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Working with Price Book Promotions

Using the Import Tool, you can perform the following operations with the promotions:

Importing promotions to a location from the following data sources:
Account Price Book
Location
Location Cash Register
Drafts
CSV File (for more details, see Preparing CSV File for Data Import)
(Optional) Monitoring and adjusting the taxonomy settings of the imported items within promotions, if any.
Exporting promotions from the current account to the CSV file.
Managing the promotions.
Preparing files with promotions data for importing.

Importing Promotions to Station (Location)

To import the promotions to a station (location), follow the steps:

Go to Operational Menu > Price Book and then click Promotions.
Go to DRAFTS and create a new draft. For details, see Working with Drafts List.
Import promotions from a data source to the draft. Do the following:
Go to Data Sources Panel and then click the Add More button.
Expand the Account Price Book section.

For more information on how to import promotions from other data sources, Importing Data to Draft.

Specify any of the following importing criteria:

Promotions to load - displays the number of selected Price Book elements to be uploaded to the buffer.

To upload less elements, enter your number manually. In this case the most popular and frequently used elements will be uploaded.

Name - enter the symbols the name of the imported data should include.
Active - select this option to upload the data in the 'Active' status only.
Active From - select the promotion starting date.
Active To - select the promotion ending date.
Type - select the promotion type.

Click Load Data Source.
(Optional) Edit imported promotions in the buffer, if needed.
For each promotion, you can view and select what included departments, promo groups, or items will be saved together with the promotion.
Select promotions you need and save them to the draft. For details, see Saving Data from Buffer to Draft.

Copy the draft's data to any of the current account's locations. For details, see Exporting Draft Data.
Make sure the promotions are copied successfully.
Go to CSO main menu and then click Price Book > Promotions.

Monitoring and Adjusting Items Taxonomy when Importing Promotions

If the importing promotions contain items, you can monitor and adjust the following items taxonomy settings during the promotions import:

Categories
Departments

Items taxonomy settings can be monitored and adjusted during the promotions import, in case the following conditions are met:

The promotion has just been added to the draft.
The promotion contains items with undefined category or/and department.

Monitoring Items Taxonomy Settings when Importing Promotions

You can monitor the items taxonomy settings in the mapping table, which appears above the promotions draft, when you are saving promotions from the draft to one or several locations under the above conditions.

Adjusting Items Taxonomy Settings when Importing Promotions

For each element in the Source column, select the corresponding element in the account column from the list of available elements.

Exporting Promotions from Current Account to CSV File

To export the promotions from the current account to the CSV file, follow the steps:

Go to Operational Menu > Price Book and then click Promotions.
Go to DRAFTS and create a new draft. For details, see Working with Drafts List.
Import the promotions to the draft from the Account Price Book source.
For details, see Importing Data to Draft, Import Item Tags or Promotions from Account Price Book.
Export the promotions from the draft to the CSV file. For details, see Exporting Draft Data.

Managing Promotions

You can manage the promotions in the draft and then save this draft to any location on the current account. For more information on how to update the promotions in the draft, see Editing Draft Manually.

Preparing CSV File for Data Import

You can use CSV files to import data about promotions and work with them in the Import Tool. In a CSV file, you must provide data for all promotions whose data you want to import. Each line in the CSV file contains data for a separate promotion. Each entry in the line corresponds to a specific item field, and each comma indicates where one entry ends and another entry begins.

Together with the promotions data, you import data for the following objects in C-Store Office:

Items or promo groups linked to promotions
Buydowns linked to promotions

For promotions data import, the Import tool requires an archive in the ZIP format that contains the following CSV files:

PML.csv: contains a list of promotions and links to other objects related to promotions.
BDL.csv: contains a list of buydowns linked to promotions.
ITL.csv: contains a list of items linked to promotions.
DPL.csv: contains a list of departments linked to promotions.
PGL.csv: contains a list of promo groups linked to promotions.

PML File Structure

The PML file describes promotions themselves and links to objects related to promotions, such as items and buydowns.

The file must have the following structure (non-mandatory fields can be omitted):

Field Name	Mandatory (Yes/No)	Description
Record Type	Yes	Type of record in the current row. Possible values: - Promotion – if the row contains promotion settings - Item – if the row contains a link to an item included in the promotion or custom group - Promo Group – if the row contains a link to a promo group linked with the promotion - Custom Group – if the row contains a custom group for the promotion of the Price Each Mix type - Department – if the row contains a link to the department included in the promo The default value (if the field is left blank) is Promotion.
Promotion ID#	Yes	Unique promotion ID.
CRIND	No	Promotions index sent to the cash register.
Promotion Description	Yes	Promotion name as it appears in C-Store Office.
Promotions CR Description	Yes	Promotion name as it appear s at the cash register.
Source	No	Any custom text showing where data came from, can be left blank.
Promotion Type	Yes	Promotion type. Possible values: - Price reduction - New price - Price modifier - Mix & match - Price each mix - Link saver - Coupon - Combo
Inclusion type	Mandatory if Record Type = Promotion	Type of inclusion. Possible values: - Item - Promo Group - Department
Custom Group ID#	Mandatory if Record Type = Custom Group Promotion type = Price Each Mix	Custom group ID, for groups of Price Each Mix promotions.
Custom Group Name	Mandatory if Custom Group ID# is not empty	Custom group name for Price Each Mix promotions.
SKU/Group ID#	Required if Record Type = Item Record Type = Promo Group Record Type = Department	SKU of the item of the promo group/department ID.
SKU Type	Mandatory if SKU/Group ID# is not empty	Type of the value passed in SKU/Group ID#. Possible values: - UPCA - UPCE - GTIN - EAN8 - EAN13 - ID ID is passed when sending the department/promo group ID. The default value is UPCA (if left blank).
Item/Promo Group Description	No	Option field for customer convenience, contains the name of the item/promo group/department passed.
Discount Amount	Yes	New price or price change amount or percent.
Discount Type	Yes	Discount type. Possible values: - Price - Amount - Percent
QTY Threshold	No	Quantity of items that must be sold to apply the promotion price.
Unit cost	No	Promotion unit cost.
Date From	Yes	Start date of the promotion. The date format is YYYY-mm-dd.
Date To	No	End date of the promotion. The date format is YYYY-mm-dd.
Refund Allowed	No	Flag for the cash register indicating that refunds are allowed for the promotion. Possible values: - 1 - Yes - 0 - No
Accept Food Stamps	No	Flag indicating that food stamps are allowed for the promotion. Possible values: - 1 - Yes - 0 - No
Include Parents	No	Flag that allows to apply the promotion to parent items.
Enable Loyalty	No	Flag indicating that the loyalty program is enabled for this promotion. Possible values: - 1 - Yes - 0 - No
Earn Points	No	Flag indicating that loyalty points are earned for this promotion. Possible values: - 1 - Yes - 0 - No
Earn Points Mode	No	Flag indicating how loyalty points are earned. Possible values: - $ - Promo
Earn Points Rate	No	How many loyalty points are earned.
Use Points	No	Flag indicating that loyalty points can be spent to pay for this promotion. Possible values: - 1 - Yes - 0 - No
Use Points Rate	No	Rate in $ for one loyalty point.
Loyalty Only	No	Flag indicating that the promotion is valid for loyalty customers only. Possible values: - 1 - Yes - 0 - No

BDL File Structure

The BDL file describes buydowns linked to promotions, providing information about vendors, custom groups and items.

The file must have the following structure (non-mandatory fields can be omitted):

Field Name	Mandatory (Yes/No)	Description
Promotion ID#	Yes	Promotion ID that belongs to this reimbursment record.
Custom Group ID#	Mandatory for Price Each Mix groups buydowns	Price Each Mix promotion custom group ID that belongs to this reimbursment record.
Custom Group Name	No	Optional custom group name for customer convenience.
Price Reduction	Yes	Reimbursment amount in $.
Per Units	Yes	Units quantity for reimbursement.
Sold / Purchased	Yes	Reimbursement by sales or purchases mode. Possible values: - Sold - Purchased
Vendor ID #	No	ID of the vendor that reimburses the promotion.
Vendor name	No	Name of the vendor that reimburses the promotion.

ITL File Structure

The ITL file describes items linked to promotions, providing detailed items data. For more details about the file structure, see Working with Price Book Items.

DPL File Structure

The DPL file describes departments linked to promotions. For more details about the file structure, see Working with Price Book Departments.

PGL File Structure

The PGL file describes promo groups linked to promotions.

The file must have the following structure (non-mandatory fields can be omitted):

Field Name	Mandatory (Yes/No)	Description
Number	Yes	Unique group ID.
Name	No	Group name.

CSV File Template

To construct a CSV file for import, you can use a template provided by Petrosoft. To get the template and prepare the CSV file, follow the steps:

In the Import Tool, on the Data Sources panel, select From file.
Click the Download example link.
The downloaded file is provided in the XLSX format:

On the Fields Description tab, get information about every entry that must be filled in the CSV file.
On the DatasourceTemplate tab, fill data for the objects that you want to import.

Once the file is ready, switch to the DatasourceTemplate tab and save the file in the CSV format.
Result: You can use the saved file for import.

Last updated: Tuesday, November 6, 2018 Copyright © Petrosoft, LLC
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