Overview

The Start a Sale function allows you to create promotional events by grouping multiple items under a single sale. A discount is applied to the group, making it simple to set up store-wide or department-specific promotions.

Sales run for a defined period controlled by start and end dates. During this time, all selected items automatically reflect the discounted pricing at the Point of Sale, removing the need for manual adjustments.

Navigate to the Sale Setup

1. From the Administrative menu, select Administrative → Start a Sale.

Administrative menu — select Start a Sale

Set Selection Criteria

1. On the Item Filter line, click the arrow to open the stock search parameters.

Stock search parameters screen — filter by Department, Supplier, ID Codes, and more

2. Define the criteria for the items to include in the sale, such as Department and Supplier.

Tip: Combine multiple filters (e.g. Department + Supplier) for more precise targeting, or use ID Codes to group all stock you want within a sale.

Enter Sale Details

1. Complete the Sale Details form:

• Discount Percentage
• Start Date
• End Date
• Sale Name (as a reference)

Sale Details form — enter discount, dates, and sale name

Tip: Use a descriptive Sale Name (e.g. ‘Winter Clearance – Watches’) to make it easier to identify later.

Important: If you want the sale to run through the 20th of the month, set the End Date as the 21st. This ensures discounted pricing remains active for the entire last day.

Review the Item List

1. A list of items matching your criteria will display. Verify the sale information and select the items you wish to apply the sale to.

Item list — review and select items for the sale

Note: Click Check All (top right) to include all items, or manually select/deselect individual items.

Apply and Finalise the Sale

1. On the final screen, highlight the sale you wish to activate.

Load Catalogues screen — activate the sale and configure settings

2. Ensure the Active box is ticked.
3. Select whether to print tickets for discounted items.
4. Choose which price book to apply the discount to, if using multiple.
5. Select the store location(s) if managing multiple stores.
6. Click Import to finalise.

Important: The Import step confirms the sale setup and pushes it into the POS system. Until Import is completed, the sale will not apply at the registers.

Best Practices

• Double-check your item selection criteria before applying discounts.
• Always set the End Date one day later than the intended last day of the sale.
• Use descriptive Sale Names for easy future reference.
• Review discounts against multiple price books if they are in use.
• Confirm Import has been completed before expecting discounts at POS.