Tuesday, October 16, 2018
Managing Promotions
If you like our articles and want us to write more, please click on the links!

You can put individual items on sale or use the Inventory Wizard to mark down multiple items at once.

Define a weekly schedule

1. On the Database menu, click Schedules.

2. Click New.

3. In the Description box, enter a name for the schedule; for example, Happy Hour or Lunch Special.

4. In the Time Increments box, select an increment of 15 minutes, 30 minutes, or 1 hour. The grid will vary depending on the selected increment.

5. On the schedule grid, click or drag to select the time periods you want to schedule. For example, if you want a sale price to be in effect from 10:00 A.M. to 6:00 P.M. on Mondays, drag to select the periods in the rows from 10:00 AM – 11:00 AM to 5:00 PM - 6:00 PM in the Monday column.

Tip

To select all the periods for an entire column or row, click or drag the column or row headings.

6. Click Set. Store Operations will highlight the periods in red to show that they are part of the weekly schedule.

Note

To clear a time, select it and click Clear

7. When you finish defining the weekly schedule, click OK to save the changes.

8. Specify the items you want to put on sale and their sale prices. (See the following procedures.)

Put a single item on sale

1. On the Database menu in Store Operations Manager, click Items.

2. Select the item whose sale price you want to define and click Properties.

3. On the Pricing tab, under Sale Pricing, select the This item is on sale check box.

4. In the Sale Price box, enter the sale price.

5. Select either This sale is in effect for a specific period or This sale is in effect according to a schedule, and then define the start and end dates or select a schedule.

6. If you want to define a price range for the item, enter the range in the Lower bound and Upper bound boxes.

Put multiple items on sale

1. On the Wizards menu, click Inventory Wizard.

2. Click Next to display the Select Inventory Task page.

3. In the Inventory tasks box, select Task 110: Change Item Prices, and then click Next.

4. Select the items you want to put on sale, and then click Next.

5. Select the price change method and price to be changed. In the Start date and End date boxes, select the start and end dates, and then click Next.

Note

If you selected Add Items Manually on the previous wizard page, some of the controls on this page may be disabled.

6. If you want to round your updated prices to retail values, select the Perform Price Rounding check box, and then define the rounding rules. If you have never defined rounding rules, click the corresponding check box under Rounding Rules to set up the rounding structure. To continue, click Next.

7. Click Finish to display the Inventory Wizard Workpad.

8. If all the information is correct, click Commit to apply the changes to your database. If you selected the Add Items Manually option, you need to enter the applicable items before you can commit them. If you edit the information, either enter the data in the appropriate box or right-click your mouse to use additional commands. To cancel all the changes, click Cancel.

Provide a gift with purchase

You can assign a promotional or gift item, called a “tag along” item, to items in your database. This way, when customers purchase a particular item, Store Operations automatically includes the gift item in the sale. You can also designate the quantity of the gift item you want to give away with the purchase.

Before you can provide a gift with purchase, you must first designate an item as a gift and then assign it as a tag along item to the items you want. 

For example, assume that you want to give away a football whenever a customer purchases an item whose price is more than $50.00. You would then need to assign the football as a tag along item to each item whose price is higher than $50.00.

Note

If necessary, the cashier can delete the gift item at the register.

Designate an item as a gift

1. On the Database menu, click Items.

2. Click New, click Standard, and then click OK.

3. On the General tab, enter the item information, including the item lookup code, description, and department and category.

4. In the Item Type box, select an item type. If you want to track this promotional item, select Standard. If you do not want to track the item, select Non-Inventory.

5. Use the other available tabs to enter the other information you want.

6. Click the Pricing tab.

7. Because you plan to give away this item at no cost to the customer, confirm that there is zero ($0.00) in the Price box.

Tip

To improve tracking the markdown of the gift item in reports and for tax purposes, use a discount or sale price, instead of simply setting the price to zero.

8. Follow the procedure below to assign this gift item to the items you want.

Assign the gift to an item

1. On the Database menu, click Items.

2. Select the item you want to assign the gift to, and then click Properties.

3. Click the Special tab.

4. In the Tag along item box, click the Browse button to select the gift item. Store Operations will display the gift item's lookup code in the Tag along item box.

To clear the Tag along item box, click the Delete button.

5. In the Quantity box, enter the number of gift items you want to include with the item.

Now, every time a customer purchases this item, Store Operations automatically includes the gift item in the sale.

Set up discount schedules

Store Operations provides two types of discounts:

- Mix and Match – customers receive a discount when they buy a quantity of similar items.

- Buy X, Get Y for Z – customers receive a number of items free or at a discounted price when they buy a certain quantity of those items at the regular price.

When a discount is assigned to an item, the item's price is automatically discounted when that item is added to a sales transaction and the conditions of the discount are met. For example, if you set up a Buy 2, Get 1 Free discount and assign it to an item, the price of the third such item added to the transaction will automatically be set to zero.

Define a discount

1. On the Database menu, click Discounts.

2. Click New.

3. In the Description box, enter a name for the discount.

4. Select the type of discount.

5. Set up the discount pricing schedule or enter the discount settings. For more information, click Help in the Discount window.

6. Click OK.

Assign a discount to an item

1. On the Database menu, click Items.

2. Select the item you want to discount, and then click Properties.

3. Click the Discounts tab.

4. Select the type of discount, and then select the discount in the Discount scheme box.

5. Click OK.



Microsoft Dynamics Retail Management System

Home | POS Systems | Plug-In Directory | Custom DevelopmentSupport | Partners | About Us | Contact Us | Request Information

RITE - Retail Information Technology Enterprises - Experts in Retail Point of Sales Technology
Phone - St.Cloud, MN area: 320-230-2282, Minneapolis area: 612-216-1480 Chicago, IL area: 312-841-RITE (7483) Idaho/Utah: 208-994-9404
Toll free: 1-888-267-RITE (7483)
© RITE Enterprises, Inc 2006-2018 - All rights reserved