Getting started
Discount basics
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Discount basics
Last updated
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Discount name - Displayed on the sales receipt when discount is given. Select a sensible name which is descriptive of the discount or simply give play to the imagination.
Discount period - A validation period needs to be set. Press “Activate now” to select the present date and time by default. The date can be modified, either by using the date picker, or by hand. The expiration date can be left empty to create an indefinite time period, or filled in at a later date. When more than one discount period is needed, press the Discount period button to bring forth a new date picker.
Item sets – that is where the items are selected and discount the rules created.
Rewards – Discount given, percentage, special price, or fixed deduction.
Item rules – Conditions for discount triggering and application.
The item sets contain the discounted items and all the rules pertaining to the discount. There can be one item set for a single item, or more item sets for a combination of items and rewards. Within each combination there can be different items and reward types, with multiple options, different departments, selectors, exclusions, and more.
Locate items and departments on the list on the right side of the screen, and drag them over to the item set.
A dropping area will become visible on the item set upon clicking and dragging an item. The item- and department numbers can also be inserted manually or pasted from Excel. Use the look-up tool beneath the list to find the needed items or departments.
By pressing the relevant button a new field will open up where numbers can be entered.
By pressing the selector button, a drop-down window will open up where a preconfigured selector can be chosen for this item set.
By pressing the More button, advanced options become available involving infocodes and pricelevels.
Press the blue area on the left on the item set to open up the reward options. Percentage? Set price for the deal? Fixed amount? Make a choice between “All items” or “Least expensive items”, depending on the discount type.
Percentage allows a percentage discount from 0% to a 100% on the items specified in the discount.
The Set price type discount is used when a new price is applied to a collection of items. The price would be for all the items in the collection.
When “Fixed” is used, the price is discounted by a certain, given amount.
“All items” applies to all the items in the item set that will eventually be chosen for the discount. “Least expensive items” is used f.ex. in 2-for-1 discounts, when a number of the items in the discount (the least expensive ones) have a price that is different from the other items built in the discount.
The maximum number of the least expensive items (that will receive the discount) can be entered in the field appearing below the button in the dialogue box.
An item set where 25% discount is given off all items in department “2000 General”.
The quantity specifies the minimum number of items that need to be purchased to validate the discount. Press the “Add rule” button inside the item set and another rule will open up with the same applied reward type as the one before. This allows for different quantities.
Place a check mark by the item to be deleted from the selection. Press the “Remove selected” button. The x to the right can also be pressed.
The discount name appears on the receipt by default. Should other text or description be needed, fill in the “Description on receipt” field in the item set.
Adding an item set is like adding a discount, but with the same name, store restrictions, time period and time restrictions. When a completely new item set is needed, press:
Press the “Save changes” button to save the changes when the discount is ready. Use “Revert changes” whenever changes need to be disregarded.
The system is designed to select the optimal discount for the customer where more than one option is available.
Select and view the items like the customer would, in an imaginary basket, and see what is in the offer. Press the “Discount tester” button in the lower right hand corner to open up the discount tester, copy the item numbers over to the tester or punch in relevant numbers.
“Buy two jars of banana baby food and get a box of animal crackers for free”
In the example above, 2 jars of baby food and some animal crackers have been selected. When an item is in a discount offer, the tester will show whether it is valid OR if there are any restrictions tied in such as store location, certain customer groups or other things. The conclusion for the above test was: “Discount offers where the triggers were fulfilled but rejected because of constraints.” That says that the items have actually been selected for a discount, i.e. “triggers were fulfilled”, but validity restriction was not in order or had not been set. Therefore it was not valid. (In this case the validation period had neither been set nor activated).
Check “Include unsaved changes in test”, which allows the offer to be viewed without saving any changes until the discount is completely ready.
The Discount tester has calculated the reward and now shows the discounted price, like in the sample, and here the last item is the one with the 100% discount, at a final price of 0. 11
