Import Promotions from Cash Register

The Import Promotions from CR module of the Import Tool allows you to pull information about promotions available at the cash register and import it to CStoreOffice®. You can use this module to quickly synchronize the promotions data between cash registers and CStoreOffice®.

The promotions data can be imported in two ways:

• Automatically: You can load promotions directly from the cash register.
• Manually: You can import promotions from a set of files in the XML format stored locally.

Promotions import is also launched when you automatically fill an empty Price Book from the cash register. For details, see Filling Out Empty Price Book Automatically from Cash Register.

Along with promotions data, the Import Tool pulls information about related items and items list data. Once the data is imported, the promotions become available in CStoreOffice® in the Price Book > Promotions section, and you can work with them as usual.

Import Limitations

When importing promotions, mind the following limitations:

• Import of Price Reduction and Coupon promotions is not supported. Only special promotions are imported:
• Mix&Match
• Price Modifier
• Price Each Mix
• Link Saver
• Combo
• The Import Tool does not import reimbursement data for promotions.
• The Import Tool does not import loyalty data for promotions.

Importing Promotions from the Cash Register

To import promotions to CStoreOffice®:

1. From the CStoreOffice® main page, go to Price Book > Import Tool.
2. In the Import PB from CR section, select Import Promotions from CR.

   

3. From the Data Source Location list, select a location from which you want to import promotions.

   To quickly find the necessary location, in the Type to search field, start typing the location name. The Import Tool will display all variants that match the name you enter.

   

4. If you want to import promotions directly from the cash register, leave the Auto Import toggle in the On position and click Next.

   If you want to import promotions from a set of XML files, set the Auto Import toggle to the Off position, then click Browse and select the files from which the promotions data must be imported. You can use the following files:

• Item Maintenance (ITT.xml): This file contains data elements that need to be sent from the back-office system to the POS system to enable an item to be sold at the POS terminal.
• Item List Maintenance (ILT.xml): This file contains data elements that need to be sent from the back-office system to the POS system to designate items to be included in the Mix-Match or Combo pricing scheme.
• Mix-Match Maintenance (MMT.xml): This file contains data elements that need to be sent from the back-office system to the POS system to properly identify and price items in the Mix-Match scheme.
• Combo Maintenance (CBT.xml): This file contains data elements that need to be sent from the back-office system to the POS system to properly link and price items sold in the Combo scheme.

Mind that the file set you select must match one of the file combinations listed below:

• ITT.xml
• CBT.xml and ILT.xml
• MMT.xml and ILT.xml
• CBT.xml and MMT.xml and ILT.xml

5. Once the necessary location and files are selected, click Next.

   Result: The promotions data is loaded in the Import Tool draft.

   When the Import Tool loads the promotions data, it validates the loaded data and filters the promotions as valid or invalid. Invalid promotions are not imported to the system. For more details, see Validating Objects Data.

6. Review the imported data and edit it, if needed. For example, you may want to update the promotion name, set the price change, select the loyalty program and so on.
7. In the promotions list, select check boxes next to the promotions whose data you want to import and in the right pane, click Next.

   

8. The Import Tool compares the promotions data in the draft and promotions data in CStoreOffice® and displays the results in the following way:
9. New promotions are highlighted in green.
10. Promotions whose data was updated and is different from the promotions in CStoreOffice® are highlighted in red. The text in updated fields is displayed in red.
11. Promotions that already exist in CStoreOffice® and whose data does not differ from the promotions in the draft are not highlighted.
9. Review the promotions comparison list and in the right pane, click Next to proceed. To cancel the import process, click No.

   

9. At the next step, the Import Tool imports the promotions data from the specified location or set of files to CStoreOffice®. The import process takes a while. Once the promotions data is imported, the Import Tool displays a brief summary with the import results.

   

   To finalize the import process, you can do the following:

9. Export the list of errors that have occurred during the import process. To do this, in the Import Errors list, select check boxes next to the errors you want to export and at the top right of the list, click the Download icon.
10. Close the Import Promotions from CR module. To do this, in the right pane, click Close.