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Retail:Business Partner Set in Discounts and Promotions

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Business Partner Set and Discount and Promotions

Bulbgraph.png   This feature is available starting from 3.0RR19Q2.

The Business Partner Set concept allows you to create lists of business partners which can then be used within Discounts & Promotions definition.

Defining Business Partner Sets and Uploading Business Partners

A business partner set consists of a header with the business partners as content within the header. To maintain business partner sets go to the Business Partner Set window and create a record. The Business Partner subtab allows you you to enter business partners directly or upload them through a txt/csv file.


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The business partners tab within the business partner has the following fields:

As there can be many business partners there is also an import/upload button to allow you to upload a txt/csv file with business partners into the set.


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The txt file is expected to have one business partner 'Search Key' on each line. For example:

WVG/C0002
WVG/C0004


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When clicking the button a popup appears with the following fields:

After the upload the system will show a popup with the result and a result file is send to your browser with the details. In the example screenshot we added one error line for illustration purposes.

The returned file contains the overall message and shows the lines with an error:

Your file has been processed, total lines processed: 3, number of error lines: 1
ABCDEF --> Business Partner not found


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Using Business Partner Sets within the Discount Definition

The Business Partner Set allows you to more easily include or exclude (larger) lists of business partners in a specific discount.

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The Discounts & Promotions tab has a field 'Included BP Set' which can have either of two values with the corresponding meaning:

The discount definition has several fields related to including or excluding business partners: 'Included BP Category', 'Included BP Set', 'Included Business Partners'. You can use these field in combination to for example include a large list of business partners through the business partner set but exclude specific business partner categories.

Upload Products in the discount definition

Bulbgraph.png   This feature is available starting from 3.0RR19Q2.

Within the Discounts & Promotions definition you can define which products are included or excluded from the specific discount. The products can be entered individually or you can upload a csv/txt file with the product codes.

The txt file is expected to have one product 'Search Key' on each line. For example:

PCG/15
PCG/17
Nylon Rope
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To upload products into the discount definition first select the product subtab. This will show the import upload button.

When clicking the button a popup appears with the following fields:

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After the upload the system will show a popup with the result and a result file is send to your browser with the details. In the example screenshot we added one error line for illustration purposes.

The returned file contains the overall message and shows the lines with an error:

Your file has been processed, total lines processed: 4, number of error lines: 1
ABCDEF --> Product not found


View larger

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This page has been accessed 318 times. This page was last modified on 2 April 2019, at 15:25. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.