Select Items and Establish Sale

The 'Select Items and Establish Sale' tab is used to specify the items to be automatically discounted during the sale. If the sale encompasses different types, multiple categories and/or sub categories, specific manufacturers and/or publishers, you must use the 'Select Items and Establish Sale' tab as many times as needed to specify the sale items. 

Select Items and Establish Sale Selection Criteria

Location

If you have multiple store locations and a specific store only is having the sale, click in the box and select the applicable location from the drop down list.

Inventory Type

The type of inventory being discounted will default to SA Inventory (serialized and accessory). If inventory in your Titles inventory file is to be discounted, click in the box and choose Titles Inventory.  If non-inventory categories are to be discounted, click in the box and choose Non Inventory.  If Non Inventory is selected, the only selection options available will be Category, Sub Category and Account.  The other options pertain to inventory only.

Category

If a specific category is to be discounted, click in the Category box and select the applicable category from the drop down list.

Sub Category

If a specific sub category under the category selected in the Category field is to be discounted, click in the Sub Category box and select the applicable sub category from the drop down list.

Account

If the sale applies to a particular customer account only, type the account number in the box.  The customer name associated with the account will then appear.

Hint:  Press F6 to select the customer from the 'Pick Customer' list box.

Sku/Catalog

To assign an individual sku or catalog number to the sale, type the sku or catalog number in the box.  The description of the inventory item will then appear.

Hint:  Press F6 to select the inventory item from "Display Inventory".

Manufacturer/Publisher

If inventory from a specific manufacturer or publisher is to be discounted, click in the box and select the applicable manufacturer or publisher from the drop down list.

Selection Code

If inventory assigned a specific selection code is to be discounted, click in the box and select the selection code from the drop down list.

MM Code

If inventory assigned a specific MM code is to be discounted, click in the box and select the code from the drop down list.

Season

If the sale applies to seasonal inventory, click in the box and select the applicable season from the drop down list.  All inventory that is assigned this season and meets the other selection criteria entered will be included in the sale.

In Stock Items Only

If the sale applies to inventory that is in stock only, check this box.

Discount Options

The discount may be assigned in the following 3 ways:

Enter Discount Percentage

If the discount is to be calculated as a percentage of the price, check the 'Enter Discount Percentage' option. 

Price to Base Discount Calculation

This option will not appear if Non Inventory was selected as the type to discount.

Clicking in the box will show the drop down list box with the following options:

Note: The price the discount calculation will be based on is the price that will appear as the Price in POS. If the price that normally appears in POS is Our Price but you have the Retail Price selected to base the discount calculation on, then during the time of the sale the Retail Price will appear in POS as the price and the discount will be calculated accordingly.

Enter Discount Percentage for Calculating Sale Price

The discount percentage to use when calculating the sale price during the sale should be entered in decimal format.

Select Sales Price Level

This option will not appear if Non Inventory was selected as the type to discount.

If the final sale price is to be based on a price level assigned to the inventory items, check the 'Select Sales Price Level' option.

Select a Sales Price

Clicking in the box will show the drop down list box with the following options:

Note: The price that will appear as the Price in POS is the normal price you have set to appear (i.e. if Our Price always appears as the Price in POS, it will continue to appear). The discount amount will then be the normal price less the price set at the pricing level you selected as the sale price.  The final sale price is the price set for the price level selected for the sale. 

Example:  You typically have the Our Price appear as the selling price in POS.  A gidget is sold which has an Our Price of $25.  A sale is going on which applies to the gidget.  You designated that Price Level A should be the sale price.  Price Level A for a gidget is $19.95.  So, the regular price on the invoice for the gidget is $25.  The discount is $5.05.  The final sales price is $19.95. 

Enter Price

If you want to manually set the sale price for the item(s) on sale, check the 'Enter Price' option.

Enter Price

Type the price you want to appear as the sale price in POS.

Note: The price that will appear as the Price in POS is the normal price you have set to appear (i.e. if Our Price always appears as the Price in POS, it will continue to appear). The discount amount will then be the normal price less the price set as the sale price.  The final sale price is the price set as the sale price. 

Example:  You typically have the Our Price appear as the selling price in POS.  A gidget is sold which has an Our Price of $25.  A sale is going on which applies to the gidget.  You designated that the sale price should be $19.95.  So, the regular price on the invoice for the gidget is $25.  The discount is $5.05.  The final sales price is $19.95. 

Proceed

Once the sale criteria has been selected, click the   button in order flag the applicable inventory.  You will remain in "Establish Sale Parameters" allowing you to select additional items for the sale, if necessary.  Once you have completed selecting the items for the sale, close the "Establish Sale Parameters" window.

If you wish to view the items selected for the sale, use "Maintain Sale Parameters" on the Inventory Maintenance menu.

Import

If you have a spreadsheet containing a list of the items to be marked for the sale, you may import that spreadsheet to select the items.  The items on the spreadsheet must be found in your inventory file.  The spreadsheet must contain two columns:  column A must be the sku or catalog number and column B must be the store location code.  The first row of the spreadsheet must contain the column headings, as this row will not be imported.

Prior to importing the spreadsheet, the sale date range and sale discount or sale price to apply should be specified.  When this has been done, click the button.  You will then select the spreadsheet to import and click the button.  To verify that the items on the spreadsheet were imported, use "Maintain Sale Parameters" on the Inventory Maintenance menu.

Note: After importing the file you should not click the Proceed button or sales will be established for the filters selected on the screen.