Promotions

Creating A Promotion

Promotions can be accessed by going to Inventory > Promotions. Then click the green plus to create a new one. This feature is used for creating sales for multiple items at once.

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Adding Items To A Promotion

  • After creating a new promotion, specify the begin and end date for that sale, as well as the warehouse for which you want the sale to apply.
    • Leaving the warehouse blank will apply the sale to all warehouses.
    • Setting the “Editing Deadline” will still allow changes after that date, but warnings will appear so that accidental edits are prevented.
  • Items can then be added to the promotion individually, or entire categories/subcategories can be entered at once by using the ‘Bulk Add’ section at the top of the form.
  • After adding the items to be put on sale, enter either a discount percent or the exact special price for each item to set the special price.
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  • Selecting a group of items and right clicking on them will allow for changes to be made to those highlighted items.
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There are several useful features to note about this form:

  • If the begin/end date or warehouse is different on an item than it is on the header, it will show up in red text.
  • The dropdown for Warehouse will show the units in stock for each warehouse.
  • The information in the promotion can also be found in the inventory item’s special pricing tab. See Inventory Special Pricing.
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