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title	How To: Add / Create a new Assortment Definition

Pre-requisites

The users' role must have access to the Assortment feature by enabling Add app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.
The items must be present in the Item master.

The steps are as follows:

Go to Retail Management > Incentive > Assortment Definition. The Assortments module opens.
Click on the Add button. The Assortments window opens.
Fill in the details especially those marked as Mandatory like Assortment Name etc.
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.

5. You can also select the items manually, under the Assortment to Include tab from available options(Select, Scan, Import).

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.

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

7. Add more items in the similar process.

Info
Note: Minimum one item must be added in an assortment.

8. 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.

9. Once done, click on the Save button followed by the Close button.

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title	Edit or Modify Assorments

1. The users' role must have access to the Assortment feature by enabling Edit app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.

The steps are as follows:

Go to Retail Management > Incentive > Assortment Definition.
The Assortment module opens.
Click the Assortment you want to modify and select the edit option from the Action button or Double click on the Assortment directly to open it.
Assortment window will open.
All the data will be populate in respective fields.
Modify the records you want to.
Click on the Save & Close button to save the modified data.

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title	Edit or Modify

1. The users' role must have access to the Assortment feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.

The steps are as follows:

Go to Retail Management > Incentive > Assortment Definition.
The Assortment module opens.
Click the Assortment you want to modify and select the Delete option from the Action button.
A confirmation window will appear with the message - Are you sure you want to delete current Record? If you want to proceed, click Yes, or else click No.
If you select Yes, then a message - Set No ... successfully deleted . - will be displayed.
If you select No, then you will be directed back to the Assortment module.

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