Promotions

Promotions

Promotions is a view on Products. Open it from the Products sidebar, or go to /app/promotions, which takes you to Products › Promotions and keeps any filters the link carried. Old bookmarks and links in chat answers still land on the same lines.

The view lists every promotion line in every promotion plan you can see: what each supplier is offering, what the product would sell at, the margin it leaves, and where the decision on it stands. The list is read-only. You add and decide deals inside a Promo plan project (see below), and each line’s decision is made on that deal’s task in Tasks.

If your workspace uses Twelfth for pricing only, the Promotions view is not shown.

What the list shows

Each row is one line of one supplier deal.

Sells at, Cost ex GST and On hand come from your latest data. A figure Twelfth does not have shows as a dash, never as a zero. A product outside your remit shows no figures.

The list shows 100 lines at a time. Choose Show more lines to load the next batch.

Filters and saved views

The toolbar narrows the list:

• Live or Past. A line stays live until its window has ended, which is judged against today’s date in Melbourne. A line with no end date stays live, and so does a line that still needs action: a staged deal, or a task still open. Everything else is past.
• Project: one promo plan, or All projects.
• Supplier: one supplier, or All suppliers. The list offers every supplier with a line you can see, including suppliers whose lines haven’t loaded yet.
• State: All, Staged, Confirmed, Deciding, In or Out.

People with whole-business access also see Create view. It saves the current filters, or the ones you set in the dialog, under a name of your choice. The saved view then appears in the Products sidebar. If you open a saved view that has since been deleted, the page says so and links back to all promotions.

When the list is empty

With no promotion lines yet, the live view says lines come from supplier deals and offers Start promotion project, which opens a new Promo plan project. A promotion calendar does not add lines here. With filters set, the page reads No promotion lines match these filters.

Promo plan projects

A Promo plan is a project for an event or a supplier programme: every supplier deal and special in it, decided, run and claimed. It has three stages:

The project moves on one stage at a time, using Move to Run or Move to Claim. Its page shows a summary line such as 3 deals · 1 staged · 1 deciding · 1 decided · 42 lines · 30 in. Under it are two panels. Supplier deals lists each deal with its window, funding, line count and how many lines matched. Promotion lines holds the same table as Products › Promotions, for this project only.

Closing a promo plan discards any deal still staged and cancels any task still open, because a closed plan has nothing left to decide into.

Adding a supplier sheet

On a live promo plan, choose Add a supplier sheet. There are two ways to bring one in:

• Upload a file: choose or drop an .xlsx, .xls or .csv file. The file is read in your browser and only its rows are sent to Twelfth. The file itself is not uploaded.
• Find a sheet: search Artefacts, Google Drive or OneDrive, or paste a link.

If the file has more than one tab, choose the one that holds the deal. A preview of its first rows appears so you can catch the wrong tab before it is read. A tab can have at most 5,000 rows. A longer tab is refused with the reason, never cut short, because a deal read from part of a sheet would look complete when it isn’t.

Supplier defaults to As the sheet names it, which uses the supplier the sheet names on its own SUPPLIER: label. You can pick one of your workspace’s suppliers instead. You can’t type a new name here, and hidden or archived suppliers are not offered (bring them back in Suppliers settings).

Choose Read this sheet. Twelfth finds the heading row, reads every row, and matches each line to a product in your catalogue within your buyer scope. The deal is now Staged. It takes its name from the tab, unless the tab has a default name like Sheet1. In that case Twelfth uses the sheet’s title row, then the file name, then the supplier.

When the sheet gives a date without a year, such as 16th Nov, Twelfth uses the project’s go-live year, or this year in Melbourne if the project has none.

Twelfth also notices when a sheet repeats an earlier deal in the same plan. A byte-for-byte copy is marked The same sheet as …, already staged. A sheet with the same promotion reference from the same supplier, or an overlapping window where at least half the matched products are already in an earlier deal, is marked Looks like a revision of …. Twelfth only flags these. It never merges the two deals.

Checking how a sheet was read

Choose Check on a staged deal to open Check how this sheet was read. Nothing here decides a line. Confirming only means the sheet was read correctly.

• Headings on picks which of the sheet’s first 30 rows holds the headings, in case Twelfth chose the wrong one.
• Columns as read lists every heading next to the field it reads as. Change any of them, or set one to Not used.
• Runs sets the deal’s start and end dates by hand.
• Funding summarises what the lines say, for example 12 lines with supplier funding · 3 at a special buy price. Funding and cost not read — check the columns means no column was read as a cost, special buy price or funding.

A column can be read as:

Each change is saved as you make it. A new heading row or column mapping re-reads the stored sheet and replaces the deal’s lines. Dates you set by hand under Runs are kept through a re-read.

Below the mapping are the first 20 lines as they were read. Lines whose codes couldn’t be resolved are listed by sheet row under Left unmatched — check the codes:

• Codes point to different products: for example, the REX code names one product and the barcode another.
• More than one product matches: one code fits several products.

Twelfth never links a line to a product on a guess. A note at the foot counts any rows not read (blank rows, totals or repeated headings) and any lines not matched in your buyer scope.

If someone else changes the deal while you are working on it, your change is refused and the deal reloads: This deal was changed by someone else. It has been reloaded — check it and try again.

When the deal reads correctly, choose Confirm. If it should not be in the plan, choose Discard.

Deciding a deal’s lines

Confirming a deal raises a task named after it, such as Decide the Mattel Christmas offer. The task has one line for each line on the sheet. It is assigned to whoever added the sheet, and it is due a week before the promotion starts. It sits on the project’s Build stage, or on Run if the project has already moved there (a late deal). The deal then shows Deciding, and Decided once the task is settled.

On the task, each line has a Promo price and an In or Out choice. Twelfth drafts the promo price from the sheet: your own promo price if the sheet has one, otherwise the supplier’s promo RRP. You decide In or Out yourself. Next to those are the sheet’s Special buy price and Funding, and the checks Twelfth worked out:

A line is also flagged Out before it starts when the stock on hand runs out, at today’s rate, before the promotion begins. Stock on order is not counted for this check, because it may land late. A check Twelfth can’t work out has no value and no flag.

Settle decisions (N in · M out) closes the task. It is available once every line is decided and every In line has a price; until then the button says what is missing, for example 2 lines still to decide · 1 In line has no price. Settling asks for confirmation (This records the decisions and can’t be undone.). After that, Download for Rex gives you the settled promotion as a file for Rex. You can also Snooze an open task until tomorrow.

The margin floor is set in Settings → Business → Projects, under By workflow → Promo plan, as Promotion margin floor (0–95%, 35% by default). See Projects settings.

Promotion calendars

A promotion calendar is the dated plan of which products or ranges are on promotion, week by week. It is kept separately from supplier deals, in Settings → Calendars. It can come from a Google Sheets tab, an Excel workbook, a monday.com board or a Google or Outlook calendar, or it can be updated through chat. Twelfth only reads it and never edits your source.

When a calendar is linked, Twelfth checks its columns and shows what each one Reads as. It also shows anything required that is missing, how many rows read cleanly, and any row that would be rejected. Name (or Product) and Starts are required. Every row of a promotion calendar also needs a SKU (one product) or an Affects value naming the category, brand or supplier it covers (a range). Changing a mapping under Reads as re-runs the check. The full rules for dates, monday boards and calendar events are in Calendars.

Promotions in Performance

Performance has two views that read promotions from your trading history, not from deals:

• Promotion shows, for each category, sales, sales On promotion, Penetration (the share of sales on promotion), Realised margin, Full-price margin and the Gap between them in points. The gap is what running on a deal cost across the window.
• Promo calendar marks the weeks each line sold on promotion.

Both need each sale marked as promotional or full price. Your own sales lines carry that flag. A warehouse feed has to publish it, and if it doesn’t, the view says so.

Who can change what

Asking Twelfth AI

• “Which promotion lines in the Christmas plan are under the margin floor?”
• “Is anything on the Mattel deal already on another promotion over the same days?”
• “@Promotions what do we have on promotion in the first week of December?”