This guide shows you how to manually update the sales figures for promotions.
This guide is only of relevance if you have the promotion module and upload sales to effectmanager.
If you have uploaded Baseline, Sales In, Sales Out, or Returned Volumes to effectmanager, and you want these new sales figures included in your Promotion Finance, you need to update the affected promotions.
If you need a guide that shows you how to upload Baseline, please see our How to upload Baseline
If you need a guide that shows you how to upload Sales In, please see our How to upload Sales In
If you need a guide that shows you how to upload Sales Out, please see our How to upload Sales Out
If you need a guide that shows you how to upload Returned Volumes, please see our guide How to upload Returned Volumes
You can update promotions with the sales figures in two ways:
Update individual promotions with sales figures
Go to the top of the article
Go to Promotion Scheduler and find the promotion that you would like to update with the new Trade Terms.
1. In Promotion Editor, go to the Products tab.
2. Select All products and press Get sales figures and press on the sales figure you want to import to the promotion.
NB! Remember to save your promotion after updating sales figures.
👍Pro tip: To get sales out, your promotion must have a completed stage.
If you get Sales Out through your POS data - the weekly POS integration must have run before you can import it to the promotions. See here when the POS integration runs.If you need a guide, that describes how to use promotion stages, please see our guide How to use promotion stages correct
Update multiple promotions with a Promotion update
Go to the top of the article
Go to Settings in effectmanager, and press Promotion Properties.
🔴OBS! It is important only to start a Promotion Update EOB, as this update will block Promotion Scheduler for all other users of effectmanager.
3. In Promotion Properties, go to the Promotion Update tab.
4. Select the sales figures you wish to update. Then Select the Period, Retail Chains, and Product Groups you wish to update. Finish by pressing Update Promotions.
🔴OBS! It is important only to start a Promotion Update EOB, as this update will block Promotion Scheduler for all other users of effectmanager.
👍Pro tip: If you get Sales Out through your POS data - the weekly POS integration must have run before you can import it to the promotions. See here when the POS integration runs.
5. A pop-up window will ask you to confirm the update before it starts. Press Yes if you want to start the update.
6. A new pop-up window informs you that your job has started, and you will receive an email confirmation when your update has finished.
