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Excel import for offers with mix types

(RTC-16941)

Import from Excel is available for offers with mix types - 4, 21, 23, 28, 35/41, 40. File must contain GTIN, SKU or Item number column. Other accepted columns are item details, kickback values and promotion prices. Import of Excel can be used to add items to new offer and to update kickback values for items added previously to the offer.



Release 10.11.21

Kickback for offers using mix type 4 and 5

(RTC-16789)

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.



Release 04.11.21

Module

Description

Offers

Performance when adding items to promotion (RTC-16867)

For user who triggered import of items to promotion, loading page is refreshed immediately after import is finished. For other users who are waiting on loading page, refresh will happen in less than 4 seconds after items are added.

Promotion

Copy of promotion (RTC-17340)

Category field is copied when copying promotion. If source promotion has category, its value can be changed on 'copy promotion' page.

Promotion type

Promotion type (RTC-15420)

There is Promotion type field in promotion details view. It is visible only when Promotion type is set for promotion. Promotion types are specified in 'Promotion type' register. If a Promotion type is set as default in register, it will be chosen when creating new promotion. Promotion type can be changed in 'Edit promotion details' modal but it is not a required field. When copying promotion, Promotion type can be selected, and saved to the copy. This field is exported to POS.



Release 29.10.21

Module

Description

Offers

Name of new segment in offer (RTC-16025)

When creating new segment for an offer, the segment name is prefilled with offer name


Export and import of items to the offer (RTC-16737)

Columns with kickback amounts have been added to the exported Excel file. During import of items, when both values are given (kickback percentage and kickback amount), kickback amount is ignored and values are calculated based on kickback percentage. Kickback amounts given in imported file should be less than 0 and value of -(kickback supplier amount + kickback chain amount) should be less than ordinary net price.


Export of offers (RTC-17446)

Fields for specific mix types in export after updating the offer:

  • Mix type 4: Discount(Price/Amount/Percent), RequiredQuantity and MaxCountInReceipt
  • Mix types 21, 23: Discount (Percent), NumberOfItemsCustomerBuys and MaxCountInReceipt
  • Mix type 28: Discount (Amount/Percent) and MinReceiptAmount.
  • Mix types 35(41), 41: Discount (Price/Amount/Percent) and MaxCountInReceipt

If offer has unlimited number of times it can be used, 'MaxCountInReceipt' field isn't exported.

Offers with mixmatch

Kickbacks for all mix types (RTC-13363)

Price panel is displayed for all mix types. For mix types other than promotion price there is a possibility to change Kickback supplier, Kickback chain and Promotion supplier net price values. Only items with store prices are shown in the offer's grid and only these items can be exported to the Excel or blob.

Promotion

Offers status in promotion details (RTC-16026)

In promotion details, offer status 'ready' is renamed to 'prepared'. If either 'incomplete' or 'complete' status has 0 offers in it, it is not displayed.

Promotion price

Notifications when adding items to promotion price offers (RTC-14805)

Notification about the update is displayed when items are added to a Promotion with "promotion price" offer. If some of the items don't have store prices, text about not adding them to the offer is displayed in the offer view. There is also a possibility to export these items to an Excel file.

Items in promotions

(RTC-15301)

There is an option in the "Items in promotion" view - checking overlapping promotions. After pressing the eye icon in the grid, the dialog is displayed. It shows details of selected item and selected promotion. It also presents other promotions that contain this item and overlap period with the selected promotion. There is a possibility to open details of promotion by pressing a link in the dialog. Promotions are overlapping if they are in the same stores with overlapping dates and the same item.

Promotion type register

(RTC-15419)

There is a Register page in Promotion management side menu. On registers list, there is "Promotion type" register. Promotion type is described by Code, Name and Description. Promotion types can be added, edited, activated and set as default promotion type. Code of promotion type must be unique.



Release 13.10.21

Module

Description

Promotion price

Rounding of promotion price values (RTC-16286)

All values in the promotion price side panel are rounded to two decimals. After clicking on Kickback supplier or Kickback chain field, all digits are displayed. All values in grid's columns are also rounded to two decimals.



Release 30.09.21

Module

Description

Promotion

External offer id and external campaign id (RTC-15414)

Code field is available for promotions and offers. Both are not mandatory, have a limit of 50 characters and don't have to be unique. They can be updated in Edit mode.


Copy offer price (RTC-15517)

Values for Kickback supplier, Kickback chain, and Promotion price are copied per item when an offer using promotion price rule is copied. If a price on an item was updated in the meantime or is different for a different store or time period and it's lower than the promotion price, the promotion price is set equal to the new ordinary price.


Performance when adding items from item list (RTC-12703)

Items added to offer don't wait for ((ItemSelectionItemImport) job trigger anymore. They are processed right away.

Promotion details

Display time in promotion details (RTC-16022)

Time and recurrence if promotion is recurring are displayed in 'Valid period' section in submit and approve promotion modal. Time is displayed in 'Valid from' section when editing promotion. When creating promotion first Offer has 'Promotion price' rule selected by default.

Promotion price

Promotion price panel default opened (RTC-16019) 

When user enters promotion prices "Manage Items" view, panel for defining promotion price is open by default. When user enters some values into the panel all values are bold and there is "Modified" sub-title added.


Promotion price panel (RTC-13032)

It's possible to navigate promotion panel using keyboard: by using SPACE we can open the panel ESC closes it. There are buttons Save(ENTER), Save + Next (SHIFT + ENTER), and UNDO {CTRL + Z) which are also accessible through keyboard. By using arrow up and down keys it's possible to navigate through grid of items.



Release 17.09.21

Items in promotions

(RTC-7933)

There is a new main menu entry for "Items in promotions", which contains a grid with items currently in a promotion. The grid indicates if the item is part of multiple promotions where the period overlaps. 

Recurring promotion - "happy hours"

(RTC-14613)

'Available hours' could be selected when creating or editing promotion. If available hours are selected, promotion becomes 'recurring' one what is visible in the promotions grid and in promotion details. "Happy hours" do not affect status of the Promotion.

Picture shows an example of how it looks when "Select available hours" is selected, and added

Picture show how it looks in the promotion details  when "Select available hours" is added to the promotion

Picture show how it looks in the promotion grid  when "Select available hours" is added to the promotion

Rounding rules

(RTC-13031)

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.

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