Promotions Maintenance

 

Promotions Maintenance allows you to define the promotional sales you wish to offer to your customers.

 

The maintenance screen is divided into the following three sections:

 

Maintenance Grid

The grid area displays the currently defined promotions. All fields are display-only and all modifications to promotions must be done by selecting the row and modifying the fields in the data entry section. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. All values for the selected item will be displayed dynamically in the data entry section.

 

 

Select All

Clicking on the upper left corner of the grid will select all promotions. To select multiple contiguous rows, select the first row then press down the SHIFT key on your keyboard and while the SHIFT key is pressed, select the last row in your range. To select multiple rows that are not contiguous, select the first row then press down the CTRL key on your keyboard and while the the CTRL key is pressed, select each subsequent row that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. All data edits or option changes will be applied to all selected rows. Pressing on the Delete button while in multi-select mode will delete all selected promotions.

Item Row Maintenance

Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete, Insert or Duplicate a row. Rows may also be deleted, inserted or duplicated by using the delete, insert or duplicate buttons in the buttons area.

Column Sort

Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order.

 

Data Entry

The data entry area dynamically displays the currently selected promotion.

 

 

Promotion Id

Enter a unique integer value to identify the promotion. Required field. Duplicates not allowed. When modifying Promotion Ids, a warning message will be displayed indicating that any references to the promotion will be lost when the changes are saved.

Match

Enter the amount or quantity of items that must match before the discount is applied.

 

If the "Match Amount" option is enabled, the value entered will be treated as an amount.  Entering a value of 1 in the "Match" field indicates that $1.00 of the item or items linked to the promotion must be sold before the promotion is applied. Entering a value of 2 indicates that $2.00 must be sold. Etc. The discount applied when the promotion is triggered will also use this amount when calculating total percentage discounts.

 

If the "Match Amount" option is disabled, the value entered will be treated as a quantity or item count. Entering a value of 1 in the "Match" field indicates that only one item linked to the promotion must be sold before the promotion is applied. Entering a value of 2 indicates that two items must be sold. Etc.

Caption

Enter the promotion display name. Required field. Max 25 characters.

Discount

Enter the discount percentage or amount. If the Discount is a percentage option is selected, the value entered will be treated as a percentage, otherwise it will be treated as an amount.

Start Date

Enter or select the date the promotion should start. Required field. Must be on or before the end date if the end date is defined.

End Date

Enter or select the date the promotion should end. If defined, the end date must be on or after the start date. The promotion will be valid from the start date to the end date inclusively. If not defined, the promotion will never end.

Options

Select one or more of the following promotion options:

 

Match Amount

When enabled, this option will trigger the promotion once the specified amount has been reached. If disabled, the promotion will be activated only when the quantity specified has been reached. Please note that unless the promotion has been flagged as "One Match", the promotion will trigger every time the Amount or Quantity specified has been reached. This means that all multiples of amount and quantity will trigger the promotion. When triggered, any remainders of amount or quantity will be carried forward.

Discount is a Percentage

Select this option if this is a percentage discount and not an amount discount.

One Discount per Transaction

Enabling this option will limit this promotion to one discount per transaction. Other promotions may trigger within the same transaction, but this promotion will only be triggered once.

Exact Match

Select this option if you wish to enter a subset of items that are currently linked to the promotion. This list will be used to trigger the promotion. All items in the defined list must be a part of the current transaction and the amount or quantity of items entered in the "Match" field must also be met for each individual item in the list before the promotion is trigger.

 

If the "Match Amount" option is enabled, the value entered in the "Match" field will be treated as an amount.  Entering a value of 1 in the "Match" field indicates that $1.00 of each item in the list must be sold before the promotion is applied. Entering a value of 2 indicates that $2.00 of each item in the list must be sold. Etc.

 

If the "Match Amount" option is disabled, the value entered in the "Match" field will be treated as a quantity or item count. Entering a value of 1 in the "Match" field indicates that only one of each item in the list must be sold before the promotion is applied. Entering a value of 2 indicates that two of each item in the list must be sold. Etc.

Total Discount

This option determines if the discount should be applied to the promotion sub total or to the last item entered to trigger the promotion.

 

If "Total Discount" is enabled and"Discount is a Percentage" is enabled, the percentage entered in the "Discount" field will be applied to the price of all items in the promotion and calculate the discount based on the amount or quantity entered in the "Match" field. For example if the Match Amount is $10.00, when this limit is reached, the promotion will trigger and apply a discount to the $10.00. The remainder of the total price of all items in the promotion will be carried forward.

 

If "Total Discount" is disabled and "Discount is a Percentage" is enabled, the percentage entered in the "Discount" field will be applied to the price of the last item to trigger the promotion and calculate the discount accordingly. For example if the Match Amount is $10.00, when this limit is reached, the promotion will trigger and apply a discount to the price of the last item to trigger the promotion.

Set Price

Select this option if the promotion will have a fixed price when the promotion is triggered.

 

If "Total Discount" is enabled, the value entered in the "Discount" field will determine the total price of all items in the promotion and calculate the discount based on the amount or quantity entered in the "Match" field.

 

If "Total Discount" is disabled, the price of the last item to trigger the promotion will be determined by the value entered in the "Discount" field and calculate the discount accordingly.

Mix & Match

Select this option if any combination of products linked to the promotion should trigger the discount. When this option is not enabled, each individual item must meet the match criteria.

 

Print On

All printers and customer displays defined in Hardware Maintenance will be shown. Select one or more of the listed printers. At least one printer must be selected.

Print Font

Select one of the supported printer fonts.

 

Font A Standard

      

Font A Double Width

Font A Double Height

Font A Double Width and Double Height        

Font B Standard

Font B Double Width

Font B Double Height

Font B Double Width and Double Height

Exact Match

 

Item List Grid

The grid area displays the currently defined products of the exact match list. All fields are display-only and all modifications to the list must be done by selecting the item row and modifying the fields below. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete or Insert a row. Rows may also be deleted, inserted or duplicated by using the insert item or delete item buttons.

 

All products in the match list must be linked to the promotion. The promotion will be triggered if and only if all products in the list are linked to the promotion and each item is contained within the transaction. The amount of each item that must be sold will be determined by the Match value entered. Entering a value of 1 in the Match field indicates that only one of each item, must be sold before the promotion is applied. Entering a value of 2 indicates that two of each item in the list must be sold. Etc.

Item PLU

Enter the PLU of the product or click on the Product Lookup button to display the Product Lookup window. This will allow you to search for a particular product and by double clicking on an item row, will close the lookup and return the chosen PLU. Please note that the Exact Match Items List must be a subset of the products linked to this promotion. Only products linked to the promotion at the department or product level will be displayed in the Product Lookup window. A warning message will be displayed if you attempt to enter a product that is not linked to the promotion.

 

 

 

Product Search

Enter the product name you wish to find. The product list will be filtered as you type each character to allow you to quickly find a product. Delete the entered text to display all products linked ti this promotion.

Product List

All defined products linked to the promotion will be listed. Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order. Double clicking on an item row, will close the lookup and return the chosen PLU.

Item SKU

Enter the SKU of the product or click on the Product Lookup button will display the Product Lookup window. This will allow you to search for a particular product and by double clicking on an item row, will close the lookup and return the chosen SKU if defined. Please note that the Exact Match Items List must be a subset of the products linked to this promotion. Only products linked to the promotion at the department or product level will be displayed in the Product Lookup window. A warning message will be displayed if you attempt to enter a product that is not linked to the promotion.

 

 

 

Product Search

Enter the product name you wish to find. The product list will be filtered as you type each character to allow you to quickly find a product. Delete the entered text to display all products linked ti this promotion.

Product List

All defined products linked to the promotion will be listed. Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order. Double clicking on an item row, will close the lookup and return the chosen SKU.

Department

Displays the current item department name. Display-only.

Name

Displays the current item name. Display-only.

Insert Item

Click on this button to add a new match item to the list. Rows may also be inserted by right clicking on the match item row number and selecting Insert from the pop-up menu.

Delete Item

Click on this button to delete the currently selected match item line. Rows may also be deleted by right clicking on the match item row number and selecting Delete from the pop-up menu.

 

Buttons

The buttons area consists of the following 5 buttons:

 

Delete

Click on this button to delete the currently selected row or rows. A warning message will be displayed indicating that any references to the deleted promotion or promotions will be lost when the changes are saved.

Insert

Click on this button to insert a new row at the end of the list. All validation errors on the current row must be corrected before inserting a new row.

Duplicate

Click on this button to duplicate the currently selected row. All validation errors on the current row must be corrected before duplicating the row.

Save

Click on this button to save changes. All validation errors must be corrected before saving your changes. The button will not be enabled until a change has been made.

Close

Click on this button to close the window.

If any changes have been made you will be prompted to save the changes before closing the window.

Yes Button

Click on Yes to save changes and close the window. All validation errors must be corrected before saving your changes.

No Button

Click on No to discard all changes made and close the window.

Cancel Button

Click on Cancel to abort the close and return to the maintenance screen.

Import

One or more promotions exported from one program may be imported into the same or a different program. Each promotion saved during the export will be inserted as a new promotion into the current program.

 

Click on the Import button to open the "Open" file dialogue. Select the File you want to use to import data from, and click on the Open button to verify the file. If a valid OSI Promotions Export file (*.pro) has been selected, the system will attempt to import each promotion included in the file. Click on the Cancel button to cancel the import and close the "Open" file dialogue.

Export

Click on Select All or select the row or rows you wish to include in the export file. Click on the Export button to open the Save As dialogue window which will allow you to export the selected promotion(s) to an OSI proprietary export file (PromotionExport.pro). The name of the export file will be defaulted based on the selection or selections made, but may be changed to a file name of your choice.

 

Type in the File Name and location where you want to save the export file and click on the Save button to perform the export or click on the Cancel button to cancel the export. A message will be displayed when completed indicating whether the export was successful or not.