Setting Up A Discount Matrix and Global Modifier

You can set up a discount matrix which will give discounts to specific groups of customers based upon specific percentages for specific class ranges. To set one up, follow these steps.

From the POSiTrak Main Menu, select the POS Parameters option, followed by the Discount Matrix option to get to the Discount Matrix Maintenance screen (POS-2-6).

Enter a code that you want to use to represent the new matrix. To modify an existing matrix, enter the code that represents that matrix.

Enter a description of the discount matrix.

In the Group Desc fields, enter descriptions of the groups for which you are setting up the discount matrix. If you don’t need to use all eight fields, leave the unused fields blank.

In the Purchase Level fields, enter the minimum amount that the customer must purchase for the discount to be applicable. You need to enter a value in these fields for every group you entered previously. Optional

In the Mrkdwn/Discount fields, enter “IM” if the matrix denotes a markdown on a specific item, “TM” if it denotes a markdown on the entire transaction, “ID” if it denotes a discount on a specific item, or “TD” if it denotes a discount on the entire transaction. You must enter a value in these fields for every group.

In the Double Discount fields, enter “YY” if you want to allow both transaction double discounting and line item double discounting. Enter “YN” if you want to allow only transaction double discounting. Enter “NY” if you want to allow only line item double discounting. Enter “NN” if you do not want to allow double discounting. Fill in this field for each group.

In the BClass field, enter the beginning class for which the discount is applicable. In the EClass field, enter the ending class.

Enter the percentage discount for each group. The format is “10.00” for 10%, “20.00” for 20%, etc.

Repeat steps 8 and 9 for each group of class discounts you want to set up.

Press [ENTER] to save the discount matrix.

Sample Matrix (You can have several different matrix records.)

Set up the modifier code that applies this discount matrix. The fields that you must fill in are the Type field, the Cashier Prompt field, and the Discount Matrix Code field. The Type field must contain either “IDM” or “TDM” for item discount matrix or transaction discount matrix. The Cashier Prompt field should list the groups in a format similar to “1-[Group Name] 2-[Group Name]” where the numbers correspond to the Discount Group numbers above the names. The Discount Matrix Code field should contain the code that you entered in step 2.

Sample Modifier Screen for the discount matrix above.

The next step is to assign this modifier/discount as a Global Modifier that will be invoked after each item is scanned. Choose menu path POS-2-1 – General Parameters. Add the modifier code and the discount column to the “Global Line Item Disc. Modifier field. The format is COLUMN|DISCOUNTCODE. (The “|” character is the pipe symbol.)

In the following example it is set to “1|IDM”. The “IDM” causes it to use the IDM modifier and the “1” causes it to choose column 1 from the discount matrix table. (See the screen on the following page.)

Special pricing can be applied in a 2 for 1 type of setting or a flat promo price. Each type of pricing can be applied over a range of dates or indefinitely.

Price Tables

Price tables are built in GM-SU-3-22 and are the only method for setting up 2 for 1 type discounts.

The following example will cover how to create a 2 for 1 discount that resets on the last quantity.

SU-3-22

“R” will reset the pricing to the top of the table once the bottom Qty has been reached. Since no price is set for the 3^rd Qty, the system will start over at the top of the table, charging $.59 for the 3^rd item. If a 4^th is sold it will sell for .41

Enter the price to be charged for each QTY sold at the register. Qty1 + Qty2 price should equal the special 2for1 price.

1. Create a new table or pull up an existing one.
2. Make sure the description is acceptable
3. Use “M” to modify
   1. Qty1 is the original sale price of the item
   2. Qty2 is the price to be charged for the second item. The two prices added together should equal the desired discount price. In this example .59 + .41 = $1.00
4. Enter an A to add or an R to reset
   1. An A will continue pricing additional quantities of the item at the same price as the final Qty in the table. I.e. a 3^rd item sold will ring up for .41 since .41 was the last price entered
   2. An R will reset the pricing of subsequent items to the top of the table. A 3^rd item will sell for .59 and the 4^th will sell for .41.
5. Save the table, remember the table’s name for setting up the MF record.

Applying the Discount

1. To apply the discount, bring up the item’s MF record
2. Tell the system which table to use in the Price Code field.
3. Press Enter, and put a Y in the Promo Price field
4. The next prompt is not used or applied if a table is being used, put whatever you’d like into the next Promo Price field.
   1. 
5. Enter a Y to use the table entered in the Price Code field
6. You may enter a Start and Ending date if you want this pricing to expire. If you don’t want it to expire, just leave those fields blank by entering through them.
7. Save the changes made to the MF record.