During the transaction, the system evaluates eligible promotions, applying a high-priority promotion first and stacking other (low-level) promotions on top of the applied one.

Promotion Priority Grid

• On the left navigation panel, expand Admin and click Priority Exclusions. The following screen appears:

  

  The Promotion Priority Grid displays the existing priority setup established by the retail organization.

• The Promotion Priority Grid has Edit Priority Grid, Export, Priority Number, Name, Associations, Search bar, and a Pencil icon to edit the priority.

  • Priority: A numerical value is assigned to indicate priority levels. A value of 1 represents the highest priority, whereas a value of 15 denotes the lowest priority.
  • Name: Name of the priority.
  • Associations: Promotions that are assigned the priority.
  • Pencil Icon: To modify the priority as needed.
  • Click Export to download and view the priorities. The file downloads in JSON format by default. You can open it using Notepad or any other text editor of your choice.

• From the search bar, search for a name or priority value in order to view or modify the priority.

• Expand the priority to view the Stackable Priorities, Excluded Priorities, and System Level Priority.

  

Add Priority

A new priority is established in accordance with the existing priority determined by the selected priority level.

• Click on the icon. The following screen appears:

  

• Click on Add Priority to open the New Priority screen:

  

Details

• Enter the New Priority Name.

• Select the Priority level and Existing Priority from the drop-down menu.

  • If you choose 'Higher Priority', the new priority takes precedence over the existing priority.

    

  • Selecting 'Lower Priority' will assign the new priority to be next in line after the current priority.

    

  Note: The New Priority Number is auto-assigned by the system.

• Toggling the new priority to System Level Priority will prevent the priority from being deleted.

• Click Next.

Stackable & Excluded

On this page, exclude the stackable priorities that are not necessary.

• Select the priorities you want to exclude from the Stackable Priorities and click the > icon.

  

  

• To move any of the Excluded Priorities back to the stackable priorities, simply select the desired priority and click the < icon.

  Click Discard to dismiss any changes made to the priority.

  Click Back to move to the Details screen.

• Click Save and then Save Changes. The new priority is added to the Promotion Priority Grid with the following message:

  

Edit Priority

Once a new priority is added, the Priority Number cannot be modified.

• Search for the priority in the Promotion Priority Grid and then click on the Pencil Icon. A sample screen will appear as shown below:

  

• For details on the promotions linked to the priority, scroll down to the bottom of the page.

  

• You can modify the Priority Name, System Level Priority, or Stackable and Excluded priorities and then Save. A message Successfully updated priority is displayed.

  To dismiss any changes made to the priority, click Discard.

Delete Priority

Priorities that do not fall within the system-level priorities can be deleted.

• Click on the Edit Priority Grid to view all the custom-added and system-level priorities.

• To remove any custom-added priorities that are not associated to the promotions, simply click the Delete icon and then Save Changes.

  

  Custom-added priorities that are linked to promotions cannot be deleted.

  

  When you try to delete system-level priorities, the following message will be displayed:

  

Associate priority

For any promotion, go to the Options tab and select the priority from the Promotion Priority dropdown.

Next Steps

• Tender Management