Adding Products to an Offer by Copying from an External File

This feature allows the sales management user to import products into an offer by pasting them directly from an Excel file, making it easier to quickly set up large offers without having to select each product manually and individually.

Before You Begin

• Make sure the “Offers” app is enabled in “Apps Manager” first, in order to access the Offers card.

Steps to Add Products by Copying from an External File

1. From the “Add Offer” or “Edit Offer” screen, next to any products selector (“Products,” “Excluded Products,” or “Free Products” depending on the offer type), click the “Paste from Sheet” button.
2. A popup window opens, and contains:
   • A “Clear Old Records” toggle.
   • An editable grid with one column: “Product Code / Product Name.”
   • An “Add” button.
   • “Import” and “Cancel” buttons.
3. Enter the product data using one of the following methods:
   • Type product codes manually.
   • Type product names manually.
   • Copy multiple rows directly from Excel, then paste them into the grid using Ctrl + V — each pasted row automatically creates a new record in the grid.
4. Enable the “Clear Old Records” toggle if you want to completely replace the previously selected products with the newly imported ones, or leave it disabled to add the imported products to the current selection without removing it.
5. Click “Import” to complete the process.

How the System Works

• The “Paste from Sheet” button only appears when the selected item type is “Products.”
• The system validates each entered product code or name; products that actually exist in the system are imported successfully and automatically selected in the corresponding products list.
• Products are identified by their product code or name.
• Duplicate products are automatically ignored, and blank rows are ignored during import.
• The popup window closes automatically after a successful import.
• This same import mechanism applies when importing “Products,” “Excluded Products,” and “Free Products” (depending on their availability for the offer type).

Validation Rules

• If one or more products don’t exist in the system, the entire import process stops, and a validation message appears for each invalid row: “Product Code or Product Name ‘{Value}’ does not exist.”