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Procedure documentationAdding and Modifying Promotions

Procedure

To add or modify a promotion:

  1. On the Main Menu, click PLU Management.

  2. Click Promotions, and then click Promotion Maintenance.

  3. Do one of the following:

    • To add a new promotion, click New

    • To add, change, or delete an item in an existing promotion, select the promotion, and then click Open.

  4. Do one of the following:

    • If you are adding a new promotion, proceed to step 5

    • If you are adding a new item to an existing promotion, click Add, and then proceed to step 6

    • If you are making changes to an existing item defined for the promotion, click Next until the promotional details you want to change appear, and then proceed to step 7

    • If you are removing an existing item defined for the promotion, click Next until the details for the item you want to remove appear, click Remove, and then proceed to step 17.

  5. To define the general information for the promotion, complete the following fields:

    • Desc.: Type up to 40 characters to describe the promotion

    • Effective Date: Type or select the date and time on which the promotion comes into effect

    • Expiry Date: Type or select the date and time on which the promotion expires.

  6. In the Promo Detail # field, type a number up to eight digits to identify the promotion detail record.

  7. Below Promotion Criteria, do one of the following:

    • To define promotional prices for a single PLU select By PLU in the PLU field, type or select the PLU, and then proceed to step 9

    • To define promotional prices for a group of PLUs, select By Merch. Type and then proceed to step 8.

  8. To define the group of PLUs for the promotion, select options for one or more of the following fields:

    • Department

    • Vendor

    • Group

    • Category

    • User Flag1-User Flag 6

  9. If you want to define a range within which the price of the items must fall to be eligible for the promotion, type the low and high end of the price range beside Price Point.

  10. If this item is to be excluded from the promotion, see Defining Exceptions to a Promotion.

  11. In the Pricing Method section, do one of the following:

    Note Note

    If you are defining an exception, the values in these fields will be ignored.

    End of the note.

    • To reduce the price of promotional items by fixed percentage, click Percent Off, and then in the corresponding field, type the percentage of the retail price by which the promotional price will be reduced

    • To reduce the price of promotional items by a set amount, click Markdown and then in the corresponding field, type the amount that will be reduced from the retail price

    • To set a different price for promotional items click New Price and then in the corresponding field, type the promotional price.

  12. Beside Accumulate, if the promotional item(s) will be associated with more than one promotion, or you are defining an exception to a promotion, check this check box. Otherwise, leave this check box unchecked.

  13. In the Promo Method Applied To field, select a pricing method to be applied to promotional items.

  14. In the Printing Method field, select an option to specify whether or not the pricing method you selected will be printed on sales receipts.

  15. In the Pricing Target Type field, select the type of customers that are eligible for this promotional pricing.

  16. Click Save.

  17. Do one of the following:

    • To add additional promotional details, click Add, and then return to step 6

    • To change promotional details, use the Next and Previous buttons until the details appear, and then return to step 7

    • To remove promotional details, use the Next and Previous buttons until the details appear, and then click Remove

    • To return to the Promotions Selection window, click Exit.