User Manual August 11, MM Quantity/Group Discounting v1.xx Discount Groups and Discount Rules Setup

Transcription

1 User Manual August 11, 2005 MM Quantity/Group Discounting v1.xx Discount Groups and Discount Rules Setup For Retail Pro v8.51 and Above Overview In MM Quantity/Group Discounting, discounting is performed at POS based on Discount Rules. A Discount Rule can operate on a single item or a Discount Group. A Discount Group can contain any number of items. Setting Up Discount Groups and Discount Rules All Discount Groups and Discount Rules are entered from the Discount Setup screen. This screen is displayed by clicking the Discount Rules button on the side menu of the Inventory List View screen: Discount Rules When Discount Rules is clicked, the Discount Setup screen is shown: Page 1 of 14

2 Apply Discounts to Sales Orders Check this box if you want Discount Rules to be applied to Sales Orders. If the box is not checked, Sales Order items are not discounted. Discount Groups A Discount Group consists of any number of Retail Pro items. You can enter any number of groups. To set up a Discount Group, click the Groups button on the Discount Setup screen. The Discount Groups screen is displayed: Discount Groups are added, edited or deleted from this screen. The list of current Discount Groups can also be printed. Adding a Discount Group Click Add to add a Discount Group. The Add Group screen is displayed: Page 2 of 14

3 First, enter a name for the Group in the Group text box. Adding Items to a Group Cclick the Add button to add items to the group. The Select Items screen is displayed: There are various ways to select one or more items from this screen. An Item #, ALU or UPC code can be entered in the box on the upper left of the screen and the Find button can be clicked. If the item is found, control returns to the Add Group screen and the item is added to the Group. Page 3 of 14

4 You can also search for items by Desc1 or ALU. To search, enter the search text in the Filter box and click By Desc1 or By ALU. Any items that match all or part of the search text will be displayed. To show all items in inventory, click Show All. WARNING: Show All can be extremely time consuming if you have over 1000 inventory items. In this example, a has been entered as the search text and By Desc1 has been used: Once items are displayed, you can select one or more items to be added to the group. To select multiple items, hold down the Ctrl key while clicking items with the mouse. When one or more items have been selected, click OK to add the items to the Group: In this case, items 36 and 37 have been added to the AA Batteries group. Note that the Attr, ALU and UPC fields can be viewed by using the scroll bar. Page 4 of 14

5 Deleting an Item from a Group From the Add Group screen, select the item you want to delete and click the Delete button. The item will be removed from the Group. Adding a Style to a Group You can add all the items in a style to a group by first adding one of the items from the style to the group and then clicking the Add Style button. For example: Item 3 has been added to the LFM group. When Add Style is clicked, all other items in the style are added to the group: Page 5 of 14

6 Saving the Group When all the group items are correct, click Done to save the group. Control will return to the Discount Groups screen: Editing Groups Once you have groups entered, you can edit the items in the group by selecting the group and clicking Edit. The Edit Group screen will be displayed. This screen is exactly the same as the Add Group screen, but the existing group items are shown. Deleting Groups You can delete an entire group by selecting the Group and clicking Delete. Note that when delete a group, you should also delete any Discount Rules that use that group. Printing the Groups Click the Print button to print a list of all the groups and items in each group. Page 6 of 14

7 Discount Rules The Discount Rules are used to assign discounts at point-of-sale as the items are entered or scanned onto a Receipt or Sales Order. The Discount Rule Each Discount Rule has four portions: Start and End Dates The dates for which the rule is active. Buy Criteria What must be purchased to get a discount. Get Criteria What the Customer receives and how it is discounted. Discount Criteria The amount of the discount (either a percentage or dollar amount off). The Buy Criteria For the Buy criteria, you can specify two different ways that items can be purchased to get a discount: Item The Customer must purchase a specified quantity of a specific item. Group The Customer must purchase a specified quantity of items in a group. The Get Criteria For the Get criteria, you can specify three different ways that items can be discounted: Item The Customer receives a discount on a quantity of a specific item different from the Buy item or Group. Group The Customer receives a discount on a quantity of items in a group. Quantity The Customer receives the discount on the quantity of items in the Buy criteria. The Discount Criteria The Discount Criteria consists of the discount amount and the Discount Type assigned to the discount. The discount amount can be entered as a percentage off, a discount amount or a discounted price. Discount Rule Elements Therefore, each Discount Rule has the following elements: Start Date The first day the rule becomes effective. End Date The last day the rule is active. Buy Type Item or Group. Buy Quantity Quantity of items that must be purchased. Buy Description The Item Number or Group Name. Get Type Item, Group or Quantity. Get Quantity Quantity of items receiving the discount. (Does not apply to Get Type of Quantity). Get Description The Item or Group Name. (Does not apply to Get Type of Quantity). Discount Amount The percentage discount, dollar amount off or discount price. It is possible to have different Buy and Get types for a single Discount Rule. In addition, there is a Prompt Cashier setting for each Discount Rule. If Prompt Cashier is set, then the Cashier is prompted with the Get criteria when the Buy criteria is met for the rule unless the items being discounted are already on the Receipt or Sales Order. Page 7 of 14

8 Examples of Rules Here are some examples of Discount Rules: 08/01/ /15/2005 Buy 3 of Item 100 (Buy Type Item) Get 1 of Item 200 at 100% discount. (Get Type Item) 08/01/ /15/2005 Buy 3 Items from the Tools Group (Buy Type Group) Get 2 Items from the Batteries Group at $1.00 off each. (Get Type Group) 08/01/ /15/2005 Buy 5 of Item 101 (Buy Type Item) Get 3 Items from the Batteries Group at $1.50 off each. (Get Type Group) 08/01/ /31/2005 Buy 3 Items from the Tool Group (Buy Type Group) Get 2 of Item 102 at $4.95 each. (Get Type Item) 08/01/ /31/2005 Buy 5 of Item 103 (Buy Type Item) Get $1.00 off each (quantity discount). (Get Type Quantity) 08/01/ /31/2005 Buy 3 Items from the Batteries Group (Buy Type Group) Get 10% off each (quantity discount). (Get Type Group) Adding or Editing a Discount Rule From click Add from the Discount Setup screen to add a new Discount Rule or select an existing rule and click Edit. The Add New Discount (or Edit Discount) screen will be displayed: If you are editing an existing rule, the existing information will be displayed. Page 8 of 14

9 Discount Dates Enter the starting and ending date for the Discount Rule. Click No End for a perpetual rule. (Clicking No End actually sets the ending date to 1/1/2100.) (If you re still using Retail Pro 8-Series in 2100, PLEASE UPGRADE!!) Prompt Cashier If you want the Get criteria to be displayed at POS when the Buy criteria for the rule is satisfied, check the Prompt Cashier box. If the box is not checked, items are discounted but no message is displayed. Buy Criteria Select either Item or Group from the drop down. If you select Group the labels change to Group name instead of Item #. Enter the quantity that must be purchased to get the discount. Enter the Group name or item #. You can use the Select button to select the Item or Group Name. In the case of Item, the Select Item screen is displayed. In the case of Group, the Select Group screen is displayed. Get Criteria Select Item, Group or Quantity from the drop down. If you select Group the labels change to Group name instead of Item #. If you select Quantity the Quantity box is disabled and the Item/Group label changes to N/A. For Item or Group, enter the quantity that gets the discount. Enter the Item # or Group Name or use the Select button to display the Select Item or Select Group screen. Discount Enter a discount percent, discount amount or discount price. Select the Retail Pro Discount Type that should be used for this discount from the drop down box. About Discount Types Selection of the discount type used for a Discount Rule is quite important. At POS, MM Quantity/Group Discounting determines which items should be discounted by removing any existing discounts from items, determining which Discount Rules have been satisfied and then discounting any items that meet the satisfied rules. Depending on how your rules are set up, this means the items that are discounted may change as items are added to the Receipt. However, if an item has a discount and the discount type does NOT appear in any Discount Rule, the discount is NOT removed from that item and that item is NOT included when MM Quantity/Group Discounting determines which rules are satisfied. This means that the Cashier CAN enter line item discounts at POS and as long as the Discount Type does not appear in any rule, that item will not be affected. This allows the user to enter things like employee discounts and bypass the Discount Rules. Therefore, you may want to use a single Discount Type for all Discount Rules and not use this Discount Type for any other purpose. Page 9 of 14

10 Examples of Discount Rules Buy Type=Item Get Type=Item In this example, if the Customer purchases 1 Knife they are eligible for a 10% discount on 1 Sharpening Stone. Buy Type=Item Get Type=Group In this example, if the Customer purchases 3 Flashlights they are eligible for $1.00 off each of 3 items from the AA Batteries Group. Page 10 of 14

11 Buy Type=Group Get Type=Item In this example, if the Customer purchases 3 items from the Tools Group, they are eligible for a Tool Belt at the discount price of $ Buy Type=Group Get Type=Group In this example, if the Customer purchases 1 item from the LFM Group, they are eligible for 2 items from the O Rings Group at 100% off each (free). Page 11 of 14

12 Buy Type=Item Get Type=Quantity In this example, if the Customer purchases 3 Snaffles, they get a 15% discount on each. Buy Type=Group Get Type=Quantity In this example, if the Customer purchases 4 items from the AA Batteries Group, they receive $1.00 off each one. Page 12 of 14

13 Editing and Deleting Discount Rules To Edit or Delete a Discount Rule, select the rule: Note: When selecting a rule, you can only select the line with the Start/End Date. You cannot select the line with the Get description. With a rule selected, click Edit to edit the rule. The Edit Discount screen will be displayed and you will be able to change the rule. If you edit it rule so that it conflicts with another rule, you will see this message and the edit will be ignored. To delete a rule, select the rule and click Delete. The rule will be removed. Page 13 of 14

14 Printing the Rules You can print the Discount Rules by clicking Print. Cancel and Done Click Cancel to ignore any changes you have made and return to the Inventory Items screen. To save your changes, click Done. IMPORTANT NOTE: When you click Done, the Discount Rules are saved and set up to be polled to Remotes. Any changes you make will not be active at Remotes until the next polling cycle is completed. How Discount Rules Are Applied Discount Rules are applied automatically at POS as items are added to a Receipt or Sales Order. MM Quantity/Group Discounting applies the Discount Rules by: 1) Getting all Rules that are active for the current date. The current date is the Document Date for Receipts and the Order Date for Sales Orders. 2) Determining which Rules are satisfied based on the current items and quantities on the document. 3) Quantity rules (Get Type = Quantity) are applied to items first. 4) In the case where more than 1 item can receive a discount, the lower priced item is discounted first. IMPORTANT NOTE: Because there are many ways of defining Discount Rules, it is entirely possible to create a set of rules with contradictory information. MM Quantity/Group Discounting attempts to discount items using the sequence described above. Suggested Sales (Cross-Sell) MM Quantity/Group Discounting includes Suggested Sales as a separate set up. See the Cross Sell Setup manual for details on setting up Cross Sell items. Page 14 of 14