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Order Of Application Of Discounts, Campaigns, Happy Hours, Mix n Matches, Specials / Promotions, Surcharges And Vouchers

Swiftpos - What To Consider

This provides a broad overview of the order of application in which Discounts, Campaigns, Happy Hours, Mix n Matches, Specials / Promotions, Surcharges and Vouchers are applied in an order/sale in Swiftpos.

 

IMPORTANT

 

Given this is a very complex area of application, we do acknowledge that there may be scenarios that deviate from the order outlined below. However, for the vast majority of scenarios the order of application outlined below will in most cases apply.

 

Subjects      ▲ ▼

 

Discount Types      ▲ ▼

  • Specials/Promotions
  • Happy Hour Specials
  • Member Campaigns
  • Item Discount using a Discount POS Key - The Discount (#6) POS Key applies the discount against the last item in a sale by adding a 0(zero) Qty of the same PLU with the discount amount. As a result, all GP% reporting will be correct.
  • Sale Discount using a Discount POS Key - If there is a situation where a manual discount is required in Touch then subtotal the transaction first then apply the discount. This will apply the discount to the ??DISCOUNT? PLU as a sale discount. All Product GP% are reported correctly using this method.
  • Force Discounts as Sale Discount - It is possible in the current release to set the discount POS Key up in such a way that it will automatically subtotal the transaction before applying the discount. This will eliminate any possible operator error and all reporting will be as expected. (Change the item discount POS Key to a Multi Link POS Key, then configure the multi link POS Key by a adding a ?Subtotal? event followed by a ?Discount? event).
  • Mix n Match - This is the recommend procedure to apply a discount on promotions such as a 6 buy or 12 buy. When configured this way the discount will be automatically be applied (removing the responsibility from the Clerk/Staff Member). The discount is also applied across all items (not the last one as a Discount POS Key does). All Product GP% are reported correctly using this method.

 

Order Of Application      ▲ ▼

Discounts, Campaigns, Happy Hours, Mix n Matches, Specials / Promotions, Surcharges And Vouchers are applied in the following order:

  • Specials/Promotions (Broad Time Period) - For example, a month. This is effectively a pricing change and not a Discount.
  • Happy Hour/Specials/Promotions (Narrow Time Period) - For example, a day or weekend. This is effectively a pricing change and not a Discount. If within the broader time period Special/Promotion above, it will take precedence.
  • Happy Hour - This is effectively a pricing change and not a Discount.
  • Discounts
    • Auto Appy Discounts - Applied after an item/product is added to an order/sale. before Campaigns and Mix n Matches if they are added to an order/sale before a Member is added.
    • Manual Discounts - Applied when the Discount (#6) POS Key is selected.
  • Surcharges - These are based on the gross value of the order/sale and NOT the net value (after discounts, etc.).
  • Campaigns
    • Once a MnM is applied to an order/sale, Discounts and Surcharges are recalculated.
  • Mix n Matches (MnM)
    • Max Allowed X in Sale - This rule is applied first, before any other MnM rules are applied and will always take precedence over other MnM rules.
    • Other MnM Rules
      • All other rules are applied in the order in which they are listed in the grid in the Mix n Match screen. That is, they are applied from the top of the grid down, in that order.
      • If there are two or more of the same rules in an order/sale, that apply to the same Family, then the one with the highest X Qty value will be applied first. For example, if a Buy 4 for $40 rule and a Buy 2 for $20 rule are applied to an order/sale, then the Buy 4 for $40 rule would be applied first and then the Buy 2 for $20 rule.
      • Volume Discount - These can only be applied to Products that have no other rules applied.
  • Vouchers
    • Can be applied when a Member is added to an order/sale.
    • Vouchers can trigger Discounts, Campaigns, or Mix n Matches.
    • Reapplied when changes are made to and item/product in the order/sale.
    • Retested with each new item/product added.

 

End of article      ▲