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Function documentationTransaction Level Pricing Rules

 

Transaction level pricing rules are designed to trigger discounts in a transaction when items meet defined criteria.

How the transaction level pricing discount works

The transaction level pricing rules allow you to list defined discounts or mix-matches and specify criteria for applying them in a transaction. You can make the system apply the discount that provides the highest saving, the lowest cost, or simply apply the discount without condition when qualifying items are present.

Once the transaction level discount pricing strategy is defined, you activate it by linking the definition to a regular sale (through Register Parameter configuration) or to a UDT (through User Defined Transaction configuration).

Transaction level discount processing is triggered at the POS when the transaction is totaled (when the cashier presses the Total key.1) Based on the results of this processing and on the settings in the Discount Set Method option in discount configuration, the POS applies the most advantageous discount to the transaction.

You can use the Repeat Flag setting to repeat the process and allow the transaction to be eligible for additional discounts. The process can repeat continuously until all discounts are applied. For mix-matches, you can set a repeat value to specify the number of times a mix-match discount can be triggered.

Additional notes about the transaction level pricing feature

  • Defined discount and criteria sets may include non-merchandise items. Both merchandise and non-merchandise items are included in the threshold amount calculation.

  • Discounts apply to both VAT priced items and to non-VAT priced items.

  • For mix-match discounts, other options which control discount behavior such as Unique PLU, Match PLU, Match by Merchandise Type, and Activation Dates still apply.

  • If the cashier continues to enter new items after a transaction discount has already been applied, the original discount is reversed and a new discount processing calculation is initiated.

  • Because several discounts are processed in the transaction, error messages are not shown during processing.

Activities

To activate transaction level pricing, you must do the following:

  • Create all the discount and/or mix-match definitions required to fulfill the discount strategy:

    • In Mix-match configuration, the following settings are relevant for transaction level pricing:

      • Used By Trans Level Pricing Rule

      • Calculation at Total Time

    • For the discount configuration, the following are some helpful tips to set up transaction level pricing:

      • Set the values of Preset Amount and Percent Preset fields. If these are not set, the cashier will be forced to manually enter the discount amount during the transaction.

      • Check the defined discount limits. If a transaction exceeds its transaction discount amount, the discount will not be considered.

      • Ensure that the defined discount does not have other discounts linked to it.

      • Ensure that the discount is not a loyalty program redemption.

      • Ensure that the discount is configured to pass the system security check or the POS will require a manager sign on.

      • On the General tab page, set the Apply Method option in transaction discounts to Discount on Total of Transaction.

  • Create pricing rules in Pricing Rules (Transaction Level) configuration. See below for an example on how to do this.

  • Link the pricing rule definition to the appropriate trigger source:

    • To trigger within a regular sale, identify the Transaction Level Pricing Rule in Register Parameters configuration.

    • To trigger within a UDT, identify the Transaction Level Pricing Rule in User Defined Transaction configuration.

Example

This example shows how to configure the transaction level pricing rules using the following defined discounts and mix-match:

  • Discount A: Receive 100% off PLU 111 if the transaction is greater than $25.

  • Discount B: Receive 50% off PLU 222 if the transaction is greater than $25.

  • Discount C: Receive 100% of PLU 333 when 2 items of PLU 111 and 2 items of PLU 456 are purchased, and the transaction total is greater than $50.

Transaction Discount Pricing Rule ID 1

Sequence #

Type

Transaction Discount or Mix-Match ID

Action

1

0 (for Transaction Discount)

10

(Discount A)

0 - If better

2

0 (for Transaction Discount)

11

(Discount B)

0 - If better

3

1 (For Mix-Match)

20

(Discount C)

0 - If better

The following shows which of the defined discounts is applied in each of the transactions based on the transaction discount rules and the items in the transaction:

  • Transaction 1

    PLU111 111 9.00

    THRESHOLD DISC %100 9.00 “—> Discount A is applied because even though all required items for Discount C are present, the transaction total is not greater than $50.”

    PLU222 222 5.00

    PLU333 333 10.00

    PLU111 111 9.00

    PLU456 456 1.00

    PLU456 456 1.00

    TOTAL $ 26.00 -- Total before discount = $35

    CASH $ 26.00

  • Transaction 2

    PLU111 111 9.00

    PLU222 222 5.00

    PLU333 333 10.00

    MIX MATCH DISC 10.00 “—> Discount C is applied because all items are present and transaction total before discount is greater than $50.”

    PLU111 111 9.00

    PLU456 456 1.00

    PLU456 456 1.00

    HAT 3 20.00

    TOTAL $ 45.00 -- Total before discount = $55

    CASH $ 45.00

Note Note

1 When there are other types of discounts in the overall system configured to execute at total time, the system executes them in the following order:

  1. Mix-match discounts configured with the Calculation at Total Time setting enabled

  2. Allegiance promotions

  3. Auto discounts defined in Register Parameters and in UDT configuration

  4. Transaction level pricing rule discounts

End of the note.