Want to drive additional revenue from discounts and surcharges? In this guide, you’ll learn how to automate discounts and surcharges with our feature, Price Lists.
What's In This Guide?
- Before You Begin
- Enabling Price Lists
- Creating Price Lists
- Managing Price Lists
- Frequently Asked Questions
Before You Begin
You'll need:
- A Manage plan
- Site pricing enabled for users
Enabling Price Lists
- Go to Features on the Back Office.
- Click Price Lists.
- Enable Price Lists.
Creating Price Lists
- Go to My Site and then Price Lists.
- You will notice that you have a default price list. This list contains existing products and their respective prices.
- To create a new discount or surcharge, click “Create Price List”.
- Give it a name.
- You will need to choose from a normal price list, percentage surcharge or discount.
With regards to normal price lists, you can:
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- Filter by POS categories, tags and reporting groups.
- Add individual prices or apply them to multiple boxes by ticking them.
- Reset pricing or change pricing.
With regards to percentage surcharges and discounts, you can apply rates to:
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- All products and option sets
- Selected POS Categories
- Tagged products
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- Once done you can save your price lists or save and schedule them.
- If you save and schedule your price lists you can:
- Click “No repeat” and organise them for one time only. This could be all day or for a block of time.
- Repeat schedules everyday and select all day or a block of time.
- Repeat schedules weekly, select days and all day or a block of time.
- Repeat schedules for multiple dates and select all day or a block of time.
- Click “No repeat” and organise them for one time only. This could be all day or for a block of time.
- If you save and schedule your price lists you can:
- You can then manage price lists by priority. Only one price list can run at one time.
Managing Price Lists
When your price lists are activated, the POS will display a green bar at the top of the screen. It will encourage staff to activate the price lists.
Note - If your price list is not on the POS, check that you’re online and that your POS has been recently synced with the Back Office.
Frequently Asked Questions
How can I make site-specific pricing?
Please check out our guide here.
I would like my staff to make manual pricing adjustments. How can this be achieved?
Check out our support guide on our Price Adjustment Add-on.