Promotional Event Maintenance

Transcription

1 Promotional Event Maintenance With the loading of the release, new General Merchandise program changes will be in place that will make handling of Promotional Sales Events easier and will give more options on the type of promotions that are available. These changes will only interface with the MBS POS application. The Promotional Events are created in GM 2 online on the Price Changes Menu in the new option Promotional Event Maintenance. This new option will allow the store to completely manage the creation, updating, and deletion of promotional sales events within the GM 2 online application. It also supports several different types of promotions to give the store more options for offering special prices on items to drive business in the store. The types of promotions available are: % Off $ Off Spend Get Free Spend Get $ Off Spend Get % Off Quantity for Deal Pricing Buy Get Free Buy Get $ Off Buy Get % Off For a more detailed description of the promotion types go to page 3. For detailed information on setting up events for each of the promotion types, go to pages Important to Note If your store is using MBS POS, all temporary price changes should be done through this new option. Permanent Price Changes should continue to go through the regular Price Change menu option. 1

2 Table of Contents Overview of the Process Using Promotional Event Maintenance (page 3) Descriptions of Promotion Types (page 4) General Information for Spend Get Promotion Types (page 6) General Information for Buy Get Promotion Types (page 9) Examples with Screen Setup in Promotional Event Maintenance o Example 1 A Dollar Off Promotional Even with No Exclusions (page 11) At the POS Register (page 21) o Example 2 A Percentage Off Promotional Event with Exclusions (page 23) At the POS Register (page 28) o Example 3 A Spend Get Free Promotional Event (page 30) At the POS Register (page 32) o Example 4 Spend Get Percentage Off Promotional Event (page 35) At the POS Register (page 38) o Example 5 Quantity for Deal Promotional Event by Group (page 42) At the POS Register (page 46) o Example 6 Quantity for Deal Promotional Event by Individual Item (page 49) At the POS Register (page 51) o Example 7 Buy Get Free (page 54) At the POS Register (page 59) o Example 8 Buy Get $ Off (page 63) At the POS Register (page 67) Discount Hierarchy at MBS POS (page 70) 2

3 Overview of the Process Using Promotional Event Maintenance With Promotional Event Maintenance, there is a process that is to be followed regardless of the type of promotion in the event. The following are those process steps for a general overview. 1. Create the Event. Using the option to Add/Create, enter all of the relevant information such as the type of promotion, the starting and ending dates/times, and the items to be included in the promotion. The event name must be eight characters. Once the event is created, it will display a status of PENDING. 2. Print Event Information. Using the option to Print, print a report of the event to review that it is setup as expected, so edits can be made if needed. 3. Approve the Event. Using the option to Approve, select to approve the events that are ready to go to the MBS POS Server. The approving step makes the event and the items within it available to be sent in the next PLU to the MBS POS Server. An event can be approved and sent to the MBS POS Server prior to the start date/time, but it will not go into effect until the start date/time is reached. Once approved, the event will display a status of APPROVED. 4. Edit/Change an Event. Prior to an event being approved, any promotional types can be modified by either using the option to Change or the option to Work with Detail, depending on the information to be changed. Once an event is approved, all promotion types can have the dates and times of the event modified. The changing of the detail (items attached to the event) can be done for approved events except those with the promotion types of Buy Get Free, Buy Get $ Off and Buy Get % Off. The Buy Get promotional events must be canceled first and then they can be recreated with the correct information. The program will only allow the display of the details on these promotional events. If an event was approved prior to the edits, the event will have to be approved again for the changes to be sent in the next PLU. The status will show as CHANGED notifying the user that it still needs to be approved. 5. Send the PLU. Once the event is approved, it is ready for the PLU to be sent to the stores. Promotional Event information will be sent in a PLU whether it is a Rebuild or an Update version, if there are any that need to be sent. Once the event has been included in a PLU, the status on the event will change to ACTIVE. Once an event is active, it is still possible to make changes to the event but the same rules apply as for approved events. The event must be approved again once the changes are complete before the changes will be sent in a PLU. 3

4 Descriptions of Promotion Types For each Promotional Sales Event a promotion type has to be assigned. The assignment of the promotion type will drive what options are allowed in the creation of the event. Each promotion type will react with MBS POS in a different way, so it is important to understand each of these types and how they work in order to assign them correctly to the Promotional Events. There are 9 promotion types supported in Promotional Event Maintenance. Here is a description of each one which also includes the two character code that is used within the creation of the promotional event. % Off (PO) This type of promotion can be defined for individual SKU s or for all items within a Class. Even textbook classes can be included if all books for the specific classes are to be on sale. When the SKU/EAN 13/UPC is scanned at the POS register, the item will display in the journal window with the original retail, the discount percentage, the calculated discount amount, and the discounted retail. The same information will print on the receipt and the discount amount will be included in the Amount Saved total. (Example page 23) $ Off (DO) - This type of promotion can be defined for individual SKU s or for all items within a Class. Again, textbook classes can be included if all books for the specific classes are to be on sale. When the SKU/EAN 13/UPC is scanned at the POS register, the item will display in the journal window with the original retail, the discount dollar amount, and the discounted retail. The same information will print on the receipt and the discount amount will be included in the Amount Saved total. (Example page 11) Quantity for Deal Pricing (QD) This type of promotion allows the store to price merchandise with a retail price for purchasing only 1 quantity, and then set different retails for purchasing multiple quantities. Basically, giving the customer a better deal on the price for each if they buy more Buy One for 25.99/Buy 3 for (24.00 each). With this promotion type, there are two different options to choose from: o o Individual Deal This deal means that only the same SKU can be purchased in the deal to get the special pricing. (Example page 49) Group Deal This deal allows multiple items to be selected where the deal pricing applies to any combination of the SKU s that are in the group. (Example page 42) This promo type also allows there to be up to 2 different deal breaks on pricing. Buy 1 for 25.99/Buy 2-4 for each/buy 5 or more for

5 The deal prices are good up to the next deal quantity level or, if not another level, then for all quantities higher than the last quantity. For example, the deal may be setup with the following fields for a SKU with a current retail of 29.99: Quantity 2 / For Price Quantity 4 / For Price Purchases of 2 to 3 quantity will sell for each. Purchases of 4 or more will sell for each. For the Individual Deal entry, the user can enter each SKU with the specific quantity and deal pricing for one or two levels. Each item has their own quantity and deal price fields since they cannot be inter-mixed to get the deal pricing. For the Group Deal entry, the user enters the quantity and deal price for up to two levels once since this deal allows multiple items to be purchased to get the special pricing. Once the deal quantities and prices are entered, the user will enter the list of SKU s to be included in the group deal. 5

6 General Information for Spend Get Promotion Types The Spend Get promotion types all have the same general rules when being used. 1. The store will define a minimum dollar amount to be spent (Amount to Spend) in a transaction in order to receive other items at special prices. When defining the promotional event, it must be determined if items that are already on another promotional event are to be included or excluded from the transaction total that is being used to determine if the customer will get the special pricing or not. 2. If the customer can get different items for the same amount spent, then enter each item and the same Amount to Spend. When the customer meets the Amount to Spend and any of the items listed for that amount are scanned in the transaction, they will get the first one scanned for the discounted amount. For example, a promotional event is defined as Spend $50 and Get either Item 1 or Item 2 for the discounted price. If a customer spends $52.25 and both Item 1 and Item 2 are scanned in the transaction, the one that will get the discounted retail is whichever one was scanned first the first one listed in the journal window. 3. If the transaction is for double the Amount to Spend, the customer can get 2 of the items for the discounted amount. For example, a promotional event is defined as Spend $50 and Get either Item 1 or Item 2 for the discounted price. If a customer spends $104.50, they will be able to get 2 of any combination of Item 1 and Item 2 one of each or two of either of the items. 4. The Spend Get promotions can be setup with different levels of Amount to Spend with different items that they can get for the discounted price for each of the amount levels. For example, a promotional event is setup as Spend $50 to Get Item 1 and also as Spend $100 to Get Item 2. If a customer spends $ then they can receive either 2 of Item 1 (because they spent double of $50) or 1 of Item 2 (because they spent more than $100). In that same multi-level Amount to Spend example, if the customer spends a total of $157, they have the option of receiving 3 of Item 1 for the discounted price (because they spent triple of $50), or 1 of Item 1, and 1 of Item 2 for their discounted prices (because they spent $100 plus $50). 6

7 Spend Get Promotion Types Spend Get Free (SF) This type of promotion allows the store to define a minimum amount that must be spent to get a specified item for free. The event is defined with a dollar amount required, called the Amount to Spend, in order to receive the free item. The item that the customer will get free is then entered at the SKU level. If the customer can get different items for the same amount spent, then enter each item and the same Amount to Spend. When the customer meets the Amount to Spend and any of the items listed for that amount are scanned in the transaction, they will get the first one scanned free. At the POS register, the items that are scanned which are eligible to be free will have a description such as Buy $25 Get Free. When the transaction is totaled, the calculation of the total of the eligible items is done and the items that are free are changed to $.00. The receipt will show that they were discounted to free and that they were free due to a Spend Get Free promotional event. The discounted items will be included in the Amount Saved on the receipt as well. (Example page 30) Spend Get $ Off (SD) - This type of promotion allows the store to define a minimum amount that must be spent to get a dollar amount off of an item. The event is defined with a dollar amount required to get the promo item at the discounted dollar amount off price. The item that will receive the dollar amount off is then entered at the SKU level. If the customer can get different items discounted for the same amount spent, then enter each item and the same Amount to Spend. When the customer meets the Amount to Spend, then if any of the items listed for that amount are then scanned, they will get the first one scanned with the dollar amount off At the POS register, the items that are scanned which are eligible for the dollar off amounts, will have a description such as Buy $25 Get $2.00 Off. When the transaction is totaled, the calculation of the total of the eligible items is done and the items that are receiving the dollar off discount are shown with the original retail price, the discount amount, and the calculated discounted price. The receipt will show the items were discounted due to a Spend Get $ Off promotional event. The discounted items will be included in the Amount Saved on the receipt as well. Spend Get % Off (SP) - This type of promotion allows the store to define a minimum amount that must be spent to get a percentage off of an item. The event is defined with a dollar amount required to get the promo item at the discounted percentage off price. The item that will receive the percentage amount off is then entered at the SKU level. 7

8 If the customer can get different items discounted for the same amount spent, then enter each item and the same Amount to Spend. When the customer meets the Amount to Spend and if any of the items listed for that amount are then scanned at POS, they will get the first one scanned with the percentage amount off. At the POS register, the items that are scanned which are eligible for the percentage off amounts will have a description such as Buy $25 Get 10% Off. When the transaction is totaled, the calculation of the total of the eligible items is done and the items that are receiving the percentage off discount are shown with the original retail price, the discount amount, and the calculated discounted price. The receipt will show the items were discounted due to a Spend Get % Off promotional event. The discounted items will be included in the Amount Saved on the receipt as well. (Example page 34) 8

9 General Information for Buy Get Promotion Types The Buy Get promotion types all have the same general rules when being used. 1. There are two different types of items that must be entered when creating a Buy Get promotional event. All of the Buy Get promo types, require the entry of at least one Driver (the items that have to be purchased to get the promotional price) and one Passenger (the items that receive the promotional price). A SKU can be both a Driver and a Passenger by entering the SKU in both the Driver setup options and the Passenger setup options. 2. The Driver setup can require multiple quantities to be purchased in order to receive the discounted price on the Passenger item. So, it may be that the customer has to purchase 2 (the driver) of Item 1 to receive (the passenger) Item 2 for the discounted price. 3. The Passenger setup only allows a quantity of 1 for the discounted price. It is not possible to allow more than one quantity on the passenger deal. 4. Both the Driver and the Passenger setups allow for either one item to be defined or multiple items. It is possible to enter multiple SKU s as part of the promotion or even to include all of the SKU s in particular classes. When multiple items are entered for the Driver and there is a Quantity to Qualify, the quantity can be any combination of the SKU s that are defined as Drivers. For example, the promotion is defined that the Drivers are Item 1, Item 2, and Item 3 with a Quantity to Qualify of 2. The Passengers are defined as Item 4 which the customer will get for free. If the customer purchases 2 in any combination of Items 1, 2, or 3, they will receive Item 4 for free. They can purchase any of the following to receive Item 4 for free: o 2 quantity of Item 1 o 2 quantity of Item 2 o 2 quantity of Item 3 o 1 quantity of Item 1 and 1 quantity of Item 2 o 1 quantity of Item 1 and 1 quantity of Item 3 o 1 quantity of Item 2 and 1 quantity of Item 3 9

10 Buy Get Promotion Types Buy Get Free (BF) For the Buy Get Free promo type, the user first enters the SKU s that will be the Drivers the SKU s which have to be purchased - and the Quantity to Qualify in order to receive the free item. Next, the user must enter the SKU s that will be the Passengers the SKU s that can be received for free if the Quantity to Qualify is met for the Driver SKU s. At the POS Register, when the items in the Buy Get Free promotional event are scanned, the journal window will show a description such as Buy 2 Get Free with each of the items. When the transaction is totaled, the free item will display the discount amount of.00. The receipt will reflect the item was discounted due to the Buy Get Free promotion and the discount amount will be included in the Amount Saved total. (Example page 54) Buy Get $ Off (BD) For the Buy Get $ Off promo type, the user first enters the SKU s that will be the Drivers the SKU s which have to be purchased and the Quantity to Qualify in order to receive the item for the $ off amount. Next, the user must enter the SKU s that will be the Passengers the SKU s that can be purchased for the $ off amount if the Quantity to Qualify is met for the Driver SKU s. At the POS Register, when the items in the Buy Get $ Off promotional event are scanned, the journal window will show a description such as Buy 2 Get $2.00 Off by each of the items. When the transaction is totaled, the discounted item will display the discount amount and the adjusted retail. The receipt will reflect the item was discounted due to the Buy Get $ Off promotion and the discount amount will be included in the Amount Saved total. (Example page 63) Buy Get % Off (BP) - For the Buy Get % Off promo type, first enter the SKU s that will be the Drivers the SKU s which have to be purchased and the Quantity to Qualify in order to receive the item for % off amount. Next, enter the SKU s that will be the Passengers the SKU s that can be purchased for the % off amount if the Quantity to Qualify is met for the Driver SKU s. At the POS Register, when the items in the Buy Get % Off promotional event are scanned, the journal window will show a description such as Buy 2 Get 10% Off with each of the items. When the transaction is totaled, the discounted item will display the discount amount and the adjusted retail. The receipt will reflect the item was discounted due to the Buy Get % Off promotion and the discount amount will be included in the Amount Saved total. 10

11 Examples with Screen Setup in Promotional Event Maintenance For each Promotional Event that is created, depending on the promotion type selected, the screens will be somewhat different. The following examples will show the screen flow for several of the different promotion types that can be used. Example #1 - A Dollar ($) Off Promotional Event with No Exclusions This type of promotional event is considered a class-level plan because there are no exclusions and all items in the selected class(es) are included in the discount. All items in the classes will receive the discount at POS. If a new item is added to one of these classes within the General Merchandise application, the discount will automatically be applied to the new item when it is sent in a PLU to the POS Server. 1. From the Merchandise Menu, take the option for Promotional Event Maintenance. 11

12 A screen displays that lists all of the events on the system. Each event listing contains the Event Name, Beginning Date and Ending Date, Purge Date, Promo Type, Status, and Comment. 2. Click the Add button to add a new event and the next screen displays. 3. The fields and options on this screen must be completed to create the new event. 12

13 The screen contains the following fields and options. Event name. The name of the event must be eight alphanumeric characters. This name must also be unique so there cannot be another event in Promotional Event Maintenance with the same name. Event description. This field accepts up to 30 characters. Promo type. Enter a two-character promo type in this field or use the dropdown menu to select a type. Below is the screen that displays if the dropdown is selected showing all of the valid promotion types. Effective date. Enter a start date in the first field and provide an end date in the second field. This information should be entered as numerals without spaces, dashes, or slashes. For example, December 19, 2013 should be entered as and March 02, 2013 should be entered as Effective time. Enter the time of day the promotional event will start in this format HH/MM/AM/PM. The system will default the effective time for the sale as if it was to run from the start of the day, 12:01 AM, but this can be changed to the exact time, if needed. If the promotion is to start at a specific time versus just running for the day, it is advised to enter the start time a few minutes earlier than the actual start time. This is needed because there is some processing time that has to occur to put the sales prices into effect on the POS Server. 13

14 Enter the time of day the promotion will end in the same format as the start date HH/MM/AM/PM. The system will default the end time for the sale as if it was to run until the very end of the day, 11:59 PM. This can be changed to the exact time, if needed. For example, if the sale is to be a 2 hour sale between 10:00 AM and Noon, then the start time should be entered as 09:55 AM to allow 5 minutes for the processing to complete and to be sure that at 10 AM the sale prices will definitely be in effect. The end time would then be entered as 12:01PM, so the sale prices would be processed and removed by 12:05. If you want to allow time to potentially get through any customers in line, the end time could be set out a little longer. All Stores. Click the Yes button to apply the promotional event to every store in the system. Click the No button to specify one or more stores from a dropdown screen. There also is an option on this screen to select a range of stores. Promo Status. This field is automatically updated by the system. Update date. Time. User. These fields are automatically updated by the system. 4. Click the Forward button at the bottom of screen after verifying the information. 5. Click the Forward button again. 14

15 For the Dollar Off event with no exclusions event example, the Add screen will be filled out as listed here: The example event is a DO Dollar Off Price promotional type and will be starting at the beginning of Jan. 15, 2013 and ending at the end of the day on Jan. 19, It also applies for all of the stores. 6. Once Forward is clicked, then the next questions display. 15

16 This screen is asking three questions that will determine if some SKU s should be excluded automatically by the system. Include SKU s even if set to Exclude from Transaction Discount in SKU Maintenance? Both of these questions are referring to options that can be set on each SKU in General Merchandise. If SKU s are set to be excluded from the item and/or transaction discount options at the POS Register (referring to the Item Discount button and Transaction Discount buttons the cashier can use manually to discount an item), should they be included in the promotional sale that is being set up? If the items that are set with either or both of these flags as Yes in SKU Maintenance are NOT to be included in the promotional sale, then leave the flags as the default of No. If they should be included for this promotional sales event, then change either one or both of them to Yes. Include SKU s even if the cost is greater than the new retail? This question determines if the system should exclude any SKU s where the current cost on the SKU would exceed the new calculated retail based on the setup of this promotion. If these SKU s are included, they will be sold at a promotional retail that is lower than the current cost of the SKU. To include these SKU s even with the promo retail being higher than the current cost, answer Yes. To exclude the SKU s that would sell for less than they cost on the promotion, leave the default No. Note: Leaving any of these set to No would make the promotion one that contains exclusions (Yes includes, No excludes). Since it would contain SKU exclusions, new SKU s added in GM 2 online will NOT automatically be included in this sale. Either this event would have to be changed to include those new items or a new event would need to be created for the new SKU s. For our example event, we are not doing any exclusions, so all three of these questions would be set as Yes. 7. Click Forward to accept the answers. 16

17 The next screen displays the question Include all SKU s for selected classes? If this is answered Yes, then the program will allow an entire class to be entered for the discount. If you answer No, then the selection will be done only for specific SKU s. Note: If this question is answered No, then new SKU s that are added to the Class in GM 2 online will NOT automatically be added to the promotion. This event could be changed and have those new SKU s added to the event or a new event would need to be created to include the new SKU s in a promo sale. 8. For this example event, we want to include all SKU s no exclusions, so this question is answered Yes. 9. Click Forward after verifying the information on this screen. 10. Click Forward again to get the Class entry screen. 17

18 11. There are two ways to enter information on this screen. The first method is to use the Class range to create from fields which upon pressing enter will automatically fill the fields below with the classes in the selected range. The Dollar Off amount field can be set at the top of the screen to automatically apply to all of the Classes selected or it can be entered manually for each individual Class, if there are varying amounts off depending on the Class of the item. For this example, the promotion is for all SKU s in classes 310 and 311 with a Dollar Amount Off $

19 12. The second method is to manually enter the classes in the Class number column if they are not in a number range. In addition, there are fields to enter a price point range to segment the SKU s to be included in the sale for the selected Classes. If the price point is entered at the top, it will automatically apply to all of the Classes entered. The price point also can be entered manually for each Class on the columns below. If a price point range is selected, any new SKU s created for one of the selected Classes will NOT be automatically included in the sale at POS. It would be necessary to either add those SKU s to this promotional event or to create a new event to include those SKU s. 13. Click Forward again and a confirmation message displays at the bottom of the screen (Requested record was added) to the list of promotional events in the system. 19

20 The promotional event now displays in the list on the main screen. It shows the Status of PENDING. A report can be generated to review the promotional event setup for accuracy. Once it is verified as setup correctly, take the option to Approve Promo Event. Once the status has changed to APPROVED, it is ready for the PLU to be sent to include this event to the POS Servers. If the event has a future date or time, it can be sent in the PLU at this time but will not take effect until the Start Date and Time occurs. 20

21 At the POS Register For this Promotional Event example when an item included in the sale is scanned at the register, the journal window will display the original price, the discount, and the calculated discounted price. 1. If a second item is scanned that is also in the promotion, it will display the same information with its calculated discount price. 21

22 2. The receipt reflects the discount amounts and Amount Saved total. 22

23 Example #2 - A Percentage (%) Off Promotional Event with Exclusions This type of promotional event may be defined by using the Class to select the items for the promotion, but not all of the SKU s within the Class(es) will be part of the promotional event. If a new SKU is added to the inventory and is to be included in the promotion, either the existing promotional event will need to be changed, approved, and a PLU sent to add that SKU, or a new promotional event can be created for the new SKU with the same parameters as the original event. The example used is for a Class of merchandise but not all SKU s will be included in the promotion. 1. For this event, the Promo Type is PO for Percent off price. The sale is running for only 2 hours 10AM until Noon, so the Effective Time is set for 9:55 AM and the End Time is 12:05 PM. 23

24 2. For this promotion, items that are in our inventory that are set to be excluded from Item and Transaction Discounts are NOT to be included in the sale, so these two questions are set to No. 3. But, the third question on including the SKU s even if the cost is greater than the new retail will be set to Yes. Because this promotion is set to not include the items set for discount exclusions at POS, the definition of the items included in the event is at the SKU level. So, the next screen is where the Items/SKUs are to be added to the event. 24

25 4. For the example, the discount percent will be 40% off and the Selections option will be used to determine the SKU s to be included, instead of manually entering each SKU on the screen. However, if there were only a few items, it may be easier to just list them here. 5. The promotion will be for all items in Class 452 with a shelf price between $5.00 and $ Once the fields are entered, click Forward twice to confirm the selection. 25

26 6. The screen will then be populated with the SKU s that met the criteria entered on the Selections and the Default percent off will be automatically entered on the individual items. 7. Click Forward to accept those items onto the event. If more items are to be added to the promotion, then the Add option or the Selection option can be taken again. Otherwise, select Previous to return to the listing of all of the Promotional Events. 26

27 8. From the screen with the listing of the Promotional Events entered, highlight the promotion desired and take the Print option to get a report to check the entry of the information for the sale. 9. Once the report is checked and the event is correct, the event can be Approved and sent in a PLU to the MBS POS Server. 27

28 At the POS Register 1. For this Promotional Event example when an item included in the sale is scanned at the register, the journal window will display the original price, the discount percentage, the discount amount, and the calculated discount price as shown below. 28

29 2. The receipt will reflect the discount amounts and the discount amounts will be included in the Amount Saved total. 29

30 Example #3 - A Spend Get Free Promotional Event This promotional event example reviews how the store can define an event based on a transaction amount spent so that the customer can get one or more items free. An Amount to Spend will be defined along with items available to be purchased for free. 1. For this Free Hat Promotion, it is defined as SF for Spend Get Free promotion type and it will be running all day Feb. 13 th through March 12th. 2. When Forward is clicked, the next screen displayed is for the entry of the Amount to Spend and the items which can be received for free. 30

31 3. For the example, the Default Amount to Spend is $50.00 entered as For this sale, other items that are already on sale due to other promotional events will NOT be included in the Amount to Spend total. Once the customer has purchased $50 in one transaction then they will be eligible to receive the Hat for free. If they spend $100, then they can get 2 hats for free. Additional items can be entered as free for this same event but the customer will get only one of the items as free when they reach $50 in the transaction. 4. Once the items are entered, again printing the listing for this event is advisable to be sure that it is setup correctly. 5. Once confirmed that the promotional event is setup correctly, select Approve, and then it is ready to go in the next PLU. 31

32 At the POS Register For this Promotional Event example when an item included in the promotion as a possible free item is scanned at the register, the journal window will display a promotion description, BUY $50 GET FREE, but the regular price will be displayed. 1. Once the cashier selects to total the transaction, the register will calculate the total of the items allowed in the Amount to Spend calculation and determine if the promotion has been met and if so, change the free item to

33 2. At this point the cashier will tender the transaction and the receipt will print. 3. The receipt will include the free item with the.00 amount and the promotional description. The discounted amount will be included in the Amount Saved total on the receipt. A copy of the receipt is shown on the next page. 33

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35 Example #4 - Spend Get Percentage Off Promotional Event This promotional event example shows how the store can define an event based on the transaction amount that the customer can receive on one or more items for a percent off of their regular price. An Amount to Spend will be defined along with items available to be purchased for the discounted price. 1. For this Spend Get 20% Off Promotion, it is defined as SP for Spend Get Percent Off promotion type, and it will be running all day Feb. 6 th and through April 17 th. The next screen shows where the amount and the discounted items are entered. 35

36 2. The example promotion will be for each $50 spent in a transaction, the customer can receive art supplies for 20% off. Also, items that are in other promotional events WILL BE included in the Amount to Spend for this promotion. 3. To select the items that are eligible for the 20% off, click Selections at the bottom of the screen. 4. Items in Class 301 through Class 310 will be included in this promotion. 36

37 5. The SKU s that meet the selections are then listed with the Amount to Spend and the Percent Off that was specified as the defaults. If an item is listed that is not supposed to be included in the promotional event, as in this example SKU , it can be removed by clicking delete. 6. Click Forward twice after removing the SKU to see the listing of the SKU s for this promotion. 7. Select Forward and the promotion is now added to the promotional event listing on the screen where it can be printed and then approved. The PLU will then include this promotional event. 37

38 At the POS Register When an item included in the promotion as a possible discounted item is scanned at the register, the journal window will display a promotion description, BUY $50.00 GET 20.0% Off, but the regular price will be displayed. 1. Once the cashier selects to total the transaction, the register will calculate the total of the items allowed in the Amount to Spend calculation and determine if the promotion has been met and if so, calculate the % off on the discounted items. 38

39 2. If the customer brings up two eligible items in the promotion, then both will show the promotion description, but if the Amount to Spend has only been met once, only the first item will get the % off promotion. 3. If the Amount to Spend has been met more than once in the transaction then the customer can get the % off for the same number of items. 39

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41 4. The receipt will print the promotional description and the discounted amount for each item marked down from the promotional event. It also will include the discounted amounts in the Amount Saved total. 41

42 Example #5 Quantity for Deal Promotional Event by Group This promotional event example will show how to set up a Quantity for Deal or Deal Pricing event when a group of SKU s can be purchased to fulfill the quantity. The regular retail price is $26.99 for each item but there is a sale where the more you buy the more you save. So, from 2 4 quantity will sell for $24.00 each and 5 or more will sell for $20.00 each. 1. For this promotion, the promo type is QD for Qty for Deal Price. It is an early door buster type of sale so the start time is 5:55 AM and ends at 9:05 AM. 42

43 2. This promotion will be for a group of SKU s where the customer can mix and match what they buy to meet the quantity breaks for the special pricing. All of the other questions can be left as No since the items for this sale are very specific. 3. The above screen is the next to display. For this promo, click the Selections option on the bottom of the screen. 43

44 4. For the Selections, the class is 501 which is the T-Shirt Class. The selection is also subset by vendor, JANSPT, and by price range, $26.99 to $ Only T-Shirts that have the vendor JANSPT and have a price of $26.99 will be included in the Quantity for Deal Pricing event. The deal pricing for these is 1 st Deal Qty of 2 for $48.00 ($24.00 each) and then the 2 nd Deal is Qty of 5 for $ ($20.00 each). So, any combination of these t-shirts purchased at a quantity of 2-4 will be $24.00 each and any combination of these t-shirts purchased at 5 or more will be $20.00 each. 44

45 5. Click Forward and the screen redisplays showing all of the SKU s that meet the selection criteria. It is possible to remove items at this point, or to continue to add items to this Group. 6. Once all items are on the promotion, select Previous to return to the listing of Promotions. Use the Approve option to make the promotion available for the next PLU send. 45

46 At the POS Register When an item included in a Quantity for Deal promotion is scanned at the register, the journal window will display the quantity for the deal/total price for both the 1 st and 2 nd deal, if they are both setup. Then, each retail price will be displayed. 1. Once the cashier selects to total the transaction, then the register will calculate the deal price for each item and show the discount amount and the adjusted retail. It also only includes the deal quantity/amount that was met for this transaction (2/48.00). 46

47 2. When the transaction meets the 2 nd deal quantity, it will then display the 2 nd deal quantity/amount when total is selected. 47

48 3. The receipt will reflect the promotion, original retail amount, and the deal price for each item. The discounted amount will be included in the Amount Saved on the receipt. 48

49 Example #6 Quantity for Deal Promotional Event by Individual Item This promotional event example will show how to set up a Quantity for Deal or Deal Pricing event with individual SKU s. Instead of being able to purchase any of the items to meet the quantity to get the deal pricing, this promotion will reflect where the quantity has to be of the same item to get the deal pricing. 1. This promotion will still be the QD Qty for Deal Price promotional type. It is running for the full length of the day for both Feb. 26 and Feb. 27 th. 49

50 2. On this screen, the promotion will be set as Individual instead of Group. The other options will be left as the defaults of No as we will be entering the SKU s individually. 3. For this promotion, the SKU s are each entered individually with different deal pricing. Also, there is only one deal pricing level. SKU, is 2.08 for 1 and 1.83 each for 3 or more SKU, is 1.59 for 1 and 1.44 each for 2 or more 4. Click Forward to complete the entry of the promotion items, and then Approve it for the next PLU send. 50

51 At the POS Register When an item included in a Quantity for Deal promotion is scanned at the register, the journal window will display the quantity for the deal/total price for both the 1 st and 2 nd deal, if they are both setup. This example only had the 1 st deal setup for each of the items. Then, each retail price will be displayed. 1. Since this Quantity for Deal promotion is for individual items, when the items are rung up in a transaction without either meeting their individual quantities, no discounts are taken. 2. When at least one of the items meets its deal quantity, then the discounts will be applied when total is selected by the cashier. 51

52 3. The receipt will reflect the promotion, original retail amount, and the deal price for each item. The discounted amount will be included in the Amount Saved on the receipt. A copy of the receipt is shown on the next page. 52

53 53

54 Example #7 Buy Get Free This promotional event example will show how to set up a Buy Get Free event. This example has T-shirts that all are within the same price range and have the same event code attached in SKU Maintenance for this promotion. The customer will have to purchase 2 of the T-Shirts to get the 3 rd one Free. 1. The promotion type is BF Buy Get Free. It is a sale that will run until April 23rd. 54

55 2. It does not include all SKU s as only SKU s that have the specific Event Code attached in SKU Maintenance will be on sale. 3. Here is the screen to enter the Drivers on the promotion, the items that have to be purchased in order to get the free item. Click Selections to choose based on Class and Event Code which items will be included as Drivers. 55

56 4. The only class included is 503 but only items in class 503 that also have the Event of 121 set up in SKU Maintenance. The Quantity to Qualify is 2, so two of the driver items have to be purchased to be eligible for the free item. 5. Once Forward has been clicked on the selection options screen, the list of SKU s meeting the criteria selected will be displayed. 6. Click Forward if all items have been added and are correct. 56

57 7. Click Enter Passengers to select the free items. 8. For the Passengers, items that are available to be free, the promotion only includes specific items so the above option is answered as No. 9. Passengers can only be for a quantity of 1 so that amount is defaulted. Click Selections to enter the criteria for the passenger SKU s. 57

58 10. For this promotion, the same items that are the Drivers will be the Passengers. The selections screen is completed the same as the Driver Selections with Class 501 and Event Click Forward to accept the SKU s entered as Passengers. Return to the Promotional Events screen. Print the report to verify the setup and approve the event. The next PLU will include this promotion for POS. 58

59 At the POS Register For this Promotional Event example, since the same SKU s are Drivers and Passengers, when any of the SKU s are scanned at POS, they will display a description of the promotion Buy 2 Get Free. The regular retail will be shown in the journal window for all SKU s until the cashier selects to total the transaction. 1. Once the transaction is totaled, the register will calculate how many items have be purchased that are drivers to determine how many passenger items will be free. 59

60 2. For this promotion example (shown on the next screen shot), if 4 SKU s are scanned that are entered as Drivers when the transaction is totaled, only 1 will be free because the promotion requires 2 Drivers to be purchased to get a free Passenger. 60

61 3. Another Driver SKU would have to be purchased and then a second Passenger could be added to the transaction for free. See below screen example. 61

62 4. The receipts will reflect the discounted amounts and the promotion description information. The discount amounts will be included in the Amount Saved totals. 62

63 Example #8 Buy Get $ Off This promotional event example will show how to set up a Buy Get $ Off event. The event will be a sale where if the customer purchases 2 beverages they can get.50 off on Sathers candy. 1. The promotion type will be BD Buy Get Dollar Off. The promotion is going through the end of Feb. 14th. 63

64 2. For this promotion, all of the SKU s in the Soda class will be included. 3. The Driver selection (items that have to be purchased to get the $ off amount) are all items in a class. The Class number is entered in the beginning and ending fields as a range. The quantity to qualify is 2. Two beverages must be purchase for this promo. 4. Click Forward twice to accept the Class entered. 64

65 5. Click Enter Passengers to make the selection of the items to receive the discount. 6. The Passenger selection is not for all items in a class, so No is answered on this screen. 65

66 7. For this promotion, the SKU s that are eligible for the $ off amount are entered as a listing by SKU number. At the top of the screen, the Dollar Off amount entered is Click Forward to accept the Passenger SKU s. Then select to approve the promotion and send a PLU to the POS Server. 66

67 At the POS Register When the SKU s entered as Drivers are scanned at POS, no special information will be displayed. When an item that is a Passenger is scanned, it will display a description of the promotion Buy 2 Get.50 Off. The regular retail will be shown in the journal window for the Passenger SKU s until the cashier selects to total the transaction. 1. Once the transaction is totaled, the Passenger items will reflect the discounted amount if the quantity of the Drivers for the promotion has been met. 67

68 2. If the transaction contains enough of the Driver SKU s to meet the quantity to qualify for more than one of the Passenger items to receive the discount, the transaction will reflect the multiple discounts when it is totaled. 68

69 3. The receipts will reflect the discounted amounts and the promotion description information. The discount amounts will be included in the Amount Saved totals. 69

70 Discount Hierarchy at MBS POS With the various discounts that can be applied at POS, it is important to understand which ones take precedent when a transaction is rung up and which ones will apply on top of the other discounts in the transactions. The determination of what discounts will be applied is based on Tiers of Discounting, so the following lists the tiers and their relationship when applied at the register. Tier 1: o System will apply the BEST OF Class Year Round Discount OR Promotional price (from the new Event Process) Tier 2: o Item Discounts - System will apply item discounts ON TOP OF Tier 1 discounts. Tier 3: o Transaction Discounts - System will apply transaction discounts ON TOP OF both Tier 1 and Tier 2 discounts. Tier 4: o o Discount Plans - System will take the best of the following: Tier 2 discounts PLUS Tier 1 discounts OR Discount Plan. 70

71 Examples 1. SKU has a retail price of It belongs to Class 300 which has a year round discount of 10%. At Register, will ring up as $25.00 with a Discount of 10% = Cashier selects an Item Discount of 10% on SKU = Then the customer is a Faculty member so the Discount Plan for Faculty is selected which gives 15% for Class 300, = The better price is the one with the Year Round Discount plus the Item Discount, so the item will be sold to the customer for $ SKU has a retail price of It belongs to Class 400 which does NOT have a year round discount. SKU is in a promotional Event that started today for 20% off. At the Register, will ring up as $50.00 with a Discount of 20% off, = Customer is Faculty so the Discount Plan for Faculty is selected which gives a 25% discount for Class = The better price is the one with the Discount Plan applied so it will sell to the customer for $ SKU has a retail price of $ It belongs to Class 900. The item is in a Promotional Event for $69.00 that is in effect today. At the Register, will ring up as $72.50 with a sale price of $ Store is having a special sale as well that all merchandise is an additional 10% Off. So, the cashier uses the Transaction Discount to enter the 10% off = So the customer gets the item for $