How to Bulk Add Adjustments?

Summary

In this guide, we will show you how to Bulk Add Adjustments. For example, you may want to add a '5% Summer Discount' adjustment to certain Activity bookings for particular Memberships. Bulk Add Adjustments allows you to action with just a few clicks

 

Step by Step Guide

1. From the home page, go to the Pricing Options Module

Pricing

2. Click on Bulk Management

Bulk

3. Click on Bulk Add Prices & Adjustments

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4. Tick the pricing options you wish to Adjustments to and click on Bulk Add Adjustments. (You can also filter By ID, Reference, Friendly name and/or Finance code).

For example, you may want to add a summer discount for all your Day Passes and click Bulk Add Adjustments on the bottom

Screenshot

5. Fill in the details accordingly and click on Create

- Apply to: select the desired setting group (Global, Regional...) or specific facility

- Name (Optional)

- Replace overlapping prices (tick/untick as appropriate)

- Type: % Discount, Fixed Amount, Fixed Discount, Price 

Override. 

- Value: If you chose the type to be a fixed amount, you can enter a specific amount (i.e £2 discount) or if you chose the  % discount type you can select the % discount from the drop down (i.e 5%).

- Membership Group (Optional): You can apply to all memberships or only certain ones.

- Membership Type (Optional): You can apply to all memberships or only certain ones.

- Timeband (Optional): Peak or Off-Peak

- Home Centre Override (Optional)

- Active start date (Optional): Date you wish the price changes to take effect from

- Active end date (Optional): Date you wish the price changes to end

- Use this adjustment if the customer has a membership but is not at an eligible center in their membership: Tick/Untick as appropriate
- This option will only allow the adjustment to qualify once per purchase of the item using this adjustment. All adjustments which have this option selected share this rule: Tick/Untick as appropriate

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It will then appear in the Adjustments tab of each pricing options that you have added the new Adjustment to. 

 

 

 

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