Discounts in Barnet Part 1

DISCOUNTS IN BARNET PART 1

There are multiple ways to create discounts in Barnet.

1. Product Based Discount

   • % off

   • Amount off

   • Discount Price

   • 2For or Multiple based discounts

   • Apply a start and end date for a product-based discount

   • Loyalty Customer Discounts

   • Apply LTO as discount

2. Group or Category Based Discounts - automatic

3. Discount Buttons for the till that apply to any products

• Discount Groups

• Staff Discount option 1

• Creating Till Buttons

1. Scheduled Discounts

2. Mix and Match Group Discounts

3. Customer Based Discounts

• Customer Groups

• Price based customer discounts

• Cost + Discounts

• Customer Maintenance

1. Price Levels 2-8

Applying Discounts at the till

Discount Rules & Prohibiting Discounts

1. Single Discount Only

2. Discounts Limit to Cost

3. Discount Exempt

4. Flyer Discount Only

5. Restricting staff from Applying Discounts

6. Manager only at till

Discount Reports

Product Based Discounts

In <Product Maintenance>, navigate to the “Discounts” tab on the left side of the screen. Discounts can be applied at the product level in a number of ways. Start and end dates can be added. It is also possible to apply, change and remove product-based discounts in the grid with ‘Apply All’.

Product Based 2For Discounts: enter the Qty that needs to be purchased to get the discount. This could be 2 or 3 or 4, etc. Then set a % off or a price for each unit when the Qty is purchased.

Group or Category Based Discounts

You can create automatic discounts for all products in a specific category or group. These can require a specific quantity to be purchased to qualify for a discount. From the “Product Services” drop down, choose: Discounts by>By Group

The “Regular Price Items Only” checkmark means already discounted SKUs will count towards the total, but they will not get discounted again. So, for example a customer who buys 2 cooler SKUs, 1 on sale already and 1 regular price will get this discount on the regular priced one. The one on sale counts towards the Qty total.

Multiple Qty only means that if it were checked, only multiples of 2 coolers would get the discount, so if 3 were purchased, only 2 would get the discount. To get the discount on all products customers would have to buy 2 or 4 or 6 or 8, etc. Note in the top example of Wine Case sales, Multiple Qty is not checked, so for the first tier of 5% of for 6 bottles if a customer bought 9 all 9 would get the 5% off.

Discount Buttons

It is easy to make discount buttons for your till. These can be item discounts for just some of the products on a receipt or they can apply to the whole receipt. You can have generic percentage-based discount buttons like 5%OFF and 10%OFF or you can have specific names for your discount buttons. These names like ‘Seniors Discount’, ‘Staff Discount’, ‘Rep Discount’, and more, will show on your Discount Report.

Discount Groups

• For named discounts you first need to create a Discount Group. Under the “Customers” drop down menu, choose ‘Discount Groups’ and press the green “+” to add.

• The Discount Group ID number will be used as a “product” when you create the button. You can choose either price-based discounts % Off or Amount $ Off or a Cost + Style Discount. You can also set certain days of the week for the discount.

• In the above example Staff Discount is Discount Group 20 and the value is Cost +5%. To create this button, choose a Function, either ‘Discounted Fixed’ to apply to the whole receipt or ‘Discount Selected’ if it should apply to individual items. In the Product Code cell, enter the Discount Group ID.

• For generic discount buttons you do not need a product code, just choose either ‘Discounted Fixed’ to apply to the whole receipt or ‘Discount Selected’ if it should apply to individual items and the amount of the discount will be set by the caption you enter. The number at the start of the caption will be the discount % applied. For example, for a 15% discount, the caption should start with “15” like 15%OFF Item.

Scheduled Discounts

Discount schedules allow you to set multiple rules for discounts with start and end dates. End dates can be scheduled years into the future for discounts that run indefinitely. From the “Product Service” dropdown, choose: Discounts by>Schedule. Discount Schedule is the best place to apply discounts for an entire Category or for specific Customer Groups. Stores with flyers generally use the Discount Schedule to create.

Mix and Match Group Discounts

Multiple based 2For pricing and Mix Match Product Discounts can be created with rules in the Product Services dropdown Discounts by>MixMatch>MixMatch Group and MixMatch

2For discounts can be created on a product level on the “Discounts” tab in <Product Maintenance> but you cannot add specific rules there. If you want to apply specific rules for these discounts you must create a MixMatch Group even if it is not specifically for a mix of products. Any MixMatched product discounts that do not apply to an entire Group or Category must be created there. There are two steps for these sorts of discounts. Step 1) Create a MixMatch Group. Step 2) Add product to the MixMatch Group.

1. Create a MixMatch Group

MixMatch Groups must have names. You can set rules like quantity for discounts, days of the week, types of discounts – Price 2, % or Amount off each product. Keep in mind that Discount $ is off each unit purchased. If you want a discount where for purchasing 2 bottles a customer gets a total of $6 off, then enter $3 in the Discount $ cell for the amount off each bottle. If you want a discount that is 2 for $40 then in the Price 2 field enter $20 so that two bottles @$20 will = $40.

1. Add product to the MixMatch Group

From the “Product Services” dropdown, choose: Discounts by>MixMatch>MixMatch