This article shows you how to create a batch promotion in XSite (XSiteIO or XSite Classic) by selecting item filters, setting a promotion price, and defining a start and end date so you can apply consistent, time-based price changes across groups of items efficiently, reducing manual work and ensuring promotions run correctly at the POS.

Before you begin

• You must have access to Promotions in XSite.
• The items, departments, or item lists you want to promote must already exist.

Steps

Create a batch promotion in XSiteIO

1. Go to Price Book → Promotions → Batch Promotion.
2. Under Apply Promotions to Items Matching, open the Filter by… dropdown.
3. Select a filter type, such as Item, Department, or Supplier.
4. Choose a matching condition, such as Is in item list.
5. Select the specific item list, department, or group to include.
   1. (Optional) Use the dropdown on the far right to apply a saved filter.
6. In Promotion Details, enter the promotion price.
7. Set the start date and end date.
   1. (Optional) Enter comments for reference.
8. Click [Create Promotion].

Create a batch promotion in XSite Classic

1. Go to Promotions → Batch Promotion.
2. Under Apply Promotions to Items Matching, open Select a field.
3. Choose a filter type, such as Item, Department, or Supplier.
4. Select a matching condition, such as Is in item list.
5. Choose the item list, department, or group to target.
   1. (Optional) Use the filter menu on the far right to apply a saved filter.
6. In Promotion Details, enter the promotion price.
7. Set the start date and end date.
   1. (Optional) Add comments for reference.
8. Click [Create Promotion].

Tips & Warnings

• Batch promotions affect all matching items. Double-check your filters before saving.
• If dates are missing, the promotion may not run.
• Overlapping promotions can cause unexpected pricing at the POS.
• Use saved filters carefully to avoid including the wrong items.
• After saving, test one item at the register to confirm the price change.