To start using Promotions you must first created groups/lists to which you will assign items. Create Promotion Lists by going to Price Book->Promotions Management Button, then “Define Promotion Groups”.



Hit the Edit Button to enter in a new list. Just enter a name for the list and leave the vendor field blank.



When done entering the group names, click the SAVE button and move on to assigning the items to the group(s). Go to Inventory, then Inventory Manager and bring up the items you wish to add by searching: department, like descriptions, etc. Once you have the items pulled up, highlight the items and right click. A change window will display where you can click on ‘Promotion Group’ and select the group name.




Select the Promotion Group you would like to assign to the selected items and then click ok. Please note that you cannot have an item assigned to more than one Promotion Group at a time.


Once you have assigned all the items to their prospective Promotion Group, go ahead and setup the Promotion through ‘Create New Promotion’

Complete the highlighted fields to setup the Promotion. Please leave all rebate sections blank.


Click OK to Save. The system will then automatically open the Pricebook where retails can be adjusted to fit the the Promotion. Highlight items and right click to adjust retail.


Click OK on that window, then press the SAVE button at the top of the screen.

 A confirmation window will appear:


Click OK to send items to the POS. The new promotional retails will begin on the effective starting date defined in the Promotion.

To manage/view existing promotions, click on ‘Manage Promotions’


From this window, you can manage promotion dates, sku items, delete the promotion or resend to POS