V8 Promotions

®
Retail Pro 8
Promotions
Retail Pro International, LLC

400 Plaza Dr., Suite 200
Folsom, CA 95630 USA
USA 1-800-738-2457
International +1-916-605-7200
www.retailpro.com
Retail Pro® 8 Promotions
About this Guide

This document provides an overview of the Retail Pro® 8 Promotions plugin (RProPromo.exe).
If you believe the information presented here is incomplete or inaccurate, we encourage you
to contact us at emanuals@retailpro.com.
The software described herein is furnished under a license agreement.

USA 1-800-738-2457
www.retailpro.com
Copyright © 2014 All rights reserved. Retail Pro International, LLC.

USA 1-800-738-2457
www.retailpro.com
Trademarks
Retail Pro and the Retail Pro logo are registered trademarks and/or registered service marks in the United States and other countries. Oracle
and Oracle 11g are registered trademarks and/or registered service marks of Oracle Corporation. All rights reserved. Other parties’ trademarks
or service marks are the property of their respective owners and should be treated as such.
Document Revision History
Date Description
01/04/2012
01/09/2012 Updated with info on new preference setting

Promotio .
01/09/2014
06/05/2015 Added note about multiple promos of single type applied in
Applying Promotions at POS > Process
Flow ).
10/07/2016 Added info about Block Zero Price Items and Min Price prefs.
© 2015 Retail Pro International, LLC All rights reserved.

1
Table of Contents
About this Guide ........................................................................................................................................................ 1
Introduction ................................................................................................................................................................. 4
About Retail Pro 8 Promotions...................................................................................................................... 4
Promotions Security.......................................................................................................................................... 5
Retail Pro Fields Used by Promotions ......................................................................................................... 7
Working with Promotions....................................................................................................................................... 7
Launching/Exiting RProPromo.exe ............................................................................................................. 7
Configuring RProPromo.exe .......................................................................................................................... 8
Promotion Items Restricted to Qty of One .............................................................................................10
Global, DCS, and Purchase Discounts.......................................................................................................10
Calculating Promotion Discounts ..............................................................................................................11
Filtering Inventory ...........................................................................................................................................12
Selecting Item Numbers for Global Promotions...................................................................................14
Changing Receipt Qty of Listed Items ......................................................................................................14
..............................................................................................15
Changing the User Interface for Global Promotions ...........................................................................16
Customer Discounts ...............................................................................................................................................17
Defining and Assigning Promo Classes ...................................................................................................18
Accessing Customer Discounts...................................................................................................................22
Adding Customer Global Discounts..........................................................................................................22
Adding Customer Purchase Discounts ....................................................................................................24
Copying, Editing, Deleting Customer Discounts ..................................................................................27
Customer Discount Examples .....................................................................................................................27
Coupons ......................................................................................................................................................................33
Accessing Coupons .........................................................................................................................................34
Adding Global Coupons ................................................................................................................................35
Adding Department Coupons.....................................................................................................................37
Adding Purchase Coupons ...........................................................................................................................39
Applying a Coupon at Point of Sale ..........................................................................................................41
Copying, Editing, Deleting Coupons ........................................................................................................41
Coupon Examples ............................................................................................................................................42
Buy One/Get One Discounts ................................................................................................................................47
Accessing BOGO Promotions ......................................................................................................................47
Adding Global BOGO Discounts .................................................................................................................47
Adding Department BOGO Discounts .....................................................................................................49
Copying, Editing, Deleting BOGO Promotions ......................................................................................50
BOGO Examples................................................................................................................................................51
Quantity Discounts..................................................................................................................................................54
Accessing Quantity Discounts.....................................................................................................................54
Adding Global Quantity Discounts............................................................................................................55

2
Adding Department Quantity Discounts ................................................................................................56

Copying, Editing, Deleting Quantity Discounts ....................................................................................57
Quantity Discount Examples .......................................................................................................................58
Gifts ...............................................................................................................................................................................61
Accessing Gifts ..................................................................................................................................................61
Adding Global Gift Offers ..............................................................................................................................62
Copying, Editing, Deleting Gift Offers ......................................................................................................63
Gift Examples .....................................................................................................................................................64
Applying Promotions at POS ...............................................................................................................................67
Applying Promotions Process Flow .......................................................................................................67
Selecting a Promotion....................................................................................................................................68
Listing Items at POS ........................................................................................................................................68
Desc 4 Field for Tracking Promotions .......................................................................................................69
Accepting Free Gifts at POS .........................................................................................................................70
Entering Coupon Numbers at POS ............................................................................................................72
Manual Discounting........................................................................................................................................72
Overriding Customer Promo Class ............................................................................................................73
Communication of Promotions ..........................................................................................................................74
Sending Promotions to Remotes ...............................................................................................................74
Translating Promotions .........................................................................................................................................75
Translating RProPromo.mld .........................................................................................................................75
................................................................................................................76
For More Information .....................................................................................................................................76
File List .........................................................................................................................................................................77

3
Introduction
About Retail Pro 8 Promotions
Retail Pro 8 Promotions (RProPromo.exe) is a versatile discounting plugin that enables retailers
to define a variety of promotions, including:
 Customer-based discounts
 Coupons
 Buy One/Get One offers
 Quantity discounts
 Free gift promotions
RProPromo.exe main screen:
The promotions that you define using the Promotions plugin (RProPromo.exe) are
automatically applied at point of sale when items and/or customers are added to the receipt
and the conditions of the promotion are met.
Installing at Main vs. Installing at Remote
The RProPromo.exe program and its related files are typically only installed at the MAIN;
however; if local control is needed, you can distribute the program files to the local installs and
they can create their own promotions (but these promotions can potentially be overwritten by
ones polled from the MAIN). See the Communicating Promotions section of this document for
more information on communicating promotions to remote stations.
Move Files from \Retail\RProProm Folder to \Retail\Plugins
Folder
To use Retail Pro 8 Promotions, you must move the following files from the \Retail\RProProm
folder to the \Retail\Plugins folder:
CCDiscPlugin.bpl
CCDiscounts.bmp
CustType.bmp

4
Promotions Security
You can control employee access to the RProPromo.exe using Security Administrator
(SecAdmin.exe). To assign Promotion-related security permissions to employee groups, you
first need to register the RProPromo.sec security rights file.
Register Promotions Security File
Steps Instructions Screen Elements
1. Select Tools on
the top menu of
the Retail Pro 8
home screen.
2. Select Sec
Admin.
3. Touch or click
the Register
button on the
toolbar.
4. By default, the
\Retail\RPro
folder is
selected in the
eld
selected in the
Files of Type
field.
Select the
RProPromo.sec
file and click
Open.
5. Touch or click
the Save button.
Proceed to Set
Group Security
Rights.

5
Set Group Security Rights

1. Launch
SecAdmin.exe and
log in.
2. Select the Groups
tab and select a
group in the list.
3. Click the Area

drop-down and
select RPro as the
area to configure.
4. Select the
RProPromo node.
Select the features
to which you want
to allow access for
this user group
5. Touch or click the

Save button.
Available Permissions
Permission Description
System > Run RproPromo If selected, allows group members to launch and use
RProPromo.exe.
System > Prevent filter If selected, group members are prevented from changing filter
design designs.
Inventory > See cost fields If selected, allows group members to see cost-related field.
If not selected, cost-related fields display data in a masked format.

6
Retail Pro Fields Used by Promotions

There are certain Retail Pro fields used by the plugin.
If these fields are already being used or plan on being used, Promotions should not be
installed OR you need to reconfigure Retail Pro to free these fields for Promotions functionality.
The following table lists the Retail Pro fields used by the Promotions plugin.:
Field Description
Description 4 The Description 4 field stores information about the type and
amount of promotions.
Customer UDF 2 The date of the first use of a customer discount is written to the
Customer UDF 2 field.
Tracking # Cashiers enter coupon numbers into the Tracking # field on receipts.
Working with Promotions

Launching/Exiting RProPromo.exe
Using Windows Explorer, navigate to the \Retail\Rpro folder and double-
click RProPromo.exe.
Result: The Promotions home screen is displayed.
Select the promotion type with which you want to work (Customer Discounts, Qty Discounts,
Coupons, etc.) Refer to following sections for more information on each promotion type.
Exiting RProPromo.exe
To exit the Promotions plugin, click the Retail Pro button.

7
Configuring RProPromo.exe
RProPromo.exe includes a Preferences area where you can customize the program.
To configure Promotions preferences:

1. \Retail\RPRO
folder and launch RProPromo.exe.
2. Touch or click the Preferences
button.
3. Change settings as needed.

Refer to the table that follows for
information about each setting.
4. Click the Save button.

8
Promotions Preferences
Option Description
Password To require that users enter a password when performing manual
discounts, select the Use Password checkbox and then enter the
password (maximum 20 characters). If this preference is enabled,
choosing Manual Discount at POS will prompt for password and reason.
Disabling this preference will bypass the password and reason dialog
completely, requiring only a single button click.
Clearance item Enter the price that will be used to identify clearance items. For
flagged as clearance items. This preference only is used if you are

adding a global coupon and you select the option.
Prompt when If selected, when a transaction is eligible for multiple promotions, a
multiple dialog will be displayed, enabling the cashier to select the promotion(s)
promotions apply to apply. (See Selecting a Promotion section of this document.)
If not selected, when a transaction is elibile for multiple promotions, the
promotion(s
Promotions
Apply BOGO If enabled, BOGO discounts will be applied to the lowest priced, eligible
discounting to item. If disabled, the discount will be applied to the highest priced,
lowest priced item eligible item.
Apply promotions If Original Price is selected, then promotion discounts are applied to the
discount to Original Price field (the item price before any non-promotion discounts
were applied).
If Receipt Price is selected, promotion discounts are applied to the
Receipt Price. The Receipt Price will differ from the Original Price if any
non-Promotion discounts have been applied to the item.
Related Preference Setting: By default, the Original Price is brought from
the currently active price level; however, be aware that retailers can
configure Retail Pro so that the Original Price is brought from a different
price level (System Preferences > Point of Sale > Price/Discounts). This is
typically done when retailers want to display comparison prices, such as
comparing the store price to the MSRP price.
Block Zero Price This preference prevents the plugin from assigning a price of 0.00. If the
Items plugin would otherwise assign a zero price, this preference will cause
the plugin to assign the minimum allowed based on decimals.
If decimals are set to 2, a price of 0.00 will be replaced with 0.01, if
decimals are set to 1, a price of 0.0 will be replaced with 0.1, if decimals
are set to 0, a price of 0 will be replaced with 1.
Minimum Price This is the lowest price that is allowed. If this is set to 0.02, then 0.00 and
0.01 will be changed to 0.02. If it is set to 0.05, then 0.00, 0.01, 0.02, 0.03,
and 0.04 will be changed to 0.05.

9
Promotion Items Restricted to Qty of One

When you list an item that is applicable to a valid promotion, the quantity is restricted to one
(1). Items which are not applicable to a valid promotion are not restricted to a quantity of one.
Global, DCS, and Purchase Discounts

When adding Customer Discounts, Coupons, BOGO, and other promotions, you will see similar
buttons in each area for adding new promotions. Refer to the following table for a description
of each option.
Note: Not all options are available in each area.
Button Descriptions
(For Coupons, BOGO, Qty Discounts) Select this option if you want to
define a promotion that will apply either to all items or to a subset of
items. When adding a global promotion, you can filter inventory to
display only the items that you want to include in the promotion. By
selecting the Item # field of individual items, you can include/exclude
those items in the promotion.
(For Customer Discounts) The promotion is applied to all customers
with a matching promo class.
(For Gift offers) The gift is available at the selected stores when the
Required Amount for the promotion is met on a transaction.
(Available in Coupons, Buy One/Get One, and Quantity Discounts)
Select this option if you want to apply a promotion to a selected
department or departments. When adding a DCS promotion, drop-
down lists enable you to select a combination of D (department), C
(class) and S (subclass) for the promotion.
(Available in Customer Discounts and Coupons) Select this option if
you want the promotion to apply to customers and total purchase
amounts that match or exceed the amount you enter.

10
Calculating Promotion Discounts

You can configure the Promotions plugin preferences to calculate promotion discounts based
on either original price in
inventory or the current receipt price.
This setting is important because an item
that is eligible for a promotion discount
may already have been discounted in Retail
Pro. If an item has already been discounted,
the Receipt Price will reflect the discount
and differ from the Original Price.
If you select to apply promotion discounts to the Receipt Price, then promotion discounts will
be applied IN ADDITION TO the discount entered in Retail Pro.
If you select to apply promotion discouts to the Original Price, promotion discounts will be
applied INSTEAD OF any item discounts entered in Retail Pro.
Refer to the following table for a detailed description of each option:
Apply promotion Description

discounts to
Original Price If selected, promotion discounts are applied to the Original
Price field. T
active price level in Inventory, unless the related Retail Pro
preference setting has changed it. In other words, promotion
discounts promotion discounts will be applied INSTEAD OF any item
discounts entered in Retail Pro.
Receipt Price
Price field. If an item has already been discounted in Retail Pro, the
Receipt Price field will reflect the discount. You should only select
already discounted price (when such cases occur). In other words,

promotion discounts will be applied IN ADDITION TO the discount
entered in Retail Pro.
Related Preference Setting

By default, Original Price is brought from the currently active price level; however, Retailers
can configure Retail Pro so that Original Price is brought from a different price level. This
preference is found in System Preferences > Point of Sale > Price/Discounts: Bring Original
preference is typically used when retailers want to set up comparison
prices such as comparing the store price to MSRP.

11
Filtering Inventory
When adding a global promotion in Coupons, Buy One/Get One, or Qty Discounts, you filter
inventory to display only the items that you want included in the promotion. You can add any
inventory fields as filter elements and define the match criteria for each field. Only items that
match the criteria you enter will be included in the promotion.
Note: Filtering automatically selects the resulting items. Clearing the filter does not deselect
the items. Running another filter would select an additional group of items. To deselect items
from a promotion, click the Item # column, which displays a green check mark when an item is
selected.
Filtering Inventory – General Steps
1. Launch
RProPromo.exe.
2. Select a
promotion type
and then touch
or click the Add
Global button.
3. Touch or click
the Filtered
View button.
4. Right-click in
the screen and
select Filter
Design.
5. Move fields
above/below
the dividing line
as needed.
Those elements
above the
dividing line are
included in the
filter; those
below the
dividing line are
not. Click Apply
when finished

12

6. Click the
Filtered View
button again.
The selected
filter elements
are displayed
on the screen.
Enter criteria for
the filter
elements as
needed.
7. Click the OK
button on the
filter screen to
run the filter.
8. The Promotions
plugin will
review
inventory and
display the
items that
match the
criteria you
entered. A
green check
mark indicates
that the
displayed items
are included in
the promotion.
Entering Filter Criteria

Many fields, such as DCS and Vend Code, allow you to select the specific criteria. For example,
if you double-click in the Vend Code field, a list of vendors is displayed. Select the checkbox for
each vendor that you want to include, and then click OK. When multiple criteria are selected,
Reference: See Chapter 2. Basics of the for more details.

13
Canceling a Filter
Click the Cancel Filter button to clear the item list so that you can define
new criteria and run the filter again.
Note that filtering automatically selects resulting items. Clearing the filter does not deselect
items. Another filter would select an additional group of items.
Selecting Item Numbers for Global Promotions

When working with global
promotions, you can click the Item
# field to select/deselect the items
for the promotion. This is a If you click the Item # field, the
convenient way of fine-tuning the item is selected (green
items to be included in a checkmark) or deselected for
promotion. the promotion.
When you click the Add Global
button, the inventory list is
displayed. You can filter the list
first, or click the Item # field for
each individual item that you want to include in the promotion.
A green checkmark next to the Item # indicates the item is included in the promotion; items
without a checkmark are not included.
Note: Gift offers are restricted to selecting a single item.
You can use the Select All/Clear All/Show Selected/Show All
buttons to help you select items.
Changing Receipt Qty of Listed Items

When you scan or select an item that qualifies for a promotion, it is automatically listed with a
quantity of one. If you change the Receipt Qty for the promotion item to a quantity greater
than one, Retail Pro will create separate rows in the item list, each with Receipt Qty of one.

14
“Special” Field (Cust Discounts, Coupons)

The ability to combine customer discounts or coupons with other
promotion types is handled via the Special field. The behavior of
the Special differs slightly depending whether you are working
with customer discounts or coupons.
“Special” Field on Customer Discounts
The following settings are available for the Special field when working with customer
discounts:
Setting Description
None If selected, the customer discount is applied after other discounts. In
other words, the customer discount CAN be combined with other
promotions.
No Combine If selected, only the customer discount is allowed. In other words, the
customer discount CANNOT be combined with other promotions.
“Special” Field on Coupons

The following settings are available for the Special field when working with coupons.
Setting Description
None If selected, allows the promotion to be combined with other promotions.
No Gift If selected, prevents the promotion from being combined with gift offers.
Combine If selected, the coupon can be combined with other coupons. When
multiple coupon IDs are entered in the Tracking # field of the receipt, the
program checks to make sure the Special field is set to Combine for all
the coupons.
Note s
about limitations on the number and type of promotions.
Date Ranges for Promotions
Each promotion must have a specified Start Date and Expire Date. The Start Date is the first
date on which the promotion can be applied. The Expire Date is the last date the promotion
will be applied. Therefore, for a one-day promotion, the Start Date and Expire Date should be
the same.

15
Changing the User Interface for Global

Promotions
You can use the Page Manager feature to change the appearance of the global discount
screens. For example, you can add/remove fields or change column width.
To change the user interface:
1. Select Add Global to start a new global promotion.
2. Right-click in a column header and select Interface > Page Manager. A screen for
adding/removing fields from layouts is displayed. Move fields above the divider to include
them in the layout; fields below the divider are not included in the display. You can drag
and drop fields to the desired position.
3. Click Apply.
Reference: For more information on customizing Retail Pro interfaces, see Appendix A:
Customizing Interface Designs of the

16
Customer Discounts
The Retail Pro 8 Promotions plugin enables you to create a variety of customer discounts,
bas Promo Class (Normal, VIP, Employee, Senior, etc).
Here are some examples of common promotions you can create:
 All VIP customers get 25% off purchases
 All Club Members get $20 off purchases
 Holiday sale for 10% off any purchase over $1000.00
 Sign up for a Store Card to save 15% on all future purchases over $100. Save 25% on
your first purchase
 During a holiday sale, get 10% off any purchase over $1000.00 which can combined
with other store discounts (i.e. quantity discounts)
Key Features
 Option to specify discount as % or $
 Discounts are applies to Original P$ (not receipt P$)
 Option to specify effective start/expire dates
 Option to specify eligible stores
 Discounts are initially global and automatically spread evenly amongst line items
 Discount applies to ALL items purchased by customer (cannot specify eligible items)
 Option to have discount kick in when a certain purchase amount is reached
 Option to have customer discount combine with other line-item discounts that may
be present (such as qty discounts)

once used, the date of first use is stored in the UDF 2 field (hardcoded)

17
Customer Discount Promotion Types

You can add two types of customer discounts:
Button Descriptions
Select Add Global to add a promotion that applies to all customers
with a matching promo class field entry. (See Defining and
Assigning Promo Classes)
Select Add Purchase to add a promotion that applies to only to
those customers whose purchases match or exceed a specified
threshold level.
Defining and Assigning Promo Classes

Each customer discount (and coupon) that you create can be assigned to a specific Promo
Class. When a customer is entered on a receipt, the Promotions plugin reads the value entered
in the Promo Class field of the customer record and checks if it matches any of the selected
Promo Classes for an active customer discount. The Promotions plugin will apply the customer
discount if a match is found.
Defining Promo Classes
1. Select Options > System Preferences from the Retail Pro home screen.
2. Select Point of Sale > Customers > Price/Discounts.
In the Name area,
enter a list of values
that will be
available for
selection when
working with the
Promo Class field.
3. Select one of your defined entries as the Default Promo Class for New Customers. Click the
Save button to save and exit preferences.
When No Promo Class Is Selected
If no Promo Class is selected in the Promo Class field for a
promotion, the promotion can be used on all receipts,
even if no customer is entered.
setting as the Default Promo Class setting blank, meaning
that no Promo Class will be assigned by default to new
promotions.

18
Adding the Promo Class Field to Customer Layouts

Use the following procedure to add the Promo Class field to your customer record layouts, if
not already included. (Note: You can also add the Promo Class field to printed document
designs using Document Designer)
Form View
1. Select POS > Customers from the Retail Pro
home screen, and then select Form (<F8>).
2. Right-click and select Interface > Page Designer.
3. Click the Fields button. The Setup Fields screen is

displayed.
Sample Setup Fields screen:
4. Select the Group to which you want to add the field.

19
5. Double-click the Promo Class field to move it from the Available Fields list to the Fields in
Group list. Drag the field to the desired position in the group. Alternatively, you can add
the field as an individual field by dragging and dropping it to an empty area of the screen.
click the Save button to save the new layout.

List View
1. Select POS > Customers from the Retail Pro home screen. The list
of customers is displayed.
2. Right-click in any column header and select Interface > Page Manager. A screen for
adding/removing fields from layouts is displayed.
3. Double-click the Promo Class field name to move it above the divider. Drag and drop the
field to the desired position.
4. Click Apply.

20
Assigning a Promo Class to New Customers

When creating a customer record, the customer is assigned the default Promo Class value
selected in System Preferences > Point of Sale > Customers > Price/Discounts. You can edit
this default value, if needed.
1. Select POS > Customers from the Retail Pro home screen and then select New to create a
new customer record.
2. Add the customer name, address, phone and other information as needed.
3. Navigate to the Promo Class field, which will display the value currently selected in
preferences. If necessary, select a different entry from the drop-down list.
Editing the Promo Class of Existing Customers

You can edit the records of existing customers to assign a Promo Class.
1. Select POS > Customers from the Retail Pro home screen. The list of customers is
displayed.
2. Select a customer, and then click Edit to edit the record in List View, or click Form > Edit to
edit the record in Form View.
3. In the Promo Class field, select an entry from the drop-down list.
4. Click Save.
Sorting the Customer List by Promo Class Field
Click the column header of the Promo Class field name to sort the list by that field. The circle
changes to a triangle to indicate the list is being sorted by that field.

21
Date of First Use Stored in UDF 2 Field

When creating customer discounts, you can specify a
-
applied to the customer, the first use percentage is used;
each time thereafter, the discount percentage for the
promotion is used. The date of the first use is recorded in the
You can define a new label for the
System Preferences > Point of Sale > Customers > UDF.
Accessing Customer Discounts

1. Launch the RProPromo.exe and select the Customer Discounts
button on the home screen. A list of existing customer discounts is
displayed.
From the main customer discount screen, you can:
 Add new customer discounts
 Edit existing customer discounts
 Delete customer discounts
 Create a movelist file to send customer discounts to remote stations
Adding Customer Global Discounts

Global customer discounts are applied, during the specified date range, to all customers with a
Promo Class field entry that matches the type selected for the discount.
Adding a Global Customer Discount
1. Launch RProPromo.exe
1. Select the Customer button.
2. Touch or click the Add Global

button.

22

3. Enter details for the promotion
and then touch or click OK.
Refer to the following table.
Global Discount Fields

Field Description
Name The name of the promotion.
Promotion names cannot include underscores and must be unique for
the area. That is, no two Customer promotions can have the same name.
Promo Classes The Promo Classes for this promotion. The promotion will only be
applied to customers with a matching Promo Class in the customer
record.
Select to display a dialog for selecting the Promo Classes.
If Promo Class, then no checking of Promo
Class will be performed. Any customer or no customer is OK..
Type Select a discount type: Percent or Dollar
Amount Enter the percentage or dollar amount of the discount. Enter the
number without a percentage or dollar sign.
The first Amount you enter is automatically entered as the default First
Use % (see below); however, if you change the Amount field, the First
Use % will not be updated.

23
Field Description
First Use % The discount percentage for the first use of the discount. Thereafter, the
Amount is used. For example, the first time a customer uses the
discount, the customer gets 20% off; thereafter, 10% off.
When you enter an Amount, the same value is automatically entered in
the First Use % field. You can change this value if necessary. Be aware
that if you enter an Amount, and then edit it, the First Use % is NOT
updated.
When a customer makes the first purchase (with or without discounts
applied) with the plug-in running, the UDF2 field is on the customer
record is date stamped. This signifies that the first purchase (first use)
has taken place.
Start Date The date the promotion begins.
Expire Date The date the promotion ends.
Stores Select the icon to display a dialog for selecting the stores where the
promotion will be active.
Special Choose from the following options
None: If selected, the customer discount is applied after other discounts.
Combine: If selected, only the customer discount is allowed.
Adding Customer Purchase Discounts

Purchase discounts are similar to global discounts, except that purchase discounts only
applies to customers whose total purchase amount on the receipt matches or exceeds a
certain threshold level.
Adding a Purchase Discount
1. Launch RProPromo.exe.
2. Select Customer Discounts.
3. Touch or click the Add Purchase

button.

24

4. Enter details for the promotion
and then select OK (<Enter>).
Purchase Discount Fields

Field Description
Name The name of the discount.
record.
Promo Class, then no checking of Promo
Class will be performed. Any customer or no customer is OK.
Type Select a discount type: Percent or Dollar.
Amount Enter the percentage or dollar amount of the discount. Enter the
number without a percentage or dollar sign.
The first Amount you enter is automatically entered as the default First
Use % (see below); however, if you change the Amount field, the First
Use % will not be updated.

25
Field Description
First Use % The discount percentage for the first use of the discount. Thereafter, the
Amount is used. For example, the first time a customer uses the
discount, the customer gets 20% off; thereafter, 10% off.
When you enter an Amount, the same value is automatically entered in
the First Use % field. You can change this value if necessary. Be aware
that if you enter an Amount, and then edit it, the First Use % is NOT
updated.
When a customer makes the first purchase (with or without discounts
applied) with the plug-in running, the UDF2 field is on the customer
record is date stamped. This signifies that the first purchase (first use)
has taken place.
Start Date The date the purchase discount begins.
Expire Date The date the purchase discount ends.
Purchase Total The total purchase amount that will activate the discount for customers
of the selected Promo Class.
Special Choose from the following options:
Overriding Promo Class

ned Type at POS, if necessary. See the Overriding
Promo Class section of this document.

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Copying, Editing, Deleting Customer Discounts

Copying Customer Discounts
A fast, easy way to create a new department-based customer discount promotion is to copy an
existing promotion that offers the closest match.
To copy a customer discount promotion:
1. Select the department-based customer discount that you want to copy.
2. Click the Copy button. A screen is displayed for defining details of the
promotion. The details are the same as the promotion you copied.
3. Make any necessary changes, and then click OK. The promotion is added to
the list. Curiosity
Editing Customer Discounts
To edit a customer discount:
1. Select the customer discount promotion that you want to edit.
2. Click the Edit button.
3. Make your changes in the displayed dialog and then click OK.
Deleting Customer Discounts

To delete a customer discount:
1. Select the customer discount promotion that you want to delete.
2. Click the Delete button. A confirmation message is displayed. Select Yes to
delete, or No to cancel.
Customer Discount Examples

This section presents some generic examples of customer discounts that you can adjust to
meet your specific needs:
 A 25 % discount for VIP customers
 A $20 discount for club members
 Holiday Sale 10% off any Purchase over $100
 Save 15% on Purchases of $100, 25% on First Purchase

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These examples assume you have configured Retail Pro 8 for customer discounts.
VIP Customers – 25% Discount
In this example, a retailer will offer a 25%
the customer record.
1. Launch RProPromo.exe and select the Customer tab.
2. Click Add Global. A dialog is displayed for defining customer
discount details.
3. Define the details of the discount. The settings in the following table are for the example
scenario. Adjust the settings as needed for your own discounts.
Field Description
Name Assign a name to the promotion.
the area. That is, no two Customer promotions can have the same
name.
Promo Classes Select a Promo Class
record.
Type Select Percent.
Amount Enter 25.
First Use % Enter 25.

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Field Description
Expire Date The date the promotion ends. This sample promotion is scheduled to
end at the end of the year.
Stores Select the icon to display a dialog for selecting the stores where
the promotion will be active.
Special Choose from the following options:
None: If selected, the customer discount is applied after other
discounts.
Club Members – $20 off Purchases

In this example, a retailer will offer a $20 discount to all customers assigned the Type

2. Click Add Global.
A dialog is displayed for defining customer discount details.
3. Define the details of the discount.

29
The settings in the following table are for the example scenario. Adjust the settings as
needed for your own discounts.
Field Description
Name Assign a name to the promotion.
record.
Select to display a dialog for selecting the Promo Classes. Select a
promo class
Type Select Dollar.
Amount Enter 20.
First Use % Leave blank.
Purchase Total Enter zero (0). This promotion is applied to all Member customers,
regardless of the purchase total.
4. Click OK to close the dialog and save the changes.

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Holiday Sale – 10% off any Purchase over $100

In this example, a retailer will offer a 10% discount to all customers whose purchase totals
$100 or more.
2. Click Add Purchase.
A dialog is displayed for defining customer discount details.
Field Description
Name Assign a name to the promotion (maximum eight characters).
record.
cted as the Promo Class, then no checking of Promo
Amount Enter 10.
First Use % Enter 10.
Purchase Total Enter 100.00. This promotion is applied when a customer of the selected
type is entered on the receipt and the receipt total is $100.00 or more.

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Save 15% on Purchases of $100, 25% on First Purchase

In this example, a retailer offers a 25% discount the first time a
re.
2. Click Add Purchase. A dialog is displayed for defining customer discount details.
Field Description
Name Assign a name to the promotion (maximum eight characters).
the area. That is, no two Customer promotions can have the same
name.
record.
Amount Enter 15.
First Use % Enter 25. This is the discount percentage that will be used the first time
the discount is applied to the customer. Thereafter, the Amount value
is used.
Purchase Total Enter 100.00. This promotion is applied when a customer of the
selected type is entered on the receipt and the receipt total is $100.00
or more.
None: If selected, the customer discount is applied after other
discounts.
4. Click OK to close the dialog and save the changes.

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Coupons
Using the Retail Pro 8 Promotions plugin, you can define a variety of coupons that, when
presented, allow the bearer to receive a discount on selected items.
Coupons can be created for:
 A selected item or group of items
 Items flagged as clearance items
 Individual departments
 Transactions that exceed a specified amount
Here are examples of common coupon promotions that you can create:
 Use this coupon to get 25% off any electronics purchase (applied to highest priced
item)
 For purchases over $1000, use this coupon to get 10% off the entire purchase
 Use this coupon to get 10% off the entire purchase
 For purchases over $1000, use this coupon to get a free gift (free gym tote, etc.)
Key Features:
 Option to specify the coupon as a percentage or dollar amount
 Option to have the coupon apply to all items, a specific item #, clearance items,
 Option to apply discount only when a certain purchase amount is reached; additional
option to apply the discount for every x dollars purchased (i.e. 10% off every $1000).
 Option to have coupons combine with gift-related promotions

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 Option to have coupon apply to all customers or those assigned a specific promo class.
 Coupon ID is entered into the Tracking # field on the receipt (separate multiple IDs by
commas)
Distinction between Coupon Types

 Global coupons apply to single items only, so the highest-priced eligible item is
discounted.
 To apply a global coupon to more than one item, the coupon must be entered more
than once on the receipt and the Special field must be set .
 DCS and Purchase coupons apply to all items on the receipt that are valid for the
promotion.
 For DCS Coupons, all items matching the DCS filter will be discounted.
 Purchase Coupon All items on the receipt are discounted when the purchase
amount is met (including zero).
Accessing Coupons
2. Select the Coupons button.
From the main screen of the coupons area, you can:

 Add new coupons
 Edit existing coupons
 Delete coupons
 Create a movelist file to send coupons to remote stations

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Adding Global Coupons

You can create a coupon that is applied to all items, to a specific item or items, or to items
flagged as clearance items based on the price setting in Preferences.

3. Touch or click the Add Global button.
4. Select the type of coupon you want to add.

5. Enter additional coupon details and then click OK.
Coupon details:
Coupon Types:
Any If selected, the coupon is applied to all items. If you select Any, the
Filtered View button is disabled.
Specific If selected, the Item # field is enabled for you to enter a specific Retail
mas, can be entered.
Clearance If selected, the coupon is applied to all items ending in the price
specified in Preferences.
If you select Clearance, then the text box to the right is enabled and
displays the value entered in Preferences for identifying clearance items.
If necessary, you can enter a different value in the text box to override
the value entered in preferences.
items.

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Coupon Fields:
Field Description
Name Enter a name for the coupon (maximum 20 characters).
Promotion names cannot include underscores and must be unique
for the area. That is, no two Coupon promotions can have the same
name.
Coupon ID Enter an identifier for the coupon. This is the number that the cashier
will enter at point of sale to apply the discount.
record.
Discount Type Select a discount type: Percent or Dollar.
Discount % Enter the percentage discount or dollar discount.
Purchase Total Enter the total purchase amount required to activate the coupon. If
the total amount is equal to or more than the amount entered here,
the promotion will be applied. If the total is less than the amount
entered here, the promotion will not be applied.
Start Date Select the date the coupon begins.
Special Select from the following options:
None: If selected, the coupon cannot be combined with other
discounts.
No Gift: If selected, the coupon cannot be combined with gift offers.
Combine: If selected, the coupon can be combined with other
coupons. When multiple Coupon IDs are entered in the receipt
Tracking# field, the program checks to make sure the Special field is
all coupons entered.
Expire Date Select the date the coupon ends.

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Adding Department Coupons

You can create a coupon that applies to all items that belong to a particular
Department/Class/Subclass combination.

1. Launch RProPromo.exe
3. Touch or click Add DCS.
4. Select a Department (D), Class

(C), and/or Subclass (S). The
coupon will only be applied
to items in the selected DCS.
Select the asterisk (*) to
include all entries for that
department/class/subclass.
Complete the other coupon
details and then click OK.
DCS Coupon Fields
Field Description
Name Enter a name for the coupon (maximum eight characters).
the area. That is, no two Coupon promotions can have the same name.
Coupon ID Enter an identifier for the coupon. This is the ID that the cashier will
enter at point of sale to apply the discount.

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Field Description
record.
Select to display a dialog for selecting the Promo Class.
Start Date Select the date the coupon starts.
None: The coupon cannot be combined with other discounts.
No Gift: The coupon cannot be combined with gift offers.
Combine: The coupon can be combined with other coupons. When
multiple Coupon IDs are entered in the receipt Tracking# field, the

5. Click OK to close the coupon details screen. The coupon is added to the list of coupons.

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Adding Purchase Coupons

1. Launch RProPromo.exe, and then select the Coupon button.
2. Click Add Purchase. A dialog is displayed for defining coupon
details.

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3. Define the details of the promotion. Refer to the following table:
Field Description
Promotion names cannot include underscores and must be unique for the
area. That is, no two Coupon promotions can have the same name.
Coupon ID Assign an identifier to the coupon. This is the ID that the cashier will enter at
point of sale to apply the discount.
Promo Classes The Promo Classes for this promotion. The promotion will only be applied to
customers with a matching Promo Class in the customer record.
Promo Class, then no checking of Promo Class
will be performed. Any customer or no customer is OK.
Purchase Enter the total purchase amount required to activate the coupon. If the total
Total amount is equal to or more than the amount entered here, the promotion
will be applied. If the total is less than the amount entered here, the
promotion will not be applied.
Start Date Select the date the coupon starts.
None: If selected, the coupon cannot be combined with other promotions.
Combine: If selected, the coupon can be combined with other coupons.
When multiple Coupon IDs are entered in the receipt Tracking# field, the
all
coupons entered.
Expire Date The date the coupon expires.
4. Click OK to close the coupon details screen. The coupon is added to the list of coupons.

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Applying a Coupon at Point of Sale

To apply a coupon, enter the Coupon ID
into the Tracking # field on the receipt.
You can enter multiple coupons,
separated by commas, in the Tracking #
field. If a Promo Class has been assigned
to the coupon, you must enter a Bill To
Customer assigned that Promo Class for
the discount to be applied.
Copying, Editing,
Deleting Coupons
Copying a Coupon
A fast, easy way to create a new department-based coupon is to copy an existing coupon that
offers the closest match.
To copy a coupon:
1. Select the department-based coupon that you want to copy.
2. Click the Copy button.
Result: A screen is displayed for defining details of the promotion. The details
are the same as the promotion you copied.
3. Make any necessary changes, and then click OK. The promotion is added to the list.

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Editing a Coupon
To edit a coupon:
1. Select the coupon that you want to edit.
3. If you are editing a department coupon, the DCS Entry screen is displayed.
Make your changes and then click OK. If you are editing a global coupon,
make the changes in list view and then click Save.
Deleting a Coupon
To delete a coupon:
1. Select the coupon that you want to delete.
2. Click the Delete button.
Result: A confirmation message is displayed.
3. Click Yes to delete, or No to cancel.
Coupon Examples
Coupon for 25% off Price of MP3 Player
In this example, a retailer offers a special promotion on a brand of MP3 player.
1. Launch the Promotions plug-in, and then click the Coupons button.
2. Click Add Global. A dialog is displayed for defining coupon details.
3. Click Filtered View. Define filter criteria, and then click OK.
Sample Filter Criteria
4. Select Specific as the type of coupon to add:

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5. Enter/select the remaining discount details, and then click Save to save the coupon. Refer
to the following table for information on the available fields.
Field Description
Name Enter a name for the coupon.
name.
Coupon ID Enter an identifier for the coupon.
record.
Discount Type Select Percent
Discount % Enter 25 as the percentage discount.
Purchase Total N/A
promotions.
coupons. When multiple Coupon IDs are entered in the Tracking#
field, the program checks to make sure the Special field is set to
Sample Coupon Details

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Coupon for 20% off any Electronics Purchase

In this example, a retailer is offering a special promotion on electronics purchases.
1. Launch the Promotions plug-in, and then click the Coupons button.
2. Click Add DCS.
A dialog is displayed for defining coupon details.
The main Department heading

for electronics is selected, an
asterisk is selected for the class
and subclass drop-down menus.
To apply a coupon at point of

sale, enter the Coupon ID in the
Tracking # field on the receipt
3. Select a Department (D), Class (C), and/or Subclass (S). The coupon will only be applied to
items in the selected DCS. Select the asterisk (*) to include all entries for that
department/class/subclass

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4. Complete the other coupon details. Refer to the following table:
Field Description
name.
record.
Discount Type Select Percent to indicate the discount will be percentage-based.
Discount % Enter 20 as the percentage discount.
promotions.
all coupons.
5. Click OK to save the coupon.

Coupon for 10% off Purchases of $1000
In this example, a retailer is offering a coupon that entitles the bearer to 10% off purchases of
$1000 or more.
1. Launch the Promotions plug-in, and then click the Coupons
button.
2. Click Add Purchase.

45
3. Complete the coupon details. Refer to the following table:
Field Description
name.
record.
Select to display a dialog for selecting the Promo Class.
Class, then no checking of Promo
Discount Type Select Percent or Dollar. For this example, select Percent.
Discount % The percentage discount. For this example, enter 10.
Purchase Total unselected.
promotions.
4. Click OK to save the coupon.

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Buy One/Get One Discounts

Buy One/Get One (BOGO) promotions are among the most popular promotion types. Using
the Retail Pro 8 Promotions plugin, you can easily set up a variety of BOGO promotions,
including:
 Buy 3 shirts and get 50% off one of the shirts
 Buy 2 shirts and get 100% off 1 of the shirts (buy one, get one free)
Key Features
 Option to specify eligible item # or departments
 When eligible items are of differing prices, system automatically sorts eligible items
first by price and applies the discount to the lower-priced items
 Discounts are in percentages only (not dollar amounts)
 Option to apply BOGO to the lowest-priced eligible item or highest-priced eligible
item (via preference)
Accessing BOGO Promotions

1. Launch RProPromo.exe, and then select the Buy One/Get One button from the home
screen.
Result: A list of existing BOGO discounts is displayed.
From the main screen of the Buy One/Get One area, you can:
 Create new BOGO discounts
 Edit existing BOGO discounts
 Delete BOGO discounts
 Create a movelist file to send BOGO discounts to remote stations.
Adding Global BOGO Discounts

A global BOGO promotion applies to all items included in the promotion.
1. Launch RProPromo.exe and select the Buy One/Get One button from the home screen.
2. Click the Add Global button to display a screen for entering
details about the promotion.

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BOGO Discount Entry screen
Enter the details of the BOGO promotion. Refer to the following table:
Field Description
Name Enter a name for the promotion (maximum 20 characters).
the area. That is, no two BOGO promotions can have the same name.
Buy Qty The quantity required to activate the promotion. For this example,
enter 2.
Get Qty Of the Buy Qty, the quantity to receive the discount entered in the
Discount % field. For this example, enter 1 to apply the 50% discount
to only one of the Buy Qty units.
Total Qty
Start Date The date the promotion starts.
Discount % The discount applied to the Qty Discounted value.
Expire Date The date the promotion expires.
3. Select the Filtered View button to define filter criteria. All items that match the criteria will
be included in the promotion. (See Filtering Inventory)
4. Click the OK button. The promotion is added to the list of BOGO promotions.
Applying BOGO to Lowest-Priced Eligible Item

You can configure preferences so that a BOGO promotion is applied to the lowest-priced item
on the receipt by selecting the preference setting. If the preference is selected, then the BOGO
promotion is applied to the lowest-priced item. If the preference is not selected, then the
BOGO promotion is applied to the highest-priced item.

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Adding Department BOGO Discounts

To add a department-based BOGO promotion:
2. Click the Add DCS button.
Result: A dialog is displayed for selecting a department and
defining the promotion.
Enter the details of the promotion. Refer to the following table:
Field Description
DCS Select a Department, Class, and/or Subclass from the drop-down
menus.
Name Enter a name for the promotion (maximum eight characters).
enter 2.
Total Qty

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Field Description
Discount % The discount applied to the Quantity Discounted value.
3. Click OK. The promotion is saved and added to the list of BOGO promotions.
Copying, Editing, Deleting BOGO Promotions

Copying Promotions
A fast, easy way to create a new department-based BOGO promotion is to copy an existing
promotion that offers the closest match.
To copy a BOGO promotion:
1. Select the department-based BOGO promotion that you want to copy.
Editing BOGO Promotions
To edit a BOGO promotion:
1. Select the BOGO promotion that you want to edit.
3. If you are editing a department BOGO promotion, the DCS Entry screen is
displayed. Make your changes and then click OK. If you are editing a global
BOGO promotion, make the changes in list view and then click the Save button.
Deleting BOGO Discounts
To delete a BOGO promotion:
1. Select the BOGO promotion that you want to delete.
2. Click the Delete button. A confirmation message is displayed.
3. Click Yes to delete, or No to cancel.

50
BOGO Examples
Buy One, Get One 50% Off
In this example, when a customer buys two of a certain style of shirt, one of the shirts will be
discounted by 50%.
details about the promotion. A dialog is displayed for defining
coupon details.
be included in the promotion. Click OK when you are finished. (See Filtering Inventory)
Field Description
enter 2.
Total Qty
Discount % The discount applied to the Qty Discounted value. For this example,
enter 50.

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Buy One, Get One Free

In this example, when a customer buys two of a certain type of shirt, one of the shirts will be
details about the promotion.
Field Description
Required Qty The quantity required to activate the promotion. For this example,
enter 2.
Get Qty Of the Required Qty, the quantity to receive the discount entered in
the Discount % field. For this example, enter 1 to apply the 100%
discount to only one of the Required Qty units.
Total Qty (read-only)
Discount % The discount applied to the Qty Discounted value. For this example,
enter 100.

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Sample BOGO Detail Screen

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Quantity Discounts
The Retail Pro 8 Promotions plugin makes it fast and easy to define quantity-based discounts.
You can specify that the discount apply to eligible item #s, a entire
departments.
Here are some of the quantity-based promotions you can create:
 Buy 3 of the same shirt for $10 (normally, $4 each)

 Buy 2 jeans priced at $99.99 for $150 total
 During a back-to-school sale, get 25% off any purchase which can combined with
other store discounts (i.e. quantity discounts)
Key Features
 When the threshold quantity for a quantity discount is reached, a new unit price is
applied for all eligible items
 Option to have discount kick in only if Original Price is of a specific value/price
point (key when eligible items are from a department or item group with differing
prices)
Accessing Quantity Discounts

1. Launch RProPromo.exe, and then select Qty Discounts from home
screen.
Result: A list of existing quantity discounts is displayed.
From the Qty Discounts area, you can:
 Add new quantity discounts
 Edit existing quantity discounts
 Delete quantity discounts
 Generate a movelist file to communicate quantity discounts to remote stations

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Adding Global Quantity Discounts

To apply a quantity discount to an item or group of items:
1. Launch RProPromo.exe, and then select the Qty Discounts button on the home screen.
2. Click Add Global. A dialog is displayed for entering Item #s and defining the details of the
quantity discount.
3. Enter a name for the quantity discount.

4. Enter a Price. This is the price that will be applied to the items included in the discount.
5. Enter the other details of the promotions and then select Save. Refer to the following
table:
Field Description
the area. That is, no two Qty Discount promotions can have the same
name.
Required Qty The quantity required to activate the promotion.
Price The Price to be applied to all units once the Required Qty is reached.
Price Point This option allows for the discount to be applied only if the original price
is a specific value. This allows the promotion to affect a given
department but only for those items within the department that are a
specific price (and not all departmental items).

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Adding Department Quantity Discounts

To apply a quantity discount to an entire department:
2. Click Add DCS.
A dialog is displayed for selecting a department and defining the
details of the promotion.
3. Enter details in the available fields. Refer to the following table:
Field Description
DCS Select a Department, Class, and/or Subclass from the drop-down
menus.
the area. That is, no two Qty Discount promotions can have the same
name.

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Field Description
Price Point This option allows for the discount to be applied only if the original
price is a specific value. This is important when eligible items are from
a department or item group with differing prices. Use this field when
you want the promotion to affect a given department but only for
those items within the department that are a specific price (not all
departmental items).
4. Click Save.
Copying, Editing, Deleting Quantity Discounts

Copying Quantity Discounts
A fast, easy way to create a new department-based quantity discount promotion is to copy an
existing promotion that offers the closest match.
To copy a quantity discount:
1. Select the department-based quantity discount promotion that you want to
copy.
Editing Quantity Discounts

To edit a quantity discount:
1. Select the promotion that you want to edit.
3. If you are editing a DCS quantity discount, the DCS Entry screen is displayed.
Make your changes and then click OK. If you are editing a global quantity
discount, make the changes in list view and then click Save.

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Deleting Quantity Discounts

To delete a quantity discount:
1. Select the promotion that you want to delete.
2. Click the Delete button.
Result: A confirmation message is displayed.
3. Select Yes to delete, or No to cancel.
Quantity Discount Examples

The following are generic examples that can be adjusted to meet your specific needs.
Buy Three for $25 instead of $10 apiece
ongoing quantity discount in which three pairs can be purchased for $25, a savings of $5.
quantity discount.
3. Enter a name for the quantity discount.
4. Enter a Price. This is the price that will be applied to the items included in the discount.
5. Enter the other details of the promotions. Refer to the following table:
Field Description
the area. That is, no two Qty Discount promotions can share the same
name.
Price Point This option allows for the discount to be applied only if the original
price is a specific value. This is important when eligible items are from
a department or item group with differing prices. This allows the
promotion to affect a given department but only for those items
within the department that are a specific price (and not all
departmental items).

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Combining Quantity Discounts with Other Discounts

In this example, a retailer will combine a quantity discount with a 25% off back-to-school sale.
quantity discount.
4. Enter the other details of the promotions.
Refer to the following table:
Field Description
the area. That is, no two Qty Discount promotions can share the same
name.
Price Point This allows the discount to be applied only if the original price is a
specific value.
Stores Select the stores where the promotion will be active.

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Sample Quantity Discount screen:

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Gifts
Using the Retail Pro 8 Promotions plugin, you can set up
who buy a certain amount of merchandise can receive a free gift (e.g. toaster).
Here are some examples of the types of Gift promotions you can create:
 Buy $1000 worth of merchandise and get a free toaster
 Visit our store this weekend and receive a free gift (with any valid purchase)
Key Features
 All items are counted towards the purchase threshold
 Must specify Item # of gift item
Accessing Gifts
1. Launch RProPromo.exe, and then select Gifts from the home screen. A list of defined gift
offers is displayed.
From the main screen of the Gifts area, you can:

 Add new gifts offers
 Edit existing gift offers
 Delete gift offers

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Adding Global Gift Offers

To specify an item or group of items as gifts:
1. Launch RProPromo.exe and then select the Gift button from the
home screen.
2. Click Add Global. A dialog is displayed for defining the details of
the gift offer.
3. Enter the other details of the promotions. Refer to the following table:
Field Description
Gift Name Enter a name for the promotion (maximum 20 characters).
the area. That is, no two Gift promotions can share the same name.
Required Amount The amount required to activate the promotion.
Stores Select the to display a dialog for selecting the stores where the gift
offer will be active.
Item # Click the item number of the item(s) that will be given away as a gift
when the Required Amount is reached.

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Copying, Editing, Deleting Gift Offers

Copying Gift Offers
A fast, easy way to create a new gift offer is to copy an existing gift offer that offers the closest
match.

2. Select the Gifts button on the Promo home screen.
3. Select the gift offer that you want to copy.

4. Touch or click the Copy button.
5. Make any necessary changes and then click OK.

The gift offer is added to the list.
Editing Gift Offers

To edit a gift offer:

3. Select the gift offer that you want to edit.

4. Touch or click the Edit button.
5. Make any necessary changes and then click OK.

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Deleting Gift Offers

3. Select the gift offer that you want to edit.

4. Touch or click the Delete button.
If a confirmation is displayed, click Yes to continue
Gift Examples
The following are generic examples of gift offers that you can adjust to meet your specific
needs.
Buy $100 of Merchandise, Receive Free Gift
Retailers sometimes give a free item to customers who purchase a certain amount of
merchandise. In this example, customers who buy $100 worth of merchandise will receive a
free cosmetics gift.

3. Touch or click Add Global.
4 Enter promotion details and then click the Save

button.
5. Touch or click the Save button.

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Refer to the following table for information about the fields.
Field Description
Gift Name Enter a name for the promotion (maximum eight characters).
Promotion names cannot include underscores and must be unique for the
area. That is, no two Gift promotions can share the same name.
Required The amount required to activate the promotion.
Amount
Start Date The date the promotion starts. For this example, the promotion is a one-day
event.
Expire Date The date the promotion expires. For this example, the promotion is a one-
day event.
Stores Select to display a dialog for selecting the stores where the gift offer will
be active.
Item # Click the item number of the item(s) that will be given away as a gift when
the Required Amount is reached.
Free Gift with Purchase at Store on Selected Date(s)

Retailers sometimes use the offer of a free gift to entice customers to a certain store on a
certain date. This may be for a store opening, remodeling, or other special event. In this
example, Visit a store on a particular weekend and receive a free gift (with any valid purchase).

3. Touch or click Add Global.
4 Enter promotion details and then click the Save

button.
Refer to the following table for information about the promotion fields:
Field Description
Gift Name Enter a name for the promotion (maximum eight characters).
Item # Enter the item number of the item that will be given away as a gift.
Separate multiple Item #s with commas.

65
Field Description
Required Amount The amount required to activate the promotion. For this example,
enter 0.00
Start Date The date the promotion starts. For this example, the start date and end
date are the same.
Expire Date The date the promotion expires. For this example, the start date and
end date are the same.
Stores Select to display a dialog for selecting the stores where the gift
offer will be active. For this example, you would select only the one
store that is being opened.

66
Applying Promotions at POS

The promotions that you define using RProPromo.exe are applied automatically at point-of-
sale when the eligible items and/or customers are listed on the receipt. In some cases, such as
gifts, the promotion is only applied after the cashier goes to the tender screen.
This section provides additional information about applying and tracking discounts at point of
sale.
Applying Promotions – Process Flow

When checking for promotions to apply, the Promotions plugin checks and applies discounts
in the following order.
Steps Process
1. Check BOGO Discounts.
2. Check Qty Discounts.
3. Check Coupon Item Discounts.
4. Apply BOGO Discounts
5. Apply Qty Discounts.
6. Apply Coupon-Item Discounts
7. Check Customer Discounts
8. Check Coupon-Document Discounts
9. Apply Customer Discounts
10. Check Coupon Document Discounts.
11. Apply Coupon Document Discounts.
If a transaction is eligible for multiple promotions, and the required preference setting is
Multiple Promotions of Single Type
promotions for that type are applied in alphabetical order.

67
Selecting a Promotion
There may be situation in which more than one
promotion is applied. You can configure the
Promotion utility preferences so that a prompt is
displayed to cashiers if a transaction is eligible for
more than one promotion. The Associate can then
select to apply any or all of the eligible promotions.
If the preference option is NOT selected, then the
Promotions utility will apply promotions as specified
in the section
of this document.
Note: Some promotions cannot be combined with
other promotions, based on the setting of the
Select individual checkboxes to apply those

promotions. Alternatively, you can use the Select All
and Clear All buttons to select or clear all
checkboxes.
Click OK to apply the selected promotions.
Listing Items at POS

You must scan each individual item at POS when
using the Promotions plugin (Qty 10 = 10 scans). You cannot change the quantity at POS. In
addition, you cannot list items by using Choose/Edit Items. You must scan the items.
Item # is used to Validate Items
When items are selected for promotion (global promos), validation to determine whether or
not the item is included in a promotion is against Item #.

68
Promotions and Sales Order Items

Promotions are not applied when listing items on sales orders. Promotions are only applied
when adding items to a receipt. Please refer to the following table for information about how
the system applies promotions when referencing a sales order on a receipt:
Add an item to a receipt and then reference a sales order Promotion is applied
by entering a SO #.
Reference a sales order and then bring items from the SO Promotion is not applied
using the SO Items button
Editing of Disc $, Disc % Limited

When using the Promotions plugin, users creating receipts are prevented from editing the
Disc $ or Disc % fields for items. There may be cases where a cashier needs to change the
applied discounting. In these cases, cashiers can use a manual discounting feature to edit the
discount percentage for items (See Manual Discounting section).
Desc 4 Field for Tracking Promotions

When a receipt with a promotion is updated, information about the promotion is written to
the Desc 4 field of the item(s) to which the promotion was applied. The information is written
to the Desc 4 field in the following format:
<1 char promo type>:<promo name>:<discount amount>
If more than one promo is applied to an item, the information about each promo is separated
by a semicolon. For example: Q:buy3:33.34;C:purch1K:20.00 indicates a Quantity Discount
called buy3 applied a $33.34 discount to the item, and a customer discount called purch1K
applied a $20 discount.
The max length of the Desc4 field is 30 characters. If there isn't room for the entire promo,
then the names are not included.
Promotion Type Code Description

C Customer promotion
B BOGO (Buy one, get one)
D Document coupon
I Item coupon
G Gift
Q Quantity discount

69
Note: Document printing also parses the values in Desc4 for the discount lines.
Use Page Manager and Page Designer to add the Desc 4 field to List View and Form View
designs. Use Document Designer to add the field to printed document designs.
Accepting Free Gifts at POS

If you have defined gift promotions, and a transaction is eligible for the gift, the offer is made
available AFTER the receipt has been updated. If the gift is accepted, it is added to the updated
receipt as an additional line item with a price of $0.00.
To accept a gift at POS:
1. Start a new
receipt. List
one or more
items so that
the receipt
total reaches
the Required
Amount
specified for
the gift.
2. Tender the
receipt and
print/update.
3. When you
update the
receipt, a
message alerts
you that the
gift goal was
met.

70

4. Inform the
customer of
the gift and
ask if the
customer
would like to
accept the
gift.\ Click Yes
if the
customer
accepts the
gift, or No if
the customer
declines the
gift.
If you click Yes,
the gift item is
added to the
updated
receipt at a
Disc % of
100% and a
price of $0.00.
Gift applied at POS

71
Entering Coupon Numbers at POS

To apply a coupon at POS, list the item on a receipt, and then enter the Coupon ID in the
Tracking # field of the receipt. You can enter multiple coupon IDs, separated by commas.
When you enter the coupon number, the promotion discount percentage is automatically
applied.
If the coupon number is not found, an error message is displayed. If you see this error
message, launch RProPromo.exe and verify the coupon number. If the coupon was created
recently, you may have to exit and relaunch Retail Pro 8 for the coupon to be recognized.
Manual Discounting
The Preferences area of the Promotions utility includes an option that, when enabled,
automatically prevents users from manually changing price by any means until the Manual
Discounting button is selected and the correct password entered.
If the Use Password option is not selected,
then the password dialog won't display
when a user clicks the Manual Discount
button. Instead, Retail Pro 8 will switch
immediately to manual discount mode.
When enabled, the password control
controls editing of the following:
 Price (or Price with Tax)
 Disc $ or Disc %

72
The manual discounting feature is password protected. Enter the required password in the
Preferences area of RProPromo.exe. Once you enter the password for manual discounting, it
stays in effect until the receipt is updated or exited.
To manually override a discount:
1. Start a new receipt. Enter the customer and list the
items
2. On the receipt, select the item you want to discount
and then select the Manual Discounting button.
3. Enter the password defined in RProPromo.exe

preferences and a reason for the manual discounting
(Note: The reason is written to the Comment 2 field)
4. Disc % field. If
discount types are predefined, specify the discount
type.
5. Tender the receipt and print/update.
Command Line Parameter to bypass Password Prompt

If Rpro8.exe is run with the "/RProPromoNoPw" parameter, the Promotions plugin will NOT
prompt for password entry when a user applies a manual discount.
Example: RPro8.exe /u:sysadmin /p:sysadmin /RProPromoNoPw
Overriding Customer Promo Class

Promo Class at point of sale.
For example, perhaps you want a customer to be eligible for a promotion but the customer
has a different type than that assigned to the promotion. When using the Promotions plugin,
the only way to edit the Promo Class field at point of sale is by using the Override Promo Class
button.
To override Promo Class:
1. Start a new receipt and enter
the customer.
2. Touch or click the Override
Promo Class button.

73

3. Select a new Class and then
promo class is changed and

the promotion is applied or
removed, based on the
change.
Communication of Promotions
Sending Promotions to Remotes
When you select the Send to Remotes button, the Promotions plugin will
grab all the appropriate DAT files and drop them into the
\Polling\BCAST folder. The plug-in will automatically create a
MOVELIST.TXT file to send the DAT files to all stations.
When you process out data for the Main station, the MOVELIST.TXT file and associated data
files will be sent to the selected remote stations.

74
Translating Promotions
As with other major areas of Retail Pro 8, the Promotions utility can be translated. Translating
the Promotions utility involves two steps:
1.
contains a list of text strings used by RProPromo.exe. You must then place the
translated .mld file in the \Retail\Rpro\Translat folder.
2. Using Notepad or other text editor to translate a shorter list of text strings used by
CCDiscPlugin.bpl
Completing these steps enables Business Partners to create a localized version of the
Promotions utility for their clients.
Translating RProPromo.mld
The RProPromo.mld file is installed with the program and is found in the \Retail\Rpro\Translat
directory. The RProPromo.mld file contains all the text strings from the RProPromo.exe source
code that a linguist needs to translate the program.
Using the Multilizer program, the linguist translates each of the strings included in the .mld file.
After the linguist completes the translation work, place the RProPromo.mld file containing the
translation back in the \Retail\Rpro\Translat subdirectory.
Important! The RProPromo.mld file must be in the \Retail\Rpro\Translat folder for the
translation to display.
Instead of English, select

your desired language and
then enter translations for
each string in the Native
column.
Important! Do not edit the
entries in the Native
column.

75
Translating the “Translat.ini” File

The Translat.ini file, found in the \Retail\RPro\RProProm directory, contains a short list of the
text strings used by the Promotions utility plugin, CCDiscPlugin.bpl.
Each translated text string should be in the following format:
<englishtext>=<translatedtext>
Enter the desired translated text to the right of the equal sign for each text string, and then
save the file.
Important! The Translat.ini file MUST be in the \Retail\Rpro\RproProm folder for translations to
display correctly.
Type your translation to the

right of the equals sign (=) for
each text string.
Viewing the Translation

When the translations are complete and the files are in the proper location
open the Promotions utility and select the Language button.
Select your translated language from the drop-down list, and click OK.
Systematically open each possible screen. Any strings that are not translated
are User Definable Items. Use Page Manager and Page Designer to translate these items.
For More Information

For full instructions on performing translations, see the 8 Series Retail Pro Translation page,
located in the Downloads area on the Business Partners web site
(http://partners.retailpro.com).
H H

76
File List
File Location Description
RProPromo.exe \Retail\Rpro Interface for defining discounts.
CCDiscPlugin.bpl \Retail\Plugins The Promotions plugin file.
CCDiscounts.bmp \Retail\Plugins Image for the Manual Discounts button in the
Receipts area.
CustType.bmp \Retail\Plugins Image for the Override Promo Class button in
the Receipts area.
CC_BOGO.DAT \Retail\RproPromo BOGO Discount data file.
CC_COUP.DAT \Retail\RproPromo Coupon discount data file.
CC_CUST.DAT \Retail\RproPromo Customer discount data file.
CC_GIFT.DAT \Retail\RproPromo Gift discount data file.
CC_QTY.DAT \Retail\RproPromo Quantity discount data file.
CC_Prefs.ini \Retail\RproPromo Preferences configuration file. If missing,
CC_Prefs.ini will be created upon startup of the
Promotions utility.
kbmMemD5run.bpl \Retail Ancillary plugin file.
Vcldb50.dll \Retail Ancillary plugin file.
RproPromo.mld \Retail\Rpro\Translat Multilizer dictionary file, used for translating
the Promotions utility.
Translat.ini \Retail\Rpro\RProProm File used by CCDiscPlugin.bpl to read and
display the translation.

77

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About this Guide

The software described herein is furnished under a license agreement.

Copyright © 2014 All rights reserved. Retail Pro International, LLC.

Document Revision History

01/09/2012 Updated with info on new preference setting

© 2015 Retail Pro International, LLC All rights reserved.

© 2015 Retail Pro International, LLC All rights reserved.

Adding Department Quantity Discounts ................................................................................................56

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© 2015 Retail Pro International, LLC All rights reserved.

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Set Group Security Rights

Steps Instructions Screen Elements

3. Click the Area

5. Touch or click the

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Retail Pro Fields Used by Promotions

Working with Promotions

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To configure Promotions preferences:

Steps Instructions Screen Elements

3. Change settings as needed.

4. Click the Save button.

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flagged as clearance items. This preference only is used if you are

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Promotion Items Restricted to Qty of One

Global, DCS, and Purchase Discounts

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Calculating Promotion Discounts

Apply promotion Description

already discounted price (when such cases occur). In other words,

Related Preference Setting

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Steps Instructions Screen Elements

Entering Filter Criteria

Reference: See Chapter 2. Basics of the for more details.

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Selecting Item Numbers for Global Promotions

Changing Receipt Qty of Listed Items

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“Special” Field (Cust Discounts, Coupons)

“Special” Field on Coupons

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Changing the User Interface for Global

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Customer Discount Promotion Types

Defining and Assigning Promo Classes

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Adding the Promo Class Field to Customer Layouts

3. Click the Fields button. The Setup Fields screen is

4. Select the Group to which you want to add the field.

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click the Save button to save the new layout.

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Assigning a Promo Class to New Customers

Editing the Promo Class of Existing Customers

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Date of First Use Stored in UDF 2 Field