Sales > Sales Functions > Discount Rules

There are a number of Discount Rules types available for you to choose from on the Discount Rule tab.

Inventory List

•Basic - Percent Off. Discounts items by a percent amount (e.g., 30% off)

•Basic - Amount Off. Discounts items by an a dollar amount (e.g., $1.00 off everything in the store)

•Basic - Fixed Price. Discounts items to a specific dollar amount (e.g., All items $9.99 in this department)

•Cost Plus - Percent. Discounts items by a percentage above cost

•Cost Plus - Amount. Discounts items by a dollar amount above cost

•Price Plus - Percent. Discounts items by a percentage above price

•Price Plus - Amount. Discounts items by a dollar amount above price

•Buy X, Get Y percent off. Discounts X Items at Y Percent off after you have sold X items. (e.g., Buy 3 get 50% off.)

•Discount Triggered by Quantity - Amount. Discounts by an amount when you reach a certain quantity of items (e.g., Buy 1-10 get $5.00 off, buy 11-20 get $10.00 off.)

•Discount Triggered by Quantity - Percent. Discounts by a percent when you reach a certain quantity of items (e.g., Buy 1-10 get 5% off, buy 11-20 get 10% off.)

•Buy X, Get Y at Z percent off - Item. Discounts Y Items at Z Percent off after you have sold X items. (e.g., Buy 3 get 1 at 50% off.)

•Buy X, Get Y at Z percent off - Group. Discounts Y Items at Z Percent off after you have sold X items. (e.g., Buy 3 get 1 at 50% off.) but in a particular group (e.g., buy 3 in a particular department get 1 at 50%, etc.)

•Mix and Match. Discounts multiple quantities of items to a certain dollar value. (e.g., 3 for $1.00, etc.)

Customer List

•Basic - Percent Off. Discounts items by a percent amount (e.g., 30% off) for selected customers

•Basic - Amount Off. Discounts items by an a dollar amount (e.g., $1.00 off everything in the store) for selected customers

•Basic - Fixed Price. Discounts items to a specific dollar amount (e.g., All items $9.99 in this department)

•Cost Plus - Percent. Discounts items by a percentage above cost for selected customers

•Cost Plus - Amount. Discounts items by a dollar amount above cost for selected customers

•Price Plus - Percent. Discounts items by a percentage above price for selected customers

•Price Plus - Amount. Discounts items by a dollar amount above price for selected customers

This customer (direct) discount settings and the discount rules are not mutually exclusive. A customer can have both and RetailEdge will find the better discount. Applied Discount Rules as displayed in the Discount tab.

Customer AND Inventory Lists

These discounts are similar to the Inventory and Customer discounts but allow you to set up filters based on both customer and inventory files (e.g., discount department X by 30% for all customers from Vermont on July 4).

•Basic - Percent Off. Discounts items by a percent amount (e.g., 30% off)

•Basic - Amount Off. Discounts items by an a dollar amount

•Basic - Fixed Price. Discounts

•Cost Plus - Percent. Discounts items by a percentage above cost

•Cost Plus - Amount. Discounts items by a dollar amount above cost

•Price Plus - Percent. Discounts items by a percentage above price

•Price Plus - Amount. Discounts items by a dollar amount above price

•Buy X, Get Y percent off. Discounts X Items at Y Percent off after you have sold X items. (e.g., Buy 3 get 50% off.)

•Rewards - Punch Card Percent Off. Works like a coffee card. Discounts Y percent off the next item after X items have been purchased. This is cumulative and so will track customers past sales to calculate X items.

•Rewards - Punch Card Amount Off. Works like a coffee card. Issues a Y dollar coupon after X items have been purchased. This is cumulative and so will track customers past sales to calculate X items.

•Discount Triggered by Sales Total - Percent. Tiered discounts based on the total amount of the sale (e.g., $100 to $200 get 10% off, $200 to $300 get 20% off, etc.).

•Discount Triggered by Sales Total - Amount. Tiered discounts based on the total amount of the sale (e.g., $100 to $200 get 5.00 off, $200 to $300 get 10.00 off, etc.).

•Customer Rewards Program. This allows the creation of Loyalty Dollars in real time rather than in a batch process.

•Pre-Buy (Buy Today, Use Tomorrow). This allows the purchase of a quantity of items now so that one does not need to worry about needing to tender payment later. It can also be used for special deals. (e.g. Buy 3 now, get 100% off the next 3, or buy 9 now, get 100% off the next 10.)

Complete Sale (Optional Coupon).

A Complete Sale is not based on a particular file and is simplest type of discount. This allows you to discount everything in your inventory by a certain percentage or amount. This is useful for store-wide sales and can be set for a specific time period.

For this type of discount you need to have a coupon code in the Coupon Code field. If you don't check that the Coupon Required Checkbox then RetailEdge will automatically load this Rule when the Sales Screen is started. However you can require that a Coupon be presented in order for the rule to be applied by checking the Coupon Required Checkbox.

•Complete Sale - Percent Off. Discounts any item on the Sales Screen by a percent amount

•Complete Sale - Amount Off. Discounts all items on the Sales Screen by a dollar amount. This discount is a different from the other discount rule types and works by applying/returning a non-stock item with the description of the applied coupon on the sale. This will allow you to better see how the coupon is applied to the sale.

•Complete Sale - Weekly Sales Incentive. Discounts by applying a coupon based on customer sales over the past 6 days. The discount is defined by the Discount Tiers (e.g., $10.00 - $19.99, 10%). The discount amount can be capped by the value defined in the Max of Today's Purchase Applied to Coupon. This provides a simple automatically applied loyalty program that can augment the more comprehensive loyalty program already available in RetailEdge.

•Complete Sale - Complete Sale - Adjustment (%) w/Coupon. This allows a store to adjust sale if they need to add a fee or a discount that is not tied customer or item. Examples would be cash discounts or credit card surcharges. If one is using the Adjustment rule for payment adjustments, then only one payment type can be used. If split tender is needed, then the clerk will have to enter the adjustments manually.

YouTube Video : Surcharge Discount Rule

Discount Rule Types

Discount Rule Types