Introduction

Batch promotions let you update prices for groups of items all at once. You can use them to run limited-time deals across entire departments, item lists, or specific products. This guide shows you how to set up a batch promotion in XSite.

Step-by-Step Instructions

In XSiteIO

1. Go to ‘Price Book’, then ‘Promotions’, and click ‘Batch Promotion’.
2. Under ‘Apply Promotions to Items Matching’:
   1. Use the ‘Filter by...’ dropdown to choose a filter like ‘Item’, ‘Department’, or ‘Supplier’.
   2. Choose a matching condition (e.g., ‘Is in item list’).
   3. Select the specific item list, department, or group to apply the promotion to.
3. (Optional) Use the dropdown on the far right to apply a saved filter for more precise targeting.
4. In the ‘Promotion Details’ section:
   1. Enter the promotion price.
   2. Set the start and end dates.
   3. Add any comments if needed.
5. Click the ‘Create Promotion’ button to save.

In XSite Classic

1. Go to ‘Promotions’, then select ‘Batch Promotion’.
2. Under ‘Apply Promotions to Items Matching’:
   1. Use the ‘Select a field’ dropdown to choose a filter like ‘Item’, ‘Department’, or ‘Supplier’.
   2. Choose a matching condition (e.g., ‘Is in item list’).
   3. Select the item list, department, or group to target.
3. (Optional) Use the filter menu on the far right to apply a saved filter.
4. In ‘Promotion Details’:
   1. Enter the promotion price.
   2. Set the start and end dates.
   3. Add any comments as needed.
5. Click the green ‘Create Promotion’ button to save.