Working with Price Book Promo Groups

With the Import Tool, you can perform the following operations with the promo groups:

• Import promo groups to a location from the following data sources:
• Account Price Book
• Drafts
• File (for more details, see Preparing a File for Data Import)
• Export promo groups from the current account to a file.
• Manage the promo groups.

Importing Promo Groups to Station (Location)

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

1. Go to Operational Menu > Price Book and then click Promo Groups.
2. Go to DRAFTS and create a new draft. For details, see Working with Drafts List.
3. Import promo groups to the draft from any of the available data sources:

For more information on importing data to the draft, see Importing Data to Draft.

1. Account Price Book
2. Drafts
3. From File

For more information on working with the data sources, see Importing Data from Different Sources.


4. Copy the draft's data to any of the current account's locations. For details, see Exporting Draft Data.
5. Make sure the promo groups are copied successfully.
   Go to CStoreOffice® main menu and then click Price Book > Promo Groups.

Exporting Promo Groups from Current Account to a File

To export the promo groups from the current account to a file, follow the steps:

1. Go to Operational Menu > Price Book and then click Promo Groups.
2. Go to DRAFTS and create a new draft. For details, see Working with Drafts List.
3. Import the promo groups to the draft from the Account Price Book source.
   For details, see Importing Data to Draft, Import Item Tags from Account Price Book.
4. Export the promo groups from the draft to a file. For details, see Exporting Draft Data.

Managing Promo Groups

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

Preparing a File for Data Import

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

The file that you use for import of promo groups data must have the following structure. Non-mandatory fields can be omitted.

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

File Template

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

1. In the Import Tool, on the Data Sources panel, select From file.
2. Click the Download example link.

   

3. 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 file.
• On the csvPromogroupsDatasourceTemplate tab, fill data for the promo groups that you want to import.

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