Edit Promotion

Use Edit → Documents → Management → Promotion… to change or annul a saved promotion. The edit window works like the Promotion window. That page describes the header, the rows and how a promotion changes sale prices, and this page covers only what is different.

Open a promotion for editing

1. Go to Edit → Documents → Management → Promotion…. The Promotion – Select Document window opens.
2. Find the promotion with Date: and Filter.
3. Select the promotion and click Edit, or double-click the row. To edit several promotions, select them with Ctrl+click: each one opens in its own tab.

You can also open a promotion from a report: select its row and use Actions → Edit. The limits below apply there too.

Control	What it does
Filter	Shows only the promotions whose number contains the typed text. A valid 12 or 13 digit barcode of the number also works.
Date:	Lists the promotions that are active on at least one day of the period, by Start and End. Today is used the first time. Choose Custom Dates to enter a start and end date. The window remembers the last period.
Clear	Clears the filter text and sets Today.
Edit	Opens the selected promotions for editing.
Cancel	Closes the window.
Annul	Annuls the selected promotions (see Annul a promotion).
Preview	Shows or hides a preview of the selected promotion.
Actions	Edit, Print, Transform Selected Documents, Related Documents and, when sales used the promotion, Show all Sales with this Promotion. Print works as in Reprint Promotion.
Export	Exports the listed or the selected promotions. Shown when exporters are available.

The list shows the promotions of all locations. Without Manage operators and view their operations it shows only the promotions with your user in User. Status tells where the promotion is in its period: Not started, Starting tomorrow, Started today, Started yesterday, Active, Ending tomorrow, Ending today, Ended yesterday or Ended. Draft in the Number column marks an unfinished promotion (see Drafts).

Promotions that cannot be edited

The program checks each selected promotion when you click Edit.

Case	Message	Result
The promotion was saved earlier than your user may change	“You don’t have access to edit operations that far in the past!”	The promotion does not open. The limit is Allowed operations modification: in the user’s settings. It counts from the date the promotion was saved, not from Start.
The promotion is pending in another database	“Pending operations cannot be edited! Please wait for the operation to be completed at the managing database.”	The promotion does not open until that database completes it.

What you can change

The window title shows Edit promotion No. and the number of the promotion, which cannot change. A draft opens as Edit promotion draft.

Part	How it works in an edit
Location	Changing it sets Price group: to the price group of the location. Location is disabled when Document numbers per location is selected in Tools → Settings… → Special.
User	Requires the Edit User permission.
Start:, End:, Days:	Move the period, also of a promotion that has already started. A start date before today brings the same question as in a promotion.
Price group:	The price group the promotion replaces. The price group column follows it.
Rows	Change Promo Price, replace the item or press Enter on the last row to add an item.
Delete a row	Press Ctrl+Delete or use Clear → Delete current row. The row stays struck through and disappears when you save.
Note, Addon properties	The same tabs as in a promotion.

Deleting a saved row or replacing its item requires Make Corrections In Operations. A saved promotion cannot become a draft. If you close the window with changes, the program asks “Exit without saving the changes?”: OK loses the changes and Cancel returns to the promotion.

Save the changes

1. Press F9 or click Save.
2. The program asks “Do you want to save the changes?”. OK saves and Cancel returns to the promotion.
3. The program checks the period against the other promotions, as in a promotion. An item in an overlapping promotion with the same price group stops the save with “The promotion cannot be saved because item “…” is participating in another promotion No. … during the selected period.”.
4. If printing is available, the program asks “Do you want to print a promotion receipt?”. Yes opens the print preview.

The tab then closes.

What saving changes

Where	Result
Sale prices	From the save on, rows that you add to documents take the edited promotion prices and period. A deleted row stops the promotion for that item.
Saved documents	No change. Sales made during the promotion keep their prices.
Item prices	No change. A promotion never changes the prices of the items.
Stock, payments	No change. A promotion has neither.

Annul a promotion

1. In Promotion – Select Document select one or more promotions and click Annul.
2. Answer “Are you sure you want to annul this promotion?” with Yes. For several promotions the question is “Are you sure you want to annul the selected 2 promotions?”.

The promotion leaves the list and stops at once: its items get their usual prices in the rows you add after that. Sales made during the promotion keep their prices. A promotion saved earlier than Allowed operations modification: allows cannot be annulled. Annul is also in the Reprint Promotion window.

Permissions

All permissions are set in Edit → Administration → Permissions…. The defaults apply when a user is added, reset or given another level.

Permission	What it allows	Not allowed by default for
Documents	The Edit → Documents menu.	Operators
Documents → Management → Promotion…	The menu item, Annul and Actions → Edit.	Operators
Export	The Export button.	Operators
Promotion (Operations → Management)	Opening the edit window.	Nobody
Manage operators and view their operations	Seeing the promotions of all users. Without it the list shows only the promotions with your user in User.	Operators

Troubleshooting

Problem	Solution
A promotion is not in the list	The list uses the period of the promotion, not the date it was saved. Set Date: to a period that includes its days, and check Filter. Without Manage operators and view their operations you see only your own promotions.
“Opening the Promotion screen is not allowed!”	The edit window also needs the Promotion permission (Operations → Management).
“This is a free version of the Promotion operation! To save your operation please purchase a license.”	Promotion is part of the paid Advanced Operations module. Without a license you cannot save the changes.
“You don’t have permission to make discounts or corrections to the operation!”	A user with Make Corrections In Operations can log in after the message to allow the change. For rows you added in this edit, Make Corrections In New Operations is enough.
“The operation was already modified and cannot be saved!”	Another user saved this promotion after you opened it. Close the tab and open the promotion again. The check comes from Check if the operation was modified before save in Tools → Settings… → Operations.
“You don’t have access to annul operations that far in the past!”	The promotion was saved earlier than Allowed operations modification: allows.

FAQ

How do I end a promotion early?

Set an earlier End: and save: the promotion still lasts to the end of that day. To stop it at once, annul it. Both keep the sales made so far.

Do the sales already made change when I edit the promotion?

No. Only rows added after the save take the edited prices.

Related pages

• Promotion
• Reprint Promotion (Edit → Reprint Documents → Management → Promotion…)
• Transform Document
• Management reports (Reports → Management → Promotions…)