcessor job is triggered by default every 5 minutes. |
Promotion API | Put request for adding items to the offer (RTC-41208) PUT request /promotions/[EgPromotionIdentifier]/offers/[EgOfferIdentifier]/items in Promotion Service is supported. |
System | Fix: duplicates of ExternalModelNo (RTC-42961) Import of items from Item Service saves item on model level with empty ExternalModelNo if received value is already used by other model in Promotion database. Additionally, release of RTC-41204 does not fail when there are ExternalModelNo duplicates in database (suffix is added to duplicate). |
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Release 05.08.2024
Area | Description |
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Offers | Manage offer in grid view (RTC-41924) In promotion details, in grid with offers, there are three dots and eye icons for each offer row. |
Offer | Validation of incomplete mix 31 offer (RTC-42015 When promotion is created containing price rule with mix 31 that has values editable in offer, 'incomplete' flag is set properly until user fills in the missing values. It is not possible to submit and approve promotion with incomplete mix 31 offer. |
Offer items | Ordinary price column (RTC-41555) Ordinary price column is visible in manage items grid in the offer on item/variant/model levels. |
Promotion API | Put request for creating/updating offer (RTC-41207) PUT request /promotions/[EgPromotionIdentifier]/offers in Promotion Service is supported. Fields validation errors are returned as a message with status code 422. Code 400 with description is returned on rule violation. Correctly upserted offer is returned with code 201 (created) or 200 (updated), and response contains all the schema values of offer. |
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Release 17.07.2024
Area | Description |
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Export | Fix: order of fields in export of promotion to blob (RTC-42404) In Promotion.Promotion.Export offers, 'mixType' is first field in 'mixDetails' entity (to ensure backwards compatibility with old package versions). |
Offer | Mix 101: Use item group list (RTC-39529) Item group list can be added to the Mix 101 (Promotion discount) offer. It's possible to create promotion with this mix from item group list view. Percentage discount can be modified for each item group in side panel which contains percentage discount. Default percentage discount is added to all item groups when adding them to the offer. If value is not specified, is equal to 0 % by default. |
Promotion API | Put request for creating/updating promotion (RTC-41206) PUT request /promotions in Promotion Service is supported. |
System | Fix: ignore wrapping spaces in import of items and item groups from Item Service (RTC-42246) When there are wrapping spaces in a text type of field in ItemChanges (item) or GroupHierarchy (item group) file from Item Service, there is no validation message during import and data is saved in Promotion database without wrapping spaces. |
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Release 02.07.2024
Area | Description |
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Export | Deleted offers (RTC-39591) Offers deleted before approving promotion are not exported. The same for offer items from such offers. |
Import | Promotion and offer item, logs (RTC-39974) No exception is thrown when importing not existing promotion with status 'deleted'. Such promotion is skipped in import. Log about failed offer item import contains information about external offer number, offer item identifier and flat batch JSON id. |
Offers | Show offers as grid (RTC-40576) The user can display offers as a list (by clicking 'Show offers in a grid') or as cards ('Show offers as cards'). The first view is a grid with the following columns: offer id, offer name, price rule, active, incomplete, coupon offer, external offer id, coupon offer id, member offer and bundle offer. Incomplete offer means that mix details are not defined correctly or offer doesn't have items. In the second view, in which user can view offers as cards, 'Active offers' filter is renamed to 'Active and complete offers'. When trying to submit or confirm promotion with incomplete offer, validation message contains identifiers of incomplete offers. When the user enters the details of the promotion, sees the offers as cards by default. Then, offer view type (grid or cards) selection is remembered in browser - after entering any promotion, page in lastly used offer view type is displayed. 'Number of times the offer can be used' value is editable in offer or displayed as defined in price rule regardless of whether offer has coupon added or not. Removed 'Once per unique coupon' text that was previously displayed as value when offer had added coupon. |
Promotion API | Get requests for promotions and offers (RTC-41205) GET requests in Promotion Service are supported:
Authorization token is required. If promotion or offer is not found, 404 (not found) status code is returned. If no identifier is specified, 400 (bad request) status code is returned. When fetched offer belongs to another promotion than specified by promotion id, 400 (bad request) status code is returned. Incomplete offers (with missing mix details fields) are returned with default values. |
Service | Promotion API documentation in Swagger (RTC-41203) Contracts for Promotion API endpoints are documented in Swagger:
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System | OfferGroupProcessor job replaces ItemSelectionItemImport job (RTC-37763) Items are added to the offer group by OfferGroupProcessor job. Compared to ItemSelectionItemImport, item and prices lookup is done in Promotion database instead of requests to Item Service API. When item, model or variant that is part of selection is not found in Promotion database, then job completes with warning. Processing is retried 3 times (each 10 minutes by default). Improved performance of approving promotion, editing approved promotion, update of promotion through 3rd party import. |
Voyado offer | Fix: offer trigger code (RTC-41748) When creating new offer with voyado coupon, offer id is saved as offer trigger. |
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Release 12.06.2024
Area | Description |
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Offer | Coupons on offers (RTC-41435) When only one offer trigger type can be selected (for offers created by third party import) or if previously selected offer trigger type cannot be changed, radio buttons are not displayed in the offer details view. |
Promotion API | Documentation (RTC-39713) Mix types are visible in contract schema for promotion. |
System | Discount code (RTC-41528) The discount code field (named offerTriggerCode in import) can have up to 30 characters. |
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Release 05.06.2024
Area | Description |
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Export | External identifiers in export to blob (RTC-24502) ExternalPromotionNo/ExternalOfferNo are exported as ExternalPromotionNo/ExternalOfferNo in export of Promotion.Promotion.Export. |
Import | Import of offers with mix 101 (RTC-39061) Offer with mix type 'PromotionDiscount' (mix 101) can be imported from 3rd party or from Excel file. It is marked as supported in the Swagger documentation. Excel with offer items exported for mix 101 offer contains 'Promotion discount' column. When uploading Excel, promotion discount field is ignored for offers using mix other than 101. When exporting Excel for mix 100, the 'Promotion net price' column is no longer present in the file. Removed SKU validation for importing items to offers with single item (no error message when import contains only GTIN or ExternalItemNo). Note that such item will still not be added to the offer (for now SKU must be defined when importing item to one item offer group in mixes 4 and 5). |
Promotion import and export | Coupons on offers (RTC-38665) ExternalCouponId is obsolete in import. If provided, works as before but OfferTriggerType and OfferTriggerCode must be null then. ExternalCouponId has value of OfferTriggerCode in export. Possible values for OfferTriggerType:
'Coupon' is not supported in import. 'OfferTriggerCode' must be specified when OfferTriggerType is 'DiscountCode' and must be null if OfferTriggerType is 'Standard'. If OfferTriggerType and OfferTriggerCode are not specified, we have 'Standard' offer without coupon. |
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Release 22.04.2024
Area | Description |
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Import | Import of offers with mix 26 (RTC-39131) Offer with mix type 'SubtotalDiscount' (mix 26) can be imported from 3rd party. It is marked as supported in the Swagger documentation. Offer items cannot be imported for such offers (this mix type affects all items). Offer with mix type 'DiscountOnWeightItem' (mix 5) can be imported from 3rd party. It is marked as supported in the Swagger documentation. Only a single item can be imported to such offer (with logic as in mix 4). |
Offers | Fix: validation of mix details (RTC-40017) It is possible to save update of offer in UI when 'Number of times the offer can be used' is 'Unlimited' or when only other field was updated. Red star mark properly appears for all fields of price rule details. |
System | New framework for user interface (RTC-14938) Promotion management is upgraded to framework versions Angular 16 and Kendo 12. Changed naming of coupon related columns on offer in the database. Added OfferTriggerType to the offer - DiscountCode when it is 'General coupon' and 'Coupon' when it is '3rd party integration coupon' (Voyado). |
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Release 27.03.2024
Area | Description |
---|---|
Import | Import of offers with mix 4 (RTC-39035) Offer with mix type 'BuyOneItemFromSelectionAAndGetDiscountOnItemB' (mix 4) can be imported from 3rd party. It is marked as supported in the Swagger documentation. When importing PromotionOfferItem for the offer, selection to which item should be added can be specified using OfferItemType field: 'Condition' and 'Reward'. Offer with mix type 'discount on selected items' (mix 28) can be imported from 3rd party. It is marked as supported in the Swagger documentation. |
Offer | Fix: Edit external offer without coupon (RTC-39449) It is possible to save changes when editing an offer that was created from 3rd party, without the need to touch 'coupon' checkbox. When tenant is not configured to use Voyado integration, coupon can be added as before. |
Price rules | Mix 101: Promotion discount (RTC-38232) There is a general discount on whole offer which can be defined in price rule or editable in offer. In items in promotions view it's possible to adjust promotion discount per item. |
Service | Export documentation (RTC-38276) Swagger contains documentation regarding export of promotions, available mix types and examples of Promotion and PromotionOfferItem exports for various offers and offer items. |
System | Import of prices (RTC-37762) All item prices from Item Service are imported to Promotion database by new ItemPriceMerger job. Import of item groups (RTC-38300) All item groups are imported from Item Service to Promotion database (extended functionality of StagingMerger job). Both 'Copy promotion' and 'Copy offer' buttons are visible when user has access to manage any store or store group. Improved performance of approving promotion, editing and stopping active promotion in user interface (fix related to marking offer items to be exported). Import of items (RTC-37761) All item changes from Item Service are imported to Promotion database by new ItemMerger job. Items are saved in table that already contained items that were part of offers. When useModelItems=true, for each imported item, variant and model level rows are updated (they are used for offers on those levels). When useModelItems=false, only item rows are created. |
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Release 12.02.2024
Area | Description |
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Planned promotion | Description of changes, history, info about changes exported to POS (RTC-36677) Information for planned promotions that changes will be immediately exported to POS is visible when editing promotion or offer details and when managing items. Description of changes are required. There is a note in the history section after creating promotion, adding and copying offer, updating promotion or offer details and after managing items. |
Price rules | Mix 104: Buy from group 1, get discount on group 2 (RTC-35721) Fields to define in this mix type are:
Offer with mix type 104 has two offer groups. Rules: buy from group 1, get discount on group 2. Discounted price for group 2 can be editable in offer or defined in price rule. When creating a new offer with this mix, always two groups are created with quantity 1. Mix details for offer using mix 104 are properly exported. |
Promotion API | Documentation for mix 101 'Promotion discount' (RTC-37334) Business rules, import example and schema is added for upcoming mix type 101 - Promotion discount (mixType: PromotionDiscount in Promotion import and PercentDiscount value added in PromotionOfferItem import). |
Third party and Excel import | Fix: Promotion Price update (RTC-38292) Excel and 3rd party imports support update of Promotion Price value. Change of this value result in export of updated order line to blob. |
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Release 18.01.2024
Filter offers overview by offer status
It's possible to filter offers in promotion details based on their status: Active, Inactive or Incomplete. There is a picker for that in the offer panel.
Improvement
Area | Description |
---|---|
System | Performance when adding items to the offer group (RTC-37691) Added database index to improve performance when adding items to offer group. Size of batch that is saved to the database is set to 2000 by default and can be changed using parameter in configuration of ItemSelectionItemImport job. |
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Release 02.01.2024
Area | Description |
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Export | Export only changed rows after recalculation (RTC-36798) After item selection update (e.g. after segmentation recalculation at night), only rows with changed values are exported. This increases the promotion update performance from Promotion module to POS. |
Promotion | Promotion grid side panel (RTC-37256) Side panel in promotions grid is closed by default and its state is saved in local storage. |
System | Fix: Promotion exported before PromotionOfferItems (RTC-36675) In every blob export situation, the active/planned Promotion is exported before PromotionOfferItems. |
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Release 07.12.2023
Filter promotions by profile, team or store
There is a side panel in the promotion grid that allows to filter the grid based on the profile, store, team that user wants to see. Only promotions that are inside the selected scope are visible to the user.
Improvements
Area | Description |
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Offer | Fix: Add segmentation to offer through 'Edit offer' page (RTC-34391) Offer processing is started properly after user opens 'Edit offer' page, clicks 'Manage items' and creates new segmentation. |
System | Fix: ItemSelectionItemImport (RTC-36697) ItemSelectionItemImport is not stuck when processing the offer groups. This could happen before in some special cases. Apart from the exception in the database and log in the Integration Platform, the execution of job is 'Completed with warnings'. |
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Release 27.11.2023
Area | Description |
---|---|
Export | Fix: Missing items in export after approval of promotion (RTC-36216) All offer items from all offer groups in promotion are included in export execution after promotion approval is finished. Before this fix, some items could be missing from export due to approval request being handled at the same time as the export job was running. |
Import | Mix 40 (RTC-34083) Offer with mix type ''Combine from groups and get collective discount" (mix 40) can be imported from 3rd party. It is marked as supported in the Swagger documentation. Import of discount on offer level is not supported. |
Offer | Fix: Add segmentation to offer through 'Edit offer' page (RTC-34391) Offer processing is started properly after user opens 'Edit offer' page, clicks 'Manage items' and creates new segmentation. |
System | Fix: Segmentation recalculation in night (RTC-35260) During night recalculation of active offers, existing segmentations are recalculated and unnecessary copy of segmentation is not created.
There is a parameter 'Timeout per offer group (in minutes)' with default value equal to 60 min. After this time offer group with problematic segmentation is skipped but other groups are processed. |
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Release 26.10.2023
Area | Description |
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Export | Performance improvement (RTC-35199) Improved performance of export job to prevent its failure, especially in case of re-exporting all offer items to POS. Offer items from deleted offer group (RTC-35136) After removing offer group, items from this group are exported with status 'Deleted'.
Export job executions (Promotions and PromotionOfferItems) save logs with row versions that are exported as well as number of exported rows. |
Import | Deleted offer group (RTC-35136) There is no validation message after import of promotion as JSON file with offer group which have 'Deleted' status, when this group was already deleted before. Mix 35/41 (RTC-34082) Offer with mix type 'combine from groups and get discount per group' (mix 35/41) can be imported from the 3rd party. It is marked as supported in the Swagger documentation. If the mix has several groups and we provide not unique identifier, there is validation. |
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Release 16.10.2023
Area | Description |
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Import | Offers with mix 21 (RTC-34080) Offer with mix type 'Import of buy N selected items and get a discount' (mix 21) can be imported from 3rd party. It is marked as supported in the Swagger documentation. |
Items in promotion | Faster filtering and search (RTC-34087) Fetching data and filtering for 'Items in promotions' page for offers (grid for item level and for item group level offers) is faster. Sorting on status, store group code, store group name, period overlaps columns in grid for offers on item level is not possible. |
System | Fix: Adding hundred thousands of items to offer (RTC-35572) Reduced page size when fetching items and prices from Item Service to avoid errors when item list or segmentation contains hundred thousands of items. |
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Release 30.09.2023
Area | Description |
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Export | Export after update from 3rd party import (RTC-34351) Promotion is exported properly after offer is added to existing promotion or updated through 3rd party import. Offer items are always exported after such import as well.
There is no timeout when there are many offer item changes exported (e.g. after approving promotion with 100+ thousands of items or manually re-exporting all promotions to POS with SQL script). |
Import | Import file with thousands of rows (RTC-34237) StagingImport job does not fail when one imported file contains over 4000 of JSON rows. |
Promotion API | Documentation for mix 10/13/39 (RTC-34227) Business rules and import example in Swagger are added for 'Buy N or more items and get a discount per piece' mix type. |
System | Access control - filter promotions in grid (RTC-14422) In Promotions grid user sees only those promotions for which he has access to view (e.g. promotions in this store, but also profile and team promotions of store for which he has permission and profile promotion of store from team for which he has access etc). When copying offer, list of promotions show only those to which he has manage permission. |
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Release 04.09.2023
Area | Description |
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Export | Fix: Export of mixes 5, 27, 28 (RTC-33833) Added 'MaxCountInReceipt' in export of offer and offer items with mix 28 and 5. Removed 'MaxCountInReceipt' from exports in mix 27 (value was already not visible in Promotion Management). |
Offer | Fix: Blocked coupon offer ID input (RTC-33311) Coupon offer ID input is not disabled after selecting and unselecting checkbox. |
Offer details | Schedule offer period validation (RTC-33545) 'Valid from' and 'Valid to' is required when 'Schedule offer period' checkbox is selected. There is no exception in console when date input is empty. |
Offer items | Fix: Margin percent calculation (RTC-32530) Margin percent field displayed in panel in promotion price offer is calculated as ('Promotion price WO VAT'/'Promotion net price')/'Promotion price WO VAT' * 100%. |
Price rules | 'Price for bundle' validation in mix 100 (RTC-33448) Focus is set on 'Price for bundle' when creating price rule or offer with mix type 100, so "This field is required." message is properly displayed.
'Distribute discount' flag is added to Mix 23: "Buy N items and get a discount in % on the M cheapest items". Flag defines whether mix discount should be distributed on all items included in the triggered mix. Existing price rules have this flag set to 'Editable in offer', and existing offers has this flag unchecked (discount is distributed on cheapest items as before). |
Promotion API | Documentation for upcoming mix types (RTC-34027) Business rules and import example in Swagger are added for upcoming mix types:
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Promotion offer | Segmentation (RTC-31090) If the user selects segmentation but has not yet added items to the offer, editing the offer and deleting the offer or promotion is possible. |
System | Migration to .NET 6 (RTC-28895) Model name (RTC-33204) Model names with up to 255 characters are correctly stored in the Promotion database.
Compatibility level on databases is set to 150. |
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Release 08.08.2023
Area | Description |
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Import | Use external model number when importing offer items from 3rd party (RTC-32737) Export of offer items to Excel on model and variant levels contain 'External model number' column. |
Offer | Fix: block coupon checkbox after save when using Voyado (RTC-30368) For clients who use integration with Voyado, after adding coupon to offer and clicking save, checkbox is immediately blocked and cannot be unchecked. |
Offer details | Fix: Cancel button (RTC-33250) When a user is in the offer details view and clicks cancel, regardless of the status of the promotion or whether the user has made changes, he/she is taken to the promotion details view. If edits have been made but changes have not been saved, the changes are not visible. No modal appears. |
Offer and price rule | Fix: Remove unnecessary "Save changes" dialog (RTC-32922) Dirty modal does not appear if the user wants to go to the previous view and has not edited offer details / price rule. It's also not visible when leaving offer details / price rules which are in read-only mode. |
System | Fix: ItemSelectionItemImport job logs (RTC-33069) ItemSelectionItemImport logs contain number of items added to offer group and items with no prices. Example: 'Offer groups with succeeded state (offer group id (items with prices / items with no prices)): 1234 (5/1)'. At the end of each section containing information on a single segmentation/list is such message: 'Offer group processed: 0 items and 1 item without price.' Above messages are visible only for groups that were processed 10 seconds or longer and their processing was successful. If the job has status 'CompletedWithWarnings', the user sees the text 'Offer groups with failed state: 1234'. |
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Release 19.07.2023
Area | Description |
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Offer | Number of times the offer can be used if 'Coupon offer' checked (RTC-28451) When 'Coupon offer' checkbox is selected then 'Number of times the offer can be used' input is replaced with text 'Once per unique coupon'. Reuse condition is saved in database based on previous values and price rule settings. If ' Number of times the offer can be used' is editable in offer and the user does not enter a value and select 'Coupon offer' checkbox, the value 1 is saved in the Promotion database. Regardless of value in Promotion database, in POS the coupon offer is treated as 'Once per unique coupon'. |
Offer items | Process manually updated offer groups before externally imported ones (RTC-32502) ItemSelectionItemImport job (responsible for adding items into offer groups) first process changes triggered in user interface and then changes triggered by external import of JSON file. When there is ongoing import of items, and user adds items to some other offer group using user interface, this offer group is first in processing queue so user does not need to wait till import of data is finished. |
System | Upgrade to LibBackEnd 5.4.0 (RTC-33205) LibBackEnd updated in order to support notifications and Azure SignalR. |
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Release 13.07.2023
Area | Description |
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Items in promotion | External model number (RTC-32735) 'External Model Number' is added as column in the 'Items in promotions' grid in item view and in the offer group items grid. New column appears when an item list or segmentation at item, variant or model level is added to an offer group. This is visible by default only on model and variant level. Column cannot be shown when tenant is using non-model items (system parameter). |
Offer items | Fix: no duplicates of items (RTC-33160) Fixed issue in ItemSelectionItemImport job, which caused duplicated item rows in Promotion database after adding non-model item to offer on variant level (then such duplicates were added to offers anytime when adding such SKU to offer on any level). |
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Release 07.07.2023
Find offer ID and use it for filtering in reports
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Offer ID column in Promotion offers
Improvement
Area | Description |
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Offer items | Performance of adding items to offer group (RTC-32248) Improved performance of adding items to offer group. Improved performance of fetching data for 'Items in promotions' page. |
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When creating or editing offer, it is possible to schedule the offer period when offer is active or inactive. This can be done using 'Schedule' section, where schedule use schedule type (active/inactive period) and date range can be selected. Date range cannot be same as promotion validity range, and 'Valid from' must be before 'Valid to'. When saving schedule, current status of offer is set to match scheduled plan. 'Valid from' is day when offer changes its status, and 'Valid to' is the last day when offer has this status.
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Status is changed by 'OfferScheduler' integration job, which by default runs at 01:00 UTC. It starts schedule of offers with matching 'Valid from', and offers with 'Valid to' set to day before (offer scheduled to be active from 01.05.2023 to 08.05.2023 is activated on 01.05.2023 01:00 UTC and deactivated on 09.05.2023 01:00 UTC).
'Activate'/'Deactivate' button on offer is removed. It is no longer possible to manually deactivate or activate offer without setting a schedule.
Improvements
Module | Description |
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Offers | Copying offers (RTC-31729) It is possible to directly copy an offer into the same promotion the offer is in. Fix: Segmentation in offer on model/variant level (RTC-28577) Offer group items are added on item, variant or model level according to what was selected in modal when adding new segmentation to offer/ editing segmentation used in offer. |
System | Item name and item group name (RTC-31164) Item names with up to 255 characters can be stored in the Promotion and Procurement databases. The same applies to item groups stored only in the Promotion database. When the item names are too long when importing OrderDespatchAdvice or PurchaseOrder via a third party, a validation error will appear. |
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When promotion is on team level assigned to profile, and item has price in profile, profile price is used.
Improvement
Module | Description |
---|---|
Offers | Error handling in segmentation night update (RTC-30740) When segmentation in offer group is updated, and segmentation has unexpected status, offer group is not updated and offer group items are not deleted in Promotion and not exported with deleted status to POS. Integration job log contains details of error and CompletedWithWarnings status. |
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Offers cannot be deactivated when it is incomplete. Changes are saved in promotion history. An inactive offer and its items are exported (to POS) as 'Deleted', and 'Active' when (re-)activated.
Improvements
Module | Description |
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Offers | Promotion price in bundle (RTC-30324) 'Promotion price' offers marked as 'Bundle offers' are exported as 'soldInBundle' on item level. |
Promotion | Removing an offer or promotion when items are imported (RTC-30048) Deleting and editing the offer in which an item import is in progress is not possible. The user sees message in the offer details that this offer cannot be edited when import of items is ongoing. Deleting promotions during item import is also not possible. |
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- 'Manage items' page can be entered both from promotion view, and offer details page.
- Changes in offer can be discarded using Cancel button.
- 'Description of changes' is added and required when adding new offer to active promotion.
- When Voyado API is not available when marking offer as coupon offer, coupon is not created in Promotion database as well, which makes it possible to retry Voyado request by trying to add coupon later.
Improvements
Module | Description |
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Export | Planned offers (RTC-29990) When promotion is planned, removed items are exported with status 'deleted'. |
Offer items | Supplier model/item number (RTC-29038) Supplier model/item numbers are displayed in the offer item grid. Supplier item number column is hidden when using model items (system parameter). |
Promotion | Long offer name (RTC-29034) Offer with long name is displayed properly on promotion details page. |
System parameters | Model items parameter (RTC-26188) When 'model items' dropdown list is expanded, current value is highlighted. |
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Parameters of this mix are exported with offer to POS.
Improvement
Module | Description |
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Promotion API | API documentation (RTC-27105) Business rules section of import documentation contains explanation of "offerItemType enum", "Promotion type" and "Offer code". |
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Offer items can be added, updated and removed by 3rd party using JSON file import via File Service. Promotion and offer are identified by external numbers. Item can be imported by SKU, GTIN or Item number (items and prices must exist in Item Service). Details of file content are documented in EG Cloud Swagger. Items are validated with same rules as in Excel import. Validation errors are logged in database. Items can be added only to 'Promotion price' offers on item level.
Improvements
Module | Description |
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Segmentation | Fix: Scheduled update of promotion offer (RTC-24602) During scheduled update of segmentation in Promotion Management, there is no issue in communication between Item Service and Segmentation Service. |
Voyado integration | Use offer id as coupon value (RTC-24501) When Voyado integration is enabled, and offer is marked as coupon offer, offer id is used as coupon (without 'Promotion-' prefix). This value is sent to Voyado as external promotion code (POS external offer redemption channel value) and to blob as externalCouponId. |
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- If 'useVoyado' is set to False, everything work as before.
- If 'useVoyado' is set to True, user is able to create a promotion in Voyado through Promotion module. After creating a coupon offer, promotion in Voyado system is created. Id of promotion in Voyado is saved in the new column named 'VoyadoPromotionId' in the 'Offer' table in the database. Name and dates of promotion in Voyado match name and dates of offer in Promotion module.
After adding a new offer in user interface, green message about creating promotion in Voyado is displayed at the bottom of the screen. It contains Voyado's promotion's id and name.
Promotion details in Voyado such as dates and name can be updated by editing offer's name or promotion's date in Promotion module.
There is no possibility to delete a coupon from the offer.
When user tries to delete a coupon offer which exists also in Voyado, modal window with information that this promotion won't be deleted in Voyado is shown.
Copying offers and promotions doesn't include copying Voyado's promotion. Promotion import through API does not send offer to the Voyado system.
For offers without coupons, flow is the same as before.
If a request for Voyado fails, orange error message is displayed at the bottom of the screen.
Improvement
Module | Description |
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Export | Identifier of offer group item (RTC-23558) Export of offer items to POS contains "offerItemNo" field, which is globally unique identifier (GUID) of offer group item. |
Offer | Switch between offer groups (RTC-23740) Items/models/variants/item groups in offer view are displayed properly when switching offer group using buttons in top right corner. |
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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
Module | Description |
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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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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
Module | Description |
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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
Module | Description |
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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
Module | Description |
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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.
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 |
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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'.
Offer with this mix have one group of offer items. Parameters of this mix are exported with offer to POS. Mix 10/13/39 (RTC-19140) Mix type number 10/13/39, 'Buy N or more items and get a discount per piece'.
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 |
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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 |
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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:
User permissions (RTC-14566) Access to store/store groups is limited for an user in a more performant way. |
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'Available days' and 'Excluded dates' can be set for promotion. When one of these parameters is selected, promotion is marked as recurring. 'Available days' are days in a week when offer is available and 'Excluded dates' are dates when promotion is not available for the customer. This does not affect active status of promotion. Recurrence information is displayed in promotion details view. Excluded days are displayed in chronological order. Recurrence can be set when creating new promotion, editing existing one or creating a copy. Values are exported to POS when promotion is active.
Improvement
Module | Description |
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Offer | Adding items to the offer (RTC-18145) Performance of adding items to the offer has been improved. Loading items takes a few seconds. After user gets notification, the page is refreshed. |
Promotion | Date columns filter (RTC-17338) For promotions which start or end between 23:00 and 24:00, filtering on columns 'Valid to' and 'Valid from' is working correctly. These columns are located in Promotions, Promotion offers, Items in promotions views and Copy offer modals in Promotion and Promotion offers views. Offer view (RTC-17479) When applying filter to the grid in offer view, grid does not automatically scroll to the left. If price panel was closed when applying filters, it stays closed after filtering as well. |
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Copy promotion dialog. Select target promotion from the list, or search promotion
Improvement
Module | Description |
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Offers | Item selection for an offer (RTC-17791) Keyboard can be used to navigate in offer view after adding items to new item selection or updating existing one. |
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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 |
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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 |
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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. |