When you create a package — for a regular club release, a retail sale through Λctiv8 POS or the Λctiv8 “shopping cart,” or an empty box — you can define a number of discounts that will apply to all the items in it. Youʼll set all of these amounts in the Package Data Entry dialog (on the Details tab):
Add to Inventory Discount instructs Manager to add this percentage to the discount defined for each item in its Inventory record.
(If youʼve set the inventory item to Do not Discount, this setting will have no effect.)
Note: “Accumulated” discounts are added arithmetically, not applied sequentially — i.e., 15% + 30% = 45% (not 40.5%).
Add Rule lets you choose a rule to specify that the discount will apply when the total selling price exceeds a given amount. To create one of these rules, make a new record in the Rule list, with the Type 'Transaction' and Subtype 'S&H Discount.' In the Amount Type field, choose '> Amount,' and enter the Amount of the selling price that will trigger the rule. Give the rule a Name that indicates the amount; this name will appear in the Package recordʼs Add Rule list.
Discount Rule to Further Apply on Products: As a reward for continued membership, many clubs offer a member discount that increases over time, for example, by one percent per year, up to a fixed maximum. Select a discount scheme here, and select the name of the appropriate club in the lookup list at Club Name for Membership Date Lookup.
Note: The available schemes are defined by entries in the Selection list; Manager administrators can add new ones by creating records of Type 'Rurdiscnt.'
Alternatively, you can apply an advanced discount based on the kind or quantity of items sold.
Instead of this graduated membership-longevity discount, you can choose to apply one based on any or all of:
To implement this feature, choose 'Customer Lookup' from the list at Discount Rule to Further Apply on Products. This setting signals Manager to search a list of package discount rules, which you can create, for those that match these properties, and apply the markdown defined there.
Note: To display your existing package discount rules in the Rule list, use the Quick Search 'Package Discount Rules.'
To create a package discount rule, open a new record in the Rule list. In the Rule – Data Entry dialog, set Subtype to 'Pkg Discount.' Then, define the conditions under which the rule will apply:
Type: Select the Type of customer who will receive the package. (Manager matches this value against the Type field in the Customer - Data Entry dialog.)
Full Operators and Administrators can define new types by creating records of Type 'CsrType' in Managerʼs Selection list.
Name: Select the club from the drop-down list. Clubs are listed in the order in which they appear on the Membership tabs in the Customer record. Select 'None' to create a discount for customers who arenʼt members of any club (e.g., guest shoppers or wholesalers).
Note: You can also view these names (Grouping01, etc.) and the clubs they are assigned to in the Group list (Network : Setup : Grouping); search for records of Subtype 'Customer.'
Start/Finish Item Count: Defines the range of quantities for which the rule applies. (To set the discount rate for other quantity ranges, create another rule.)
Note: The rule applies only when all items within the range represent the same inventory item.
Discount Type: Usually 'Fixed'
Club Discount: The discount percentage to apply when the package is a club package.
For nonclub packages — retail sales through Λctiv8 POS or the Λctiv8 “shopping cart“ or empty boxes — in addition to customer type and club membership, a package discount rule lets you specify a markdown for any or all of up to nine product categories, such as “Food” or “Merchandise” — for example, a package might include a bottle of wine plus a selection of cheese, or a T-shirt.
To discount products by product group:
On the Rule dialog's Discount Classes by Category tab, check Use Discount Category Extensions.
Enter the discount percentage to apply to any items in this package that belong to the available groups.
To assign each item in the package to one of these groups, Manager uses the Category field in its Inventory record (on the General tab). Although an inventory item can belong to any of more than twenty categories ('Wine,' 'Event Tickets,' 'Clothing,' etc.), the package discount rule can recognize only nine groups.
The inventory categories are sorted into discount groups by entries in Managerʼs Translation list (Administrator only). In each Translation record, the inventory category appears in the Internal field, and the product group for purposes of the discount rule in the External field.
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Product (inventory) discount
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