Pricing 08/22/2016. User Reference Manual

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Gwendolyn Summers
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3 08/22/2016 User Reference Manual

4 Copyright by Celerant Technology Corp. All rights reserved worldwide. This manual, as well as the software described in it, is furnished under license and may only be used or copied in accordance with the terms of such license. This manual may contain technical inaccuracies or typographical errors. Changes are periodically made to the information herein and are incorporated in new editions of the publication. The information in this manual is for informational use only, and is subject to change without notice. Command Retail is a U.S. Registered Trademarks of Celerant Technology Corp.

5 Contents Chapter 1 Introduction 8 Purpose... 8 Chapter 2 Options 10 Group Markdowns Group Quantity Coupons Term Sale... Group 18 Markdown... Listing 21 Multi Buy... Items 23 Tier Multi... Buy Items 25 Customer Bulk Discount Frequent... Buyer Program 30 Future Future Import Future Worksheet Chapter 3 Settings 36 Discount... Priorities 36 Chapter 4 Exercises 38 Exercise 1: Create a Group Markdown and Commit the Markdown Exercise... 2: Create a Term Sale 40 Exercise 3: Create a Coupon, Use the Coupon on a Sales Transaction Exercise... 4: Create a Multi Buy 43

7 Introduction Chapter 1

8 Purpose In this manual, you will learn about and practice using the different options available within Celerant to create and manage promotions. The promotion types range from permanently or temporarily marking down the retail selling price of an item to creating promotions where, if a customer buys a certain quantity, he or she receives a discount. This manual will cover in detail each screen in the section as well as creating a promotion from each screen. The last section of this document contains step-by-step exercises creating promotions with your own data. 8

9 Options Chapter 2

10 Group Markdowns Group Markdowns are used to permanently reduce the retail selling price of items. For example, you may have items from last season and you want to reduce the selling price of them by 50% for the rest of the time that you have them in stock. Note: Before a markdown will take effect, it must be committed by way of the Markdown Listing option. Refer to the Markdown Listing section in this manual for more information. From the main menu, navigate to > Group Markdowns. 2 Enter a Group Name for the group markdown. 3 Click on the down arrow button in the Schedule Commit Date combo box and select a date from the pop-up calendar to specify the date you want the markdown to begin. The markdown will take effect at the start of the business day on the selected date. 4 Enter the Amount of the markdown; for example, if the markdown will be 25 percent off, enter 25; if it will be $5 off, enter 5; etc. Note: A positive number (e.g., 25) will decrease the pricing by the Type selected (in the next step); a negative number (e.g., -25) will increase the pricing by the Type selected. Here you can create or edit markdowns. Printing the markdown will produce a detailed report of the items that have been discounted. Items can be marked down by a dollar amount or a percentage discount. Alternatively, a new price may be specified in the markdown. Creating a New Group Markdown 1 Click on the New button to display the Group Markdown Detail window. 5 Click on the down arrow button in the Type combo box and select % Off, $ Off, Additional % Off, or New Price to specify the type of markdown. For example, if the markdown will be 25 percent, select % Off; if it will be $5 off, select $ Off. 6 Click on the down arrow button in the Rounding combo box and make a selection to specify the amount to which to round the price after the markdown is applied, if any:.99, 00,.49/.99,.98,.97, Exact, 5, or 9. 7 Click on the down arrow button in the From Price combo box and make a selection to specify the price from which to take the markdown: Current Price, First Price, Sugg. Price, or Store Price. 8 Click to select the Approved option box in order for it to be committed to take effect. 9 Click to select the Fill Suggested Price from Current Price option box to use the current price as the suggested price. 10

11 10 Click on the Add button to the right of the Stores to Affect list box to select the stores to be included in the markdown. Note: Refer to the section below titled Exceptions and OFs Tab for more information on that part of the SKU Pick window. Click in the Pick option box next to each store to include, or click in the Select All Stores option box to select all stores quickly. Click on OK to continue. 11 Click on the Add button next to the grid to display a Sku Pick window. 12 Click in the Select option box next to each item to mark down. To select or deselect all items quickly, use the Select All and Unselect All buttons on the right side of the window. 13 Click on Save. The main Group Markdowns window will redisplay. Click on the Search button, and the newly created group markdown record will be shown in the grid. Additional Function Key Options Enter search data (e.g., Style, Brand, Description, etc.) and click on the Search button, then select the item(s) to discount and click on Ok. The item(s) will be returned to the grid in the bottom half of the screen. Function Key Description Search Displays all group markdowns currently in the system, allowing you to work with them. Reset Clears all fields. Delete Deletes the currently selected markdown record. At the prompt, "Delete MarkDown?", click on Yes to continue with the deletion, or click on 11 Options

12 Function Key Description No to cancel. Select All (Group Markdown Detail window) Places check marks in the Select option box for all items in the grid quickly. Exceptions and OFs Tab Click on the Exceptions and OFs tab, then click on the Set Exceptions button to display the Criteria Detail window. Unselect All Removes the check marks from the (Group Markdown Select option box for all items in the Detail window) grid quickly. Remove (Group Markdown Detail window) Removes selected items from the grid. Click on Yes when prompted. Modifying an Existing Markdown Click on the Edit button. After making any changes to the markdown, be sure to click on the ReApply Settings button on the right side of the window. Printing a Markdown Report Click on the Print Markdown button, and a detailed report of the markdowns will be produced. Enter the following data: Units Sold o Units Sold - Click on the down arrow button and make a selection from the drop-down list: Select, Not Used, At Least, or No More Than. o Sold - Enter the number of units in accordance with the Units Sold selected. o % In Past days - Enter a number representing the percent in past days of units sold. o In any one store - Click to select the option box to represent any one store. Click on the printer icon at the top of the window to print the report. Printing a List of Group Markdowns Click on the Print List button to display a list of group markdowns. Click on the printer icon at the top of the window to print the report. 12 Sell Thru Mode o Sell Thru Mode - Click on the down arrow button and make a selection from the drop-down list: Select, Not Used, At Least, or No More Than. o Sell Thru - Enter the number of sell thru units. o % in past days - Enter a number representing the percent in past days. o In any one store - Click to select the option box to represent any one store. Units On Order o Units On Order combo box - Click on the down arrow button and make a selection from the drop-down list: Select, Not Used, At Least, or No More Than. o Units On Order edit box - Enter the number of units on order in accordance with the selection made in the Units On Order combo box.

13 Sales in Dollar o Sales - Click on the down arrow button and make a selection from the drop-down list: Select, Not Used, At Least, or No More Than. o Sold $ - Enter the sold dollars in accordance with the Sales selected. o In past days - Enter the number of past days for which you are specifying the sales. o In any one store - Click to select the option box to represent any one store. Days on the Floor o Days on the Floor combo box - Click on the down arrow button and make a selection from the drop-down list: Select, Not Used, At Least, No More Than, or One More. o Days on the Floor edit box - Enter the number of days on the floor in accordance with the Days on the Floor selected. Units On Hand o Units On Hand combo box - Click on the down arrow button and make a selection from the drop-down list: Select, Not Used, At Least, or No More Than. o Units OH edit box - Enter the number of units on hand in accordance with the Units On Hand selected. Click on Yes to continue, or click on No if you want to cancel. Group Quantity Group Quantity is used to change the price (or discount by a percentage) when a specified group of items are purchased together. For example, it can be used to create a promotion, such as a customer buys three t-shirts and he or she will receive them for a discounted total price of $25. From the main menu, navigate to > Group Quantity. Range o Markdown To - Click in the edit boxes and enter the low and high values of the range of markdown dollars. o Retail Price To - Click in the edit boxes and enter the low and high values of the range of retail prices. Status o New - Click on the down arrow button and select Don't Care, Yes, or No. o Reordered - Click on the down arrow button and select Don't Care, Yes, or No. o Transferred - Click on the down arrow button and select Don't Care, Yes, or No. o Finished - Click on the down arrow button and select Don't Care, Yes, or No. o Marked Down - Click on the down arrow button and select Don't Care, Yes, or No. From this screen you can create or edit quantity pricing. Printing the group will produce a detailed report of the items that have been discounted. Creating a New Group Quantity 1 Click on the New button to create a new pricing based on the quantity purchased of the items. After entering the data, click on the Ok button to continue, or click on Clear All Settings (Don't use Criteria) if you don't want to use the settings. To remove all selected items, click on the Remove button. This prompt will display: 13 Options

either Price or % OFF data, then clicking on the Save button. For example, if four items can be purchased for $10, enter 4 in the Units edit box and 10.00 in the Price edit box.

The Quantity Prices to Affect section of the screen updates accordingly, as shown in this example: 2 Enter a Group Name for the group quantity pricing.

be in effect. 4 Click to select the Approved option box for the group quantity pricing to take effect.

14 either Price or % OFF data, then clicking on the Save button. For example, if four items can be purchased for $10, enter 4 in the Units edit box and in the Price edit box. If a 15% discount is given when five items are purchased, enter 5 in the Units edit box and 15 in the % OFF edit box. The Quantity Prices to Affect section of the screen updates accordingly, as shown in this example: 2 Enter a Group Name for the group quantity pricing. 3 Click on the down arrow buttons in the Start Date and Ending Date combo boxes and select dates from the pop-up calendar to specify the date range during which you want the group quantity pricing to be in effect. 4 Click to select the Approved option box for the group quantity pricing to take effect. 5 Click in the Exact Matches Only option box if only exact matches on the items should be discounted. 6 Under Quantity Prices to Affect, click on the Add button. Click on the Add button to redisplay the Quantity Price Levels Detail dialog and enter another group quantity pricing. Click on the Edit button to make changes to the currently selected group quantity pricing. Click on the Remove button to delete the currently selected group quantity pricing. 7 Click on the Add button to the right of the Stores to Affect list box to select the stores to be included in the group quantity pricing. Click in the Pick option box next to each store to include, or click in the Select All Stores option box to select all stores quickly. Click on OK to continue. Define the quantity that will be purchased and the total price for all units by entering the Units and 14 8 Click in the Opportunity Msg edit box and enter a

message pertaining to this group quantity pricing.

Enter search data and click on the Search button, then click in the Select option box next to each item to include and click on Ok.

Modifying an Existing Group Quantity 1 From the main menu, navigate to > Group Quantity.

15 message pertaining to this group quantity pricing. 9 Click on the Add button at the bottom of the screen, and a Sku Pick window will display from which you can select the item(s) to include in the group quantity pricing. Enter search data and click on the Search button, then click in the Select option box next to each item to include and click on Ok. To select or deselect all items quickly, use the Select All and Unselect All buttons on the right side of the window. The item(s) will be returned to the grid in the bottom half of the screen. Modifying an Existing Group Quantity 1 From the main menu, navigate to > Group Quantity. 2 Enter search criteria in the Group Name, Approve, and/or Dates fields, then click on the Search button to return the results to the grid. 3 Click on the record to edit, then click on the Edit button. The Quantity Price Detail window displays. To remove all selected items, click on the Remove button. This prompt will display: 4 Make the necessary changes, then click on the Save button. Click on Yes to continue, or click on No if you want to cancel. 10 Click on the Set Exceptions button to display the Criteria Detail window. Refer to the Group Markdowns option above for instruction. Printing a Group Quantity Report Click on the Print List Group button, and a detailed report of the quantity pricing will be produced. 11 Click on the Save button when done. 15 Options

Printing a List of Group Quantity Click on the Print List button for a Quantity Price List report similar to this: Coupons A coupon is a promotional code which provides a discount at the time of

Coupons can be preprinted with the assigned barcode or the code can be entered by the clerk at the time of the sale. From the main menu, navigate to > Coupons.

Description - Define a logical description for the coupon. Min Spend OR Min Items - The coupon can be based on either a minimum dollar amount or a minimum number of items.

16 Printing a List of Group Quantity Click on the Print List button for a Quantity Price List report similar to this: Coupons A coupon is a promotional code which provides a discount at the time of purchase when a customer buys a specified quantity of a specified product. For example, if a customer buys one jacket, he gets 20% off if he presents the appropriate coupon at the point of sale. Coupons can be preprinted with the assigned barcode or the code can be entered by the clerk at the time of the sale. From the main menu, navigate to > Coupons. Creating a New Coupon 1 Click on the New button. A Coupon Detail window displays Enter the following data: Barcode - Define the barcode that will be referenced to redeem the coupon at POS. Description - Define a logical description for the coupon. Min Spend OR Min Items - The coupon can be based on either a minimum dollar amount or a minimum number of items. Enter the minimum dollar amount that must be spent on the subtotal of a receipt to be able to redeem the coupon OR enter the minimum number of items that must be rung up on a receipt to be able to redeem the coupon. This is based on the Base Items listed in the bottom left corner of the screen. Max Items - Enter the maximum number of items to which the coupon can be applied. Type - Click on the down arrow button and select the type of discount that will be applied when the coupon is redeemed (% OFF, $ OFF, or Free). Amount Off - If you selected either % OFF or $ OFF in the Type combo box, define the amount that will be discounted when redeeming this coupon. For example, if Type is % off and you enter 10 here, the customer will get 10% off the items in the Selected Items section on the right. Source Code - Click to select this option box to make this coupon's barcode available from a drop-down menu at the Point of Sale for quick use on a transaction. The Use Source Code option box (Settings> Stores> Stores List> select a store and click on Edit> Point of Sale1 tab) must be enabled or this option box will not appear. One Time Coupon - If a customer is on the sale, he or she can only use this coupon one time if this option box is selected. No Sale/Mkdn Items - Click to select this option box if the coupon cannot be applied toward sale or markdown items. Apply Coupon Discount to Discounted Price Click to select this option box to allow the coupon discount to be applied toward the discounted

price. Discount Multiple/All Associated Items - Click to select this option box to allow the coupon discount to be applied toward multiple items, including all associated items.

17 price. Discount Multiple/All Associated Items - Click to select this option box to allow the coupon discount to be applied toward multiple items, including all associated items. Activate On Date - Enter the date and time the coupon becomes active. This will be at the start of the business day. De-Activate On Date - Enter the date and time after which the coupon will become inactive. Active Days - Click to select the days of the week that the coupon is valid. If it is valid on every day, click in the All button on the right to select them all quickly. Click on the Clear button to deselect any selected days. Store to Affect - Use the Add Stores button to add the locations where this coupon can be redeemed. A Store Pick window displays: 4 Under Associated Items, use the Add button to add the items that will be discounted on a purchase of the base items, then follow the same procedure as for adding base items. 5 Click on the Classes tab. Here you can see Base Classes and Associated Classes, if specified. Click in the option box next to each store you want included, then click on OK. 3 Under Base Items, click on the Add button to add the items that must be purchased to be eligible to use the coupon. For example, if you buy any of the base items, you will get any item listed under Associated for 10% off. When you click on the Add button, a screen similar to this will appear. Enter a Style, Description, etc., then click on Search. Click in the option boxes under the Pick column to select the items you would like to include in your base items, then click on OK. Note: In order to utilize the Classes or Brands options under either the Base Items or Associated items, you must click in the Global option box to select it. This will disable the Add and Remove buttons from the Styles tab, but it will enable the Add and Remove buttons from the Classes and Brands tabs. In addition, when the Global option box is checked, the Include/Exclude combo box activates which you can set for Base Items as well as Associated items. When set to Include, any new item created since the coupon was created will be included in determining the Base Items or Associated Items. If the option is set to Exclude, then any new items created since the coupon was created will be excluded from either the Base Items or Associated items. For example: I create a coupon for the men's department. with the option set to Exclude. I then create a new item that falls under the men's department. This new item will not be included in the Base Items or Associated items as 17 Options

long as they are both set to Include. 6 Click on the Brands tab. Here you can see the Main Brands and Associated Brands, if specified.

18 long as they are both set to Exclude. If I create a coupon for a brand of ABC with the option set to Include and then create a new ABC item, when the coupon is used the new item should be included in the Base Items or Associated items as long as they are both set to Include. 6 Click on the Brands tab. Here you can see the Main Brands and Associated Brands, if specified. Term Sale Group Term Sales are used to temporarily reduce the retail selling price of items for a defined period of time. For example, suppose that a group of items are 20% off from November 20 through 27. Once the time period has expired, the items will return to their original retail price (in the example, on November 28). Term sales can be defined to a begin and end at a specific hour and minute, not just a specific day. From the main menu, navigate to > Term Sale Group. 7 Click on the Save button to save the coupon. The following example shows a coupon called "Big Sale." If you ring up coupon code at POS, you can get 10% off Gummi Bears or Pixy Sticks (shown on the bottom right under Associated Items) when you buy Twix or 3 Musketeers (on the left base items), as long as you spend a minimum of $1.00. This sale is valid on Mondays and Thursdays between 10:00 AM on March 21 and 7:00 AM on April 1 at Stores 1 and 2. Creating a New Term Sale 1 Click on the New button. The Term Sales Detail window displays. Modifying a Coupon Click on the Edit button. After making any changes to the coupon, be sure to click on the Save button. 2 Enter a Group Name for the term sale. 3 The Approved option box is selected by default, meaning the term sale will become active on the 18

19 defined start date. 4 Under Sale Settings, click on the down arrow buttons to set the date and time range for the term sale. The first date and time range apply to the start of the term sale, and the second date and time range apply the end of the term sale. 5 Enter the Amount of the markdown; for example, if the sale will be 25 percent off, enter 25; if it will be $5 off, enter 5; etc. 6 Click on the down arrow button in the Type combo box and select % Off, $ Off, Additional % Off, or New Price to define the type of discount on the specified items. For example, if the sale will be 25 percent, select % Off; if it will be $5 off, select $ Off. Select New Price if you want to define an entirely new price for the items. 7 Click on the down arrow button in the From Price combo box and make a selection to specify the price on which to base the sale: Current Price, First Price, Sugg. Price, or Store Price. 8 Click in the Sale Cost edit box to define a cost that will be applied to the receipt line when one of the selected items is sold. This is an optional field. A store setting must be turned on to use this feature (Settings> Stores> Stores List> select store and click on Edit> Point of Sale2 tab> Allow Sale Cost to Override Avg Cost). Click in the Pick option box next to each store to include, or click in the Select All Stores option box to select all stores quickly. Click on OK to continue. 11 You can add items to be placed on this term sale by either clicking on the Add by Attribute button or the Add Complete Style button on the right side of the screen. Search for and select those items which will then be displayed in the item grid. You may copy items from one term sale onto a new term sale. a) If you click on the Add by Attribute button, this window will display: 9 Click on the down arrow button in the Rounding combo box and make a selection to specify the amount to which to round the price after the sale price is applied, if any:.99, 00,.49/.99,.98,.97, Exact, 5, or By default, the All Stores/SKUs option box is selected. If you want to specify stores and/or SKUs to include in the sale, deselect the box, then click on the Add button to the right of the Stores to Affect list box to select the stores to be included in the sale. Enter search criteria in the Style, Brand, etc. fields. You can also click on the Pick Class button to display a Taxonomy window from which you can pick a class, and you can specify a last received date. Click on the Search button to return the results to the grid. 19 Options

20 Click in the Selected column next to each item to which to reapply any modified settings, then click on Ok. b) If you click on the Add Complete Style button, this window will display: "Complete" styles refers to all attributes (color, size, etc.). Enter search criteria in the Style, Description, etc. fields. You can also specify a Last Received date and a Brand. Click on the Add Class button to display a Taxonomy window from which you can pick a class. Click on the Search button to return the results to the grid. Click in the Selected column next to each item to which to reapply any modified settings, then click on Ok. Note: Whether you use the Add by Attribute or Add Complete Style button, you will have the option to click on the Set Exceptions button to display a Criteria Detail window. From here, you have many more options for filtering items. Enter the appropriate criteria, then click on Ok. 12 Click on the Save button. Modifying an Existing Term Sale Group Click on the Edit button to display the Term Sales Detail window. After making any changes to the term sale group, be sure to click on the ReApply Settings button on the right side of the window. 20

21 Printing a Term Sale Group Report Click on the Print Term Sale button, and a detailed report of the term sales will display. Click on the printer icon at the top of the window to print the report. Printing a List of Term Sale Groups Click on the Print List button, and a Term Sale Listing report will display. Click on the printer icon at the top of the window to print the report. Printing All Labels Click in the Select option box next to each item for which you want to print a label. Use the Select All and Unselect All to select or deselect all items quickly. Click on the Print button to print the labels. Markdown Listing The final step before a markdown will take effect is to commit it. The Markdown Listing screen lets you commit or uncommit a markdown, print new labels for the merchandise, and print a markdown worksheet. All group markdowns that have been created will be searchable from the Markdown Listing screen. From the main menu, navigate to > Markdown Listing. Click on the Print All Labels button, and labels will print for all items in the term sale group. Printing Selected Labels Click on the Print Selected Labels button, and a window similar to this will display: Committing a Group Markdown Enter search data in the Brand, Style, etc. combo/edit boxes and/or select dates or stores, then 21 Options

Use the scroll bar at the bottom of the window to scroll over and see the Estimate Total column.

22 click on the Search button to display all group markdowns meeting your specifications. In this example, Jansport was selected in the Brand combo box and Store 1 was selected. Estimate Total column with the total value of the markdown (if it was committed at that moment in time). Use the scroll bar at the bottom of the window to scroll over and see the Estimate Total column. Uncommitting a Group Markdown To roll back to the original price of only one selected item that was marked down, click on the UnCommit button. To roll back to the original price of all selected items that were marked down, click on the UnCommit All button. Printing Labels To print labels with the marked down retail selling price for selected items, click on the Print Labels button. Printing a Worksheet Click in the Checkbox column next to each markdown you want to take effect, then click on the Commit button. To produce a PDF file of a worksheet that will assist in the markdown process, click on the Print Worksheet button. You can easily commit all markdowns that are listed by clicking on the Commit All button. This window displays: Printing a List Click on the Print List button for a printable markdown listing. Enter the date and time to for the markdowns to take effect, then click on OK. Estimate Clicking the Estimate button will populate data in the 22

Additional Function Key Options Function Key Description Search Displays all markdown records currently in the system, allowing you to work with them. Reset Clears all fields.

23 Additional Function Key Options Function Key Description Search Displays all markdown records currently in the system, allowing you to work with them. Reset Clears all fields. View Style For a selected item in the lower portion of the screen, clicking this button will open the Style Detail screen. Delete Removes the currently selected item from the markdown record. Creating a New Multi-Buy Promotion 1 Click on the New button. Multi Buy Items A multi-buy promotion states that if a customer buys a certain number of units or spends a certain dollar amount, he or she will receive an item(s) at a discount. An example would be to buy two pairs of pants and get a belt for free. From the main menu, navigate to > Multi Buy Items. Note: All of the fields on this screen must be completed for the multi-buy to work properly. 2 If the criterion for this promotion is based on units, enter the number of items that must be purchased in the Buy Qty edit box. If the criterion for this promotion is based on a dollar amount, enter the value that must be purchased in the Buy Dollar edit box. For example, if the customer must buy two items to receive the promotion, enter 2 in the Buy Qty edit box; if he/she must spend $50, enter 50 in the Buy Dollar edit box. 3 In the Get edit box, enter the number of units the customer will be given at a discount as part of this promotion; for example, if he/she will get one item at a discount, enter Options

24 a Style Pick window. 4 Enter the percentage off the item(s) in the % OFF edit box or the dollar amount off the item(s) in the $ OFF edit box. For example, to give the customer 25% off with this promotion, enter 25 in the % OFF edit box; for $5 off, enter 5 in the $ OFF edit box. 5 Enter Start and End dates for the promotion by typing them in (e.g., ) or by clicking on the down arrow buttons to select the dates from pop-up calendars. 6 In the Sales Code edit box, enter a logical code for this promotion for tracking purposes. 7 Click in the Approved edit box to select it to activate the promotion on the defined start date. 8 Click on the Add button to the right of the Stores to Affect list box to select the stores where this promotion will be available. Click in the Pick option box next to each store to include, or click in the Select All Stores option box to select all stores quickly. Click on OK to continue. 9 Click in the Opportunity Msg edit box and enter a description of the promotion (e.g., Buy one, get one half off now through April 15). When the Remind for Multi-buy Opportunities option box is enabled (Settings> Stores> Stores List> select a store and click on Edit> Point of Sale2 tab), the message entered here will display at POS when the multi-buy item is added to a receipt. 10 Main Styles refers to the styles that must be purchased in order to meet the promotion criteria. Click on the Add button under Main Styles to display Enter search data (e.g., Style, Description, Part #, etc.) and click on the Search button, then select the item(s) that must be purchased and click on OK. The item(s) will be returned to the Main Styles grid. Use the Add and Remove buttons to add or remove items from the list. 12 Matching Styles refers to the styles that will be given at a discount as part of the promotion. Click on the Add button under Matching Styles to display a Style Pick window again, but this time, after searching for and returning items, select the item(s) that can be received as part of the promotion and click on OK. The item(s) will be returned to the Matching Styles grid. Use the Add and Remove buttons to add or remove items from the list. 13 Click on the Copy button to redisplay the Multi-Buy Items list screen where you can search for an existing multi-buy promotion. You can then add the items easily to a new multi-buy instead of having to go through the Add feature for the main style and then again for the matching style. When you click on OK from the list, the system will add all the search result's main style and matching styles to the newly created multi-buy promotion.

2 For example, say you have a list of items for a Memorial Day sale that you spent a lot of time adding to the multi-buy last year. The promo was a success, so you want to use the same items.

25 2 For example, say you have a list of items for a Memorial Day sale that you spent a lot of time adding to the multi-buy last year. The promo was a success, so you want to use the same items. Instead of using the Add/Remove buttons for the main and matching styles, simply click on the Copy button, search for the promo/sale, and then click on OK to add all the items from last year to the new multi-buy for this year. 14 Click on the Save button to save the multi-buy promotion. Additional Function Key Options Function Key Description Search Displays all multi-buy promotions currently in the system, allowing you to work with them. Reset Clears all fields. Delete Deletes the currently selected multi-buy promotion. At the prompt, click on Yes to continue with the deletion, or click on No to cancel. Creating a New Tiered Multi-Buy Promotion 1 Click on the New button. Modifying an Existing Multi-Buy Promotion Click on the Edit button. After making any changes to the promotion, be sure to click on the Save button. Tier Multi Buy Items The Tier Multi-Buy Items option allows you to define tiered multi-buy discounts. For example, the multi-buy promo may be to get 10% off if the customer buys one unit, but if he or she buys three, there is a 15% discount. From the main menu, navigate to > Tier Multi-Buy Items. 2 In the Sales Code edit box, enter a logical code for this promotion for tracking purposes. 3 Enter Start and End dates for the promotion by typing them in (e.g., ) or by clicking on the down arrow buttons to select the dates from pop-up calendars. 4 Click on the Add button to the right of the Stores to Affect list box to select the stores where this promotion will be available. 25 Options

Click in the Pick option box next to each store to include, or click in the Select All Stores option box to select all stores quickly. Click on OK to continue.

7 Define the quantity that will be purchased, dollar amount to purchase, quantity to receive, percent off, and/or dollars off by entering the Buy Qty, Buy Dollar, Get, % OFF, and/or $ OFF data for

26 Click in the Pick option box next to each store to include, or click in the Select All Stores option box to select all stores quickly. Click on OK to continue. 5 Click in the Approved edit box to select it to activate the promotion on the defined start date. 6 Click on the Add button under Tiers to display a Multi-Buy window. 7 Define the quantity that will be purchased, dollar amount to purchase, quantity to receive, percent off, and/or dollars off by entering the Buy Qty, Buy Dollar, Get, % OFF, and/or $ OFF data for the first tier. For example, if the customer gets 10% off when purchasing one of the item, enter 1 in the Buy Qty edit box, 1 in the Get edit box, and 10 in the % OFF edit box. Click on the Save button to return the data to the Tiers grid. 8 For the next tier, click on the Add button and enter the additional criteria for the promotion. For example, the customer can receive 15% off if he/she purchases three of the item; enter 3 in the Buy Qty 26

field, 3 in the Get field, and 15 in the % OFF edit box, then click on Save. Continue adding tiers as needed by clicking on the Add button and repeating the process.

27 field, 3 in the Get field, and 15 in the % OFF edit box, then click on Save. Continue adding tiers as needed by clicking on the Add button and repeating the process. To delete a tier, click on the line it the grid to highlight it, then click on the Remove button. 2 For example, say you have a list of items for a Memorial Day sale that you spent a lot of time adding to the multi-buy last year. The promo was a success, so you want to use the same items. Instead of using the Add/Remove buttons for the main and matching styles, simply click on the Copy button, search for the promo/sale, and then click on OK to add all the items from last year to the new multi-buy for this year. 12 Click on the Save button to save the tiered multi-buy promotion. Additional Function Key Options 9 Click on the Add button under Associated Items to display a Style Pick window. Function Key Description Search Displays all multi-buy promotions currently in the system, allowing you to work with them. Reset Clears all fields. Delete Deletes the currently selected multi-buy promotion. At the prompt, click on Yes to continue with the deletion, or click on No to cancel. Modifying an Existing Tiered Multi-Buy Promotion Click on the Edit button. After making any changes to the promotion, be sure to click on the Save button. Customer 10 Enter search data (e.g., Style, Description, Part #, etc.) and click on the Search button, then select the item(s) that must be purchased and click on OK. The item(s) will be returned to the Associated Items grid. Use the Add and Remove buttons to add or remove items from the list. 11 Click on the Copy button to redisplay the Multi-Buy Items list screen where you can search for an existing tiered multi-buy promotion. You can then add the items easily to a new tiered multi-buy. When you click on OK from the list, the system will add all the search result's styles to the newly created promotion. Customer allows you to define different pricing levels that will be applied to each item. A pricing code is set up for a customer record in the Code edit box (found at POS> Customers> search for and select a customer record, then click on Edit> History tab). When a customer with a particular pricing code purchases items that have a matching pricing code, he or she will receive the defined discounts. For example, a customer has the pricing code of A defined. He purchases an item that has the code of A as well, where A says the customer will receive a 10% discount off the retail selling price. From the main menu, navigate to > Customer. 27 Options

4 Click on Yes to continue and overwrite any existing customer pricing for your selected style(s), or click on

5 If you clicked on Yes at the prompt, the Customer Price Detail window displays: Creating New Customer To set

edit boxes to locate the item, then click on the Search button.

28 4 Click on Yes to continue and overwrite any existing customer pricing for your selected style(s), or click on No to cancel. 5 If you clicked on Yes at the prompt, the Customer Price Detail window displays: Creating New Customer To set customer pricing for an item that does not have Customer previously set: 1 Enter data in the Style, Brand, etc. edit boxes to locate the item, then click on the Search button. Items meeting your specifications will display in the grid in the bottom half of the screen. 6 Click on the Add button. 2 Click in the Pick option box next to each item to include in the customer pricing. 3 Click on the Set Customer button. This prompt displays: 28

29 7 Enter a unique customer pricing Code to add. For example, enter A. 8 Under Please Fill in ONLY ONE, enter the % Off, $ Off, New Price, % Over Cost, or $ Over Cost that applies to this customer pricing code. For example, enter in the % Off edit box to give a 10% discount off the retail price. 9 Click to select the Sell at Cost option box if this pricing code should allow the item to be sold at cost. 10 Click on the down arrow button in the Rounding combo box and make a selection from the drop-down list to specify how you would like the change rounded after the discount is applied:.99,.00,.49/.99,.98,.97, or Exact. 11 Click on the Save button. The Customer Price Detail window redisplays with the record in the grid. 12 Click on the Save button to close the window and return to the Customer window. Modifying Existing Customer Bulk Discount Bulk discounts are used to provide customers a predefined price cut based on the items and the quantity they are purchasing. The Bulk Discount feature was designed specifically for a customer; therefore, the use of OF6 is required. The bulk discount relies on three elements. The items being purchased must have the particular OF6 defined. Then, based on the quantity that the customer is purchasing, they will receive the appropriate discount. From the main menu, navigate to > Bulk Discount. Creating a New Bulk Discount 1 Click on the New button. This window displays. Search for and select an item that has existing customer pricing, then click on the Edit Customer button to modify it. After making any changes to the customer pricing details, be sure to click on the Save button. Note: The Edit Customer button only allows one item at a time to be modified. To modify multiple records, use the Set Customer button. Deleting a Customer Record To remove an existing customer pricing from an item, search for and select the item, then click on the Delete Customer button. \ 29 Options

30 2 Click on the down arrow button in the OF6 combo box and make a selection from the drop-down list. All options associated to the Open Field 6 will be available in the list. 3 Enter the quantity of items that must be purchased with the associated OF6 defined to qualify for the bulk discount in the Buy Quantity edit box. 4 Enter the amount of the Discount that will be received if the purchase fits the criteria. 5 Click on the Save button. Modifying an Existing Bulk Discount Click on the Edit button. After making any changes to the bulk discount, be sure to click on the Save button. You will be prompted that Celerant must be restarted in order for the new bulk discount setting to take effect; click on the OK button to continue. Creating a New Frequent Buyer Program 1 Click on the New button. This window displays: Removing an Existing Bulk Discount With the bulk discount record selected in the grid, click on the Delete button. At the prompt, "Are you sure?", click on Yes to delete the record. Frequent Buyer Program The Frequent Buyer Program rewards customers for buying specific items from a brand. When the required number of purchased items is reached, the customer will receive a coupon for an additional free item. It is a great way to use items that must be purchased regularly to build loyalty among customers. The Use Frequent Buyer option box needs to be enabled in order to use the program (Settings> Stores> Stores List> select a store and click on Edit> Customers/Employees tab). From the main menu, navigate to > Frequent Buyer Program. 2 Enter a Group Name for the program. 3 Click on the down arrow buttons in the Start Date and End Date combo boxes and select the start and end dates of the program from the pop-up calendars. 4 Click on the down arrow button in the Brand combo box and make a selection from the dropdown list. 5 Click in the Qty Needed edit box and enter the quantity of items that must be purchased to qualify for the frequent buyer program. 30

6 Click on the Add Stores button next to StoreList to display a Store Pick window from which you can select the stores that will participate in the program.

8 Enter search criteria in the Style, Description, Attr1, Attr2, and/or Size edit boxes, if desired, then click on the Search button to return the results to the grid.

Future With the Future options, the system calculates a price for specific items that will be scheduled to take effect on a future date.

31 6 Click on the Add Stores button next to StoreList to display a Store Pick window from which you can select the stores that will participate in the program. 7 Under Item List, click on the Add button to display a Skus Pick window. 10 Click on the Save button to save the program. 8 Enter search criteria in the Style, Description, Attr1, Attr2, and/or Size edit boxes, if desired, then click on the Search button to return the results to the grid. Modifying an Existing Frequent Buyer Program Click on the Edit button. After making any changes to the frequent buyer program, be sure to click on the Save button. Future With the Future options, the system calculates a price for specific items that will be scheduled to take effect on a future date. New records are created when items are imported through Future Import. Initial Setup 9 Click in the Selected option box next to each item to include in the frequent buyer program, then click on the OK button. The Frequent Buyer Detail window will redisplay similar to this. In Settings> Options> Auto, the Future tab lets you set up the parameters of the pricing. For example, you can select a brand, department, or even type, and then set the price, suggested retail price, store price, and wholesale price based off a preset calculation. You can also specify how the prices should be rounded (Exact,.99, etc.) and define the commit date (the future date to commit the Future ). 31 Options

The file format of the list must be as follows:.csv format Barcode, New Cost No column headers 1 Navigate to > Future > Future Import.

32 Import option to import a list of barcodes and new costs. This will calculate the prices based off the selections you made earlier in the setup and will commit the price changes on the defined schedule commit date. The file format of the list must be as follows:.csv format Barcode, New Cost No column headers 1 Navigate to > Future > Future Import. Setting Price Based off % of Cost, % of Sugg Price, or % of Store Price Setting Store Price Based off % of Cost, % of Price, or % of Sugg Price Setting Suggested Retail Price Based off % of Cost, % of Price, or % of Store Price Setting Wholesale Price Based off % of Cost, % of Price, or % of Sugg Price Round Prices to the nearest... - Two additional methods of price rounding are available for Future Prices: o.x5 If the new price is calculated to be $1.87, then the system will round the price to $1.85. If the new price is calculated to be $1.90, then the system will round the price to $1.85 instead of $1.95. o.x0 If the new price is calculated to be $1.87, then the system will round the price to $1.90. If the new price is calculated to be $1.85, then the system will round the price to $1.90 instead of $1.80. Schedule Commit Date - Defines when the future prices that are imported will be committed/updated. Reviewing Future for Items Navigate to Inventory> View Alter Styles> Style List> enter or search for the style and click on Edit. In the Style Detail Edit window that displays, click on the Show Future button to add a Future tab that lists the current prices as well as the new future prices. Future Import Once the Future is defined, use the Future 32 2 Click on the Select File button to display a window from which you can select the correct file. 3 Click on the Start Import button. A status bar will display until the import is complete, then a prompt will state the number of records imported. 4 Click on the View Log File button to view a list of those items that could not be imported for various reasons; you will need to correct and reimport them. Once the file is imported, the system will generate a markdown for all items imported and it will calculate the price based on the Future criteria set up in Auto, in the initial setup described earlier. Future Worksheet If the Future is not committed, you can reimport the file and the system will overwrite the original calculations. You can also use the Future Worksheet option and manually correct the price and cost fields individually in order to have the correct prices updated. 1 Navigate to > Future > Future

Worksheet. Note: Once the markdown created from the Future is committed, the Future Cost/ fields will automatically clear out for the next process.

2 Enter search data and click on the Search button to search for the future pricing record, then edit the desired fields in the grid.

33 Worksheet. Note: Once the markdown created from the Future is committed, the Future Cost/ fields will automatically clear out for the next process. 3 Navigate to > Markdown Listing> enter search data and click on Search. 2 Enter search data and click on the Search button to search for the future pricing record, then edit the desired fields in the grid. 3 Click on the Save button to update the future pricing markdown; it will be committed once the defined commit date is reached. 4 Right-click on a line and select Grid from the pop-up menu. Displaying the Future Information under Style Detail and Markdown List Follow these instructions to display Future for reference, based off the imported file and predefined calculations. 1 Navigate to Inventory> View Alter Styles> Style List> enter or search for a style and click on Edit. A Style Detail Edit window displays. 2 Click on the Show Future button in order to review the old cost and prices, as well as the new cost and prices based off the Future Import or Future Worksheet. 33 Options

5 You have the option to display the new and old prices and cost, along with the future pricing flag, by selecting the fields under Available Fields and clicking on the right arrow button to move

Reviewing Costs, Prices, and Margin Fields on the Customer Grid Follow these instructions to review the costs, prices, and margin fields on the Customer list.

34 5 You have the option to display the new and old prices and cost, along with the future pricing flag, by selecting the fields under Available Fields and clicking on the right arrow button to move them to the Fields list. Click on OK when done to save your selections. Reviewing Costs, Prices, and Margin Fields on the Customer Grid Follow these instructions to review the costs, prices, and margin fields on the Customer list. 1 Navigate to > Customer > enter search data and click on Search. 3 You have the option to display the last cost, average cost, price, suggested price, store price, gross profit percent, and gross markup percent. Ø Gross Profit % = (Price Last Cost) * (100 / Price) Ø Gross Markup % = (Price Last Cost) * (100 / Last Cost) Note: Since the list is based off the style and the SKUs can have different costs and prices, the lowest prices and costs will be used in the calculations and display accordingly. 2 Right-click on a line and select Grid from the pop-up menu. 34

35 Settings Chapter 3

Discount Priorities Situations can arise where multiple discounts are possible. For example, a customer is entitled to a club discount, but the item he or she is purchasing is also on a promotion.

36 Discount Priorities Situations can arise where multiple discounts are possible. For example, a customer is entitled to a club discount, but the item he or she is purchasing is also on a promotion. There are three scenarios to determine which discount(s) will be applied to the transaction. These are determined by the Discount Priority settings in Store Settings (Settings> Stores> Stores List> select a store and click on Edit> Point Of Sale 3 tab): Use Best Price - If this option box is selected, the customer receives the most favorable of all available discounts. Combine Discounts - If this option box is selected, the customer receives all available discounts based on the order in the priorities list. If neither option box is selected, the customer receives the first available discount based on the order in the priorities list. 36

37 Exercises Chapter 4

Exercise 1: Create a Group Markdown and Commit the Markdown Purpose In the following exercise, you will learn how to create a group markdown. You will then commit that markdown.

5 In the Markdown Criteria section, enter the Amount of the discount, then select the kind of discount to be applied (% Off, $ Off, Additional % Off, or New Price) from the Type drop-down list.

38 Exercise 1: Create a Group Markdown and Commit the Markdown Purpose In the following exercise, you will learn how to create a group markdown. You will then commit that markdown. 4 Click on the down arrow button in the Schedule Commit Date combo box and select the commit date from the calendar menu. 5 In the Markdown Criteria section, enter the Amount of the discount, then select the kind of discount to be applied (% Off, $ Off, Additional % Off, or New Price) from the Type drop-down list. Application 1 Navigate to > Group Markdowns. 6 Click on the down arrow button in the Rounding combo box and make a selection to specify the amount to which to round the price after the markdown is applied, if any:.99, 00,.49/.99,.98,.97, Exact, 5, or 9. 7 Click on the down arrow button in the From Price combo box and make a selection to specify the price from which to take the markdown: Current Price, First Price, Sugg. Price, or Store Price. 8 Click on the Add button next to Stores to Affect. 2 On the Group Markdowns window, click on the New button. 9 Select the stores on the Store Pick screen, then click on OK. 3 Enter a Group Name. 38

14 The Group Markdown screen redisplays; click on the Close button to return to the main menu. 15 Navigate to > Markdown Listing. 10 Click on the Add button to display a Sku Pick window.

39 14 The Group Markdown screen redisplays; click on the Close button to return to the main menu. 15 Navigate to > Markdown Listing. 10 Click on the Add button to display a Sku Pick window. 16 Click on the Search button to search for the items on the markdown that you just created. 17 Right-click in the grid to display a pop-up menu and choose the option to Select All. 18 Click on the Commit All button at the top of the screen. 11 Search for and select the styles that will be marked down, then click on Ok. 19 On the Commit All screen that appears, enter or click to select the date and time for the markdown to be committed to the database, then click on the OK button. 12 Once all SKUs have been selected, check the box to approve the markdown. 13 Click on the Save button on the Group Markdown Detail screen. 39 Exercises

Exercise 2: Create a Term Sale Purpose In the following exercise, you will learn how to create a term sale. Application 1 Navigate to > Term Sale Group.

The Term Sales Detail window displays. 21 Click on the Print Labels button at the top of the Markdown Listing screen to print labels for the markdowns.

40 Exercise 2: Create a Term Sale Purpose In the following exercise, you will learn how to create a term sale. Application 1 Navigate to > Term Sale Group. 20 A prompt will display stating the number of markdowns that have finished; click on the OK button to continue. 2 Click on the New button. The Term Sales Detail window displays. 21 Click on the Print Labels button at the top of the Markdown Listing screen to print labels for the markdowns. 22 Click on the Print Worksheet button at the top of the screen to display a markdown worksheet. 3 Enter a Group Name. 4 Click on the down arrow buttons under Sale Settings and set the begin and end dates and times 40

of this term sale. 5 Enter the Amount of the sale. 6 Define the discount that will be given on this term sale ($ Off, % Off, or New Price) from the Type drop-down list.

41 of this term sale. 5 Enter the Amount of the sale. 6 Define the discount that will be given on this term sale ($ Off, % Off, or New Price) from the Type drop-down list. 7 Click on the down arrow button in the From Price combo box and make a selection to specify the price on which to base the sale: Current Price, First Price, Sugg. Price, or Store Price. 12 Click on the Add Complete Style button on the right side of the screen. 8 Click in the Sale Cost edit box to define a cost that will be applied to the receipt line when one of the selected items is sold. 9 Click on the down arrow button in the Rounding combo box and make a selection to specify the amount to which to round the price after the sale price is applied, if any:.99, 00,.49/.99,.98,.97, Exact, 5, or On the Sku Pick screen, search for and select the items to be placed on sale. 10 Click on the Add button next to Stores to Affect. 11 On the Store Pick screen, click to select the option box next to each store that will be running this promotion, then click on the OK button. 14 Make sure the Approved option box is selected once the term sale definition is complete, in order to approve it. 15 Click on the Save button on the Term Sale Detail screen. 41 Exercises

8 Define the Date and time that the coupon will become active under Activate On (make the active date yesterday), then define the Date and time that the coupon will become inactive under De-Activate

42 Exercise 3: Create a Coupon, Use the Coupon on a Sales Transaction Purpose 7 Enter the Amount Off of the discount. In the following exercise, you will learn how to create a new coupon and then use it at the point of sale. 8 Define the Date and time that the coupon will become active under Activate On (make the active date yesterday), then define the Date and time that the coupon will become inactive under De-Activate On (make the active date no sooner than tomorrow). Application 1 Navigate to > Coupons. 2 On the Coupons window, click on the New button. A Coupon Detail window displays. 3 Enter a Barcode that will be scanned at the point of sale to redeem the coupon. 9 Select the days of the week that the coupon is active by clicking the the Sunday through Saturday option boxes, or click on the All button to select all days quickly. 4 Enter a Description of the coupon. 5 Define the minimum dollar amount that must be spent (Min Spend) OR the minimum number of items that must be purchased (Min Items). 6 Select the Type of discount from the drop-down menu Select the stores that will accept this coupon by clicking on the Add Stores button under Store to Affect.

13 Click on the Save button at the top of the window. 14 Navigate to POS> NEW POS SCREEN.

16 Enter the barcode of the coupon in the Scan Bar Code edit box on the POS screen, and the selected items from the coupon definition

Exercise 4: Create a Multi Buy Purpose 11 Click on the Add button under Base Items to select the items that must be purchased in

43 13 Click on the Save button at the top of the window. 14 Navigate to POS> NEW POS SCREEN. 15 Scan at least enough items from the base items on the coupon to meet any dollar amount or unit criteria. 16 Enter the barcode of the coupon in the Scan Bar Code edit box on the POS screen, and the selected items from the coupon definition should be discounted. 17 Complete the transaction if desired. Exercise 4: Create a Multi Buy Purpose 11 Click on the Add button under Base Items to select the items that must be purchased in order to redeem the coupon. In the following exercise, you will learn how to create a multi buy promotion. Application 1 Navigate to > Multi Buy Items. 12 Click on the Add button under Associated to select the items that will be discounted. 2 Click on the New button. 43 Exercises

9 Click on the Add button under Main Styles to select the base items that must be purchased for this promotion. 4 In the Get edit box, enter the quantity of items that will be received at a discount.

44 7 Enter a Sales Code. 8 Click on the Add button under Stores to Affect and select the stores that will be affected by the promotion. 3 Enter either a quantity that the customer must purchase in the Buy Qty edit box or the dollar amount that the customer must spend in order to receive the promotion in the Buy Dollar edit box. 9 Click on the Add button under Main Styles to select the base items that must be purchased for this promotion. 4 In the Get edit box, enter the quantity of items that will be received at a discount. 5 In either the % OFF or the $ OFF field, enter the amount of the discount. 10 Click on the Add button under Matching Styles to select the items that will be discounted. 11 Once the multi buy definition is complete, click in the Approved option box to approve. 12 Click on the Save button to save the multi buy promotion. 6 Select both a start and end date for this promotion. 44