Promotions
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Creating a CSP Special
1. Log onto the System Menu 2. Select Promotions 3. Select CSP Specials 4. Select New 5. Enter description of the Special; POS Description Label Description User Description 6. Select a Special type using the drop down menu 7. Enter Start and Finish Dates 8. Enter additional information into the fields that are white 9. Add products by: a. Barcode, b. Order code c. Item ID d. Searching e. Or by selecting categories 10. Select Save 11. Select Close to close the CSP Specials program
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Creating a Retail Promotion
1.Log on to System Menu 2.Select Promotions 3.Select Retail Promotions 4.Select New 5.Select a Promotion Type (Promo Type) 6.Enter a description 7.Select a Start and Finish date 8.In grid, enter Item ID or select the ellipsis to search and select items 9.Select Save 10.Select a promotional options Disc %- Discount as a percentage Disc $ Ex- Discount as a dollar value, excluding GST Disc $ Inc- Discount as a dollar value, including GST Sell Inc – enter in the promotional sell price manually 11.Enter the value 12.A bulk add can be made by selecting the curved arrow in the right side of the cell 13.Select Save 14.Select Apply 15.A Prompt message will appear- Are you sure that you want to apply this Retail Promo? Yes/ No 16.Select Yes 17.A Prompt message will appear- Retail Promo batch [LOCATION/ BATCH ID] has been applied. OK 18.Select OK
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Create a Retail Promotion - double up
1. Log on to System Menu 2. Select Promotions 3. Select Retail Promotion 4. Select New 5. Select a Promotion Type 6. Enter a description 7. Select a Start and Finish date 8. In grid, enter Item ID or select the ellipsis to search and select items 9. Select Save 10. Select a promotional options • Disc %- Discount as a percentage • Disc $ Ex- Discount as a dollar value, excluding GST • Disc $ Inc- Discount as a dollar value, including GST • Sell Inc – enter in the promotional sell price manually 11. Enter the value 12. A bulk add can be made by selecting the curved arrow in the right side of the cell 13. Select Save 14. Select Apply This will activate the Promotion 15. A Prompt message will appear- Are you sure that you want to apply this Retail Promo? Yes/ No 16. Select Yes 17. A Prompt message will appear- Retail Promo batch [LOCATION/ BATCH ID] has been applied. OK 18. Select OK
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Ending a Promotion
1. Log on to System Menu 2. Select Promotions 3. Select Retail Promotion 4. Search and select the promotion required 5. Select End 6. Select the new Finish Date Using drop down option. This date is defaulted to today's date 7. Select OK 8. A Prompt message will appear- Change end date for promotion. [#] sell records will be modified. Yes/ No 9. Select Yes
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Finishing a Promotion
1. Log on to System Menu 2. Select Promotions 3. Select Retail Promotion 4. Search and select the promotion required 5. Select End 6. Select the new Finish Date Using drop down option. This date is defaulted to today's date 7. Select OK 8. A Prompt message will appear- Change end date for promotion. [#] sell records will be modified. Yes/ No 9. Select Yes
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Extending a Promotion
Retail Promotions can only be extended if Promotion Applied is less than 21 days. 21 days is the standard Promotion time. If you want the same promotion to be longer than 21 days, see guide - Copy & Extend Retail Promotion This will show you how to copy the same Retail Promotion batch and Apply with new date. 1.Log on to System Menu 2.Select Promotions 3.Select Retail Promotion 4.Search and select the promotion required 5.Select Extend Promo 6.Select the new Finish Date This date is defaulted to previous finish date 7.Select Extend 8.A Prompt message will appear- Are you sure you would like to extend this retail promotion to finish on [DATE]? Yes/ No 9.Select Yes 10.A Prompt message will appear- [#] item sell record/ s have been updated. OK 11.Select OK
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Creating a Loyalty Special
1. Log onto the System Menu 2. Select Promotions 3. Select CSP Specials 4. Select New 5. Enter description of the Special; • POS Description • Label Description • User Description 6. Select a Special type using the drop down menu 7. Enter Start and Finish Dates 8. Enter additional information into the fields that are white 9. Add products by: • Barcode • Order code • Item ID • Searching • Or by selecting categories 10. Tick Only Applies To Loyalty Members 11. Select Save 12. Select Close to close the CSP Specials program
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Creating Basket Special - Multiple Items under One Sell Price
1. Navigate to CSP Specials Program 2. Click New 3. Tick - Is Basket Special 4. Enter Basket Sell Price 5. Click Item ID 6. Enter Item ID or Ellipses to Search Items 7. Search Brand and press Enter or Find 8. Double-click Item needed 9. Repeat for more Items 10. Click Ellipses 11. Search Brand and press Enter 12. Double-click Item needed 13. Click Min Qty Required - enter 1 14. Press [[Down]] 15. Enter 1 16. Click Generate Barcode 17. Click on Drop-Down Arrow 18. Select Start Date 19. Click on Drop-Down Arrow 20. Select End Date - please note CSP Specials can run 3 weeks or less 21. Click Save 22. Click Print Label 23. Click Drop-Down Arrow 24. Select Label - Peel off label is best 25. Click OK 26. Label Printing Program will Open - Hit Print to Print Label
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Copy & Extend Retail Promotion - Longer than 21 Days
1. Navigate to & Open Retail Promotions Program 2. Click Search 3. Tick Applied - Finished 4. Click Find 5. Double-click Retail Promotion ID that has Finished & you want to Copy & Extend 6. Right click on Smart Grid (Blue Section of Row) 7. Click Export to Excel 8. Name File & Hit Enter or Save 9. Click No 10. Click New 11. Select Promo Type 12. Click Import 13. Double-click Saved File 14. Match & Enter Column # to Item ID field In this case, Item ID is 2 15. Remove other Import Data that is not needed by clicking on X 16. Look for Disc %, Discount $ 17. Match & Enter Colum # to Discount % 18. Click Import 19. Click No 20. Click OK 21. Enter Finish Date 22. Click Save 23. Click Apply