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Sale pricing is managed through batches. A batch is a group of items and sale prices that will have sale pricing for a pre-defined time period and conditions.
What sort of conditions? Out of the box, CORE supports a few kinds of sale pricing:
- Everyone Sale - the item will ring up at the specified sale price for all customers.
- Member Sale - the item will ring up at the specified sale price for members and at regular retail price for other customers.
- Percent Member Sale - the item will be discounted by the specified percentage for members. For example, entering a sale "price" of 0.10 will make the item 10% for members. This can be useful for longer term sales on items whose retail price fluctuates often.
- Sliding Member Sale - the item will be discounted by the specified amount for members. A sale price of 0.10 will reduce the price by 10 cents for members. The use case is similar to Percent Member Sale.
Before you can make sales batches, you need to define a batch type or two. Batch types define the exist to define conditions - that is, how the sale price is applied - and for organizational purposes. You can have multiple batch types with the same style of pricing - e.g., Co+op Deals as well as Public Sales - to match batches with store signage or other internal logistics. To add, remove, or adjust batch types click Manage Batch Types in the Sales Batches menu (Site Map: Batch Type Editor)
Creating a Sales Batch
With batch types in place, you can create a sales batch. Go to Sales Batches in the Sales Batches menu (Site Map: Sales Batches). At the top of this page are fields to create a new batch. The remainder of the page lists existing batches.
Batches can be tagged and filtered by owner. This feature is dependent on super departments. It's also optional, so feel free to ignore it. You can view all batches, pending batches (haven't happened yet), current batches (on sale now), or historical batches (done & over).
To create a new batch, select a type at the top and plug in a name for the batch, a start date, and an end date, then click the Add button. This simply adds a new batch to the list below.
To add item to your batch, click on the batch's name. To make any alterations to the batch type, name, or dates, click the edit/pencil icon. To delete a batch, click the delete/trash icon.
Add item to batch, step 1
Add item to batch, step 2
Clicking a batch's name goes to the item level view. From here, you can add, remove, or re-price items in a batch. First, enter a UPC and click add (or press enter). If the item is found, its description and regular price are displayed with a field for sale price. Plug in a sale price and hit enter again. Tip: if you miskeyed the UPC, just leave sale price blank and hit enter to start over.
The list of items in the batch is editable in a similar manner to the list of batches. Click the trash icon to remove an item from the batch or the pencil icon to edit the sale price. When editing, sale prices are expressed as two numbers, e.g. 1 for $1.99. You can use this to set up quantity-specific sales like 3-for-$1; this option is omitted from the default "add item" interface simply because it's not used very often.
The last option of note in the item view is Force Batch. Typically sale pricing is applied on the start date during normal nightly database tasks. If you need an item on sale immediately - for instance, if a new item was just added to a live sale - this option will re-price all items in the batch. Stop Sale is the opposite of Force Batch. Using Stop Sale will immediately take all items in the batch off sale. Changing batch dates is often necessary after stopping a sale to prevent overnight tasks from re-enabling it.
Price Change Batches
Price change batches are similar to sales batches - they consist of a group of items and alternate prices, but rather than applying a sale price to items, these batches alter the items' regular price. Add and print shelftag options are used mainly with price change batches. The general idea is to get new signage ready for a group of items, then push new prices with the Force Batch option.
Intentionally Left Out (for now)
A couple links and options aren't covered above. What/why:
- Likecodes are groups of items with different UPCs that POS considers identical (think produce). The concept itself isn't well documented yet, but in the batch context they're just an alternative to entering items by upc.
- Add limit puts a cap on sale prices per transaction i.e., one per customer. This was used for some one-time WFC promotions and I'm not 100% sure it still works. Probably does, but test it first.
- The Cut option next to items removes an item from a batch and stores it on a background "clipboard". If there are items on your clipboard, you can paste them into another batch. Each user gets their own clipboard, but authentication needs to be turned on for that to work.
Co+op Deals Tool
CORE provides special tools for importing Co+op Deals sales under Sales Batches => Co+op Deals Sales (Site Map: Co+op Deals Menu). First, upload a price file. This should be the Co+op Deals commitment file saved as CSV. The default column selections are probably fine, but make sure A/B/TPR, UPC, and Sale Price are lined up with the correct values. After import, you'll get a list of sale items the store carries, sale prices, and super departments. There are four date fields at the bottom for the A and B date ranges as well as a name field (the month is a good thing to put here). Clicking Create Batches will create sales batches for the A items with the A date range, B items with the B date range, and TPR items with a date range from A's start to B's end.
Vendor Pricing can be a complicated subject, but in a nutshell it involves importing the vendor's catalog to get cost-of-goods information, then comparing current pricing and margin goals with cost-of-goods to find items above or below margin. The tool for reviewing margin and assembling price change batches is under Sales Batches => Vendor Pricing, then Create Price Change Batch (Site Map: Vendor Price Change).
The first screen requires a vendor choice. Optionally, choose a super department to display only items from that grouping. The Show all items should usually be left as "No". Setting it to "Yes" will include items with the current price matches the margin-based suggested price. Since these prices don't need to change including them just adds extra rows.
The next screen shows items from the vendor with cost, the current retail price, the margin at the current price, a suggested retail price, and the margin that would result from using the suggested retail price. Green lines are currently priced above the margin goal; red lines are currently priced below the margin goal. The Var column indicates variable priced items that do not follow standard margin rules. These rows will always be white.
At the very top of the item list is the name of the batch you're currently editing. This can be located under Sales Batches just like any other batch; the vendor tools are just a special interface for making pricing decisions. Click Add on the right hand side to add an item to the price change batch. The row will turn blue to indicate it's been selected. To take an item out of the price change batch, click Del on the right hand side and it will revert to its previous red or green color.