This guide shows you how to update promotion with latest Sales figures.
This guide is only of relevance if you have the promotion module in effectmanager.
Promotions can be updated with 4 types of volume data; Baseline, Sales In, Sales Out, or Returned Volumes.
Sales Figures can be updated both Manually or Automatically.
Manual update of Sales Figures
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.
See here how to update promotions with the latest Sales Figures Manually
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 How to upload Returned Volumes
👍Pro-tip: We recommend that you use a Promotion Update to update all affected promotions at once.
Automatic update of Sales Out, Sales In, and Returned Volumes.
Sales out uploaded in your POS files or Sales In and Returned Volumes uploaded to the Sales Tables, can be updated automatically on completed promotions with the POS integration that runs the night to Wednesday and the night to Friday.
See here how sales are automatically updated on COMPLETED promotions in effectmanager
If you need a guide that shows you how to use the promotion stages in effectmanager, please see our guide How to use promotion stages correct