pro - manage deals

Manage Deals

Use Manage Deals to work with your deals. You can update existing deals, add new deals, and perform other tasks from this window.

The actions you can take, such as adding or updating, are based on logical business rules. For example, you can only add deals when the promotion's Status is New. Deal Conditions cannot be changed in an Activated promotion, but any dates that have not passed can be adjusted forward or backward.

For more information on the rules behind managing deals, see Overview - Manage Selected Promotion's Deals.

Note: To review deals in "Over" promotions, use View Deals.

Follow these steps:

First, find and select the promotion.

Then choose the task to perform.

Manage Deal Conditions

Manage Promotion / Deal Dates

ACTIVATED Promotions

View a deal

Cancel a deal

Manage Promotion / Deal Dates

Find and select the promotion

From the Item & Cost tab:

Click Manage Promotions.
Enter search criteria to Find the promotion.

Click Find.
Select the promotion.
Select Manage Deals on the Next Step bar and click Proceed.

Follow the steps below for your specific task.

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New Promotions

Add a deal

You can add a deal to a New promotion.

Select the Allowance Type (type of deal).
If desired, enter a Deal ID to identify the deal.
Select the Handling Method. This sets how the allowance will be applied.
If the effective and end dates are different than those set up for the promotion, enter the Effective Date and End Date for the deal.

Enter in the format mm/dd/yyyy. These must be future dates. The deal dates default to the promotion effective and end dates.

Select a Cost Comment, if desired.
Add Deal and go to Manage Deal Conditions is listed on the Next Step bar. Click Proceed.
Enter the deal conditions and items.
Return to Deal Selection is listed on the Next Step bar. Click Save and Proceed.

Note: This is an alternative to using Add Deals To Selected Promotion - Express Data Entry.

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Update a deal

You can update the Deal ID, Handling Method, and other information for New promotions.

Select the deal to be updated.
Select Update Deal from the Next Step bar and click Proceed.
Make changes as needed.
Manage Deal Conditions is listed on the Next Step bar. Click Save and Proceed.
Make changes as needed.
Return to Deal Selection is listed on the Next Step bar. Click Save and Proceed.

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View a deal

You can display all details of a deal in a single window.

Select the deal to view.
Select View Deal from the Next Step bar and click Proceed.
If desired, click Proceed to Manage Deal Conditions. Otherwise, click Back to return.

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Delete a deal

There are several methods you can use to delete a deal. Park City Group recommends using Manage Promotion / Deal Dates from the Next Step bar.

However, you can delete deal in the Deal Selection window.

Select the deal to delete.
Click Delete.
Click Yes to confirm.

Note: Once a deal is deleted, it cannot be "un-deleted."

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Set Cost Comment

You can add a cost comment to a deal, such as Temporary Cost Reduction. Cost comments are sent with the deal information when it is exported to a subscriber (retailer).

Select a Cost Comment from the drop-down list.
Select the deal.
Click Set Cost Comment.

To change a cost comment, follow the steps above and select a different comment.
To remove a cost comment, follow the steps above and select a Cost Comment of Not Selected.

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Manage Deal Conditions

You can work with a deal's conditions, such as the Amount Off and the Deal/Purchase Items. The promotion must be in a New status for this option to appear.

Select the deal.
Select Manage Deal Conditions from the Next Step bar and click Proceed.

The window that displays is based on the Allowance Type set for the deal, such as Percent Off.

Make changes as needed.
Return to Deal Selection is listed on the Next Step bar. Click Save and Proceed.

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Manage Promotion / Deal Dates

With some restrictions, you can update your promotion dates and deal dates.

Select Return to Promotion Selection from the Next Step bar.
Click Proceed.
See Manage Selected Promotion / Deal Dates for the steps and rules for adjusting dates.

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Activated Promotions

View a deal

You can display all details of a deal in a single window.

Select the deal to view.
Select View Deal from the Next Step bar and click Proceed.
If desired, click Proceed to Manage Deal Conditions. Otherwise, click Back to return.

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Cancel a deal

There are several methods you can use to cancel a deal. Park City Group recommends using Manage Promotion / Deal Dates from the Next Step bar.

However, you can cancel a deal in an ACTIVATED promotion from the Deal Selection window.

Select the deal to be updated.
Click Cancel Deal.

Note: Once a deal is cancelled, it cannot be "un-cancelled." If the deal is already in effect, it cannot be cancelled. Use Manage Promotion/Deal Dates to make it "over."

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Manage Promotion / Deal Dates

With some restrictions, you can update your promotion dates and deal dates.

Select Return to Promotion Selection from the Next Step bar.
Click Proceed.
See Manage Selected Promotion / Deal Dates for the steps and rules for adjusting dates.

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Updated 2/27/2007