How do I add a batch promotion?
Simplifying Batch Promotion Creation
Written by Michael Cook
Updated at February 15th, 2024
Introduction
Promotions serve as an effective strategy for managing pricing and marketing for various items within your inventory. By setting up batch promotions in XSite, you can efficiently apply special pricing to individual items, entire lists of items, departments, or sub-departments for a set period. This guide outlines the process for creating a batch promotion in XSite, ensuring clarity and ease in promotion management.
Creating a Batch Promotion in XSiteIO
- From the side menu, select ‘Price Book’ followed by ‘Promotions’, and finally click on ‘Batch Promotion’.
- In the ‘Apply Promotions to Items Matching’ section, if your item already exists within the system, utilize the ‘Select a field’ dropdown menu to choose ‘Item’ followed by selecting ‘Is in item list’ from the subsequent dropdown menu.
- From the third dropdown menu, choose the specific item list you wish to apply the promotion to.
Note: The system allows for a wide range of criteria, including department, sub-department, supplier, and price, to define your batch promotions. - An additional dropdown menu on the right-hand side enables the selection of a previously saved filter to further customize your promotion criteria.
- Enter the necessary information under ‘Promotion Details’, including the ‘Promotion Price’, ‘Start and End Dates’, and any important comments regarding the promotion.
- After ensuring all details are correctly filled, click the green ‘Create Promotion’ button to finalize the creation of your batch promotion.
- For insights into the performance of your promotion, select ‘Reports’ from the side menu. Under the ‘Price Book’ category, you have the option to choose either ‘Promotion Sales’ or ‘Promotion Items’ to access detailed analytics related to your promotion.
- To obtain a physical or digital record of these analytics, click on the ‘Export’ or ‘Print’ button to generate the respective reports.
Creating a Batch Promotion in XSite Classic
- Select the ‘Promotions’ option located in the side menu. From the displayed options, click on ‘Batch Promotion’.
- In the ‘Apply Promotions to Items Matching’ section, if your item already exists within the system, utilize the ‘Select a field’ dropdown menu to choose ‘Item’ followed by selecting ‘Is in item list’ from the subsequent dropdown menu.
- From the third dropdown menu, choose the specific item list you wish to apply the promotion to.
Note: The system allows for a wide range of criteria, including department, sub-department, supplier, and price, to define your batch promotions. - An additional dropdown menu on the right-hand side enables the selection of a previously saved filter to further customize your promotion criteria.
- Enter the necessary information under ‘Promotion Details’, including the ‘Promotion Price’, ‘Start and End Dates’, and any important comments regarding the promotion.
- After ensuring all details are correctly filled, click the green ‘Create Promotion’ button to finalize the creation of your batch promotion.
- For insights into the performance of your promotion, select ‘Analytics’ from the side menu. Under the ‘Price Book’ category, you have the option to choose either ‘Promotion Sales’ or ‘Promotion Items’ to access detailed analytics related to your promotion.
- To obtain a physical or digital record of these analytics, click on the ‘Export’ or ‘Print’ button to generate the respective reports.