Import of discount groups

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Import of discount groups

» Available only in Dotypos FULL and higher. «

Dotypos Cloud lets you import or export discount groups and assign them to customers. If you have already created discount groups, you can export them to the file and use it for backups or adjustments. If you import this file back via Dotypos Cloud, the discount groups will be automatically updated or newly created. You may import just one .csv file. Before importing the .xls file, you have to save it in .csv format first.
 

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To find out how to import/export see the parent chapter.

 
Each discount group has its own ID number. If you modify an item in the .csv file, the item with the same ID number will be adjusted in Dotypos Cloud after the import and also in the touch cash register after synchronization.

You can find the import and export buttons in the page heading at LISTS » CUSTOMERS. To display the page with labels, switch to DISCOUNT GROUPS.

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If you have not created any discount groups yet and you want to batch import them, download the .csv template from Dotypos Cloud and replace the sample data with yours. Then import the file. The sample procedure is described in this chapter.

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Description of import file columns

File for discount group import

externalId

Unique discount group number (choose a random series of numbers, e.g. 101, 102 and so forth). Each discount group number must be unique. Do not reuse a number that has already been assigned to a deleted discount group.

discountgroupid

Do not fill this column out, but leave it with empty values. It is used to identify record updates internally.

name

Name of the discount group

discountpercent

Assigned discount in %

display

Number indicating whether the discount group is displayed on the cash register or not (1 or 0 - displayed/hidden).

deleted

Number indicating a deleted discount group (1 or 0 - deleted/not deleted). Once a discount group has been deleted, it no longer appears on the cash register. The default value is 0.

Required fields are marked in bold, while all other items (data) are optional.

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