Deal Modifier Templates

In this article

To create a deal modifier template

To update deal modifier items from deal modifier template

A deal modifier template is used to create deal modifiers which can be used in deals.

  • You need to create deal modifier templates in order to use deal modifiers in deals. Deal modifier templates act like an item template for your deals.

  • Once you have selected a deal modifier template within your deal, the program copies the items registered for the deal modifier template to the deal modifier items of the deal. You can delete or add to the items.

  • The item modifiers are used as a template for deal modifiers so if you have already set up item modifiers, they appear as deal modifier templates. You can also create new ones.

To create a deal modifier template

  1. Click the icon, enter Deal Modifier Template Listand select the relevant link.
  2. Select New.
  3. Enter a code and description in the Code and Description fields.
  4. In the Prompt field, enter text that you want to prompt the user with. The text appears under the heading of the pop-up form when the deal with this deal modifier template is selected.Note: When you assign deal modifiers template to deals, the Prompt field is copied from the deal modifier template. You can change it for each deal.
  5. On a new line, enter a line number in the Line Code field. Starting with 01 is recommended.
  6. In the Item No. field, select the desired item.
  7. If the item has variants and you want to specify one, select the variant in the Variant Code field. If you do not specify a variant code for a variant item, the program prompts you for a variant within the Pop-up panel.
  8. You can also select a specific unit of measure and quantity per that unit of measure.

To update deal modifier items from deal modifier template

If you have made changes to the items of deal modifiers and want to make the item list identical to their deal modifier template, you can update the items in a specific deal, or for all deals with the deal modifier in question.

The program removes any items from the deal modifier that are not present in the item list of the deal modifier template. Likewise, it adds any items to the deal modifier that are only found in the item list of the deal modifier template. The program does not alter the Added Amount, Default Selection, Max. Item Selection, or Min. Selection fields for items that appear in the same place in both lists.

To update deal modifier items for a specific deal modifier

  1. Click the icon, enter Deal Listand select the relevant link.
  2. Select the deal you want to update.
  3. In the Lines section, select a line with the deal modifier you want to update.
  4. Select Lines, Deal Line Modifier Items to view the deal modifier items.
  5. Select Functions, Update from Deal Modifier Template.
  6. Confirm the question.

To update deal modifier items in all deals

  1. Click the icon, enter Deal Modifier Template Listand select the relevant link.
  2. Select the deal modifier template from where you want to update deal modifier items.
  3. Select Functions, Update Deal Modifier Items in Deals from Template.
  4. Confirm the question.