Batch Apply

Apply a promotion to many product UoMs at once — configure settings, select candidates, then preview and apply in a modal.

Overview

The Batch Apply tab lets you apply a single promotion setting to many product UoMs at once. Configure your promotion and select candidates on the main screen, then click Preview to review and commit changes in a modal.

Limit: A maximum of 500 product UoMs can be included in a single batch apply request.

Flow

Step	Where	What you do
1. Promotion Settings	Main screen	Set promotion type, value, period, and target.
2. Select Candidates	Main screen	Filter and select the product UoMs to apply to.
Preview → Apply	Modal	Review the outcome for each selected UoM, then apply.

The Apply action is only available inside the Preview modal — not on the main screen.

Step 1 — Promotion Settings

Configure the promotion to apply:

Field	Description
Promotion Type	`% Discount` or `Fixed Price Override`.
Value	The discount percentage (1–100) or the fixed price amount (≥ 0).
Start Date	Optional. Promotion becomes active from this date.
End Date	Optional. Promotion expires after this date.
Label	Optional. An internal label to identify this batch of promotions.
Active	Toggle. Set to active to enable the promotion immediately after applying.

Step 2 — Select Candidates

Select the product UoMs to apply the promotion to.

Filters:

Filter	Description
Target	Filter candidates by All Customers or a specific Price Group.
Price Group	Choose which price group to target (shown when Target is Price Group).
Search	Search by product name or SKU.

Candidate list columns:

Column	Description
SKU	Product SKU.
UoM	Unit-of-measure name and multiplier.
Pricing Mode	The pricing mode configured for this UoM.
Existing Promotion	Shows an active promotion that overlaps with the date range set in Step 1, for the same target scope. Only visible when a date range is entered and an overlap exists. If no dates are set, this column is blank.
Status	Eligible — product and UoM are both active and can receive a promotion. Inactive — product or UoM is inactive; cannot receive a promotion.

Use Select Page to select all rows on the current page, or tick rows individually. Use Clear to deselect everything.

Selections are preserved when you navigate between pages. Changing the target, price group, or search filter clears the current selection.

Preview button

The Preview button becomes active only when all of the following conditions are met:

At least one candidate is selected.
Promotion value is valid (% Discount: 1–100, Fixed Price Override: ≥ 0).
Start and end dates are not reversed (start must be before end if both are set).
Target is set to Price Group and a price group is selected (when applicable).

Clicking Preview opens a modal showing the outcome for each selected UoM before anything is saved.

Summary

Three counts are shown at the top of the modal:

Count	Meaning
Create	No existing promotion for this UoM — a new one will be created.
Replace	An existing active promotion with the same target scope overlaps the period — it will be replaced.
Blocked	Cannot apply (e.g. product or UoM is inactive).

Promotions in a different target scope (e.g. a different Price Group) do not block or replace each other. Only same-scope overlaps are affected.

Row display

Each row in the preview shows:

SKU / UoM — the product code and unit of measure.
Product Name — the product display name.
Status badge — CREATE, REPLACE, or BLOCKED.
Error — shown for blocked rows, describing why the promotion cannot be applied.

Applying

Review the preview rows, then click Apply to commit.

The Apply button is disabled while a request is in progress.
Apply cannot be undone from the UI — deactivate individual promotions from the Active tab if you need to reverse a change.

Apply result

After applying, the modal switches to the Apply Result view:

Result	Meaning
CREATED	New promotion successfully created.
REPLACED	Existing promotion successfully replaced.
FAILED	Promotion could not be applied for this UoM.

Success and failure counts are shown at the top. Failed rows include the reason.

Click Done to dismiss the modal. The promotion list and candidate grid refresh automatically after a successful apply.