Bag/Bucket Sale: Options and Security Setup

This topic explains the options and security that must be set up in order to use the Bag/Bucket Sale feature.

Options Setup for Bag/Bucket Sale

Set up the following options in Options Configuration:

• Promo discount percentage threshold (ID# 5487)

  POS clerks who have security bit 559 set to No must obtain a manager override to give a promo discount greater than this amount. The default for this option is 10%. Change the 10 to 20 to allow for a 20% discount for a bag/bucket sale.

  After the sale, change this option back to the desired setting.

• Minimum GP% when price and/or cost manually enteredIf the bag/bucket sale's percent off yields a gross profit  that is less than the minimum gross profit percent listed in this option, a manager's override will be required every time a clerk rings up a bag/bucket sale transaction (assuming the clerk doesn't have security bit 654 to do a manager's override). Therefore, you might want to consider lowering the percentage in this option on the day of a bag/bucket sale, and then resetting it the next day.   (ID#5495)

• Allow Bag/Bucket Sale feature in POS (ID# 8637)

  A = Begin the Bag Sale automatically. The first item posted on a transaction automatically begins the bag sale. If you select this setting, remember to change the option to B or N at the end of the bag sale.
  
  B = You must manually begin the Bag Sale feature by entering a B into the posting area's Price field at the beginning of each transaction. To end the bag sale, type an E in the Price field, or press Total to automatically end the bag sale.
  
  N = Do not allow the Bag Sale feature.
   

• Apply Bag/Bucket Sale discount to non-discountable items (ID# 8638)

  Set this option to Yes if the bag/bucket sale discount should be given to items which are non-discountable.  Otherwise, set this option to No to only allow the discount on discountable items.

  This option does NOT apply to items on promotion.  Refer to option 8951 to control whether or not items on promotion can receive the bag/bucket sale discount.

  An item is non-discountable when:

  • the Discountable flag in Inventory Maintenance is No

  • the item is receiving a manual discount using the <Discount> key and you do not allow an additional discount (option 630 is set to No)

  •  the item is receiving a manual discount using the <Promo> key and you do not allow an additional discount (option 610 is set to No)

  • the item is receiving a quantity break discount and you do not allow an additional discount (option 660 is set to No)

  • the item is receiving a matrix price and you do not allow an additional discount (option 680 is set to No)

  • the item is receiving an Open Quote price and you do not allow an additional discount (option 700 is set to No)

  • the item is receiving a CPP price and the "Trade Discountable" flag is set to No for this plan.

• Default Bag/Bucket Sale DiscountEnter the discount percent that should be given to each item posted in the Bag/Bucket Sale. A value between 0 to 99.99 is allowed.
  
  This discount can be overridden by typing Bnn.nn in the posting area's Price field. This ability to override the discount percentage is controlled by the security bit 810 "Allow override of 'Bag/Bucket Sale' discount".
  Refer to options 1803 thru 1810 to define up to 4 lists of items each with their own discount override for use during the bag/bucket sale. (ID# 8639)

• Bag/Bucket Sale overrideYou can  designate a list of items which will receive a discount different from the one entered in option 8639 – a discount override. These four pairs of options allow defining up to four different discounts for use in a Bag Sale and the items eligible for that discount override. Note:  An override discount of 0% can be used.
  Once the bag sale has begun in a transaction and until it ends, each item posted is checked against the item lists identified in options 1803, 1805, 1807, and 1809 to see if the item is in one of these lists.  If the SKU is found on a list, the check stops and the discount of that list's corresponding option is used.  Otherwise if not found on one of the up to 4 lists, the discount in option 8639 is used.
  This is useful when:
  1. The promotion is “20% off your purchases this coming Saturday” but on low margin items such as power tools you want to give a 10% discount. Use the LISTS function to create a list of items you want to receive the lesser discount of 10%, setting the List Type to blank.  Then enter the List ID of this item list in Option 1803 and enter 10% in Option 1804.  
  2. Option “8638 Apply 'Bag/Bucket Sale' discount to non-discountable items” is set to Yes to allow the bag sale discount on low margin items for this once or twice a year sale, yet you still have non-discountable items such as fishing licenses, gift cards, and transit tickets you never want to give a discount. Use the LISTS function to create a list of these never discountable items, setting the List Type to blank.  Then enter the List ID of this item list in Option 1805 and enter 0% in Option 1806. 
  
  Note:  If Option 8951 “Apply 'Bag/Bucket Sale' discount to promotions” is No, an item on promotion will never receive the bag sale discount even if it is found on one of these exception item lists. (ID #1803-1810)

• Term to use for Bag/Bucket SaleThis option allows you to define whether you want to call this type of promotion a "Bag Sale" or a "Bucket Sale." (ID# 8640)

• Start Date for the Bag/Bucket SaleEnter the start day of the bag/bucket sale. Even if the sale is only one day, enter that date in this Option.
  
  Once the current date is equal to or greater than this date, and less than the end date entered in Option 8642 "End Date for the Bag/Bucket Sale", the ability to post items for a bag or bucket sale will be allowed as long as Option 8637 "Allow 'Bag/Bucket Sale' feature in POS" is not No (it is A or B).
  
  Entering a Start Date and an End Date for the bag sale/bucket sale is not required, but it is highly recommended. (ID #8636)

• End Date for the Bag/Bucket SaleEnter the last day of the bag/bucket sale. Even if the sale is only one day long, enter that date in this Option.
  
  Once the current date is greater than the date in this field, the ability to post items for a bag or bucket sale is no longer allowed, even if Option 8637 "Allow 'Bag/Bucket Sale' feature in POS" is set to Yes (A or B).  
  
  Entering an End Date is not required, but it is highly recommended. (ID# 8642)

• Apply Bag/Bucket Sale discount to promotionsSet this option to No if you don't want the system to give the bag/bucket sale discount to items on promotion (promotion price in Inventory Maintenance, loyalty promotion price, or special promotion price by customer). Otherwise, set this option to Yes to allow the discount on promotion items.
  
  Note: if option 610 "Apply Trade Discount to Promotion Items?" is set to Yes, it overrides this option (8951). Thus, if option 610 is set to Yes, items on promotion will receive the additional bag/bucket sale discount regardless of how this option (8951) is set.
  
  Also refer to Option 8638 to define if the bag/bucket sale discount should be given to other types of discounted pricing.   (ID# 8951)

Security Setup for Bag Sale

Set up the following security bit in Security Maintenance.

• Bit 810 - Allow override of Bag/Bucket Sale discountThis security bit allows the clerk to override the default discount percent set up in the option "Default 'Bag/Bucket Sale' Discount" (ID# 8639) when using the Bag Sale feature in POS.  
  To override the percent, type a B followed by a percent. You can enter the percent sign, and a dash after the B, but neither are required. For example, to give a 10% discount, the clerk can type any of the following: B10, B10%, B-10, or B-10%.
  
  If a clerk doesn't have this security bit, they will be prompted for a manager override to allow them to override the default bag/bucket sale discount.
   

The following security bits are ignored when using the Bag Sale feature:

1. • Security bit 533 "(MO) Allow <Disc> over Option's Maximum for line items or entire transaction"

   • Security bit 566, the ability to override the price in POS (the name of this bit is "(MO) With 565 & 566, change item price. 565 only requires MO")

   • Security bit 654 "(MO) Allow GP% less than minimum when cost or price manually entered"

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