Manage Promotion / Deal Dates

Use these steps to adjust the dates within a promotion.  You can change the dates on both New and Activated promotions.  If the promotion has begun, any dates that have not passed can be adjusted forward or backward.

This is also the recommended method for cancelling or deleting a deal.

See Overview - Managing Promotion Dates and Deal Dates for an overview.  See Promotion & Deal Date Rules for the business rules that apply when promotion dates are changed.

Note:  After the Preview Promotion Date Changes button is clicked, you can change the deal dates as needed.  Changes are not set until you click Validate and Save.

 

Follow these steps:

  1. Find and select the promotion

  1. Click Validate and Save

 

A.

Find and select the promotion

From the main Item & Cost window:

  1. Click Manage Promotions.

  2. Enter search criteria to Find and list the promotion.

  1. Click Find.

  2. Select the promotion.

  3. Select Manage Promotion/Deal Dates from the Next Step bar and click Proceed.

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To set the Promotion Dates

The Current Effective and End Dates are listed.

  1. Adjust your promotion's Effective and End Dates as needed.  

  2. Click Preview Promotion Date Changes.  

  • All deal dates are adjusted to fit your new promotion dates.  See the Overview for more details.

Remember, after the Preview button is clicked, you can change the deal dates as needed.  Changes are not set until you click Validate and Save.

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To set Deal Dates

The promotion's deals are listed in the lower-half of the window.  If you adjusted the promotion dates, be sure to Preview the changes first.

  1. Review each deal's Adjusted Eff Date and Adjusted End Date.

    • These are the dates that will be in effect when Save is clicked.

  1. Adjust the dates as needed.

Note:  Check the Cancel or Delete box by a deal to remove it from the promotion.  See the Overview for more details.

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To cancel or delete a deal

 

  1. Locate the deal.

  2. Check the Cancel (or Delete) box* on the right.

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B.

 

Click Validate and Save

After all changes are entered:

  1. Click Validate.

  2. Select Return to Promotion Selection from the Next Step bar.

  3. Click Save and Proceed.

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*  If a deal is in effect, only the End Date can be changed, and it cannot be cancelled.  To end a deal that is in effect, you must make it "over" by entering a new end date of today.  The deal will expire at the end of the day

Updated 07/16/2002