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 between 0 to 99.99 that you want to give to each item posted in the Bag Sale.
  
  If you leave this option blank, the bag/bucket sale feature is disallowed.
  
  Clerks who have security bit 810 "Allow override of 'Bag Sale' discount" can override this percentage by typing B followed by the percent in the POS posting area's Price field. The clerk 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%.
  
  Note: Once you override the default promotion percent, the bag sale assumes the new promotion % for the remainder of the sale, unless you reset the transaction by typing B in the Price field and pressing Enter, which will once again assume the promotion % defined in this option (ID# 8639).
    (ID# 8639)

• 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)

• 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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