- You have an access to all sites or locations for which the promotion is activated. If the promotion is activated for at least one site or location inaccessible to your user, the promotion cannot be edited. The sites or locations activated for the promotion can be checked in the Participation list of the How much? section. For more information on how to configure the Participation list, see How much?.
- The Allow users to change Promotions permission granted to your user. For more information about granting permissions, see Roles and Permissions Management.
It is strongly recommended not to edit the existing promotions that are actively used at your locations as it may affect the data accuracy. In these cases, we recommend to create new promotions. For details, see Adding New Promotion.
To edit an existing promotion or combo:
- Open the Promotions list.
- In the Promotions list, find a promotion or combo you want to edit.
- Make sure the promotion or combo is active. Check the promotion's or combo's end date—it should be greater than the current date.
- Select the promotion or combo, and then click Edit.
- Edit the promotion's or combo's settings. For more details, see the Promotion Setup Form or Combo Setup Form correspondingly.
- At the top left of the promotion or combo setup form, click Save.
- This is optional - In case you are changing the promotion period or making other essential changes in a promotion's settings, in the Save Window that is displayed, select one of the following options and then click Save:
For information on how to continue inactive promotion or combo, see Continuing Promotion.
Not all settings of active promotions are editable. To view the whole list of editable settings, see Editable Settings of Active Promotion.
In the How much section, the Participating and Promotion type values are not editable.
- Create new Promotion - creating a new promotion based on the current promotion settings
- Edit current Promotion - editing current promotion and making promotion recalculation for the selected period
Editable Settings of Active Promotion
- In the promotion header - Change promotion name or description.
- In What is included? section - Change items included to the promotion.
- In the Loyalty section - Change promotion loyalty settings.
- In the How much? section - Change the number of stores, companies, stations, or divisions participating in the promotion and update the promotion settings.
You cannot change the type of the promotion's location and the promotion type.
You can also continue promotion expiring soon or inactive ended promotion. For more details, see Continuing Promotion.
