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What are conditions and how do I use them?

Caroline
  • Updated

The purpose of making or editing Condition sets in catalogues is to make it possible to follow up limited promotions with special conditions/prices on different models or product groups.

Conditions properties allow you to set multiple time-frames that apply the indexes you set, as well as for a single Alternative. 
Note: if you are a Flex user any conditions set will be synchronised for each shop.  If you are a user of Winner Design (legacy) and want indexing and conditions to be synchronised you will require the CMC extension which can be added to your account by contacting your local Support office.

 

Make a new condition set

  1. At Project level, click Register in the menu bar.

  2. Select Catalogues..

  3. In the Registered catalogues window, select the catalogue to highlight it.

  4. Double-click the selected catalogue or click Catalogue in the menu bar and select Properties.

  5. Click on the Conditions drop-down.

  6. Select New.

  7. The next window will ask to confirm the following:

    Should current index and discount settings be used in the new condition set?

    If you select Yes, the new condition set will have the same index settings as the current condition set. If you select No, the indexes will be set as default to 1.000, which means you will need to change these later on. Index changes can be made directly in the Catalogue information window.

  8. After selecting Yes or No above, you will be prompted to enter data in the Conditions properties window:

    conditions_EN.png

  9. Enter a name for the new condition set in the Name field. After a name is entered, fill in the fields Valid from and Valid until with valid dates.  Click OK.

    You have now made a new Condition set, and the conditions are visible in the Catalogue information window:

    conditions_2_EN.png

Prioritising of condition sets

After creating conditions in a catalogue, your new alternatives using that catalogue will automatically be set to the new condition.

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Changing a condition set on an alternative

In an Alternative, the Conditions set drop-down will be greyed out.  To change the condition set you can Reload conditions:

  1. In your Alternative, select menu option Alternative > Settings.

  2. In the Drawing settings window, click the Price calculation button.

  3. Click the Conditions button and select Reload conditions...

  4. In the Select from list window, click to highlight the preferred set and click OK.

  5. Click OK in the Drawing settings window to confirm.

Edit a condition set

  1. In the Catalogue information window, select the condition to edit in the conditions list drop-down.

  2. Click on the Conditions button and select Properties...
    You will now be able to make changes in the Conditions properties window.

  3. When changes are made, click OK to confirm changes.

 

Delete a condition set

  1. In the Catalogue information window, select the condition to delete in the conditions list drop-down.

  2. Click on the Conditions button and select Delete.

  3. Click OK to confirm deletion.

 

Invalid condition set

If the selected condition set does not match the current date, you will get a message when leaving or saving an Alternative or before a printout. 
If you get a message like this you have to change to a valid condition set.  A valid condition must be within the range of the current date.  

 

Note - Any changes in Conditions are changes to the catalogue selected.  Click OK in the Catalogue information window to ensure alterations are saved.

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