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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Stock > Promotional Pricing

Promotional Pricing List

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On the ribbon, go to Stock > Promotional Pricing.

 

promo pricing ribbon

 

The Promotional Pricing List is used to add new and edit/view existing promos.

 

By default, Promotional Pricing List displays only promotions that are current, as the Promo > criteria is set to today's date.

 

promo list header

 

The list is also useful for finding what stock is currently on promos and what promos are available to customers, what promos are coming up, and which vendors currently have promos on offer. For example, by entering a stock code and clicking Run, all promos related to that stock will be displayed. By changing the date filters, you can easily see when that stock was last on promotion, etc.

 

stock on promo

 

Tip

You will see some letters underlined in the field names within the header, eg. Vend#. Using Alt+ the underlined letter will jump you to the field beside that heading.

 

The Promotional Pricing List header fields are explained below:

 

List Fields

Explanation

Promotion#

If you enter a Promotion# here the list will return that promotion only. Leave blank to return all promos.

Type

Choose the promotion Type to return a list of only that type.

Promo >

Choose a date after which the promotion commenced.

Active

Tick to show active promos. Unticked will show both active and inactive promos.

Description

Enter text here relating to the descriptions used in promos to refine your search. For example, End of Season Sale, etc.

Promo <

Choose a date prior to the promotion commencement.

Our Ref

Enter Our Ref number to refine the list.

Notes

Enter text here relating to the Notes used in promos to refine your search.

Cust#

Enter a customer card code to bring back a list of all promos for that customer.

Currency

Enter the currency.

Stock Code

Enter a stock code, which will bring back a list of all promos using that stock code.

Vend#

Enter a vendor card code to bring back a list of all promos for that vendor.

Stock Group

Select a stock group or groups to refine your list.

Branch

Select a Branch if using Branches.

 

Info

On the right-hand side of the Stock Group field you will notice OR. If you click this, it will change to &. This affects how you want to use Groups and Attributes within your search. For example, if you want to select two groups and find those POs that are in both groups, use the & option. If you want to search two groups and find anything that is in either of those groups, use the OR option. Double clicking on the words Stock Group at the beginning of the Stock Group field will turn the field green to indicate that group selection is inverted. For example, select promotions that are not in these groups.

 

Using the above information, Jim2 produces a list in a format that can be sorted by dragging the column header to the top of the list results table. To view or edit any of the purchases or expenses within the list, simply double click or use the F2 function key on any of the fields relating to the promotion you want to display.

 

drag promo

There are also additional buttons at the bottom of this form, as explained below:

 

Button

Purpose

Button - Add

This will add a new PO.

Button - Edit

This will open a selected PO in edit mode.

Button - View

This will open a selected PO in view mode.

Button - Run

This will run the query and display the list using the filters you have selected.

Button - Cancel

This will close the list.

 

Tip

To run a quick search through the list you have created, simply start typing text in the field that you want to search on. Using intuitive type, Jim2 will locate the first occurrence of the value that you are typing if it exists in the list.

 

Right-Click Options in the Promotional Pricing List

promo rc

 

Right Click Option

Function

View

View the highlighted card file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows.

Print

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the cell you have clicked on.

Copy Row

Copy the entire row you have clicked on.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

find box

 

Tip

The Find panel will remain in a pinned list.

Grid Columns...

Allows you to select more columns to add to the grid.

 

Right Click Options in the Nav Tree

promo rc navtree

 

After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the Stock tab, except for the last tab, which will reset all tabs to the default.

 

Further information:

Promotional Pricing

Promotional Pricing Options

Promotional Pricing Security

Promotional Pricing Header

Promotion Type

Order of Processing

Adding and Importing Stock

Start and End Dates

Promotional Pricing Examples

Example Usage of Promotional Pricing

Promotions in Use on Jobs and Quotes

Stock Promotional Pricing