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Prerequisites

1. The users' role must have access to the Assortment feature by enabling Add app operation for the feature in Admin - Security - User - Role through POS Manager- Promotion - Manage.
   
   
2. The items must be present in the Item master.

Step-by-step guide

The steps are as follows:

1. Go to POS Manager > Promotions > Assortment. The Assortments module opens.
   
   
2. Click on the Add button. The Assortments window opens.
   
   
   
3. Fill in the details especially those marked as Mandatory like Assortment Name etc.
   
   

4. For the In promotion consider this assortment for field, select the necessary option from the drop down. 

   Info
   There are 4 options in the In promotion consider this assortment for field. The Buy option is used only for coupons.

   
   

5. In some cases, you might need to use the same assortments that are already part of some promotion or coupon. You can do so using the Copy Assortment button.
   To copy Assortment, follow the steps below:
   
   
   1. Click on the Copy Assortment button. The Advanced Search window appears.
   2. Select the assortment you want to copy from the list.
   3. Select the copy criteria from the Copy criteria from option.
      If you want to copy only the list of items included in the assortment, then select Include list option.
      If you want to copy only the list of items excluded from the assortment, then select Exclude list option.
      If you want to copy both the lists, then select Both option.
   4. Once done, click on OK.

   5. A dialog box appears asking you how you want to proceed with the copying.
      If you want to copy the list after the items that are already added, then click on the Append button.
      If you want to delete the items that are already added and add new items, then click on the Overwrite button.

      Page Properties
      id Copy Assortments
      Copy Assortment will also copy below information from the selected source, if provided. Batch/Serial No Batch Valid Upto

      
      
      

6. In case you are manually selecting the items, under the Assortment to Include tab, click on the Add Row button.

   Info
   While Assortment to Include tab contains items that will be part of the promotion, Assortment to Exclude tab contains items that will not be part of the promotion.

   
   

   Info
   id Assortment to Include | Assortment to Exclude title Impact of Batch Serial functionality on both Assortment to include and Assortment to exclude
   Three new columns have been added in the grid- Batch/Serial No., Batch Valid From, Batch Valid Upto Column Details: Batch/Serial No. - It is a disabled display field placed after barcode. It is hidden by default. On selection, column will be retained in grid state. Value is populated if provided in batch/serial window from various item selection modes. Batch Valid from - It is a date field and has been placed after the creation date. It will take any valid date, provided ‘Valid from’ < = ‘Valid to’ Batch Valid to - It is a date field and has been placed at last after the Batch Valid From. It will take any valid date, provided ‘Valid to’ = > ‘Valid from’ Tip Note: Either both Valid from and Valid to is required or both could be NULL Warning title Important error messages and alerts Item and batch/serial combination must be valid, if invalid the following error message is shown - ”Combination of item and batch/serial is invalid.” If duplicate items are found in grid along with Batch number - ”Duplicate record found.” Same item is allowed in multiple rows only if batch/serial details exists against respective item rows. Otherwise the following alert is displayed - ”Multi rows exist for same item, batch/serial is mandatory.”

   
   

   
   

   Items can be chosen by the following modes:

   Function Name	Explanation
   Scan Item	It allows the assortment creation by scanning items Info title Batch/Serial impact in Scan Item Behaviour of this section would be similar to Scan item → Automatic mode with the following exceptions - Manual mode has been disabled. No checking of negative stock. No validation of Expiry Date. Set Scanning is not allowed. Behaviour based on options selected If item barcode is scanned: Two new windows (Batch selection window & Serial selection window) will open for batch or serial applicable items respectively with following exceptions to current workflow - Always a blank pop up window will open. Window will not have qty column because qty is irrelevant in this master form. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only "icode" will get populated in the main grid. If Icode/OEM barcode + batch/serial information is scanned, and if invalid combination is scanned, the following error message will be shown, after clicking on OK button -  “Item-Batch/Serial combination does not exist”. If batch/serial is scanned, and if batch/serial is scanned and only single product is available in it for delivery then populate the same and keep cursor on the last position. Otherwise if multiple products are available a new Item selection window will open. However the following exceptions apply: Always a blank pop up window will open. Window will not have quantity column because quantity is irrelevant in this master form. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only "icode" will get populated in the main grid. Item selection is mandatory in this window.
   Select Item	User can populate items from all pending orders by clicking on Select Items. Info id Select Item title Batch/Serial impact in Select Item After introduction of batch/serial functionality, a new window (Batch & Serial Selection window) will open for selection of batch/serial with items. Following exceptions are applicable Always a blank pop up window will open. Window will not have quantity column because quantity is irrelevant in this master form. Batch/serial information grid will always remain blank. Adhoc batch/serial input is required. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only icode will get populated in the main grid. No validation of Expiry Date. Item and Batch_Serial Details
   Show Item	User can view the selected item. Info id Show Item In Item Information block, three columns are added - Batch/Serial No., MFG Date and Valid Upto. Above columns are in display mode, i.e. modification is not allowed. The column remains hidden by default. On selection, columns will retained in grid state.
   Import Barcode	It allows the assortment creation by importing barcodes from text files or comma separated values (csv) files
   Copy Record	It allows the assortment creation by copying records existing in the grid itself and will copy all attributes of the item other than the item code. This allows faster population of the items with similar attributes. Note: Only the selected record will be duplicated Info id Copy Record As per existing functionality, copy record will copy the selected row (including newly introduced batch valid upto) except for item barcode and batch/serial number.
   Delete All	Using this button a user can clear all the assortments at a time. By clicking on the button you will get a message - "All the row(s) will be deleted, row(s) once deleted cannot be retrieved. Are you sure to delete?". If you click on Yes, all the assortment will be deleted.

   
   

7. Add items by selecting the Division, Section, Department etc. from the drop-down list.
   
   

8. Add more items in the similar process.

   Warning
   title Important Alert
   Note: Minimum one item must be added in an assortment.

   
   

9. If you want to exclude certain items from the promotion, then add those items in the Assortment to Exclude tab in the same process.

   Tip
   title Important
   This tab will not be available in case of Benefit Value assortment.

   
   

10. Once done, click on the Save button followed by the Close button.
    
    
11. Refresh the Assortments module. The newly added Assortment will be visible in the list.