Retail Pro® 8 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 © 2010 Intuit, Inc.® All rights reserved. Redistributed by Retail Pro International, LLC under license.
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
05/03/2010 Original document released.
05/04/2010 Added notes about listing items on documents by scanning individual units;
sales order items; and validation by Item #
06/07/2010 Updated screenshots and text to reflect change of Promo Type to Promo
Class.
07/17/2010 Added section on Translation; updated File List to include translation-related
files.
07/26/2010 Added info on preference setting for prompt if multiple promotions apply.
Added back “Applying Promotions – Process Flow” section.
11/02/2010 Added info on CustType.bmp, which must be copied to the \Plugins folder.
© 2010 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 ...........................................................................6
Working with Promotions....................................................................................................7
Launching/Exiting RProPromo.exe ...............................................................................7
Configuring RProPromo.exe .........................................................................................7
Global, DCS, and Purchase Discounts...........................................................................9
Filtering Inventory .........................................................................................................9
Selecting Item Numbers for Global Promotions..........................................................11
Changing Receipt Qty of Listed Items.........................................................................12
“Special” Field on Customer Discounts, Coupons ......................................................12
Changing the User Interface for Global Promotions ...................................................13
Customer Discounts ...........................................................................................................14
Defining and Assigning Promo Classes.......................................................................15
Accessing Customer Discounts....................................................................................19
Adding Customer Global Discounts ............................................................................19
Adding Customer Purchase Discounts.........................................................................20
Copying, Editing, Deleting Customer Discounts.........................................................22
Customer Discount Examples......................................................................................23
Coupons .............................................................................................................................28
Accessing Coupons......................................................................................................29
Adding Global Coupons ..............................................................................................29
Adding Department Coupons ......................................................................................31
Adding Purchase Coupons...........................................................................................32
Applying a Coupon at Point of Sale ............................................................................34
Copying, Editing, Deleting Coupons ...........................................................................34
Coupon Examples ........................................................................................................35
Buy One/Get One Discounts..............................................................................................39
Accessing BOGO Promotions .....................................................................................39
Adding Global BOGO Discounts ................................................................................39
Adding Department BOGO Discounts ........................................................................41
Copying, Editing, Deleting BOGO Promotions ..........................................................42

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BOGO Examples .........................................................................................................43

Quantity Discounts.............................................................................................................46
Accessing Quantity Discounts .....................................................................................46
Adding Global Quantity Discounts..............................................................................47
Adding Department Quantity Discounts......................................................................48
Copying, Editing, Deleting Quantity Discounts ..........................................................49
Quantity Discount Examples .......................................................................................49
Gifts....................................................................................................................................52
Accessing Gifts ............................................................................................................52
Adding Global Gift Offers ...........................................................................................53
Copying, Editing, Deleting Gift Offers........................................................................54
Gift Examples ..............................................................................................................55
Applying Promotions at POS.............................................................................................57
Applying Promotions – Process Flow..........................................................................57
Selecting a Promotion ..................................................................................................58
Listing Items at POS ....................................................................................................58
Desc 4 Field for Tracking Promotions.........................................................................59
Accepting Free Gifts at POS........................................................................................60
Entering Coupon Numbers at POS ..............................................................................61
Manual Discounting.....................................................................................................61
Overriding Customer Promo Class ..............................................................................62
Communication of Promotions ..........................................................................................63
Sending Promotions to Remotes..................................................................................63
Translating Promotions......................................................................................................64
Translating RProPromo.mld ........................................................................................64
Translating Translat.ini ................................................................................................65
For More Information ..................................................................................................65
File List ..............................................................................................................................66

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
1. Select Tools > SecAdmin from the Retail Pro home screen.
2. Enter your login credentials and select Login.
3. Select the REGISTER button from the toolbar.
4. Browse to the folder—typically \Retail\RPRO—containing the RProPromo.sec file
and open the file.
5. This registers the RProPromo area and adds its name to the list of registered Areas.
Set Group Security Rights
1. With the Groups tabbed page active, highlight the group for which security rights are to be
assigned.
2. Click the drop-down arrow to view the list of registered areas and select RPRO as the area for
which you want to set security rights.

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3. Select the RProPromo node.

Highlight the top level on the hierarchy listing in the middle pane and then select from the
complete list of area features on the right.
OR
Expand the hierarchy and highlight a sublevel. Only that level’s features are then displayed
in the right panel. Select the features to which you want to allow access for this user group.
Continue to select from the various sublevel listings as needed.
Available Permissions
Permission Description
System > Run RproPromo If selected, allows group members to launch and use RProPromo.exe.
System > Prevent filter design If selected, group members are prevented from changing filter 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.
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.

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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.
Configuring RProPromo.exe
RProPromo.exe includes a Preferences area where you can customize the program. The following
options are available:
Set a password to be entered when
performing manual discounts at POS
(See Manual Discounting section)
Enter a decimal value for identifying
clearance items. When creating a global
“Clearance” coupon, items with a price
ending in the same decimal value will
be flagged as clearance items. (See
Adding a Global Coupon)
Display a prompt to cashiers if a
transaction is elgible for more than one
promotion.

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To configure Promotions preferences:

1. Launch the Promotions utility and select the Preferences button.
2. Refer to the following table and make entries as needed.
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 example, if “.00” is
entered, all items with a price ending in .00 will be flagged as clearance items. This
preference only is used if you are adding a global coupon and you select the
“Clearance” option.
Prompt when If selected, when a transaction is eligible for multiple promotions, a dialog will be
multiple displayed, enabling the cashier to select the promotion(s) to apply.
promotions Reference: See Selecting a Promotion section of this document.
apply
If not selected, when a transaction is elibile for multiple promotions, the
promotion(s) will be checked and applied as specified in the “Applying Promotions
– Process Flow” section of this document.
3. Click the Save button.

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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.
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. Click the Add Global button to start a new promotion.
Result: Inventory is displayed.
2. Click the Filtered View button to display the Filtered View screen.
3. To add inventory fields as filter elements, right-click in a blank area of the screen and select
Filter Design.

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A screen for adding/removing fields is displayed. Those elements above the dividing line are
included in the filter; those below the dividing line are not.
4. Move fields above/below the dividing line as needed. You can drag and drop fields or
double-click a field to move it above/below the line.
5. Click Apply when you are finished.
6. Click the Filtered View button again.
Result: Your selected filter elements are displayed on the screen.
7. Enter criteria for the filter elements as needed.
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, the field will display the word “Selection.”
Reference: See Chapter 2. Basics of the Retail Pro 8 User’s Guide for more details on entering
filter criteria and using filtered view.

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Running a Filter
Click the OK button on the filter screen to run the filter. 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.
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 item
is selected (green checkmark) or
convenient way of fine-tuning the
deselected for the promotion.
items to be included in a 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.

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Changing Receipt Qty of Listed Items

When you scan or select an item that qualifies for a promotion, it is automatically listed on the
receipt 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 a Receipt Qty of
one.
“Special” Field on Customer 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.
The Special Field in 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.
The Special Field in 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: See the following section “Applying Promotions – Process Flow” for more information
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 that the promotion will
be applied. Therefore, if you want to have a one-day promotion, the Start Date and Expire Date
should be the same.

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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.
Result: A screen for adding/removing fields from layouts is displayed.
3. 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.
4. Click Apply.
Reference: For more information on customizing Retail Pro interfaces, see Appendix A:
Customizing Interface Designs of the Retail Pro 8 User’s Guide

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Customer Discounts
The Retail Pro 8 Promotions plugin enables you to create a variety of customer discounts, based
on a customer’s assigned “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 discounts that are 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)
Option to have a different “first use” discount that is only used for the first purchase;
once used, the date of first use is stored in the UDF 2 field (hardcoded)
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.

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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.
3. In the Name area, enter a list of values that will be available for selection when working with
the Promo Class field.
4. Select one of your defined entries as the Default Promo Class for New Customers.
5. 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. You can select the “blank” setting as
the Default Promo Class setting blank, meaning that no
Promo Class will be assigned by default to new promotions.
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..

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

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 “X” in the upper right corner to close the Setup Fields screen, and then 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.

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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.
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.
2. Select New to create a new customer record.
3. Add the customer name, address, phone and other information as needed.
4. 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.

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Editing the Promo Class of Existing Customers

You can edit the records of existing customers to assign a Promo Class.
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.
Date of First Use Stored in UDF 2 Field

When creating customer discounts, you can specify a specific
“first-use” percentage. The first time the discount is 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 customer’s UDF 2
field.
You can define a new label for the UDF 2 field (such as “1st Use”) in System Preferences > Point
of Sale > Customers > UDF.

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Accessing Customer Discounts

1. Launch the RProPromo.exe and select the Customer Discounts button
on the home screen.
Result: 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 and select the Customer tab.
2. Click Add Global.
A dialog is displayed for defining customer discount details.

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3. Define the details of the discount. 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 “None” is selected as the 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.
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 the Promotions plug-in and click the Customer Discounts
button.
2. Click Add Purchase.

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A screen is displayed for defining the details of the discount.
3. Define the details of the discount. Refer to the table on the following page.
Purchase Discount Fields
Field Description
Name The name of the discount.
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.

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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.
will be active.
Special Choose from the following options:
Overriding Promo Class

A cashier can override a customer’s assigned Type at POS, if necessary. See the Overriding
Promo Class section of this document.
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.
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.

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Deleting Customer Discounts

To delete a customer discount:
1. Select the customer discount 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.
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
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% discount to all customers assigned the Type “VIP” in
the customer record.
2. Click Add Global. A dialog is displayed for defining customer
discount details.

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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.
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 Select a Promo Class (such as “VIP”). The promotion will only be
applied to customers with a matching Promo Class in the customer
record.
If “None” is selected as the Promo Class, then no checking of Promo
Class will be performed. Any customer or no customer is OK.
Type Select Percent.
Amount Enter 25.
First Use % Enter 25.
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 “Member”
in the customer record.

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Field Description
Name Assign a name to the promotion.
Select to display a dialog for selecting the Promo Classes. Select a promo
class (such as “Member”).
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.
Expire Date The date the promotion ends. This sample promotion is scheduled to end at the
end of the year.
will be active.
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.
Field Description
Name Assign a name to the promotion (maximum eight characters).
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.
Expire Date The date the promotion ends. This sample promotion is scheduled to end at the
end of the year.
will be active.

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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
customer’s purchase total is $100 or more, and thereafter a 15% discount
each time the customer’s purchase total is $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).
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.
If “None” is selected as the Promo Class, then no checking of Promo
Class will be performed. Any customer or no customer is OK.
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.
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.
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,
departments, group of item #’s
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
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 to “Combine.”
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).

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Accessing Coupons
1. Launch RProPromo.exe and select the Coupons button from the Promotions
home screen.
Result: A list of existing coupons is displayed.
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
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.
1. Launch the Promotions plug-in, and then click the Coupons button.
A dialog is displayed for defining coupon details.
3. Select the type of coupon you want to add:

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 Pro Item #.
Multiple Item #’s, separated by commas, 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.
For example, the default value in Preferences is “.00” but you can enter .29 to
instead identify all items with prices ending in “.29” as clearance items.

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4. Enter/select the remaining discount details. Refer to the following table.
Field Description
Name Enter a name for the coupon (maximum 20 characters).
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.
If “None” is selected as the Promo Class, then no checking of Promo Class will
be performed. Any customer or no customer is OK.
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 set to “Combine” for all coupons
entered.
Stores Select the icon to display a dialog for selecting the stores where the
promotion will be active.
Expire Date Select the date the coupon ends.
5. Click OK to close the screen. The coupon is added to the list.

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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, and then click the Coupons button.
2. Click Add DCS.
Result: A dialog is displayed for defining coupon details.
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
4. Complete the other coupon details. Refer to the following table:
Field Description
Name Enter a name for the coupon (maximum eight characters).
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.
Select to display a dialog for selecting the Promo Class.

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Field Description
Start Date Select the date the coupon starts.
None: If selected, the coupon cannot be combined with other discounts.
checks to make sure the Special field is set to “Combine” for all coupons entered.
Stores Select the icon to display a dialog for selecting the stores where the
promotion will be active.
5. Click OK to close the coupon details screen. The coupon is added to the list of coupons.
Adding Purchase Coupons

1. Launch RProPromo.exe, and then select the Coupon button on the home screen.
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.
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 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 program checks to make
sure the Special field is set to “Combine” for 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.
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.

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Deleting a Coupon
To delete a coupon:
1. Select the coupon that you want to delete.
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.
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:

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.
Coupon ID Enter an identifier for the coupon.
Discount Type Select Percent
Discount % Enter 25 as the percentage discount.

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Field Description
Purchase Total N/A
multiple Coupon IDs are entered in the Tracking# field, the program checks to
make sure the Special field is set to “Combine” for all coupons entered.
Sample Coupon Details
Coupon for 20% off any Electronics Purchase

In this example, a retailer is offering a special promotion on electronics purchases.
2. Click Add DCS.

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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
4. Complete the other coupon details. Refer to the following table:
Field Description
Discount Type Select Percent to indicate the discount will be percentage-based.
Discount % Enter 20 as the percentage discount.

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Field Description
checks to make sure the Special field is set to “Combine” for 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.
3. Complete the coupon details. Refer to the following table:
Field Description
Select to display a dialog for selecting the Promo Class.
Discount Type Select Percent or Dollar. For this example, select Percent.
Discount % The percentage discount. For this example, enter 10.
Purchase Total Enter 1000 (leave the “Discount for Every”) checkbox unselected.
checks to make sure the Special field is set to “Combine” for all coupons.
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)
Accessing BOGO Promotions

5. 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).
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.

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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).
Qty units.
Total Qty
Discount % The discount applied to the Quantity Discounted value.
3. Click OK. The promotion is saved and added to the list of BOGO promotions.

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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.
3. Click Yes to delete, or No to cancel.

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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%.
included in the promotion. Click OK when you are finished. (See Filtering Inventory)
Field Description
Qty units.
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
discounted by 100%, i.e. “Buy One, Get One Fee)
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 group of item #’s or 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 any 3 men’s dress shirts for $50 (normally, $20 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 item’s 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

46
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.
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. Refer to the following table:
Field Description
Promotion names cannot include underscores and must be unique for 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).

47
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.
That is, no two Qty Discount promotions can have 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. 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.

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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.
Deleting Quantity Discounts

To delete a quantity discount:
1. Select the promotion that you want to delete.
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
In this example, a retailer currently sells women’s socks at $10 per pair but will offer an ongoing
quantity discount in which three pairs can be purchased for $25, a savings of $5 from the listed
price.

49
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.
Field Description
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).
Combining Quantity Discounts with Other Discounts

In this example, a retailer will combine a quantity discount with a 25% off back-to-school sale.
2. Click Add Global. A dialog is displayed for entering Item #s and defining the details of the
quantity discount.
4. Enter the other details of the promotions.

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Refer to the following table:

Field Description
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.

Sample Quantity Discount screen:

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Gifts
Using the Retail Pro 8 Promotions plugin, you can set up “gift” promotions, in which customers
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.
Result: 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.
A dialog is displayed for defining the details of the gift offer.
Field Description
Gift Name Enter a name for the promotion (maximum 20 characters).
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.
To copy a gift offer:
1. Select the gift offer that you want to copy.
Result: A screen is displayed for defining details of the gift offer. The details are
the same as the gift offer you copied.
3. Make any necessary changes, and then click OK. The gift offer is added to the list.
Editing Gift Offers

To edit a gift offer:
1. Select the gift offer that you want to edit.
3. Make any necessary changes in the Gift Entry dialog, and then click OK.
Deleting Gift Offers

To delete a gift offer:
1. Select the gift offer that you want to delete.

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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.
1. Launch RProPromo.exe and then select Gift from the home screen.
2. Click Add Global. A dialog is displayed for naming the gift item,
selecting Item #(s), and defining the amount required to qualify for
the free gift.
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 Amount The amount required to activate the promotion.
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.

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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).
1. Launch RProPromo.exe, and then select the Gift button from the home screen.
A dialog is displayed for naming the gift item, entering Item #(s),
and defining the amount required to qualify for the free gift.
The Required Amount is set to

0, meaning that any sale will
qualify for the gift item.
The Start Date and Expire Date

are the same, indicating the
offer is good for one day only..
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.
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.

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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.
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. Apply Coupon-Document Discounts
If a transaction is eligible for multiple promotions, and the required preference setting is selected,
then a dialog is displayed to the cashier (See the following section, “Selecting a Promotion”)

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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 “Applying Promotions – Process Flow” section
of this document.
Note: Some promotions cannot be combined with
other promotions, based on the setting of the
promotions “Special” field.
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 #.

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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:
In this situation … … the following occurs …
Add an item to a receipt and then reference a sales order by Promotion is applied
entering a SO #.
Reference a sales order and then bring items from the SO using the Promotion is not applied
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
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.

59
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.
2. List one or more items until the receipt total reaches the Required Amount specified for the
gift.
3. Tender the receipt, and click Print/Update or Update/Only.
When you update the receipt, a message is displayed, alerting you that the transaction is
eligible for a gift.
4. Inform the customer of the gift and ask if the customer would like to accept the gift.
5. Click Yes if the customer accepts the gift, or click No if the customer declines the gift.

60
If you click Yes, the gift item is added to the updated receipt at a Disc % of 100% and a price
of $0.00. You can view the former receipt to see the gift item listed.
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.

61
When enabled, the password control controls editing of the following:

Price (or Price with Tax)
Disc $ or Disc %
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. List the items being purchased, customer, and
other information.
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. Manually enter a discount % into the item’s Disc % field. If discount types are predefined,
specify the discount type.
5. Tender the receipt and update/print.
Overriding Customer Promo Class

In some cases, you may want to override a customer’s assigned 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 list the customer on the receipt.
2. Select the Override Promo Class button. A dialog displays the
currently assigned promo classes.
3. Select a new type, and then click Accept.

Result: The customer’s assigned promo class is changed and the promotion is applied or
removed, based on the change.

62
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 station’s
\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.

63
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. Using the Multilizer “Language Manager” to translate the RProPromo.mld file. This file
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.

64
Translating Translat.ini
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).

65
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.

66

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About this Guide

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Document Revision History

© 2010 Retail Pro International, LLC All rights reserved.

© 2010 Retail Pro International, LLC All rights reserved.

BOGO Examples .........................................................................................................43

© 2010 Retail Pro International, LLC All rights reserved.

Move Files from \Retail\RProProm Folder to \Retail\Plugins Folder

© 2010 Retail Pro International, LLC All rights reserved.

© 2010 Retail Pro International, LLC All rights reserved.

3. Select the RProPromo node.

Retail Pro Fields Used by Promotions

© 2010 Retail Pro International, LLC All rights reserved.

Working with Promotions

Result: The Promotions home screen is displayed.

© 2010 Retail Pro International, LLC All rights reserved.

To configure Promotions preferences:

3. Click the Save button.

© 2010 Retail Pro International, LLC All rights reserved.

Global, DCS, and Purchase Discounts

Filtering Inventory – General Steps

© 2010 Retail Pro International, LLC All rights reserved.

7. Enter criteria for the filter elements as needed.

Entering Filter Criteria

© 2010 Retail Pro International, LLC All rights reserved.

Selecting Item Numbers for Global Promotions

© 2010 Retail Pro International, LLC All rights reserved.

Changing Receipt Qty of Listed Items

“Special” Field on Customer Discounts, Coupons

The Special Field in Coupons

© 2010 Retail Pro International, LLC All rights reserved.

Changing the User Interface for Global Promotions

© 2010 Retail Pro International, LLC All rights reserved.

© 2010 Retail Pro International, LLC All rights reserved.

Defining and Assigning Promo Classes

Adding the Promo Class Field to Customer

3. Click the Fields button.

© 2010 Retail Pro International, LLC All rights reserved.

Sample Setup Fields screen:

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

© 2010 Retail Pro International, LLC All rights reserved.

A screen for adding/removing fields from layouts is displayed.

Assigning a Promo Class to New Customers

© 2010 Retail Pro International, LLC All rights reserved.

Editing the Promo Class of Existing Customers

Date of First Use Stored in UDF 2 Field

© 2010 Retail Pro International, LLC All rights reserved.

Accessing Customer Discounts

Adding Customer Global Discounts

© 2010 Retail Pro International, LLC All rights reserved.

3. Define the details of the discount. Refer to the following table.

Adding Customer Purchase Discounts

© 2010 Retail Pro International, LLC All rights reserved.

A screen is displayed for defining the details of the discount.

© 2010 Retail Pro International, LLC All rights reserved.

Overriding Promo Class

Copying, Editing, Deleting Customer Discounts