When configuring a deal mechanism in Trading Programs, you will be required to assign one or more items from each dimension to the deal. To do so, start by selecting one of the collection options that are available to you in the Dimensions section of the configuration panel.
You will then be presented two options: one to select all items and one to manually select items individually.
Select all items
Clicking on the select all option will include all current items plus any future items that belong to the 'current items' collection. You will then be taken back to the configuration panel where you will now notice a count of the total number of items that have been included in the Items assigned column.
These items can be edited at any item by clicking on the relevant collection row in the configuration panel, going to the Inclusions tab, and then clicking the Edit inclusion rule button found in the top right-hand corner.
Please note — the selection rule functionality is described in more detail below.
Here you will be able to either remove the selection rule by clicking on the Delete rule button and confirming your selection, or untick the box shown and choose individual attribute criteria to be automatically assigned to the deal.
Manually select items
Alternatively, it is possible to manually select dimension items, configure inclusion/exclusion rules and nominate products to be excluded by clicking on the manually select option. This is recommended for more complex deals.
Clicking this option will take you to a page showing a list of your dimension items for the selected collection. You will need to click on the Inclusions tab at the top to be able to select dimension items for this deal. A number of options are now available to you.
Firstly, you can directly select items individually from the list as you wish. Choosing the Direct inclusions selection state will then show you all dimension items which you have manually selected.
Another option is to create an inclusion rule by clicking on the Create inclusion rule button in the top right-hand corner of the page and then either ticking the all items tickbox or ticking some of the attribute criteria shown. Ticking these criteria will then select all items which have the relevant attributes.
A list of items that will be included as part of the selection rule will be shown on the Indirect inclusions selection state.
Finally, you can choose to specifically exclude items individually from the deal by clicking on the Exclusions tab and then selecting one or more items from the list if you wish to do so. Similar to inclusion rules, you can also create an Exclusion rule to exclude whole groups of products from a deal so you won't need to click each product individually.