| Note |
|---|
This guide refers to functionality available in versions 3.49.00 and later. For older versions, please see XXX. |
The Promotion Code Wizard can be used to import data using a CSV file. This is useful when many Promotions need to be set up at once; an import will save the Administrator repeatedly navigating between multiple pages.
Each row of the CSV file will correspond to a unique Promotion Code. The following fields should appear as columns on the CSV file, in the order listed. Fields marked with * are mandatory.
| Column/Field name | Data Type |
|---|---|
| Promotion Code |
...
| Unique |
...
| value | |
| Description | Short description of promotion |
| Start Date |
...
| dd/mm/yyyy |
...
| End Date |
...
| dd/mm/yyyy |
...
| *Promotion Type |
...
| WO = Whole Order Discount; PG= Product Group Discount; PC = Product Code Discount; FF = Free Freight Discount |
...
| Product Parameter |
...
| for Product Code or Product Group Types |
...
| Discount Percent | (before tax) |
| Discount Amount | (before tax) |
| Discount Threshold | (before tax) |
| *Discount Threshold Type |
...
| DD = Dollar Discount; QD = Quantity Discount; QDM = Quantity Discount Multiples;DDM = Dollar Discount Multiples |
...
| *Discount Action Type |
...
| A = Add To Any; O = Override Any; OIM = Override If More Than Current;Blank for Free Freight Discount Promotions |
...
| Discount Charge Type | |
| Discount Charge Description | |
| Carrier Code |
...
| for Free Freight Type |
...
| User Usage Limit |
...
| 0 = unlimited; default is unlimited |
...
| Global Usage Limit |
...
| 0 = unlimited; default is unlimited |
...
| Apply With Charge Line |
...
true/false |
...
| Mode |
...
| B2B; B2C; Both |
...
Step-by-step guide
To Create a New Promotion Code CSV file to Import:
- Login as an Administrator.
- Navigate to 'Settings - Promotion Code Maintenance'.
- Click the 'Import Promotion Codes' button.
- Click the 'Download Blank CSV File' button.
- Open the file once downloaded. The column headings have been populated with the correct field names.
- Input data into the spreadsheet, using one row per Promotion Code.
- Save the CSV file.
To Import a Promotion Code CSV File:
- Login as an Administrator.
- Navigate to 'Settings - Promotion Code Maintenance'.
- Click the 'Import Promotion Codes' button.
...
- Click the 'Choose File' button to browse to and select the CSV file to be imported.
- Click the 'Import File' button to process the CSV file import.
| Info |
|---|
The text box under the 'Import File' button is where any error messages will be displayed after an import. This is also where the confirmation message will be displayed following a successful file import. |
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