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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.733  Help ID: 268

Creating a New Promotion

Upon clicking New, the Properties tab opens for you to enter the information for a new promotion.
Creating a New Promotion
1

Promo ID

1. Promo ID
Enter an ID up to 15 alphanumeric characters.  This may be related to the catalog ID or sale list ID of the source document referenced by the promotion.
2

Promo Type

Select the type of promotion.  This cannot be edited after the promotion is created.
  • Item Sale:  Selected items on sale
  • No sales tax:  No sales tax on items
  • Retail Reset:  TV only; sets the store retail price to the vendor retail price 30 days prior to the promotion and then resets to the store retail price when the promotion ends
  • DIB Loyalty/True Rewards:  Vendor rewards club members receive sale prices
  • Rwd Group Sale:  Rewards club members receive sale prices
  • Limited Qty:  Allows you to limit the quantity of an item sold per invoice
    Creating a New Promotion
  • Group:  Customers in specified group receive sale prices; customer groups are set in AR | Customer File | Settings | Pricing
  • BOGO #1:  Buy product x and get a credit amount at the time of purchase
  • Ex:  Purchase Raid Ant Spray and get $1 off
  • BOGO #2:  Buy a series of products and get a credit amount at the time of purchase
  • Ex:  Purchase Ball Canning Jars and Ball food preservative and get $3 off
  • BOGO #3:  Buy a particular series of products AND a quantity of another series of products and get a determined credit amount at the time of purchase
  • Ex:  Purchase Scott's Turf Builder Lawn Food, Scott's EZ Seed Patch & Repair, and Scott's Turf Builder Rapid Grass Seed AND choice of Scott's EZ Feed Plus Weed Control or Scott's EZ Feed Plus Greening Power and get $10 off
  • BOGO #4:  Buy a quantity of products and get a credit amount at the time of purchase
  • Ex:  Purchase choice of 3 of Best Look Premium 2 In. Nylon Brush, Best Look 2 In. Flat White Natural Bristle Brush, Best Look Premium 9 In. Fabric Roller, Best Look Roller & Tray Set, or Best Look 12 In. Paint Shield Trim Guide and get $5 off
  • BOGO % Off:  Buy product x and get a percentage off the item
  • Ex:  Buy Wild Delight Safflower Bird Food and get 25% off
  • BOGO X & Y:  Buy an item from list X and get an item from list Y for free
  • Ex: Purchase Pennington Kentucky 31 Grass Seed and get Greenscapes Frost Shield free
    BOGO promotions require the use of a BOGO coupon.  For information on creating a BOGO, see Setting Up a Buy One Get One Coupon.
3

Prices Active

3. Prices Active
If this is checked, the promotion prices are activated within the date range specified.  This enables you to build a promotion prior to the beginning date and save it.  At midnight on the morning of the beginning date, the promotion prices are activated without you manually turning the sale on.  At midnight in the evening of the ending date, the promotion prices are deactivated without you manually turning the sale off.
 
Note that Automatically Start and Stop Promotions must be checked in System | Company Setup | Inventory Page 2 for this to work properly.  If this is not checked, you must manually check and uncheck the Promo Prices Active box to activate and deactivate the promotion prices. 
 
If the Promo Prices Active box is still checked after the promo ending date, a message is shown upon opening TransActPOS for you to check the promotion.
 
 
4

Description

4. Description
Enter a description for the promotion.
5

Beginning and Ending Dates

5. Beginning and Ending Dates
Enter beginning and ending dates for the promotion.  The promotion begins at midnight on the morning of the beginning date and ends at midnight in the evening of the ending date. 
6

Display

6. Display
If this is checked, the items for this promotion are displayed on the workstation extended monitor.
7

Promo Code

7. Promo Code
Enter a two-character code to identify the promotion.  This is used for sales reporting.
8

Headline

8. Headline
Enter a headline to be displayed on the workstation extended monitor.
9

No Additional Discounts

9. No Additional Discounts
Clicking No Discounts opens a window for you to select whether to allow additional discounts or not.  Clicking Checked excludes the promotion items from receiving any other discounts.  Clicking Unchecked allows additional discounts to apply.
10

Print Copy

10. Print Copy
This triggers a copy of the invoice including promotional items to print during Ring Sale.
11

Item Listing

11. Item Listing
This is a listing of all items included in the promotion.
12

Modify

12. Modify
This allows you to make changes to the items in the Item Listing or add items.
Creating a New Promotion
1

Item Screen

1. Item Screen
This opens the IC inventory file for the selected item.
2

Add Item

2. Add Item
This allows you to add another item to the promotion listing.  Enter an item ID in the Item field, and press Enter.  The item description, current retail price, and selling unit are transferred from the IC inventory file.  Enter a promotion price, and click OK.
Creating a New Promotion

Last Cost , Average Cost and On-hand referenced

1. Last Cost , Average Cost and On-hand referenced
For a clear understanding of the cost basis of the item both the Last and Average Cost are included as while as the current quantity on-hand.
 
3

Edit Item

3. Edit Item
This allows you to change the promotion price of an item.
Creating a New Promotion
4

Delete

4. Delete
This deletes the selected item.
5

Mass Price Change

5. Mass Price Change
This allows you to make a price change to all items in the promotion listing.  Select the type of price change, enter the value of the change, and click Post Prices.
Creating a New Promotion
13

Import Items

13. Import Items
You can import a spreadsheet of items to build a promotion or create a list from an Item Listing Report.  For more information on importing a list, see Importing a Promotion Item List.
Creating a New Promotion
14

Export Items

14. Export Items
You can export the Item Listing as a .CSV file in three formats.
 
Select a location to save the file to, name the file, and save it.
 
The item details are saved to a spreadsheet.
 

The contents of Creating a New Promotion

Importing a Promotion Item List
Importing a Vendor Promotion
Promotion Details
Type Promo