LMG

7 | LMG OnTap Data - Set Local Product

This article outlines the steps to match any unmatched Products while import Promotions for LMG OnTap Data. Products listed in the Product Promotions files that haven't been matched with Local Products in the database can be matched manually. The example in this article shows Setting a Local Product when importing Product Promotions, however, the workflow remains the same for Setting a Local Product when importing Multibuy Promotions as well.

This article outlines the steps to match any unmatched Products while import Promotions for LMG OnTap Data.

Products listed in the Product Promotions files that haven't been matched with Local Products in the database can be matched manually.

The example in this article shows Setting a Local Product when importing Product Promotions, however, the workflow remains the same for Setting a Local Product when importing Multibuy Promotions as well.

Prerequisites

  • To access Promotion import features, the applicable Operator Privileges will need to be enabled
    • Operator Maintenance 'Marketing & Promotions' Tab
      • Promotions: "Maintain Product Promotions" flag

Set Local (Unmatched) Products

  • Enabling the No Local Match flag will filter the list, hiding all of the Products that match to the Local Database and only showing Products that don't have a Local Database match
    • This can be used to avoid manually searching through the unmatched products if the imported Promotions file contains dozens or hunderds of Product lines

  1. If there are Products listed in the Price Promotion file that haven't been matched but can be set to a Local Product in the database, highlight the desired Product line and click the Set Local Product button
  2. A Search Product window will open which can be used to search for a Product in the database by Product Name and/or Long Name and ProdNumber and/or Barcode; by default, the Liquorfile Description will be entered into the Product Name field
  3. Alter the Product Name field and/or enter text into the other fields to search the database and then click OK
  4. If Product(s) in the database match the search, they will be deployed in teh Product Search window; select the desired Product to match to the Promotion file by highlighting and clicking the Select Product or by simply double-clicking on the line
    • NB: Inactive Products in the database will also match, however, they will be displayed in the standard "inactive" text color - salmon text with white background
  5. Next, a window will appear which will prompt to select an available size for the chosen Product, select the desired Size by highlighting and clicking the Select Size button or by simply double-clicking on the line
  6. After selecting the desired Size, the Product Line in the Import Promotions window will no longer be highlighted as it's now matched with a Product in the Local database

  • Repeat the previous steps to Set any additional Local Products
  • To continue with the Import Process, complete the steps from Option 1 above

  • The Promotion Name in Bepoz after the initial import will be derived from the raw data in the Import file, this can be changed to a more suitable Promotion Name, if desired
  • After successful import, the Price Promotion file will be deleted from its Directory folder