BPD User?
This guide refers to legacy functionality that is not present by default in the CMS for BPD websites. However, it can be made available - simply contact us.
The Promotion Code Wizard can be used to import data using a CSV file. This is useful when many Promotions need to be set up at once; an import will save the Administrator repeatedly navigating between multiple pages.
Each row of the CSV file will correspond to a unique Promotion Code. The following fields should appear as columns on the CSV file, in the order listed. Fields marked with * are mandatory.
Prerequisites
This guide refers to functionality available in versions 3.49.00 and later.
| Column/Field name | Description |
|---|---|
| Promotion Code | Unique value |
| Description | Short description of promotion |
| Start Date | dd/mm/yyyy |
| End Date | dd/mm/yyyy |
| *Promotion Type | WO = Whole Order Discount; PG= Product Group Discount; PC = Product Code Discount; FF = Free Freight Discount |
| Product Parameter | for Product Code or Product Group Types |
| Discount Percent | (before tax) |
| Discount Amount | (before tax) |
| Discount Threshold | (before tax) |
| *Discount Threshold Type | DD = Dollar Discount; QD = Quantity Discount; QDM = Quantity Discount Multiples;DDM = Dollar Discount Multiples |
| *Discount Action Type | A = Add To Any; O = Override Any; OIM = Override If More Than Current; Blank for Free Freight Discount Promotions |
| Discount Charge Type | The charge type created on the sales order in PRONTO (can be left blank, or assigned a value of 0-9) |
| Discount Charge Description | The charge description created on the sales order in PRONTO |
| Carrier Code | for Free Freight Type |
| User Usage Limit | 0 = unlimited; default is unlimited |
| Global Usage Limit | 0 = unlimited; default is unlimited |
| Apply With Charge Line | true/false |
| Mode | B2B; B2C; Both |
Step-by-step guide
To Create a New Promotion Code CSV file to Import:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Promotion Code Maintenance' (/promotioncodemaintenance.aspx).
- Click the 'Import Promotion Codes' button.
- Click the 'Download Blank CSV File' button.
- Open the file once downloaded. The column headings have been populated with the correct field names.
- Input data into the spreadsheet, using one row per Promotion Code.
- Save the CSV file.
To Import a Promotion Code CSV File:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Promotion Code Maintenance' (/promotioncodemaintenance.aspx).
- Click the 'Import Promotion Codes' button.
- Click the 'Choose File' button to browse to and select the CSV file to be imported.
- Click the 'Import File' button to process the CSV file import.
The text box under the 'Import File' button is where any error messages will be displayed after an import. This is also where the confirmation message will be displayed following a successful file import.
Related help
