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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Price Manager">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Accessing Price Manager</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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ul.hcp1 { list-style:disc; }
span.hcp2 { font-weight:bold; }
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font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Accessing Price Manager</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0; font-weight: bold;">&#160;</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Inventory menu, select <font style="font-weight: bold;">Price Manager</font>.</p>
</li>
</ol>
<p class="Help-Indent">The Price Manager window, with Discount Pricing and Change Item Prices panels is opened. <a href="qbpos:helppopup.6499">What's the difference between the panels?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">On the Discount Pricing panel, click:</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">Basic</p>
<ul class="hcp1">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="font-weight: bold;">Set Up Manual Discount to define a new item discount that can be manually applied at time of sale</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">or &#160;double-click an entry in the existing discount list to edit it</p>
</li>
</ul>
<p class="Help-Indent" style="font-weight: bold;">Pro</p>
<ul class="hcp1">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp2">Set Up &lt;discount type&gt;</span> to define a new automatic, manual, or coupon discount</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp2">View All Discounts</span> to open your list of saved discounts</p>
</li>
</ul>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">&#160;</p>
<p class="Help-Indent">On the Change Item Prices panel, select:</p>
<ul class="hcp1">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp2">Make Price Changes</span> to enter new prices for selected merchandise</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp2">View All</span> to open your list of saved price changes</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">or double-click an entry in the Recent Price Change list to view it</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Price Manager">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Change Item Prices: Overview</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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img.hcp1 { border:none; }
tr.hcp2 { vertical-align:top; }
td.hcp3 { padding-right:10px;
padding-left:10px; }
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span.hcp5 { font-weight:bold; }
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font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Change Item Prices: Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pricemgroverview.htm">Price Manager Overview</a></p>
<div class="droptext" id="POPUP275748797" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Start a new price change<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p><a href="pm_temp_sale.htm">Mark down prices for a temporary sale</a></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="pm509.htm">Print markdown price tags</a></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="pm_restore_prices.htm">Restore my previous prices</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Using Price Manager, you can calculate new prices for all or selected items in a variety of ways, from either the current price or the average unit cost.</p>
<p class="Help-Text">A "price change" can be calculated and temporarily saved, applied to inventory when appropriate, and the previous prices restored later if necessary. From Price Manager, you can print markdown tags with both old and new prices, or inventory tags with just the new prices.</p>
<p class="Help-Text">(Pro) Only Headquarters can change item prices. The price change records are sent to remote stores, where they can be viewed and used to print markdown price tags for the merchandise in their store.</p>
<p class="Help-Text">When you access Price Manager, a list of your recent price changes is displayed:</p>
<ul class="hcp4">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To open a recent price change record, double-click its name in the list, or</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp5">View All</span> to go to your full price change list, or</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp5">Make Price Changes</span> to start a new price change record.</p>
</li>
</ul>
<p class="Help-Heading-2">About the Change Item Prices List</p>
<p class="Help-Text">This list includes all price changes you have made. There are three possible status conditions for price changes:</p>
<p class="Help-Indent"><span class="hcp5">Pending</span>: New prices have been calculated but not applied to inventory. You can still review, edit, or clear the new prices.</p>
<p class="Help-Indent"><span class="hcp5">Applied</span>: New prices have been applied to inventory and are in effect for sales.</p>
<p class="Help-Indent"><span class="hcp5">Restored</span>: Your previous prices have been restored.</p>
<p class="Help-Text">To view or work with a price change record, select it in the list and then select <span class="hcp5">View</span> or <span class="hcp5">Edit Price Change</span>. Your options for the displayed record are outlined in the yellow help area on the record. See <a href="../qbpos_basic_procedures/basic_view_list.htm">Working with Lists</a> for general information on navigating and customizing the list.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">What's important about making price changes?</p>
<ul class="hcp4">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A "price change" refers to one Price Manager operation. It can include any number of your items. Each price change is stored as a single record in your Change Item Prices list.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">&#160;Changing item prices at one price level has no affect on the prices at your other price levels.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A price change is applied to only one of your price levels. You can calculate new prices from one price level but then apply them to a different price level if desired. This feature allows you to quickly calculate prices for one level relative to another or to <a href="pm_copyprices.htm">copy prices from one price level to another</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can calculate item prices in different ways for different groups of items in a single price change. For example, you could reduce all items in your Shoe department by 10%, in your Clothing Departments by 20%, and in your Accessories department by 30% and apply all to inventory at one time.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You always have an opportunity to review price changes before applying them to inventory.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A price change can be temporarily saved without the new prices being applied to inventory. This allows you to prepare a price change ahead of time and then apply it when ready.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A price change can be copied. This is a quick way to make subsequent price changes on the same group of items. Once copied, you can edit the new price change as necessary.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">(Pro) If you use multiple units of measure for an item, the <span class="hcp5">Unit of Measure</span> field is added to the Price Manager item list. This field reflects your default sell-by unit of measure, and price changes apply to this unit only. If no default sell-by unit is defined, the base unit of measure is displayed and affected.</p>
</li>
</ul>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP275748797');
//]]></script>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Price Manager">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Price Change: Select Items by Filtering</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
ul.hcp2 { list-style:disc; }
-->
</style>
<style type="text/css">
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* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Price Change: Select Items by Filtering</p>
<p class="Help-Text"><a href="pm504.htm">Change Item Prices: Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basic262.htm">Filtering Lists</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Price Change</span> wizard, accessed from Price Manager.</p>
<p class="Help-Text">Filtering lets you select items by criteria that you choose. All of the items matching your criteria are added to the price change item list.</p>
<p class="Help-Text">On this page, you can choose to:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Create a new item filter</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Use a filter you have previously defined and saved. Select <span class="hcp1">View</span> after selecting the filter to review and/or revise it.</p>
</li>
</ul>
<p class="Help-Indent"><a source="shell" href="qbpos:helppopup.2587">Tip: Memorized filters save time<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Use the <span class="hcp1">Filtering Lists</span> link above or the <span class="hcp1">Help</span> button on the filter window for general filtering instructions.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can review, add, or remove items from the Price Change item list later, before any new prices are written to inventory.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Price Change: Specify Price Level and Name</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Price Change: Specify Price Level and Name</p>
<p class="Help-Text"><a href="pm504.htm">Change Item Prices: Overview</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Price Change</span> wizard, accessed from Price Manager.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Price Level</p>
<p class="Help-Text">From the drop-down list, select the price level for which you wish to make price changes.</p>
<p class="Help-Text">If starting a new price change, you will be asked from what price level you wish to calculate the new prices from on a later wizard page. This can be the same or a different price level.</p>
<p class="Help-Text" style="margin-left: 24px;"><span class="hcp1">Example:</span> You wish to calculate new prices for your Employee price level, but want to calculate the new employee prices as a discount from your regular prices. Select the Employee price level on this page and &#160;when setting up the formula to calculate new prices later, select your Regular Price to calculate prices from.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Price Change Name</p>
<p class="Help-Text">Enter a name to identify this price change. This name must be unique (cannot be the same as another price change).</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes</p>
<p class="Help-Text">Optionally, add notes to provide additional information about this price change.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Price Change: Select Items</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
ul.hcp2 { list-style:disc; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;"><span style="background-color: #008000;">Price Change: Select Items</span></p>
<p class="Help-Text"><a href="pm504.htm">Change Item Prices: Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Price Change</span> wizard, accessed from Price Manager.</p>
<p class="Help-Text">Price changes are calculated for just the items you select. Use this page to specify how you want to select items for the price change. You will have the opportunity to review, add, or edit items and new prices in the Price Change item list later, before any new prices are applied to inventory.</p>
<p class="Help-Info-Line">Your choices are to add items by:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Vendor</span> - On the following page, specify one or more vendors; all items from the specified vendor(s) will be added to the price change list.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Department</span> - On the following page, specify one or more departments; all items from the specified department(s) will be added to the price change list.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Item Name</span>* - On the following page, specify one or more item names; all items with the same name will be added to the price change list.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">All items</span> - Adds all of your items to the price change list.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Filtering Items</span> - Allows you to add items by <a href="../qbpos_basic_procedures/basic262.htm">entering filter criteria</a>. All items matching your criteria will be added to the price change list.</p>
</li>
</ul>
<p class="Help-Text">* <span class="hcp1">Item Name</span> is the default field label for the short item description printed on receipts. This is a <a href="../qbpos_fields/fields_customize_field_labels.htm">customizable label</a> so it may be different on your system, such as <span class="hcp1">Description 1</span> or <span class="hcp1">Receipt Description</span>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can calculate new prices in different ways for different groups of items in a single price change. Select the first group of items and complete the price change for that group. Then, with the price change item list displayed, use the <span class="hcp1">Select Items</span> option to display another group of items, then <span class="hcp1">Calculate</span> to compute new prices for that group, and so on. Each time you calculate new prices, you are only affecting the currently selected (and displayed) items. Before applying the changes to inventory, select Items with New Price from the View menu. This displays and allows you to review all the new prices before applying them to inventory.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Price Manager">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Printing Price Tags from Price Manager</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
ul.hcp1 { list-style:disc; }
span.hcp2 { font-weight:bold; }
img.hcp3 { border:none; }
p.hcp4 { font-size:10pt; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Printing Price Tags from Price Manager</p>
<p class="Help-Text"><a href="pricemgroverview.htm">Price Manager Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/printing/basic338.htm">Tag Printing Overview</a></p>
<p class="help-text">&#160;</p>
<p class="help-text">When using Price Manger to <a href="pm504.htm">change item prices</a> or set up an <a href="pm_discount_pricing.htm">automatic discount</a>, you can print markdown, discount, or regular inventory price tags. Markdown and discount tags are a good way to communicate savings to your customers.</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Markdown Tags</span>: Includes both old (lined out) and new price. Available for price changes only. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a1">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP273091277" style="display: none;">
<p class="hcp4"><img src="../image/tag_mkdwn.gif" alt="image\mkdwntag.gif" width="188" height="112" border="0"></p>
</div></li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Discount Tags</span>: (Pro) Includes the regular item price and the discount terms and price. Shown is a sample tag for a "X for $Y" discount type. Available for discount prices only. <a class="dropspot" href="javascript:TextPopup(this)" id="a2">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP249447940" style="display: none;">
<p class="hcp4"><img src="../image/tag_dscnt.gif" alt="" width="194" height="112" border="0" class="hcp3"></p>
</div></li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Inventory Tags</span>: Includes the current item price only. This is the same as printing tags from your item list. Note that on a price change, this value will be different depending on the status of the price change. If &#160;<span class="hcp2">Pending</span>, the old price is printed since the new price has not yet been applied. If <span class="hcp2">Applied</span>, the tag will print with the new price. And if <span class="hcp2">Restored</span>, it will again print the old price. <a class="dropspot" href="javascript:TextPopup(this)" id="a3">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP272274523" style="display: none;">
<p class="hcp4"><img src="../image/tag_inven.gif" alt="" width="190" height="108" border="0" class="hcp3"></p>
</div></li>
</ul>
<p class="Help-Info-Line">To print tags in Price Manager:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Calculate a price change or set up an automatic discount and display the record.</p>
</li>
</ol>
<p class="Help-Indent">If a price change is still pending, it is recommended that you select <span class="hcp2">Items with New Price</span> from the View drop-down list to ensure you are viewing all the items for which a new price has been entered.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">If printing tags for only some of the included items, select them. <a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select just some items?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Print menu, select the tag type you wish to print.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Change options in the Print dialog as necessary:</p>
</li>
</ol>
<ul class="hcp1">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Whether printing tags for all items or selected items.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The quantity of tags to print (the on-hand quantity or a specified number).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The tag template to be used. &#160;<a href="../qbpos_basic_procedures/printing/basic_print_selecttemplate.htm">How do I select a template?</a></p>
</li>
</ul>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Print</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">For additional information, read the basic <a href="../qbpos_basic_procedures/printing/basic338.htm">tag printing</a> instructions.</p>
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Price Change: Add Items</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Price Change: Add Items</p>
<p class="Help-Text"><a href="pm504.htm">Change Item Prices: Overview</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Price Change</span> wizard, accessed from Price Manager.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this page to add items to the price change item list by selecting vendors, departments, or item names*, depending on your selection on the previous page.</p>
<p class="Help-Text">All items corresponding to your selections will be added to the price change list. The number of items to be added for each available vendor, department, or item name is shown in the table displayed.</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To select a single vendor, department, or item name, simply click it.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To select multiple vendors, departments, or item names, hold down the <span class="hcp1">&lt;Ctrl&gt;</span> key on your keyboard while clicking each.</p>
</li>
</ul>
<p class="Help-Text">* <span class="hcp1">Item Name</span> is the default field label for the item description printed on receipts. This is a <a href="../qbpos_fields/fields_customize_field_labels.htm">customizable label</a> and may be different on your system.</p>
</body>
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<head>
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<title>Price Change: Build Pricing Formula</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Price Change: Build a Pricing Formula</p>
<p class="Help-Text"><a href="pm504.htm">Price Change Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Price Change</span> wizard, accessed from Price Manager.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this wizard page to build a formula for calculating your new item prices.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify whether you want to calculate the new item prices from a current price or from the item cost (average unit cost).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If calculating from price, specify which of your price levels should be used as the starting point for the calculation. This can be the same price level to which the price changes will be applied or any of your other price levels.</p>
</li>
</ol>
<p class="Help-Indent"><span class="hcp1">Example:</span> You wish to calculate new prices for your Employee price level, but want to calculate the new employee prices as a discount from your regular prices. Select <span class="hcp1">Regular Price</span> on this page. In the next steps you will specify how the new employee prices will be calculated from the regular prices.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Follow the on-screen prompts to complete your pricing formula. Refer to the table below for an explanation of your choices.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<table cellspacing="0" width="366" align="center">
<col style="width: 28.962%;">
<col style="width: 71.038%;">
<tr class="hcp2">
<td style="width:28.962%;" class="hcp3">
<p class="Help-Selection-Filename" style="text-align: right; background-color: #e6e6e6;">From Price:</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text" style="font-weight: normal;"><span class="hcp1">Adding:</span> Enter a percent or amount to be added to the existing price.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:28.962%;" class="hcp4">
<p class="Help-Selection-Filename" style="margin-top: 0; margin-bottom: 0; text-align: right;">&#160;</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text" style="font-weight: normal;"><span class="hcp1">Subtracting:</span> Enter a percent or amount to be subtracted from the existing price.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:28.962%;" class="hcp4">
<p class="Help-Selection-Filename" style="margin-top: 0; margin-bottom: 0; text-align: right;">&#160;</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text" style="font-weight: normal;"><span class="hcp1">Multiplying:</span> Enter a number by which the current price is multiplied. (Decimal entries allowed.)</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:28.962%;" class="hcp4">
<p class="Help-Selection-Filename" style="margin-top: 0; margin-bottom: 0; text-align: right;">&#160;</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text" style="font-weight: normal;"><span class="hcp1">Dividing:</span> Enter a number by which the current price is divided. (Decimal entries allowed.)</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:28.962%;" class="hcp4">
<p class="Help-Selection-Filename" style="margin-top: 0; margin-bottom: 0; text-align: right;">&#160;</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text"><font class="hcp5">As Is:</font> Copies prices unchanged to another price level or to round your prices with no other change.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:28.962%;" class="hcp3">
<p class="Help-Selection-Filename" style="text-align: right; background-color: #e6e6e6;">From Cost:</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text"><font class="hcp5">Adding:</font> Enter a percent or amount to be added to the average unit cost to arrive at a new price.</p>
</td>
</tr>
<tr class="hcp2">
<td style="width:28.962%;" class="hcp4">
<p class="Help-Selection-Filename" style="margin-top: 0; margin-bottom: 0; text-align: right;">&#160;</p>
</td>
<td style="width:71.038%;" class="hcp4">
<p class="Help-Text"><font class="hcp5">Multiplying:</font> Enter a number to be multiplied times the average unit cost to arrive at a new price (decimals allowed).</p>
</td>
</tr>
</table>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">If you want to round the new prices, select the <span class="hcp1">Show Me Price Rounding options...</span> check box.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">N</span><font class="hcp5">ext</font>.</p>
</li>
</ol>
</body>
</html>

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<html>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<title>Copying Prices to another Price Level</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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img.hcp1 { border:none; }
span.hcp2 { font-weight:bold; }
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<p class="Help-Heading-1" style="background-color: #008000;">Copying Prices to another Price Level</p>
<p class="Help-Text"><a href="pm_pricechange_steps.htm">Basic Steps of a Price Change</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_inventory/inven_pricelevels.htm">Using Price Levels</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">Price Manager makes it easy to copy prices from one price level to another.</p>
<p class="Help-Text">Example: You might want to copy your regular prices to your Employee price level.</p>
<p class="Help-Info-Line">To copy prices from one price level to another:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Start a new price change<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> normally.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the first page of the Price Change wizard, select the price level <span class="hcp2">to which</span> you are copying prices. In our example, you would select the Employee price level.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify the items for which you are copying prices on the appropriate wizard pages.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When building your price change formula:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Select to calculate new prices from <span class="hcp2">Price</span>.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Select the price level <span class="hcp2">from which</span> you wish to copy the prices. In our example, the Regular Price.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Select <span class="hcp2">As Is (copy price level)</span> for how the prices will be calculated.</p>
</li>
</ul>
<p class="Help-Text" style="text-align: center;"><img src="../image/pm_copyprclvl.gif" alt="" width="354" height="131" border="0" class="hcp1"></p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Next</span> and then <span class="hcp2">Finish</span> to copy the prices from one price level to the other and display the list of new item prices.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Review the new prices and <a href="pm509.htm">print price tags</a> if needed.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">Apply Changes to Inventory</span>.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale displays a summary of the changes, including the number of items for which prices will be updated.</p>
<ol start="8">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Apply Changes to Inventory</span> again to confirm.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="pm_restore_prices.htm">Restoring your previous prices</a></p>
<p class="Help-Main-Topic-Links"><a href="pm504.htm">Price Change overview</a></p>
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Discount Pricing: Set Up or Edit a Coupon</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Discount Pricing: Set Up or Edit a Coupon</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm_coupons_oview.htm">Using Store Coupons: Overview</a></p>
<div class="droptext" id="POPUP273297163" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_company_preferences/companyprefs_discounts.htm">Print coupons on sales receipt (preference)</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Redeem coupons on sales</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access Price Manager<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Info-Line">To add or edit a store coupon:</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Tip: Create new coupon by copying an existing one <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP246550984" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p>If the coupon you want to create is similar to an existing one, the quickest way to add it is to copy the existing one. Go to your discount list and select the existing coupon, then select <span class="hcp5">Copy</span>. Edit as necessary and save.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Access Price Manager and then:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp5">To add a coupon</span>: &#160;Select <span class="hcp5">Set Up Coupon</span> from the overview page (or <span class="hcp5">New Discount</span> from your Discount Pricing list).</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp5">To edit a coupon</span>: &#160;Display your Discount Pricing list, select the coupon and then select <span class="hcp5">Edit</span> from the window toolbar.</p>
</li>
</ul>
<p class="Help-Indent">The Discount wizard is opened. Use the <span class="hcp5">Next</span> and <span class="hcp5">Previous</span> buttons to navigate through the wizard pages.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Coupon Rules page</span>: Enter or edit the following. <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP274947463" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/coupon_wizard_rules.gif" alt="Coupon Rules" width="420" height="311" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Discount</span>: Specify either <span class="hcp5">% Off</span> (percentage) or <span class="hcp5">$ Off</span> (dollars) off and enter the percentage or dollar discount to be applied.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Barcode</span>: Accept the program-generated barcode or scan/enter one of your own in this field.</p>
</li>
</ul>
<p class="Help-Indent" style="margin-left: 96px;"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Tip: Use coupon barcodes in other applications <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP275710220" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p>You can quickly copy your coupon barcode to the Windows clipboard using the button provided. You can then paste it into another application or in an e-mail to send to your customers.</p>
<p><span class="hcp5">Note</span>: The ability to scan a copied/pasted bar code will vary with the application and printer used. Test your application, printer, and scanner to be sure coupons work before printing and distributing a large quantity. We also recommend you always include the actual numbers below the bar code so that you can manually enter it on a sales receipt if necessary.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent" style="margin-left: 96px;"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Tip: Honor manufacturer or competitor coupons <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP273412011" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p>You can honor (or even beat) a manufacturer's or competitor's using the Point of Sale coupon feature. Scan the barcode on the coupon into the Barcode field in the Set Up Discount wizard, and enter the discount, expiration, and item information. Now, when a customer brings that same coupon in, you can scan it on a sales receipt it will apply the discount you defined to the applicable items!</p>
<p><span class="hcp5">Note</span>: Point of Sale does not include the ability to track sales using manufacturer's coupons for the purpose of redemption with the manufacturer. &#160;All discounts given by coupon are reported in one single category and, if applicable, are sent to QuickBooks financial software as a single discount category.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Expiration Date</span>: Optionally, select the check box and enter the last date on which the coupon will be accepted. After this date, cashier will receive a "coupon expired" message if attempting to use it.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Price Level page</span>: Specify the <a href="../qbpos_inventory/inven_pricelevels.htm">price level</a> or price levels to which the coupon will apply. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP275647424" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_pricelevelselection.gif" alt="Select Price Levels" width="380" height="282" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<p class="Help-Indent">The coupon will not apply to sales made at price levels other than what is selected here.</p>
<p class="Help-Indent">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.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Choose Items page</span>: Tell Point of Sale what items qualify for the coupon discount. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a10">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP275563497" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_choose%20items.gif" alt="Choose Items for Discount" width="418" height="290" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<p class="Help-Indent">You can choose all items, items from a specific department or vendor, items with a particular name, or select <span class="hcp5">Custom</span> to enter filter criteria to select other groups of items.</p>
<ol start="5" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Review Items page</span>: &#160;If you selected <span class="hcp5">Custom</span> on the previous page or if you are editing a previous coupon, a list of the included items is displayed for your review. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a8">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP275691838" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_reviewitems.gif" alt="Review/select Items for Discount" width="435" height="322" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<p class="Help-Indent">If this is a new coupon, click <span class="hcp5">Apply Filter</span> to enter filtering criteria to populate the item list. Click <span class="hcp5">Help</span> on the Filtered View window for additional instructions.</p>
<p class="Help-Indent">By default, all items listed are included in the discount. If necessary, clear item checkboxes to remove items.</p>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Name and Notes page</span>: A unique name is required for each active coupon. Use a descriptive name so you can easily find it later in your Discount Pricing list. Notes are printed on the coupon and can be used to summarize what items are eligible, restrictions that apply, a thank you, or whatever other information you may wish to include.</p>
</li>
</ol>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a9">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP248025914" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_name.gif" alt="Enter Discount Name and Notes" width="408" height="303" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div><!--<p class="Help-Indent"><a href="qbpos:helppopup.6494">About discount names<img
src="../image/yellow_up.gif" alt="Click to display a popup topic"
title="Click to display a popup topic" style="border: none;" width="10"
height="12" border="0" /></a></p>-->
<ol start="7">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp5">Finish</span>. The wizard is closed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Optional) In company preferences, set options for <a href="../qbpos_company_preferences/companyprefs_discounts.htm">printing the coupon on sales receipts</a>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you attempt to add an item that is included in another active discount, you will be blocked or warned. Read the <a href="pm_discountprice_tips.htm">rules</a> about adding the same item to more than one discount.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">"All Items" means all items in inventory when the coupon is defined. New items you add to inventory after this are not automatically added to the list of eligible items for the coupon. If you want newly added inventory items to be eligible, return to the wizard and edit the item page to choose "All Items" again.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Multi-Store) The coupon record is sent to remote stores on your next Store Exchange. The remote stores can immediately begin printing and redeeming the coupons.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Applying discounts to sales</a></p>
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height="12" border="0" /></a></p>-->
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111
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Using Store Coupons</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Using Store Coupons</p>
<p class="Help-Text"><a href="pm_coupon_setup.htm">Set Up a Coupon</a> <span class="hcp1">|</span> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Redeem a Coupon</a> <span class="hcp1">|</span> <a href="pm_discount_pricing.htm">Discount Pricing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text"><img src="../image/coupon_printed.gif" alt="Printed Coupon" title="Printed Coupon" width="201" height="102" align="right" border="0" class="hcp2">Store coupons allow you to reward customers for their business and encourage repeat visits. Your coupons can be printed with the sales receipt given to customers or you can copy the coupon bar code and paste to other applications or an e-mail using the Windows clipboard.</p>
<p class="Help-Text">Highlights of the Point of Sale coupon feature include:</p>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Coupons are set up and managed in the Discount Pricing section of Price Manager.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can offer a percentage off or dollars off, include an expiration date, and restrict the coupon to specified items.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Coupons can be automatically printed, with bar code, on sales receipts for all customers or only for customers whose purchase exceeds a defined amount.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To apply the coupon to a sale, simply scan the coupon bar code AFTER all the items have been added to the sales receipt. The discount is applied to applicable items.</p>
</li>
</ul>
<p class="Help-Text">To get started using coupons, select <span class="hcp4">Price Manager</span> from the Inventory menu.</p>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Tip: Use coupon barcodes in other applications <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a></p>
<div class="droptext" id="POPUP275935105" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p>You can quickly copy your coupon barcode to the Windows clipboard using the button provided. You can then paste it into another application or in an e-mail to send to your customers.</p>
<p><span class="hcp4">Note</span>: The ability to scan a copied/pasted bar code will vary with the application and printer used. Test your application, printer, and scanner to be sure coupons work before printing and distributing a large quantity. We also recommend you always include the actual numbers below the bar code so that you can manually enter it on a sales receipt if necessary.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Tip: Honor manufacturer or competitor coupons <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a></p>
<div class="droptext" id="POPUP278323607" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p>You can honor (or even beat) a manufacturer's or competitor's using the Point of Sale coupon feature. Scan the barcode on the coupon into the Barcode field in the Set Up Discount wizard, and enter the discount, expiration, and item information. Now, when a customer brings that same coupon in, you can scan it on a sales receipt it will apply the discount you defined to the applicable items!</p>
<p><span class="hcp4">Note</span>: Point of Sale does not include the ability to track sales using manufacturer's coupons for the purpose of redemption with the manufacturer. &#160;All discounts given by coupon are reported in one single category and, if applicable, are sent to QuickBooks financial software as a single discount category.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Coupons can only be set up at Headquarters but are sent to remote stores with the next Store Exchange where they can be printed and redeemed.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Coupons are never printed on return receipts, negative value receipts, account payment receipts without new item purchase, reversing receipts, deposit receipts, payout receipts, or on the second copy of a receipt.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When sending to QuickBooks financial software, coupon discounts are handled in the same way as other discounts, except the items created in QuickBooks to track the discounts will have the Receipt Item Discount Level written to the QuickBooks item description field. &#160;<a href="../qbpos_qb_data_exchange/qbfs_salesdiscounts.htm">Learn more</a></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_company_preferences/companyprefs_discounts.htm">Coupon Preferences</a></p>
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</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Deleting Price Manager Records</title>
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<p class="Help-Heading-1">Deleting Price Manager Records</p>
<p class="help-main-topic-links"><a href="pricemgroverview.htm">Price Manager Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><span class="hcp1">Price Changes</span> Only "pending" price change records can be deleted. Once a price change has been applied to inventory it becomes a permanent record of the change. Even after restoring a price change, the record still remains permanently in your price change list.</p>
<p class="Help-Text">Keep in mind that once you delete a record, it cannot be recovered, copied, or printed. We suggest you review and print new price tags if necessary and consider making a <a href="../qbpos_data_protection/backupoverview.htm">backup</a> of your data before proceeding.</p>
<p class="Help-Text"><span class="hcp1">Price discounts</span> Discount records (such as manual item discounts) can be deleted at anytime. This is because discount records do not actually change your inventory prices. Rather, they apply the discount to qualifying sales at the time of sale.</p>
<p class="Help-Info-Line">To do this task:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Display your Change Item Prices or Discount Pricing list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the records you wish to delete. &#160;<a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select multiple records?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the I Want To menu, select <span class="hcp1">Delete Price Changes</span> or <span class="hcp1">Delete Discounts</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Confirm the deletion when prompted.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span> : You can still use the <a href="pm_discount_reports.htm">discount reports</a> to evaluate the effectiveness of a discount after deleting it since the discount information is recorded on your sales receipts.</p>
</body>
</html>

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<p class="Help-Heading-1">Discount Pricing List</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm_discount_pricing.htm">Discount Pricing Overview</a></p>
<div class="droptext" id="POPUP280648201" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_discountprice_define.htm">Set up a new discount</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_discountprice_edit.htm">Deactivate or edit a discount</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm509.htm">Print discount price tags</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Apply discount pricing to sales</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access Price Manager<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">The Discount Pricing list displays all of your non-deleted automatic, manual, and coupon discount price records.</p>
<p class="Help-Info-Line">What's important about this list?</p>
<p class="Help-Text">You can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the columns</a> or <a href="../qbpos_basic_procedures/basic262.htm">filter</a> the list to provide a snapshot of your discounting activities. The example shown is filtered to show only active discounts with sales and profit columns added to help evaluate the effectiveness of the discount.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">View example list <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP280930812" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/pm_disctprice_list.gif" alt="Discount Price list" width="515" height="208" border="0" class="hcp1"></p>
<p>&#160;</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">What can I do from this list?</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Change View</span> Select <span class="hcp5">Collapse/Expand</span> to switch views between the full list and a tri-pane view with the <a href="../qbpos_basic_procedures/basic_customizesummarypane.htm">information panel</a> on the right (shows details of the selected discount on the right).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Add a Discount</span> Select <span class="hcp5">New Discount</span> to set up a new discount price or select <span class="hcp5">Copy</span> to quickly start a new discount by copying an existing one. Just <a href="pm_discountprice_edit.htm">edit</a> the copy in the discount wizard for changes and save with a new name.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Edit a Discount</span> Highlight an existing discount and then select <span class="hcp5">Edit Discount</span> to open the discount wizard and make changes.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Activate/Deactivate a Discount</span> Automatic and coupon discounts can be activated/deactivated from the list. Select a discount, and then from the I Want To menu, select <span class="hcp5">Activate/Deactivate Discount</span>. An inactive discount is not applied to sales.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Delete a Discount</span> Select a discount or discounts (<a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select multiple discounts in the list?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a>) in the list and choose <span class="hcp5">Delete Discount(s)</span> from the I Want To Menu. You can still use the <a href="pm_discount_reports.htm">discount reports</a> to evaluate the effectiveness of a discount after deleting it since the discount information is recorded on sales receipts.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Print Options</span> Choices from the <span class="hcp5">Print</span> menu include printing discount or regular <a href="pm509.htm">price tags</a>, a <span class="hcp5">Discount Price List</span> (by item, for currently selected discount) or a <span class="hcp5">List of Discounts</span> (all discounts). Printing are limited for some discount types.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp5">Review Conflicts</span> Look for the conflict warning icon &#160;<img src="../image/warning_icon_small.gif" alt="Warning Icon" title="Warning Icon" width="18" height="19" border="0" class="hcp1"> &#160;at the left of the list. Pause your mouse pointer over the icon for further information on what the <a href="pm_discountprice_tips.htm">conflict</a> might be. Typically, this icon indicates that the same item is included in multiple discounts.</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Discount Pricing: Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span class="hcp2">|</span> <a href="pricemgroverview.htm">Price Manager Overview</a> <span class="hcp2">|</span> <a href="pm_discount_reports.htm">Discount Reports</a></p>
<div class="droptext" id="POPUP273969659" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><a href="pm_discountprice_define.htm">Set up an automatic discount</a></p>
</td>
</tr>
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><a href="pm_coupon_setup.htm">Set up a coupon</a></p>
</td>
</tr>
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><a href="pm_discountprice_edit.htm">Deactivate or edit a discount</a></p>
</td>
</tr>
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><a href="pm509.htm">Print discount price tags</a></p>
</td>
</tr>
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Apply discount pricing to sales</a></p>
</td>
</tr>
<tr class="hcp4">
<td style="width:100%;" class="hcp5">
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">(Basic) Price Managers discount pricing section allows you to define <a href="#Manual_Discounts">manual item discount</a> names, which are then available to select from when giving a manual discount on sales. Discount reports can be filtered by the discount names.</p>
<p class="Help-Text">(Pro) Price Managers discount pricing options lets you define discount pricing for your items in any of three discount types: <a href="#Manual_Discounts">Manual</a>, <a href="#Automatic_Discounts">Automatic</a>, <a href="#Coupon_Discounts">Coupons</a>. &#160;A virtually unlimited number of discounts can be defined and saved in Point of Sale.</p>
<p class="Help-Text">(Pro) Only Headquarters can add, edit, schedule, or inactivate a discount. The discount records are sent to remote stores, where they can be viewed and used to print discount price tags for the merchandise in their store.</p>
<p class="Help-Text">After accessing Price Manager, do one of the following to work with discount prices:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Basic) Click &#160;<span class="hcp7">Set Up Manual Discount</span></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Click the button corresponding to the discount type you wish to set up</p>
</li>
</ul>
<p class="Help-Indent">OR</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp7">View all Discounts</span> to go to your full list of saved discounts and then double-click an existing &#160;discount name to edit it</p>
</li>
</ul>
<p class="Help-Text">The combination of customer and items may result in more than one discount applying to a sale. When this happens, Point of Sale will compare the discounts and apply them according to these <a href="../qbpos_basic_procedures/basic221.htm">rules</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><a name="Manual_Discounts" id="Manual_Discounts"></a>Manual Discounts</p>
<p class="Help-Text">As the name suggests, these discounts are manually applied to specific items at the time a sale is made. Examples include:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Discount for a damaged, defective, demo, or discontinued item</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Discount to meet or beat a competitor's price</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Discount given for any other reason you might have</p>
</li>
</ul>
<p class="Help-Text">You name your manual discount reasons in Price Manager, but manually apply and enter a discount amount or percentage when the sale is rung up. Several default manual discount names are provided; you can add to or change them to meet your needs.</p>
<p class="Help-Text">By specifying the discount reason on the receipt (a drop-down list lets the cashier choose from your predefined choices) you can track the discounts with Point of Sale reports.</p>
<p class="Help-Text"><a href="../qbpos_company_preferences/companyprefs_discounts.htm">Optional preference: Require manual discount reason on receipts</a></p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Applying a manual discount</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><a name="Automatic_Discounts" id="Automatic_Discounts"></a>Automatic Discounts (Pro)</p>
<p class="Help-Text">Define an automatic discount and Point of Sale will automatically apply it to qualifying sales during the period the discount is active. You can specify start and stop dates and times or manually activate/deactivate the discount as needed.</p>
<p class="Help-Indent" style="margin-left: 67px;"><a class="dropspot" href="javascript:TextPopup(this)" id="a7">Notes <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP282307814" style="display: none;">
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<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can include any combination of items, except group items, in an automatic discount</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">An item can be included in more than one automatic discount, subject to some restrictions. Read the discount <a href="pm_discountprice_tips.htm">tips and rules</a> for more information.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The combination of customer and items may result in more than one discount applying to a sale. When this happens, Point of Sale will compare the discounts and apply them according to these <a href="pm_discountprice_tips.htm">rules</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you use <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a>, a quantity discount can be set up for any one of the defined units.</p>
</li>
</ul>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">Four automatic discount types are supported: &#160;(T-shirts used as an example):</p>
<table cellspacing="0" width="395" align="center">
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<p class="Help-Text" style="font-weight: bold;">% Off</p>
</td>
<td style="width:74.687%;" class="hcp9">
<p class="Help-Text">Offer a percentage off on any purchase of T-shirts. There is no purchase quantity requirement.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<td style="width:100%;" class="hcp8">
<p>You sell a variety of T-shirts for $15 each.</p>
<p>You set up a discount of 10% off the T-shirts.</p>
<p>Your customers can buy any quantity of the T-shirts and get 10% off the T-shirt price, or $13.50 each.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:25.313%;" class="hcp9">
<p class="hcp10">$ Off</p>
</td>
<td style="width:74.687%;" class="hcp9">
<p>Offer a percentage off on any purchase of T-shirts. There is no purchase quantity requirement.</p>
<p><a class="dropspot" href="javascript:TextPopup(this)" id="a6">Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP282298002" style="display: none;">
<table cellspacing="0" width="100%" bgcolor="#FFFFD7" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp8">
<p>You sell a variety of T-shirts for $15 each.</p>
<p>You set up a discount of $2.00 off the T-shirts.</p>
<p>Your customers can buy any quantity of the T-shirts and will automatically be charged $13.00 each.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p>&#160;</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:25.313%;" class="hcp9">
<p class="hcp10">Buy X for $Y</p>
</td>
<td style="width:74.687%;" class="hcp9">
<p>Buy a specified quantity (X) of T-shirts for a specified amount (Y).</p>
<p><span class="hcp7">Option:</span> &#160;Apply the discount to additional quantities (other than multiples of the specified quantity, which automatically qualify for the discount price).</p>
<p><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP282086792" style="display: none;">
<table cellspacing="0" width="100%" bgcolor="#FFFFD7" class="hcp3">
<col style="width: 100%;">
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<td style="width:100%;" class="hcp8">
<p>Normally, you sell a variety of T-shirts for $15 each.</p>
<p>You set up a "Buy 3 for $35" discount on the T-shirts.</p>
<p>If three of the T-shirts are added to a sales receipt, Point of Sale discounts the shirts to $11.67 each.</p>
<p>If you selected the option to discount additional quantities, a customer would get the $11.67 price on the 4th or 5th T-shirt purchased as well. If you didn't select this option, these shirts would revert to $15 each.</p>
<p>Note: If six (or any multiple of three) T-shirts are purchased, the customer would automatically receive the discount on all of them even if the additional quantities option wasn't selected.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p>&#160;</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:25.313%;" class="hcp9">
<p class="hcp10">Buy X and get Y% Off</p>
</td>
<td style="width:74.687%;" class="hcp9">
<p>Buy a specified quantity (X) of the T-shirts and get a percentage (Y) off.</p>
<p><span class="hcp7">Option:</span> &#160;Apply the discount to additional quantities (other than multiples of the specified quantity, which automatically qualify for the discount price).</p>
<p><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Example <img src="../image/expand_icon.GIF" alt="" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP282103578" style="display: none;">
<table cellspacing="0" width="100%" bgcolor="#FFFFD7" class="hcp3">
<col style="width: 100%;">
<tr class="hcp4">
<td style="width:100%;" class="hcp8">
<p>You normally sell a variety of T-shirts for $15 each.</p>
<p>You set up a "Buy Three and Get 15% Off" discount</p>
<p>If three of the T-shirts are added to a sales receipt, Point of Sale discounts the shirts to $12.75 each.</p>
<p>If you selected the option to discount additional quantities, a customer would get the $12.75 price on the 4th or 5th T-shirt purchased as well. If you didn't select this option, these shirts would revert to $15 each.</p>
<p><span class="hcp7">Note:</span> If six (or any multiple of three) T-shirts are purchased, the customer would automatically receive the discount on all of them even if the additional quantities option wasn't selected.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></td>
</tr>
</table>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">An item can be included in more than one automatic discount, subject to some restrictions. Read the discount <a href="pm_discountprice_tips.htm">tips and rules</a> for more information.</p>
</li>
</ul>
<p class="Help-Text"><a href="pm_discountprice_define.htm">Setting up an automatic discount</a></p>
<p class="Help-Text"><a href="pm_discountprice_tips.htm">Tips and Rules</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><a name="Coupon_Discounts" id="Coupon_Discounts"></a>Coupons (Pro)</p>
<p class="Help-Text">Create store coupons with bar codes that can then be scanned or entered at point of sale to give item discounts.</p>
<p class="Help-Text">Coupons can be printed on your customer's sales receipts (optionally based on their purchase level ), include expiration dates, and include either a percentage or dollars-odd discount.</p>
<p class="Help-Text">You can also copy the coupon barcode from Point of Sale to your Windows clipboard and then use it to create and distribute your own coupons via e-mail or another application.</p>
<p class="Help-Text"><a href="pm_coupons_oview.htm">Learn more about using store coupons</a></p>
<p class="Help-Text"><a href="pm_coupon_setup.htm">Setting up a coupon</a></p>
<p class="Help-Text"><a href="../qbpos_company_preferences/companyprefs_discounts.htm">Optional preference: Print Coupon with Sales Receipts</a></p>
<p class="Help-Bulleted">&#160;</p>
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<p class="Help-Heading-1">Tracking Discounts with Reports</p>
<p class="Help-Text"><a href="pm_discount_pricing.htm">Discount Pricing Overview</a> <span class="hcp1">|</span> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Discounts on Sales</a> <span class="hcp1">|</span> <a href="../qbpos_reports_and_sales_charts/reports01.htm">Running a Report</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale tracks discounts given on sales and offers several reporting options for you to evaluate how effective your discounts are.</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp3">Discount Summary Report</span> This report includes all item discounts (manual, automatic, and coupon), global discounts, customer discounts, and customer rewards given in a specified period. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a1">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP284508188" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p style="font-weight: bold;">Discount Summary Report <span class="hcp8">(Pro level shown)</span></p>
<p><img src="../image/pm_discntprc_report2.gif" alt="Discount Summary report" width="427" height="189" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: bold;">Discount Summary Graph <span class="hcp8"> Presents the discount information in a stacked bar graph format, showing sales amount and discount amount by day, week, cashier, store, etc. &#160;</span><a class="dropspot" href="javascript:TextPopup(this)" id="a2" style="font-weight: normal;">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP284502505" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p class="Help-Text" style="font-weight: bold;">Discount Summary Graph <span class="hcp8"> by date, hover mouse pointer to see values</span></p>
<p><img src="../image/pm_discntprc_report3.gif" alt="Discount Summary Graph" width="424" height="260" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp3">Cash Drawer Reports</span> Cash drawer reports contain a breakdown of discounts, reported by discount names. <a class="dropspot" href="javascript:TextPopup(this)" id="a3" style="font-weight: normal;">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP284483059" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p class="Help-Text" style="font-weight: bold;">Z-Out Store Close Report <span class="hcp8">with discount breakout highlighted</span></p>
<p><img src="../image/zout_discounts.gif" alt="Z-Out Store Close Report" width="534" height="296" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ul>
<p class="Help-Text">Pro user can also view statistics for a discount from the discount record until the record is deleted:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp3">Discount Pricing list statistics</span> <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize the columns</a> or <a href="../qbpos_basic_procedures/basic_customizesummarypane.htm">customize the information panel</a> (example shown) in the collapsed view of the discount pricing list to show sales and profit information for the entire discount: <a class="dropspot" href="javascript:TextPopup(this)" id="a4">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p class="Help-Text" style="font-weight: bold;">Discount Pricing List/information panel<span class="hcp8">, with discount sales and profit information highlighted</span></p>
<p><img src="../image/pm_dscnt_stats.gif" alt="Discount statistics" width="412" height="119" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp3">Discount item list statistics</span> Customize the columns in the item list on an individual discount record (select <span class="hcp3">Edit Discount</span> and navigate to the item list page in the wizard) to view sales and profit information by item. <a class="dropspot" href="javascript:TextPopup(this)" id="a5" style="font-weight: normal;">View sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
<col style="width: 100%;">
<tr class="hcp6">
<td style="width:100%;" class="hcp7">
<p class="Help-Text" style="font-weight: bold;">Discount item list statistics<span class="hcp8">, with discount sales and profit information highlighted</span></p>
<p><img src="../image/pm_discntprc_item%20columns2.gif" alt="Item columns" width="424" height="59" border="0" class="hcp4"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="pm504.htm">Price changes</a>, including the use of <a href="../qbpos_inventory/inven_pricelevels.htm">price level</a> markdowns, are not considered discounts and do not show up in these reports.</p>
</li>
</ul>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_customers/cust907.htm">Customer Discounts</a></p>
<p class="Help-Text"><a href="../qbpos_customers/cust_rewards_oview.htm">Customer Rewards</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic221.htm">Discount Priority and Conflicts</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Discount Pricing: Set Up or Edit an Automatic Discount</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm_discount_pricing.htm">Discount Pricing Overview</a></p>
<div class="droptext" id="POPUP284596657" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_discountprice_edit.htm">Inactivate or edit a discount</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm509.htm">Print discount price tags</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Apply discount pricing to sales</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access Price Manager<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Use this procedure to define and save an automatic pricing discount. A virtually unlimited number of discounts can be defined and saved.</p>
<p class="Help-Note">If you wish to edit an existing discount, start with Step 6 below or click <a href="pm_discountprice_edit.htm">here</a>.</p>
<p class="Help-Note"><span class="hcp5">Tip</span>: 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 <span class="hcp5">Copy</span>. <a href="pm_discountprice_edit.htm">Edit</a> as necessary and save the new discount.</p>
<p class="Help-Info-Line">To set up a new discount:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Access Price Manager and then select <span class="hcp5">Set Up a New Discount</span> from the overview page. The New Discount wizard is opened.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">From your Discount Pricing list, select <span class="hcp5">New Discount</span> and then on the first page of the New Discount wizard, select <span class="hcp5">Automatic Discount</span>.</p>
<p class="Help-Indent">Use the <span class="hcp5">Next</span> and <span class="hcp5">Previous</span> buttons to navigate through the wizard pages.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Discount Rules page</span>: Enter or edit the following. <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP284781590" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/pm_autodisc_wizardrules.gif" alt="Automatic Discount Rules" width="380" height="282" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<ul class="hcp6">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp5">Discount type</span>: Select &#160;<span class="hcp5">% Off</span>, <span class="hcp5">$ Off</span>, <span class="hcp5">Buy X for $Y</span>, or <span class="hcp5">Buy X and Get Y% Off</span> and enter the requested information to define the discount:</p>
</li>
<li style="list-style: none; display: inline;">
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Read a description and examples of each discount type <a href="pm_discount_pricing.htm">here</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">On the quantity discount options, select or clear the check box to <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Example: Buy 3 for $15. Purchases of 3, 6, 9 (multiples of 3) are always discounted.This option indicates if you want to discount quantities above the required quantity, but less than the next full multiple (i.e., 4 or 5). ','Arial,10',10,10,00000000,0xc0ffff)" style="color: #008000;">discount additional quantities</a>.</p>
</li>
</ul>
</li>
</ul>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Start/end dates</span>: 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.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Price Level page</span>: Specify the <a href="../qbpos_inventory/inven_pricelevels.htm">price level</a> or price levels to which the discount applies. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP284775736" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_pricelevelselection.gif" alt="Select Price Levels" width="380" height="282" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<p class="Help-Indent">The discount will not apply to sales made at price levels other than what is selected here.</p>
<p class="Help-Indent">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.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Choose Items page</span>: Tell Point of Sale which items qualify for the discount. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a10">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP284784767" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_choose%20items.gif" alt="Choose Items for Discount" width="418" height="290" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<p class="Help-Indent">You can choose all items*, items from a specific department or vendor, items with a particular name, or select <span class="hcp5">Custom</span> to enter filter criteria to select other groups of items.</p>
<ol start="5" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Review Items page</span>: &#160;If you selected <span class="hcp5">Custom</span> on the previous page or if you are editing a saved discount, a list of the included items is displayed for your review. &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a8">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP284821950" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><img src="../image/discount_reviewitems.gif" alt="Review/select Items for Discount" width="435" height="322" border="0" class="hcp1"></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<p class="Help-Indent">If this is a new discount, click <span class="hcp5">Apply Filter</span> to enter criteria for selecting items. Click <span class="hcp5">Help</span> on the Filtered View window for additional instructions.</p>
<p class="Help-Indent">By default, all items listed are included in the discount. If necessary, clear item checkboxes to remove items.</p>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp5">Name and Notes page</span>: 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.</p>
</li>
</ol>
<!--<p class="Help-Indent"><a href="qbpos:/helppopup.6494">About discount names<img
src="../image/yellow_up.gif" alt="Click to display a popup topic"
title="Click to display a popup topic" style="border: none;" width="10"
height="12" border="0" /></a></p>-->
<ol start="7">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp5">Finish</span>. The wizard is closed and your Discount Pricing list is displayed.</p>
</li>
</ol>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Discount Price Tags</span>: Highlight the discount in the list and select <span class="hcp5">Print &gt; Price Discount Tags</span> to <a href="pm509.htm">print discount tags</a> if desired.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp5">Editing the discount</span>: You can revise the discount type, items, schedule, or make the discount inactive at anytime &#160;<a href="pm_discountprice_edit.htm">Learn more about editing a discount</a>.</p>
</li>
</ul>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">* "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.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you attempt to add an item that is included in another active discount, you will be blocked or warned. Read the <a href="pm_discountprice_tips.htm">rules</a> about adding the same item to more than one discount.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(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.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Applying discounts to sales</a></p>
<p class="Help-Main-Topic-Links"><a href="pm_discountprice_tips.htm">Tips and rules for discounts</a></p>
<!--<p class="Help-Indent"><a href="qbpos:/helppopup.6494">About discount names<img
src="../image/yellow_up.gif" alt="Click to display a popup topic"
title="Click to display a popup topic" style="border: none;" width="10"
height="12" border="0" /></a></p>-->
<!--<p class="Help-Indent"><a href="qbpos:/helppopup.6494">About discount names<img
src="../image/yellow_up.gif" alt="Click to display a popup topic"
title="Click to display a popup topic" style="border: none;" width="10"
height="12" border="0" /></a></p>-->
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<p>&#160;</p>
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<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Discount Pricing: Editing a Discount</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm_discount_pricing.htm">Discount Pricing Overview</a></p>
<div class="droptext" id="POPUP248103113" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<p><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access Price Manager<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">A</a></p>
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<td style="width:100%;" class="hcp3">
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">pply discounts to sales</a></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="pm_discountprice_define.htm">Set up a new discount</a></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="pm509.htm">Print discount price tags</a></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
</td>
</tr>
<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p class="Help-Text"><a href="pm_discountprice_tips.htm">Resolve item conflicts on discounts</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">(Free &amp; Basic) Your ability to edit a discount is limited to the manual discount name. Read &#160;<a href="qbpos:helppopup.6494">What's important about discount names?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text">&#160;All other editing capabilities discussed in this topic apply to Pro users.</p>
<p class="Help-Text">You can edit a discount at anytime. Your changes go into effect immediately after saving your changes (subject to any discount schedule).</p>
<p class="Help-Info-Line">To edit a discount:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="javascript:void(0);" id="a8" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> your <font style="font-weight: bold;">Discount Pricing list.</font></p>
</li>
<li class="p-Help-Steps" style="font-weight: normal;">
<p class="Help-Steps" style="font-weight: normal;">Locate and double-click the discount record you wish to edit or, from the toolbar, click <span class="hcp4">Edit Discount</span>.</p>
</li>
</ol>
<p class="Help-Indent">The Edit Discount wizard is opened, with the same options as when you originally added the discount.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Navigate through the wizard, making changes as necessary (some changes require that the discount be active before editing). Select a link for more information:</p>
</li>
</ol>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Change automatic discount type and options <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP188025325" style="display: none;">
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<p class="Help-Text">You can change the type and options of an automatic discount at anytime.</p>
<ol class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Open the Edit Discount wizard as described above.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select a new discount type and/or change quantity and pricing. An explanation of the discount types can be read <a href="pm_discount_pricing.htm">here</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If necessary, change the dates, price level(s), and items to which the discount applies.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Finish</span>.</p>
</li>
</ol>
<p class="Help-Text">Point of Sale will check for conflicting items and alert you if any issues are found. See the <a href="pm_discountprice_tips.htm">tips and rules</a> for handling conflicting items.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Change the discount schedule <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP273023227" style="display: none;">
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<p>You can change the schedule for a discount at anytime. However, use care so that you don't overlap the dates of another discount that includes the same items, or conflicts could occur. Read the discount <a href="pm_discountprice_tips.htm">tips and rules</a> for information on handling item conflicts.</p>
<ol class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Edit Discount</span> as described above.</p>
</li>
</ol>
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">In the Edit Discount wizard, make sure that the check box labeled <span class="hcp4">Discount is only available during the specified time period</span> is selected and then enter new start and end dates and times for the discount.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">To remove a schedule, clear the check box labeled <span class="hcp4">Discount is only available during the specified time period</span>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Make any other changes necessary in the wizard.</p>
</li>
</ul>
<ol start="2" class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Finish</span> on the last page of the wizard.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Add or remove discount items <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Nested-List">You can change the items included in a discount at anytime. However, use care to avoid creating conflicts in items. Point of Sale will alert you if this happens. <a href="pm_discountprice_tips.htm">Rules for handling conflicts.</a></p>
<ol class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Edit Discount</span> as described above.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the Edit Discount wizard, select <span class="hcp4">Next</span> until at the item review page.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Edit Items</span>.</p>
<ul class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Select (to add) or clear (to remove) item checkboxes in the item list. The buttons under the item list allow you to select/clear single or all listed items quickly.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Apply Filter</span> to open the filter dialog and enter new selection criteria. The <span class="hcp4">Clear Filter</span> option can be used to clear all current criteria.</p>
</li>
</ul>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Finish</span> on the last page of the wizard.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a7">Deleting a discount <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP275173758" style="display: none;">
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<tr class="hcp2">
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<p class="Help-Nested-List">You can delete a discount at anytime. The discount information recorded on past sales are maintained on sales receipts and can still be used for reporting.</p>
<p class="Help-Info-Line">To delete a discount:</p>
<ol class="hcp6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select the discount or discounts in your Discount Pricing list. &#160;<a href="qbpos:helppopup.2654">How do I select multiple items in a list?</a></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Delete Discount(s)</span> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent">You can also edit the discount name and notes, or <a href="pm509.htm">print tags</a> (tags only available for automatic discounts).</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp7">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The discount record is date and time stamped for each edit. If you require program logins, the <span class="hcp4">Last Modified By</span> field on the discount record is automatically populated with the logged-in user's name (if not requiring logins, but have employees defined, you can select your name from the drop-down list).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Some edits require that a discount be active. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">How do I make a discount active or inactive <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<p>You can make an automatic or coupon discount active or inactive at any time. If a discount is inactive, Point of Sale will no longer apply the discount, even if the discount is scheduled to be active. This allows you to offer a discount seasonally or only on weekends, for example, without having to redefine it each time.</p>
<p>From your discount pricing list, highlight a discount and then from the I Want To menu, select <span class="hcp4">Activate/Deactivate</span> <span class="hcp4">Discount</span>.</p>
<ul class="hcp7">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If activating a previously scheduled discount and the schedule dates have expired, the edit wizard is opened so you can define a new schedule.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When a scheduled discount expires, Point of Sale automatically makes it inactive.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When activating a discount, Point of Sale checks for conflicting items with other active discounts and alerts you if any are found. See the <a href="pm_discountprice_tips.htm">tips and rules</a> for handling conflicting items.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
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</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Editing a Quantity Discount</p>
<p class="Help-Text"><a href="pricemgroverview.htm">Price Manager Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pm_discount_pricing.htm">Quantity Discount Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Your quantity discounts can be edited to add or remove items, change eligible quantities, change prices, or to inactivate or delete the discount entirely.</p>
<p class="Help-Text">If a discount is inactivated, Point of Sale will no apply the discount pricing when the items are sold. This allows you to offer a discount seasonally, or only on weekends, etc. without having to delete and redefine it each time. If you no longer will use a discount, you can delete it.</p>
<p class="Help-Info-Line">To edit a discount:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Inventory menu, select <font class="hcp1">Price Manager</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font><font class="hcp1">Discount Pricing</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the discount you want to edit from the list, and then select <font class="hcp1">Edit Discount</font>.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Use normal editing procedures to add or remove items, change the required quantity, or discount price.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">To make the discount inactive, select the <font class="hcp1">Inactive</font> check box. To reactivate the discount later, return here and clear this check box.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span style="font-weight: bold;">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line">To delete a discount:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the discount from the Discount Pricing list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Delete</font> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Applying discounts to sales</a></p>
<p class="Help-Main-Topic-Links"><a href="pm_discountprice_define.htm">Defining a discount price</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<p class="Help-Heading-1">Automatic Discount Tips and Rules</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span class="hcp2">|</span> <a href="pm_discount_pricing.htm">Discount Pricing Overview</a> <span class="hcp2">|</span> <a href="pm_discount_reports.htm">Discount Reports</a></p>
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<p><a href="pm_discountprice_define.htm">Set up a new discount</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_discountprice_edit.htm">Inactivate or edit a discount</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm509.htm">Print discount price tags</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Apply discount pricing to sales</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Heading-2">General Discount Tips</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Discounts set up in Price manager do not change your inventory item prices. They are applied only at the time of sale or on a customer order when active.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To view discount price information, select Edit Discount, and then navigate to the items page of the Edit Discount wizard. You can then <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the columns</a> in the item list to include both the regular and discount prices for each of the price levels included in the discount. In the sample shown, the discount is being applied to both the Regular Price and the Sale price levels, so the discount price column for each has been added to the column display.</p>
</li>
</ul>
<p class="Help-Text" style="text-align: center;"><img src="../image/pm_discntprc_item%20columns.gif" alt="Discount Price columns" title="Discount Price columns" width="400" height="101" border="0" class="hcp1"></p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To see the regular and discount prices of an item at all selected price levels without adding columns for each, rest your mouse pointer over the <span style="font-weight: bold;">Regular Price Discount</span> column:</p>
</li>
</ul>
<p class="Help-Text" style="text-align: center;"><img src="../image/pm_discntprc_idiscvalues.gif" alt="Discount Prices" title="Discount Prices" width="385" height="108" border="0" class="hcp1"></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Conflicting Items Rules</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The same item is never allowed in two active, unscheduled discounts. Point of Sale will force you to remove the item from one of the discounts.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">An item can be included in multiple scheduled discounts or in a combination of scheduled and active unscheduled discounts at the same time. However, this may result in a discount conflict and Point of Sale will alert you with messages and by adding icons to the discount record and item list. Hover your mouse over an icon for additional information.</p>
</li>
</ul>
<p class="Help-Text" style="text-align: center;"><img src="../image/pm_dscnt_itemconflict2.gif" alt="" width="300" height="60" border="0" class="hcp1"></p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="list-style: circle;">
<p class="Help-Bulleted">A yellow warning icon is more serious; it typically means that the item is in two currently active discounts. To resolve the conflict, remove the item from one of the discounts or change the schedules so they don't overlap or make one of the discounts <a href="pm_discountprice_edit.htm">inactive</a>.</p>
</li>
<li class="p-Help-Bulleted" style="list-style: circle;">
<p class="Help-Bulleted">A yellow warning icon could also be alerting you that the discount price is higher than your normal inventory price. Review the discount price to ensure it is what you had intended.</p>
</li>
<li class="p-Help-Bulleted" style="list-style: circle;">
<p class="Help-Bulleted">A blue information icon means the same item is included in another future discount. This doesn't demand your immediate attention, but you should be aware of the condition as it could become a conflict if the future discount begins before this one ends.</p>
</li>
</ul>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If an item is in multiple active discounts when you sell it, Point of Sale follows these rules in determining which of the discounts to apply. Only one of the discounts is ever applied.</p>
</li>
</ul>
<ul class="hcp5">
<li class="p-Help-Text" style="list-style: circle;">
<p class="Help-Text">A scheduled discount takes priority and is applied over an unscheduled discount</p>
</li>
<li class="p-Help-Text" style="list-style: circle;">
<p class="Help-Text">Among two scheduled discounts, the one with the later start date takes priority and is applied</p>
</li>
<li class="p-Help-Text" style="list-style: circle;">
<p class="Help-Text">See complete discount priority rules, including interaction with other discount types, <a href="../qbpos_basic_procedures/basic221.htm">here</a></p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Price Manager: Manually Entering New Prices</p>
<p class="Help-Text"><a href="pm_pricechange_steps.htm">Basic Steps for a Price Change</a></p>
<p class="help-text">&#160;</p>
<p class="help-text">A price change in Price Manger is always initially calculated in the Price Change wizard using a formula you specify. However, once the initial new price calculations are displayed you can review and manually edit the new prices if you prefer.</p>
<p class="Help-Info-Line">To manually enter new prices:</p>
<ol start="1">
<li class="p-Help-Steps">
<p class="Help-Steps">Start the new price change, selecting the price level, items and calculating the new prices.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">With the price record displayed and <span class="hcp1">before</span> applying the changes to inventory, use any of the following methods to edit the calculated prices and/or enter new prices:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If you want to remove all the calculated prices, select <span class="hcp1">Clear New Prices</span>.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Type a different value in the <span class="hcp1">New Price</span>, <span class="hcp1">Price Change</span> (amount),or <span class="hcp1">% Price Change</span> (percentage) columns. An entry in any field causes the others to be auto-calculated. If making entries in the price change amount or percentage columns, enter price reductions as negative numbers (-4.00 or -10%, for example).</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If necessary, use the <span class="hcp1">Select Items</span> button to add another group of items to the price change and then enter new prices for them.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">From the View drop-down list, select <span class="hcp1">Items with New Price</span> and review before continuing.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Print <a href="pm509.htm">markdown price tags</a>, if needed.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Apply Changes to Inventory</span> (or <span class="hcp1">Save</span> to keep your changes without applying to inventory now).</p>
</li>
</ol>
<p class="Help-Main-Topic-Links">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><font><span style="color: #000000;"><a href="pm_restore_prices.htm">Restoring Previous Prices</a></span></font></p>
<p class="Help-Text"><a href="pm_price_rounding.htm">Rounding new prices</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Price Change: Rounding the New Prices</p>
<p class="Help-Text"><a href="pm504.htm">Price Change Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Price Change</span> wizard, accessed from Price Manager.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">On this wizard page you have the option of rounding your new prices to any ending value that you prefer.</p>
<p class="Help-Info-Line">Your rounding choices are:</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Don't round</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Round new prices to the nearest dollar. (Examples: $1.00, $2.00, $9.00, $75.00)</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Round new prices to the nearest ten cents (Examples: $0.10, $0.20, $1.90, $25.70)</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">End new prices with 99 cents (Examples: $0.99, $1.99, $2.99, $59.99)</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">End new prices with 9 cents (Examples: $0.09, $0.19, $6.49, $99.79)</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">End new prices with custom values that you define. Click <span class="hcp1">Define Values</span> after selecting this option. You can enter up to four ending values for your prices. You can view how rounding works with this option by entering trial prices in the test field provided.</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To round all prices at one of your price levels at one time, use the procedure for <a href="pm_copyprices.htm">copying one price level to another</a> with the following differences.</p>
</li>
</ul>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select the same price level to calculate prices from and to apply new prices to.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Calculate from <font class="hcp2">Price</font> and select <font class="hcp2">As Is</font> for the price adjusting method.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter your rounding instructions on this page.</p>
</li>
</ul>
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<p class="Help-Heading-1">Change Item Prices: Basic Steps</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm504.htm">Price Change Overview</a> &#160;</p>
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</td>
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<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="pm_temp_sale.htm">Change prices for a temporary sale</a></p>
<p><a href="pm_copyprices.htm">Copy prices to another price level</a></p>
</td>
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<tr class="hcp2">
<td style="width:100%;" class="hcp3">
<p><a href="pm509.htm">Print markdown price tags</a></p>
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<td style="width:100%;" class="hcp3">
<p><a href="pm_restore_prices.htm">Restore my previous prices</a></p>
</td>
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<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">If you are accessing this topic from a price change record already calculated, skip to <a href="#pm_pricechange_record">To review or edit a price change</a> below.</p>
<p class="Help-Note"><span class="hcp4">Tip</span>: If the price change you want to implement is similar to a previous one, the quickest way to start is to copy the previous one. Go to your price change list, select the existing record, and then select <span class="hcp4">Copy</span>. Edit as necessary and save.</p>
<p class="Help-Text">Following are the basic steps of creating and applying a price change.</p>
<p class="Help-Info-Line">To start a new price change:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Access Price Manager.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp4">Make Price Changes</span> from the Price Manager overview (or, if already in the Price Change module, select <span class="hcp4">New Price Change</span> from the window toolbar).</p>
</li>
</ol>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the prompts in the Price Change wizard to: &#160;(select <span class="hcp4">Help</span> on wizard pages for more information)</p>
</li>
</ol>
<ul class="hcp5">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Specify the price level to which you are making the price changes. Changes can be applied to only one price level.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select the items for which you are changing prices. You select items by department, vendor, item name, by applying a filter, or you can change prices for all of your items.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Build a formula for calculating new prices. You can calculate new prices relative to the current item price or cost. If you choose price, specify from which price level the new prices are calculated. This price can be the same or different than the one to which the changes will be applied.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Optionally, enter price rounding criteria.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Calculate the new prices based on your selection. When the calculation is complete, the price change record is displayed.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps" style="list-style: decimal;">
<p class="Help-Steps">Continue with <span class="hcp4">To review or edit a price change</span>, below.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Info-Line"><a name="pm_pricechange_record" id="pm_pricechange_record"></a>To review or edit a price change:</p>
<p class="Help-Text">After calculation of a new price change or when returning to a previous price change record, it will be in one of the following status conditions:</p>
<ul class="hcp5">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">Pending</span>: New prices have been calculated (and optionally saved), but they have not been applied to inventory.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">Applied</span>: New prices have been applied to inventory and are in effect. You can review the price changes, print tags, or <a href="pm_restore_prices.htm">restore</a> your previous prices.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp4">Restored</span>: Your previous prices have been restored. You can print tags at the restored prices from this window. Note that this screen displays the old and new prices at the time the price change was restored. If you return to it later, the prices shown may not match your current pricing.</p>
</li>
</ul>
<ol start="1">
<li class="p-Help-Steps">
<p class="Help-Steps">Review and edit the price changes when the record is displayed.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">The <span class="hcp4">Current Price</span> column displays the "old" item prices at the price level you selected to change and the <span class="hcp4">New Price</span> column displays the calculated new prices. Note that if you selected different "apply to" and "calculate from" price levels, these two columns may not be directly related. You can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the columns</a> to display different price levels if necessary.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">You can make <a href="pm_manualmarkdown.htm">manual changes</a> to the calculated prices, or select <span class="hcp4">Clear New Prices</span> and then <span class="hcp4">Calculate Prices</span> to start over.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">To change prices for additional items, choose <span class="hcp4">Select Items</span> and use the Price Change wizard to select a different group of items. Then select <span class="hcp4">Calculate Prices</span> to compute new prices for that group. &#160;</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If you want to change prices for different groups of items by different criteria in the same price change, select the first group and enter or calculate prices, then repeat for the second group, and so on. &#160;Don't apply the new prices to inventory until they have been entered for all items.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Print <a href="pm509.htm">markdown price tags</a>, showing both old and new prices, if desired.</p>
</li>
</ul>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Items with New Price</span> from the View drop-down to do a final review of all items with new prices.</p>
</li>
</ol>
<p class="Help-Text" style="text-align: center;"><img src="../image/pm_changeprices_review.gif" alt="Review price changes" title="Review price changes" width="426" height="84" border="0" class="hcp1"></p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp4">Save</span> (saves the record without applying the new prices) or <span class="hcp4">Apply Changes to Inventory</span> (new prices overwrite old in inventory).</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">It's important to keep to mind that when you calculate new prices, you are only affecting the currently selected (and displayed, if on the price change record) items. All new prices, whether you can currently see them or not, will be applied to inventory. Before applying the changes to inventory, select <span class="hcp4">Items with New Price</span> from the View menu. This displays and allows you to review all the new prices.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Price Changes are sent to remote stores with your next Store Exchange. The remote store can open and view the price change record and <a href="pm509.htm">print markdown tags</a> as necessary.</p>
</li>
</ul>
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<p class="Help-Heading-1">Restoring Previous Prices</p>
<p class="Help-Text"><a href="pm504.htm">Price Change Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pm509.htm">Printing Tags</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to restore item prices to the levels that existed prior to the original price change. The previous prices are restored for all included items.</p>
<p class="Help-Text"><span class="hcp1">Important:</span> Any other price changes made to the same items in the interim are overwritten when restoring a price change.</p>
<p class="Help-Info-Line">To restore to your previous prices:</p>
<ol start="1">
<li class="p-Help-Steps">
<p class="Help-Steps">Display the Price Change record you want to restore.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Restore Prices</span>.</p>
</li>
</ol>
<p class="Help-Indent">A confirmation dialog is displayed.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Restore Prices</span> to confirm.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can print inventory tags from Price Manager reflecting the restored (old) prices when done. But be aware the restored price change record will always display the prices current as of the date of restoration. If you return to it at a later date and print tags, the tags will print at the current item price, not necessarily that shown on the restored record.</p>
</li>
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<p class="Help-Heading-1" style="background-color: #008000;">Changing Prices for a Temporary Sale</p>
<p class="Help-Text"><a href="pricemgroverview.htm">Price Manager Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Pro Note</span>: Pro users may want to use Price Manager's <a href="pm_discount_pricing.htm">automatic discounting</a> option for this purpose.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The restore feature in Price Manager makes it easy to temporarily markdown prices for a sale and then return them to the previous level when the sale is over.</p>
<p class="Help-Text">For example, you might mark down your regular prices by 15% for a weekend sale and then restore them before opening for business Monday morning.</p>
<p class="Help-Text">This is the basic procedure for a temporary price reduction. Use the links in each step for detailed instructions.</p>
<p class="Help-Info-Line">To mark down prices for a temporary sale:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pm_pricechange_steps.htm">Start a new price change</a> and enter the price calculation criteria.</p>
</li>
</ol>
<p class="Help-Indent">If marking down different groups of items by different amounts, select the first group of items in the Price Change wizard and enter pricing just for that group. After completing the wizard and with the price change item list displayed, use the <span class="hcp1">Select Items</span> button to specify the second group of items and then <span class="hcp1">Calculate Prices</span> to enter pricing criteria for them, and so on until all of your new prices are calculated.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-style: normal;">
<p class="Help-Steps" style="font-style: normal;">From the View menu, select <span class="hcp1">Items with New Price</span>.</p>
</li>
</ol>
<p class="Help-Indent">This choice displays all items for which a new price has been entered, allowing you a final review before updating inventory with the prices.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-style: normal;">
<p class="Help-Steps" style="font-style: normal;">If desired, print <a href="pm509.htm">markdown price tags</a>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Apply Changes to Inventory</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When the sale is over, <a href="pm_restore_prices.htm">restore</a> the prices to their previous level.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">It is recommended you not make other manual price changes to the same items while the sale is going on. When you restore prices at the end of the sale, all old prices will be restored, overwriting any manual changes you made in the interim.</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Price Manager Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2"><span style="font-weight: normal;">How Do I?</span> <img src="../image/expand_icon.GIF" alt="" width="11" height="11" border="0" class="hcp1"></a></p>
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<p><a href="pm_pricechange_steps.htm">Start a new price change</a></p>
<p><a href="pm_temp_sale.htm">Mark down prices for a temporary sale</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm509.htm">Print markdown price tags</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_restore_prices.htm">Restore my previous prices</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_delete_records.htm">Delete a Price Manager record</a></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my Price Manager lists</a></p>
</td>
</tr>
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<td style="width:100%;" class="hcp4">
<p>Additional Pro features:</p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p><a href="pm_discountprice_define.htm">Set up a new discount price</a></p>
<p><a href="pm_discountprice_edit.htm">Inactivate or edit a discount</a></p>
<p><a href="pm509.htm">Print discount price tags</a></p>
<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Apply discount pricing to sales</a></p>
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<p>&#160;</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Price Manager allows you to create and manage promotional price changes and discounts. Using the employee security and reporting features of Point of Sale, you can easily control and track the effectiveness of your promotional pricing.</p>
<p class="Help-Note">Pro users can also set up coupons &#160;and have additional discount options as explained below and in related topics. &#160;</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When you first <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">access</a> Price Manager, a list of your recent price changes is displayed in the right panel and choices for setting up price discounts are displayed in the left panel.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<col style="width: 100%;">
<tr class="hcp3">
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<p><span class="hcp5">Price Manager</span> screen, Pro level shown (Basic users have fewer options)</p>
<p><img src="../image/pm_oview.gif" alt="Price Manager" width="602" height="331" border="0" class="hcp1"></p>
</td>
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<p>&#160;</p>
<p>&#160;</p>
<p>&#160;</p>
<p>&#160;</p>
<p>&#160;</p>
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<p>&#160;</p>
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<p class="Help-Text">&#160;</p>
<p class="Help-Text">Here's how the two components of Price Manager differ:</p>
<p class="Help-Heading-2">Change Item Prices</p>
<p class="Help-Text">A price change is typically a permanent change to your item prices, though the changes can be reverted if necessary. In a price change, you can calculate new prices for your items in a variety of ways. The resulting prices can be reviewed, edited, and temporarily saved until you are ready to implement them, at which point you "apply" them to inventory.</p>
<p class="Help-Text">Price change records are maintained in your Change Item Prices list. Price changes can be restored, returning the item prices to the level they were at before the change was applied. &#160;A prior price change can also be copied (and then edited) to quickly set up a new similar price change.</p>
<p class="Help-Text">From Price Manager, you can print markdown tags with both old and new prices to communicate the savings to your customers.</p>
<p class="Help-Info-Line">To work with Price Changes:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp5">Make Price Changes</span> to start a new price adjustment, or</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Double-click the name of a recent price change record in the displayed list to open it, or</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: normal;">Select <span class="hcp5">View All</span> to go to your full list of saved price changes</p>
</li>
</ul>
<p class="Help-Text"><a href="pm504.htm">Learn more about changing item prices</a></p>
<p class="Help-Text"><a href="pm_pricechange_steps.htm">Starting a price change</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Discount Pricing</p>
<p class="Help-Text">(Free and Basic) You can use Price Manager's discount pricing options to set up and manage manually applied, line item discounts.</p>
<p class="Help-Text">(Pro) You can use Price Manager's discount pricing options to set up and manage automatic and coupon discounts, in addition to manually applied discounts. Discount prices &#160;may be temporary, scheduled discounts that are in effect for a specified period of time. &#160;Each discount price you set up is maintained as a record in your Discount Pricing list. These records can be reviewed, printed, or copied and you can print discount price tags for your items to demonstrate potential savings to your customers.</p>
<p class="Help-Info-Line">To work with price discounts:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select a <span class="hcp5">Set Up</span> button to start a new price discount (choices vary with level)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">double-click a current discount to edit it</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp5">View all Discounts</span> to go to your full list of saved discounts.</p>
</li>
</ul>
<p class="Help-Text"><a href="pm_discount_pricing.htm">Learn more about Discount Pricing</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp6">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Only one workstation can be in each area of Price Manager at any time.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) Only Headquarters can use Price Manager to change item prices or set up discounts. However, the price change and discount records are sent to remote stores, where they can be viewed and used to print markdown and/or discount price tags for the merchandise in their store.</p>
</li>
</ul>
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