Import a promotion file using a template

The procedure outlined below presumes you will import a file of all items you will place onto a date range promotion (that is not part of a Campaign).  It also assumes the Import Template has previously been configured by your Fred Trainer at installation. 

1. Click Pricing, then Promotion.
2. Click New.

3. Enter a Promotion Name and Description for your promotion.

4. Ensure the Promotion Type is set to Date Range Promotion (set by default).

5. Enter the Promotion Start and End date.

   

6. Click OK.

1. Click Import Items, then click Browse.

   

2. Set Files of Type to display .csv files.
3. Click Desktop (or navigate to where the file is located).
4. Click the file, then Open.
5. Select the worksheet (if required), then click Next.
6. Select the template, then click Next.

   If you need to change the column matching, click and hold your mouse on a field from the Column section at the top of the screen. While still holding, move your mouse onto the header line of the column with the relative information in your data preview displayed below. When your mouse is over the correct column heading, release the mouse button. This will slot the column heading into the correct position.

7. Click Next, then select the fields in the file (Worksheet field) to use to match to fields in your own database (Item Card Field).

   

8. Click Match.

   The number of items able to be matched will display.

   Matching can be reattempted by adjusting the fields above and clicking Match once more (if required).

9. Click Next.

   If there were any unmatched items the AppCAT Matching step will appear. This allows you to attempt to find unmatched items using AppCAT.

10. Click the supplier(s), then click Match.
11. Click Next to review the matches.

1. Review the matches found in Preview Matches.

   

2. Use filtering to restrict the view to show only relevant items to be reviewed.

   Filter	Description
   Show Matched	Item Exists in Fred Office Plus already.
   Show Found in AppCAT	Item is found in AppCAT but does not exist in Fred Office Plus.
   Show Unmatched	Item is unrecognised in AppCAT and does not exist in Fred Office Plus.
   Show Errored	Data type is not recognised and no matching can be checked.

3. Click the filter and select Show unmatched.

If any items display, right-click and select Match Item.

4. Enter a search term and click Search.
5. Select the item from the Search Results then the forward arrow to move it to Selected.
6. Click OK, then Next.

   If new items were found, you will be prompted to create these items with the Create Item Wizard once the current Data Manager Import Wizard is finished.

7. Click Yes to launch the Create Item Wizard after the Data Manage Import Wizard is finished.
8. Click Finish.

   If a new(s) item existed and Yes was selected earlier, the Create Item Wizard will now launch.

   Once the new items have been created in the Create Item Wizard in this way, they will automatically be added to the worksheet and you will be brought back to the worksheet.

1. Click Add Items.
2. Click the drop down next to Search and click Search by Group.
3. Click the drop down and select the item group and click Search.
4. Click the double forward arrows to add all items to Selected.

   The <CTRL> and <SHIFT> keys can be used to select only some of the items from the group.  The single forward arrow can then be used to add only the selected/ highlighted items to Selected.

1. Click the drop down next to Search.
2. Click Search by Supplier.
3. Click the drop down and select the department (and/or category).
4. Click Search.
5. Click the double forward arrows to add all items to Selected.

The <CTRL> and <SHIFT> keys can be used to select only some of the items from the group.  The single forward arrow can then be used to add only the selected/ highlighted items to Selected.

1. Click the drop down next to Search.
2. Click Search by Department.
3. Click the drop down and select the department (and/or category).
4. Click Search.
5. Click the double forward arrows to add all items to Selected.

The <CTRL> and <SHIFT> keys can be used to select only some of the items from the group.  The single forward arrow can then be used to add only the selected/ highlighted items to Selected.

1. Enter an Alias, Code or Description and click Search.
2. Highlight the item(s) you want to add and click the single arrow to move the item(s) to Selected.

   Alternatively all items returned in the search can be moved to Selected, via the double forward arrow.  The single back arrow and double back arrow can be used to remove items from Selected.

3. Repeat the search and selections until all items required have been moved to Selected.
4. Once complete, click OK.

• Click Sale Price and enter the price.

— OR —

• Right-click the item and select Set Sale Price by then use the option required and add a tick to apply.

If you only want to apply options to selected items instead of all items, you can use the <CTRL> and <SHIFT> items to select the items and select Selected Promotion Options instead of Global Promotion Options below.

1. Click Tools menu, Global Promotion Options.
2. Click Set Sale Price by.
3. Enter the dollar value or percent to discount.
4. Click the corresponding tick to apply.