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QBPOS-Help/backups/backup_html_20260109_181155/pricemgroverview.htm

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<title>Price Manager Overview</title>
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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="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>
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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>
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<p><a href="pm509.htm">Print markdown price tags</a></p>
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<p><a href="pm_restore_prices.htm">Restore my previous prices</a></p>
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<p><a href="pm_delete_records.htm">Delete a Price Manager record</a></p>
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<p><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my Price Manager lists</a></p>
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<p>Additional Pro features:</p>
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<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 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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<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>
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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>
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<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>
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<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>
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</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>
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<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>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">double-click a current discount to edit it</p>
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<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>
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<p class="Help-Bulleted">Only one workstation can be in each area of Price Manager at any time.</p>
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<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>
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