Use Importer to manage and configure this feature in your EQuipWeb system.

Use the Promotion Importer to create or update many promotions at once from a spreadsheet. If you have a large number of promotional offers to set up — like seasonal pricing for hundreds of items — this saves hours of manual work.

When to use this: When you need to create or update many promotions at once using a spreadsheet.

Prerequisites

• User must have appropriate role permissions (see Access & Permissions above)

Promotion Importer

📝 General Description

This importer links products to promotion schemes in bulk. The promotion schemes themselves must already exist (created via Promotion Setup — Section 1.9). The importer maps products (by ItemNo) to promotions and configures the specific parameters (discount amount, qualifying quantity, etc.).

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.4.1 Template Columns

Sample Template

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.4.2 How to Import Promotion Items

1. Navigate to Data Importer → Promotion Importer.

2. Click Download Template to get the CSV template.

3. Open in Excel and fill in:

• PromotionName: Must exactly match an existing promotion.
• ItemNo: Product codes to add to the promotion.
• DiscountType / DiscountValue: The specific discount for each product.

4. Save as CSV.
5. Click Browse → Select your CSV file.

6. Click Upload to process.

7. Review results — verify promoted products appear in the promotion's item list.

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.4.3 Validation Rules

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.4.4 Prerequisites

Before using the Promotion Importer:

1. ✅ Create the promotion scheme first via Promotion Setup (Section 1.9).
2. ✅ Ensure all products exist in the system (add via Product List or Product Importer first).
3. ✅ Know the exact PromotionName — it is case-sensitive.

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Use Importer to manage and configure this feature in your EQuipWeb system.

💡 Example

Scenario: A retailer runs a "Clearance Sale" with 30% off on 200 products.

Steps:

1. Create the promotion "Clearance Sale" in Promotion Setup with type = Any X at Discount.

2. Export the product list via Data Exporter. 3. Filter to the 200 clearance products and format into the promotion template. 4. Set DiscountType = Percentage, DiscountValue = 30 for all rows.

5. Import via Promotion Importer. 6. All 200 products now have the 30% discount applied through the "Clearance Sale" promotion.

[!TIP] For seasonal promotions with many products, the Promotion Importer saves hours compared to adding products one by one through the UI.

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Use Importer to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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Use Importer to manage and configure this feature in your EQuipWeb system.

How to Import Data

1. Navigate to Data Importer & Exporter → Promotion Importer from the sidebar menu.

2. Click Download Template to get the Excel template with correct column headers.

3. Open the template and fill in your data according to the column headers.

4. Save the completed Excel file.
5. Click Choose File and select your completed template.
6. Click Import to upload and process the file.
7. Review the validation results — fix any errors and re-upload if needed.
8. Click Confirm Import to finalize.

✅ Expected Result: Data is imported and available in the system.

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FAQ

Q: What file format should I use for import? A: Use .xlsx (Excel) format. Download the blank template from the importer page to ensure correct column structure.

Q: Can I undo an import? A: No. Imports cannot be automatically reversed. You would need to manually correct or delete the imported records.

Q: Why does my import show validation errors? A: Check the error details for each row. Common issues include: missing required fields, duplicate codes, invalid date formats, or referencing categories/departments that don't exist yet.

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Use Importer to manage and configure this feature in your EQuipWeb system.

Troubleshooting

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Use Importer to manage and configure this feature in your EQuipWeb system.

Related Menus

• Product Setup > Product List — imported product destination
• Membership Setup > Membership List — imported member destination
• Master Data > Supplier Setup — supplier data reference

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Use Importer to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.

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Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.