Deal series is an optional feature which is available upon request. Creating a deal series is a convenient way of creating a series of identical deals which follow on from one another.
When creating a deal series, you will be required to:
- Select a “Weekly” or “Monthly” frequency. This is the frequency unit used to generate the period for each deal;
- Select a value for the units per period. This sets how many frequency units are in each deal period;
- Select a start and end date for the deal series.
This will generate a series of deals between the start and end date of the deal series. The duration of these deals is dependant on the configuration of the frequency and units per period settings.
For example, a deal series which is configured to have 2 “Monthly” units per period will generate series of bi-monthly deals. Clicking the “Set number of periods” button will then generate a maximum number of periods which can fit within the start and end dates for the series.
This number can be lowered or the start and end dates of the deal series can be adjusted. Once you are happy with the number of periods, the deal type and deal mechanism can be configured as normal. Once this has been completed, each deal in the series needs to be given a reference and description before the system will generate the deals.