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.

Filtering store selection by a profile (RTC-22913)

There is a possibility to filter stores by a selected profile when adding stores to the team. New, multi-select field named 'Profile' has been added to the view. "Select all" and "Unselect all" buttons allow selection of all stores currently filtered by profiles. Store search works only for stores filtered by profiles. Also, new column with profile assigned to store has been added to the grid.
If team is a price zone, selection of profiles is disabled and profile's value is set permanently to the profile of the price zone.

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.

Disable update of store/store group (RTC-23725)

It is not possible to change selected store/store group in existing promotion. If needed, it can be done by creating a copy of the promotion.

Filter for Not finished promotions (RTC-22896)

'Status' column in Promotions grid has a 'Not finished' filter. It shows promotions with statuses other than 'Finished'. This filter is set by default when opening promotions grid.

Time period (RTC-22848)

There is a 'Time period' section in the 'Promotion Report' view. User is able to set 'start date' and 'end date' in order to get data only from this period. It applies to whole report view and item sales grids. At the bottom of this section there are buttons which can be used to specify time period: 'date choice' (manually defined period), 'yesterday', 'this week', 'last week', 'last month'. A progress bar in the 'Sales' section shows promotion sales from selected period and percentage of total sale.

Remove and add offer groups in mixes 34, 35/41, 40 (RTC-23609)

Offer group identifier within offer is unique, so offers are updated in POS properly after one of offer groups is deleted and new one is added (new offer group has new identifier instead of using identifier of removed group).

Swedish translations (RTC-23832)

Swedish translations of mix types names and descriptions are updated.

Removed offers and items (RTC-22211)

Item search and item sales grid works for deleted offers. Items removed from the offer when promotion was active are also displayed in item search and item sales grid.

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.

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.

Better looking report (RTC-22847)

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

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'.

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.

Offers

Promotion report

Export

Promotion report

Show item attributes from Reporting Service (RTC-22076)

Bestsellers and sales per item shows item attributes received from Reporting API. This is also the source of data in item sales grid when there are over 5000 items in offer or offer applies to all items. In other cases, item attributes in item sales grid are displayed from promotion database.

SKU column is removed from item sales grid.

System

Loading sign in grids (RTC-22411)

Loading sign is added to all grids in promotion module. It is displayed when data is being loaded to grid.

Offer

Segmentation on variant and model level (RTC-20639)

Items can be added to the offer using item segmentation on item, model or variant level. After selecting item segmentation and clicking 'add to the offer' button, there is a modal window which asks on what level user wants to add segmentation. The default selected value is item level.

After adding items, variants or models to the offer, in the 'Manage items' view, there is a message above the table about what level is used in the item segmentation. Columns in this view match selected level.

Export to blob:

• Items are exported with 'gtin', 'externalItemNo', 'sku' fields in the 'itemIdentifier' section.
• Models are exported with 'modelNo' field in 'modelIdentifier' section.
• Variants are exported with 'variantIdentifier' section which contains 'colorText' field and 'modelIdentifier' section.

Price rules

Fix for mix 21/22 (RTC-21930)

It is no longer required to always update 'Min. receipt amount of other items' field when editing price rule with Mix 21/22.

Promotion type

Activate and edit row in register (RTC-22014)

After activation/deactivation of a row in the register and editing some values without closing the modal, grid is refreshed.

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.

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.

Promotion

"Promotions" grid on small displays (RTC-21349)

Columns in "Promotions" grid are divided into two sections - locked and scrollable one. By default, in section on left there are "Code", "Name" and "Status" columns. These columns are always displayed. Other columns are in section on the right side of the page. When columns are too wide to be displayed, this section is scrollable horizontally. Columns can be moved by user between those two sections.

Fix for mixes 34, 35/41, 40 (RTC-21499)

Export of offer items does not fail after the first offer group is removed from an offer. This applies to mixes in which we can add and remove offer groups: 34, 35/41, 40.

Combine from groups and get discount per group (RTC-21896)

Name and description of mix type 35/41 is changed to 'Combine from groups and get discount per group'. Discount can be specified for all groups in the offer with this mix type.

Offer items on model level (RTC-19251)

Items can be added to the offer using item list on item level or on model level. After selecting items/models and clicking 'add to the offer' button, there is a modal window which asks on what level user wants to add these items. The default selected value is the same as the level user used for browsing items.

After adding items or models to the offer, in the 'Manage items' view, there is a message above the table about what level in item list is used. Columns in this view match selected level.
Items are exported to POS with 'gtin', 'externalItemNo', 'sku' fields in the 'itemIdentifier' section and models are exported with 'modelNo' field in 'modelIdentifier' section.

Offer items on variant level (RTC-20131)

Items can be added to offer on variant level. When editing offer item list, in modal after selecting items/variants/models, there is an option to add items on variant level. Variants with at least one item from it selected, will be added to the offer group. When viewing offer group created on variant level, grid shows values that define variant. Each row is one variant. Variants added to an offer are exported to file (blob) with same fields as model, extended with color value.

Offer name in description in Promotion history (RTC-17304)

If user updates offer details or item selection in an active promotion, description of changes is automatically saved in the promotion's history and contains offer name.

Bestseller (RTC-20061)

In 'Promotion total' part of promotion report, there is a 'Bestsellers' section. It contains a list of 10 best selling items for the promotion. Each item is represented by its name and sales quantity. Each item in list can be selected. By default, the first item in the list is selected.
To the right of 'Bestsellers', there is a 'Sales per item' section. It shows sales quantity, amount and gross profit of the item selected in the bestsellers list.

When an item cannot be found in the Promotion database, its GTIN is displayed instead of the name.

Offer sections (RTC-20111)

Below 'Promotion total' section, there are sections for each offer that is in this promotion. By default, all those sections are closed. Closed sections show the number of items sold. After opening it, there are sales statistics same as in promotion total, but only for items within this offer.

Mix: Buy N items (from all items in the store) and get a discount (RTC-19537)
Mix type number 31, 'Buy N items (from all items in the store) and get a discount'.
Fields to define in this mix type are:

• Conditions - minimum number of items and discount on discount
• Reward - Discount on items in the receipt (percent or amount).

Offer with this mix applies to all items, so there is no possibility to select offer items. Parameters of this mix are exported with offer to POS.

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.

Export of offers (RTC-18854)

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

Mix 23 (RTC-18841)

Mix 23 can have multiple discounted items. Number of items in reward section can be defined per price rule, or be editable in offer. Price rules and offers created before have number of discounted items set to 1. Name and description of Mix 23 is updated. Export of promotions and offers to JSON file updated with new mix name and numberOfDiscountedItems value.

Mix 21/22 (RTC-15874)

Mix type number 21/22, 'Buy N selected items and get a discount', replaces old mix 21.

Fields to define in this mix type are:

• Number of items
• Min. receipt amount of other items
• Number of times the offer can be used
• Discount on discount
• Discount.

Offers migrated from mix 21 have these values applied:

• Min. receipt amount of other items = 0,00
• Discount on discount - false
• Discount - New price.

JSON files from export have been extended. New fields on offer/item level are:

• 'DiscountedPrice'
• 'MinReceiptAmountOfOtherItems'
• 'DiscountOnDiscount'
• 'DiscountType'.

New field on promotion level is:

• 'MinReceiptAmountOfOtherItems'.

Promotion type can be required (RTC-16582)
There is a parameter in the database named 'IsPromotionTypeRequired'. It's set to False by default and it specifies whether Promotion type is visible and mandatory.

• If parameter is set to True, Promotion type is required when creating, editing or copying promotion.
• If parameter is set to False, Promotion type field isn't visible when creating a promotion and it's optional when editing. When copying a promotion, visibility of this field depends on promotion - if promotion has promotion type, this field is visible but if promotion hasn't promotion type, this field isn't visible.

When changing the parameter in the database there is need to delete the record from local storage in the browser to see changes.

Export of promotion with deleted offers (RTC-19346)

When removing 'Promotion price' offer in an approved promotion, offer items are re-exported with status 'Deleted'.

Access control for manage promotions (RTC-13288)

There are store roles in user management which limits access to promotion management:

• 'View promotions' allows user to view promotions which affects prices in selected store (e.g. user can view promotions in selected store, store groups where it belongs, and all store promotions'.
• 'Create promotion and manage draft promotions' allows user to manage draft promotions in selected store/store group. 'View promotions' permission is required.
• 'Approve promotion and manage approved promotions' allows user to approve promotions and manage approved promotions in selected store/store group. Both of the above permissions are required.

Permissions are checked in promotion management and in item management (when creating promotion from item list view).

Mix 26 (RTC-18837)

Mix 26 has correct description in 'create price rule' view and in price rule details.

Recurrence parameters validation (RTC-18465)

When a field has an validation error and the user unselects and selects the checkbox, error on the field is displayed properly. This applies to 'Select available hours' and 'Excluded dates' checkboxes in create, edit and copy promotion views.

Promotion notifications (RTC-18663)

Notifications disappear after pressing 'View segmentation' or 'View offer' button in notification.

Permission to view promotions (RTC-19242)

• If user has access to one or more stores from promotion (store role 'view promotions'), there is a possibility to view items in this promotion. There isn't any possibility to edit promotion or offers. If offer has offer groups which do not have any items, user is not able to open the offer. If offer includes both offer groups - with and without items, user is able to open the offer and in empty offer groups there is a message: "No items selected."
• Offer groups without any items are handled in the same way for finished promotions.
• If user has access to all stores from promotion, there is possibility to view items, manage them and edit details of promotion and offer.
• If user has access to one or more stores from promotion's team/profile, it works the same as described in the first subsection.

Daily updates of dynamic offers (RTC-12338)

Once a day at 1AM all offers containing dynamic segments will be recalculated, so that items will be added or removed automatically. After start of 'Segmentation Scheduler' job, offers with item segmentation from active/planned promotions are marked for recalculation. When Segmentation Scheduler job is finished, the 'Item Selection Import' job will run and update the segments.

Copying offers with single item (RTC-18467)

Offers with only a single item can be copied to another promotion. If the item does not have a price in the promotion's store, proper information is displayed above the offer group's grid. After clicking 'view more info', modal with instruction how to update offer is displayed.

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.

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.

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.

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.

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.

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.

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.

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.

Export of items in the offer (RTC-18055)

Discount type is exported in JSON file for items from all groups in mix type 35/41.

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.

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.

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.

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 (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.

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.

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.

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.

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.

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.

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 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.