Discount Pricing: Set Up or Edit an Automatic Discount

How Do I? | Discount Pricing Overview

Inactivate or edit a discount
Print discount price tags
Apply discount pricing to sales
Access Price Manager
Customize my discount pricing list

Pro

Use this procedure to define and save an automatic pricing discount. A virtually unlimited number of discounts can be defined and saved.

If you wish to edit an existing discount, start with Step 6 below or click here.

Tip: If the discount you want to create is similar to an existing one, the quickest way to start is to copy the existing one. Go to your discount list and select the existing discount, then select Copy. Edit as necessary and save the new discount.

To set up a new discount:

1. Access Price Manager and then select Set Up a New Discount from the overview page. The New Discount wizard is opened.

OR

From your Discount Pricing list, select New Discount and then on the first page of the New Discount wizard, select Automatic Discount.

Use the Next and Previous buttons to navigate through the wizard pages.

2. Discount Rules page: Enter or edit the following. View Sample

- Discount type: Select % Off, $ Off, Buy X for $Y, or Buy X and Get Y% Off and enter the requested information to define the discount:

- - Read a description and examples of each discount type here.

  - On the quantity discount options, select or clear the check box to discount additional quantities.

- Start/end dates: Optionally, select the check box and enter the starting and ending date/time for the discount to be applied. Prices will revert to the pre-discount level when the end date/time is reached.

3. Price Level page: Specify the price level or price levels to which the discount applies. View Sample

The discount will not apply to sales made at price levels other than what is selected here.

Your Regular Price is pre-selected by default. Make changes by selecting or clearing the check box for each of your price levels. At least one price level must be selected.

4. Choose Items page: Tell Point of Sale which items qualify for the discount. View Sample

You can choose all items*, items from a specific department or vendor, items with a particular name, or select Custom to enter filter criteria to select other groups of items.

5. Review Items page: If you selected Custom on the previous page or if you are editing a saved discount, a list of the included items is displayed for your review. View Sample

If this is a new discount, click Apply Filter to enter criteria for selecting items. Click Help on the Filtered View window for additional instructions.

By default, all items listed are included in the discount. If necessary, clear item checkboxes to remove items.

6. Name and Notes page: A unique name is required for each discount. Use a descriptive name so you can easily find it later in your Discount Pricing list. Notes can help you recall details of the promotion.

7. Select Finish. The wizard is closed and your Discount Pricing list is displayed.

- Discount Price Tags: Highlight the discount in the list and select Print > Price Discount Tags to print discount tags if desired.

- Editing the discount: You can revise the discount type, items, schedule, or make the discount inactive at anytime Learn more about editing a discount.

Notes:

- * "All Items" means all items in inventory at the time the discount is defined. New items you add to inventory after this are not automatically added to the list of eligible items for the discount. To make newly added items eligible, edit the discount record and choose "All Items" again.

- If you attempt to add an item that is included in another active discount, you will be blocked or warned. Read the rules about adding the same item to more than one discount.

- (Multi-Store) The discount record is sent to remote stores on your next Store Exchange. The remote stores can open and view the record and print discount price tags for the merchandise in their store.

Related Topics

Applying discounts to sales

Tips and rules for discounts