Setting Up Upcoming Retail Changes

Using the Item form, you can set up upcoming prices for specific items. An upcoming price is a new retail price for the item that takes effect on a date in future. CStoreOffice® allows you to apply the upcoming price configured for the item to several locations at once.

To set up an upcoming price for the item, you must perform the following activities:

1. Configure upcoming price settings at the CR.
2. Set up an upcoming price for the item.
3. Manage upcoming prices for the item.
4. Send updates to the CR.

Configuring Upcoming Price Settings at CR

By default, when you set up an upcoming price for the item, the upcoming price value is sent to the CR on the day when it takes effect. If necessary, you can change this behavior and instruct CStoreOffice® to send upcoming prices to the CR on the date when they are set up.

To configure the upcoming price settings:

1. In CStoreOffice®, go to Data Entry > Dashboard.
2. In the Station Options section, click Cash Register.

   

3. In the Stations list in the Station : Options : Cash Register form, select the station for which you want to configure the upcoming price settings.
4. In the Shared Options section, do one of the following:
• Select the Send Upcoming Price Changes to POS check box to send the upcoming price values to the CR on the date of their setup. The price values will be sent to the CR after the updates are accepted in the Cash Register Updates Manager. Note that upcoming prices still take effect at the CR on the selected date, not on the date when the updates are accepted by the CR.
• Leave the Send upcoming price changes to POS check box not selected to send the upcoming price values to the CR on the date when the new prices take effect. In this case, the item changes will appear in the stations updates on the day of the upcoming price change, and will be sent to the CR after the updates are accepted in the Cash Register Updates Manager.



5. At the bottom of the form, click Save to save the changes.
   

Setting Up Upcoming Prices

You can set up one or more upcoming prices for an item. Setting up multiple upcoming prices may be required, for example, if the price must change several times in future.

To set up an upcoming price for the item:

1. In CStoreOffice®, go to Price Book > Items.
2. At the top of the Items form, use the filter to find the item.
3. In the items list, select the item and at the top of the list, click Edit.

   

4. On the item form, scroll down to the Sales & Retail section and click this tab to open it.
5. At the bottom of the Sales & Retail section, click Change Prices.

   

6. At the first step of the Current Retail wizard, enter the upcoming price value and click Next.

   

7. At the next step of the wizard, select the locations to which you want to apply the upcoming price change. You can select locations in the following ways:
8. By locations: In the Participating section, select Stations and then select check boxes next to locations to which you want to apply the price change. To quickly find the necessary location, use the search field at the top of the wizard.
9. By location tags: In the Participating section, select Tags and then select the location tags assigned to locations to which you want to apply the price change. To quickly find the necessary tags, use the search field at the top of the wizard.

8. At the next step of the wizard, select the date on which the upcoming price must take effect and click Next.
   
9. At the last step of the wizard, review the configured settings and click Next to apply them.

   When you apply the retail change, the wizard validates the retail change value against the minimum and maximum retail values set for the item. If the retail change is out of the min-max retail range for some locations, the wizard does not apply the retail change to such locations and displays a warning message.

   You can download the list of locations to which the retail change is not applied in the Microsoft Excel format and review this list later on. To do this, click Download Report.

   
   

You can keep track of the set up upcoming prices with the Postpone Retail Change report.

Managing Upcoming Prices

After you have set up upcoming prices for the item, you can manage them: edit upcoming price settings or delete upcoming prices.

To manage an upcoming price for the item:

1. On the item form, scroll down to the Sales and Retail section and click this tab to open it.
2. At the bottom of the Sales and Retail section, click the Upcoming Retail Change button.

   

3. On the displayed form, do one of the following:

• To edit the upcoming price, select a new date when the new price must take effect and/or change the price value.
• To apply the upcoming price to other stations, add or remove stations from the list on the right using the Add and Remove buttons.
• To delete the upcoming price, click the Delete button.

4. At the top of the form, click Save to save the changes.

Sending Updates to CR

To apply the upcoming price changes to the item, you must sent updates to the CR using the Cash Register Updates Manager. For more details, see Cash Register Updates Manager.

In the Cash Register Updates Manager, the information about upcoming price changes is displayed in the Upcoming Retail column for the item. To view the detailed information about price changes, click the Details link. CStoreOffice® will open the Postpone Retail Change report.

The Upcoming Retail column is displayed only for locations for which the Send Upcoming Price Changes to POS option is enabled. For more details, see Configuring Upcoming Price Settings.