{"id":12902,"date":"2023-09-13T12:33:51","date_gmt":"2023-09-13T12:33:51","guid":{"rendered":"https:\/\/jaldi.store\/?p=8939"},"modified":"2025-07-31T09:12:36","modified_gmt":"2025-07-31T09:12:36","slug":"promotion-bulk-promotion-createpromotion-setup","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/promotion-bulk-promotion-createpromotion-setup\/","title":{"rendered":"BULK PROMOTION PRICE CREATE (PROMOTION SETUP)"},"content":{"rendered":"\n

Bulk Promotion Price Create<\/strong> refers to setting up price-based discounts or offers for multiple products at once using a bulk upload or configuration screen. This helps in managing large-scale promotions efficiently.<\/p>\n\n\n\n

USER ACCESS<\/strong><\/h2>\n\n\n\n

WHO CAN ACCESS<\/strong><\/h3>\n\n\n\n
    \n
  • BackOffice<\/li>\n\n\n\n
  • Purchase<\/li>\n\n\n\n
  • Purchase manager<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Pothys admin <\/li>\n<\/ul>\n\n\n\n

    WHAT USER CAN DO<\/strong><\/h2>\n\n\n\n
      \n
    • Select multiple products or categories for the price promo<\/li>\n\n\n\n
    • Set promotional prices<\/strong> for a specific period (start & end date)<\/li>\n\n\n\n
    • Define branch-wise or region-wise price promotions<\/li>\n\n\n\n
    • Apply conditions like minimum quantity<\/strong>, customer type<\/strong>, etc.<\/li>\n<\/ul>\n\n\n\n

      PRE-REQUISITE ACTIVITIES<\/strong><\/h2>\n\n\n\n
        \n
      • Master data for Products<\/strong>, Pricing<\/strong>, Branches<\/strong> must be available<\/li>\n\n\n\n
      • User must have permission to access Promotion Setup<\/strong><\/li>\n\n\n\n
      • Ensure proper tax and margin rules are configured<\/li>\n\n\n\n
      • Finalize promotion strategy (who gets what and when)<\/li>\n\n\n\n
      • Validate current price levels before promotion upload<\/li>\n\n\n\n
      • Prepare structured Excel file for bulk upload<\/li>\n<\/ul>\n\n\n\n

        BUSINESS RULES<\/h2>\n\n\n\n
          \n
        • Promo price must be lower than MRP and above minimum margin<\/li>\n\n\n\n
        • Conflicting promotions must be flagged or blocked<\/li>\n\n\n\n
        • Only active items are allowed in promo setup<\/li>\n\n\n\n
        • Promo prices apply only within the defined date range<\/li>\n\n\n\n
        • Promotions can be created for specific branches or globally<\/strong><\/li>\n\n\n\n
        • Price changes must reflect in POS and online systems instantly<\/li>\n\n\n\n
        • Audit logs should capture who created\/edited the promo<\/li>\n<\/ul>\n\n\n\n

          USER INTERFACE <\/h2>\n\n\n\n

          Step 1 : <\/strong>Select \u2018Promotion setup\u2019<\/strong> in Menu<\/strong> -> Sales Management<\/strong> -> Promotion setup<\/strong> or Search Promotion setup<\/strong> in Lookup.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          PROMOTION PRICE <\/h2>\n\n\n\n

          Step 2 :<\/strong> To Create the promotion Price<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Step 3 :<\/strong> Search the product with parameter<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Step 4 :<\/strong> Select Product by following steps<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Step 5 :<\/strong> Click OK to create promotion.<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Step 6 :<\/strong> Created promotion showing in pos promotion screen<\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Training Videos<\/h2>\n\n\n\n

          <\/p>\n\n\n\n

          FAQ<\/h2>\n\n\n\n

          <\/p>\n\n\n\n

          SOP<\/h2>\n\n\n\n

          <\/p>\n\n\n\n

          <\/p>\n\n\n\n

          <\/p>\n\n\n\n

          <\/p>\n\n\n\n

          <\/p>\n\n\n\n

          <\/p>\n","protected":false},"excerpt":{"rendered":"

          Bulk Promotion Price Create refers to setting up price-based discounts or offers for multiple products at once using a bulk […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31,32,45],"tags":[],"class_list":["post-12902","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-jaldi-super-store","category-promotion"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12902","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=12902"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12902\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12902"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12902"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12902"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}