How Do I Setup a Sale to Start on a Specific Date?

This lesson will teach you how to setup a sale to run for a specific date range.

Advance Merchandising

Advance Merchandising

From the main menu, click on the "Advance Merchandising" button.

Sales and Price Bulletins

Sales and Price Bulletins

From the Advanced Merchandising menu, click on the "Sales and Price Bulletins" button.

The Sales and Price Bulletins module is used to run discounts for items within the given date ranges.

Price Bulletin

Price Bulletin

From the Price Bulletin screen, click on the "Add" button.

New Price Bulletin

New Price Bulletin

For this example, we are going to setup a sale for all items in  department 006 to have a 5% discount for one week.

(1) From the New Price Bulletin screen, type in a name for your bulletin.

(2) Click inside the Select Date box beside the Start Date. Click on the beginning date you want the sale to start on.

(3) Click inside the Select Date box beside the End Date. Click on the ending date you want the sale to end on.

(4) Click inside the box beside the Bulletin Type. Click on Sale from the drop down list.

(5) Click the "Ok" button.

New Sale

New Sale

Notice your new sale is now showing up on the Price Bulletin screen. The Status is set to inactive.

From the Price Bulletin screen, select "Price List" button.

Error

Error

Since no items are applied to the sale, this error message will appear. Click on the "Ok" button.

Price List

Price List

Once a sale has been created, you must add items to the sale.

From the Price List screen, click on the "Add" button.

Select Options

Select Options

(1) From the Select Options screen, click on the Select Item Type for what grouping of items you want to run a sale on.

(2) Click on the "Ok" button.

Price List

Price List

(1) From the Price List screen, click inside the Begin at column and type in a beginning department. Do the same for the ending department. Note: If you selected PLU, you will enter a beginning PLU and ending PLU. The same goes if you selected group, manufacturer, or vendor.

(2) Click inside the Price at column for the new sale.

Select Options

Select Options

The Select Option screen shows the pricing methods you can apply to the sale. Click on a method, then click on the "Ok" button.

Price List

Price List

(1) From the Price at column, type in the discount being applied to the sale.

(2) Click on the "Apply" button.

Accept Changes

Accept Changes

From the Question screen, click on the "Yes" button.

Adding Additional Items To Price List

Adding Additional Items To Price List

You can add additional Item Types to the sale by clicking  the "Add" button.

Editing Items In The Price List

Editing Items In The Price List

You can edit you price list items by clicking on the item, then clicking  the "Edit" button.

Deleting Items From Price List

Deleting Items From Price List

You can delete your price list items by clicking on the item, then clicking  the "Delete" button. A screen will open prompting you "Remove Price Update List Item?(Y/N)". Click the "Yes" button to delete the item or click the "No" button to cancel and return to Price List screen.

Close Price Bulletin

Close Price Bulletin

From the Price List screen. click on the "Close" button.

Start Sale

Start Sale

From the Sales and Price Bulletins screen, click on the "Start" button. This starts the sale.