232 lines
14 KiB
HTML
232 lines
14 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Discount Pricing: Set Up or Edit an Automatic Discount</title>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Discount Pricing: Set Up or Edit an Automatic Discount</p>
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<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>
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<div class="droptext" id="POPUP284596657" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="pm_discountprice_edit.htm">Inactivate or edit a discount</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="pm509.htm">Print discount price tags</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Apply discount pricing to sales</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && 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>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<div style="float: none;">
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<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>
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<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>
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<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>
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<p class="Help-Info-Line">To set up a new discount:</p>
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<ol>
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<li class="p-Help-Steps">
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<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>
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</li>
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</ol>
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<p class="Help-Indent" style="font-weight: bold;">OR</p>
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<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>
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<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>
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<ol start="2">
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<li class="p-Help-Steps">
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<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>
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<div class="droptext" id="POPUP284781590" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/pm_autodisc_wizardrules.gif" alt="Automatic Discount Rules" width="380" height="282" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<ul class="hcp6">
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp5">Discount type</span>: Select  <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>
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</li>
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<li style="list-style: none; display: inline;">
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<ul class="hcp6">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Read a description and examples of each discount type <a href="pm_discount_pricing.htm">here</a>.</p>
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</li>
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<li class="p-Help-Nested-List">
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<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>
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</li>
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</ul>
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</li>
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</ul>
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<ul class="hcp6">
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<li class="p-Help-Nested-List">
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<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>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<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>
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<div class="droptext" id="POPUP284775736" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_pricelevelselection.gif" alt="Select Price Levels" width="380" height="282" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<p class="Help-Indent">The discount will not apply to sales made at price levels other than what is selected here.</p>
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<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>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Choose Items page</span>: Tell Point of Sale which items qualify for the discount.  <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>
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<div class="droptext" id="POPUP284784767" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_choose%20items.gif" alt="Choose Items for Discount" width="418" height="290" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<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>
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<ol start="5" style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><span class="hcp5">Review Items page</span>:  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.  <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>
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<div class="droptext" id="POPUP284821950" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/discount_reviewitems.gif" alt="Review/select Items for Discount" width="435" height="322" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div></li>
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</ol>
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<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>
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<p class="Help-Indent">By default, all items listed are included in the discount. If necessary, clear item checkboxes to remove items.</p>
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<ol start="6">
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<li class="p-Help-Steps">
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<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>
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</li>
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</ol>
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<!--<p class="Help-Indent"><a href="qbpos:/helppopup.6494">About discount names<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<ol start="7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp5">Finish</span>. The wizard is closed and your Discount Pricing list is displayed.</p>
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</li>
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</ol>
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<ul class="hcp6">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp5">Discount Price Tags</span>: Highlight the discount in the list and select <span class="hcp5">Print > Price Discount Tags</span> to <a href="pm509.htm">print discount tags</a> if desired.</p>
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</li>
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<li class="p-Help-Nested-List">
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<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  <a href="pm_discountprice_edit.htm">Learn more about editing a discount</a>.</p>
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</li>
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</ul>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp6">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<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>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<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>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<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>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<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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<p class="Help-Main-Topic-Links"><a href="pm_discountprice_tips.htm">Tips and rules for discounts</a></p>
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<!--<p class="Help-Indent"><a href="qbpos:/helppopup.6494">About discount names<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<!--<p class="Help-Indent"><a href="qbpos:/helppopup.6494">About discount names<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p>-->
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<p> </p>
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<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">  Additional online resources. Internet connection required.</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-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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