updated as of: March 31, 2015
last author: Andy Theuninck
The latest documentation can be found on the Project Wiki. The information below may be out of date.
Sale pricing is managed through batches. A batch is a group of items and sale prices that will have sale pricing for a pre-defined time period and conditions.

Sale Pricing

What sort of conditions? Out of the box, IS4C supports a few kinds of sale pricing:

Batch Types

Before you can make sales batches, you need to define a batch type or two. Batch types define the exist to define conditions - that is, how the sale price is applied - and for organizational purposes. You can have multiple batch types with the same style of pricing - e.g., Co+op Deals as well as Public Sales - to match batches with store signage or other internal logistics. To add, remove, or adjust batch types click Sales Batches on Fannie's left hand menu, then Manage Batch types. Note edits are saved automatically.

Creating a Sales Batch

With batch types in place, you can create a sales batch. Go to Sales Batches in Fannie's left hand menu, then select the menu option Sales Batches. At the top of this page are fields to create a new batch. The remainder of the page lists existing batches. You can view all batches, pending batches (haven't happened yet), current batches (on sale now), or historical batches (done & over).

Batches can be tagged and filtered by owner. This feature is dependent on super departments. It's also optional, so feel free to ignore it.

To create a new batch, select a type at the top and plug in a name for the batch, a start date, and an end date, then click the Add button. This simply adds a new batch to the list below.

To add item to your batch, click on the batch's name. To make any alterations to the batch type, name, or dates, click the edit/pencil icon. To delete a batch, click the red X icon.

Clicking a batch's name goes to the item level view. From here, you can add, remove, or re-price items in a batch. First, enter a UPC and click add (or press enter). If the item is found, its description and regular price are displayed with a field for sale price. Plug in a sale price and hit enter again. Tip: if you miskeyed the UPC, just leave sale price blank and hit enter to start over.

The list of items in the batch is editable in a similar manner to the list of batches. Click the red X to remove an item from the batch or the pencil icon to edit the sale price. When editing, sale prices are expressed as two numbers, e.g. 1 for $1.99. You can use this to set up quantity-specific sales like 3-for-$1; this option is omited from the default "add item" interface simply because it's not used very often.

The last option of note in the item view is Force Batch. Typically sale pricing is applied on the start date during normal nightly database tasks. If you need an item on sale immediately - for instance, if a new item was just added to a live sale - this option will re-price all items in the batch.

Price Change Batches

Price change batches are similar to sales batches - they consist of a group of items and alternate prices, but rather than applying a sale price to items, these batches alter the items' regular price. Add and print shelftag options are used mainly with price change batches. The general idea is to get new signage ready for a group of items, then push new prices with the Force Batch option.

Intentionally Left Out (for now)

A couple links and options aren't covered above. What/why:
  1. Likecodes are groups of items with different UPCs that POS considers identical (think produce). The concept itself isn't well documented yet, but in the batch context they're just an alternative to entering items by upc.
  2. Add limit puts a cap on sale prices per transaction i.e., one per customer. This was used for some one-time WFC promotions and I'm not 100% sure it still works. Probably does, but test it first.
  3. The Cut option next to items removes an item from a batch and stores it on a background "clipboard". If there are items on your clipboard, you can paste them into another batch. Each user gets their own clipboard, but authentication needs to be turned on for that to work.

See also:

Specialty Batch Tools