Noteworthy information on price levels
Within the Hypersoft Suite, there are many ways to use price levels. Price levels can also be assigned to :
- pay stations
- events
- operators via the operator authorization
- Employees in the employee master record
- Customers in the customer master
- Cards, which in turn are assigned to an employee or customer
- Smart Swap tables or areas.
Possible applications and limits
With price levels, you can set up many useful workflows and it is usually appropriate to use authorisations to avoid misunderstandings or fraud and, even better, to use evaluations to check whether the application meets your requirements. Depending on how you design your setup, however, there may also be limits to controlling that you should be aware of.
Example of a border of controlling...
If you allow certain items to be booked only in certain price levels, an operator (depending on authorisation and cash register keyboard) may be able to book the item in another price level and then apply another price level in which this booked item is actually blocked. The system will leave the item in the transaction and apply the new price of that level. If you deposit it there with 0,-€, it will be transferred to 0,-€.
Further documentation: Do not show items with zero price
Price levels for employees...
There are three different methods for staff alone to allocate fixed price levels or losses. The different methods can also be combined. The following order of precedence applies in descending order:
- Assignment in the operator authorization,
- Assignment of a price level or reason for loss to an employee card,
- by assigning a price level or a reason for loss in the employee master record.
Price levels for customers...
- via the operator authorisation (this has priority here),
- by assigning a price level or a reason for loss to a customer card,
- by assigning a price level or a reason for loss in the customer master.
Discounts and level assignments...
Discounts stored in the employee master or in the customer master are always granted additionally to the current price.
There are also some functions in keyboard programming related to price levels. If no setting has been made, the default price level applies, but:
- if a price level is assigned to the POS station, this has priority
- If an operator is logged in to whom a price level (or loss) has been assigned, it always has priority. The operator cannot switch to any other price level.
- If the operator uses their own employee procedure, their price levels apply as previously described, but:
- If the employee has also stored a discount in the employee master record, this discount is assigned to the price level assigned in the employee master record, or:
- in the event that no price level has been assigned to it, the discount shall apply to the valid price level.
There are also settings in the price levels themselves which mean that these always have priority or can only be activated for managers.
These are just a few basic examples. There are many more possibilities in practice. It is best to ask a trainer for advice on the implementation of your special wishes.
Further documentation: Use prices and price levels
Assign price levels or loss reasons to an operator
With this setting you can assign a price level or a reason for loss that is automatically applied when the operator logs in.
An operator using this setting cannot switch to other levels. Priority and other price level functions also have no effect on the operator.
However, bookings transferred to an operator with priority price level or priority loss reason remain unchanged.
Assign price levels or loss reasons to an operator
The situation is different for entries transferred to a customer account with a priority price level or loss reason, as these are transferred to the price level or loss reason assigned to the customer.
In general, loss postings remain loss postings even then. If the operator opens a customer account and posts directly into it, the operator's setting takes precedence and the customer's settings regarding price levels and losses are not applied.
To make a posting to a different price level, you first select the price level and then post the item. After booking, the previously active price level is switched on again.
If the manual switching of the price level is to be longer, activate the hold function in the operator authorisations.. The price level therefore always remains active until the process is completed.
Do not display items with zero price
If you have selected the option Do not display items with zero price in the station setting, you can have the effect that items without price cannot be sold in the selected level. If you still want to display items with zero price with this option, activate the item property Info item or the Free priceoption for these items. This allows you to disable items in the checkout by simply removing the price and controlling the price levels. This function is especially helpful for many items and price levels. There is a similar option in the stock list of an item so that you can check the validity of queries based on the current price level.
Further documentation:
Condition Price level and validity
Possible applications and limits
Always the cheapest price
Example: The customer has an assigned price level of -10% compared to the standard price. If the Happy Hour price level is now activated at the checkout, which is -25% cheaper than the standard price, then the customer would pay 15% more than others instead of using his customer advantage.
In order to apply the more favourable price for the customer (i.e. the happy hour price as for all others), activate this global station setting For customers / MA most favourable price.
Further documentation: For customers/MA lowest price
Price levels assigned with Smart Swap have the same function for this moment (using Smart Swap by opening a table in this area) as a manually activated price level. The price level can therefore be replaced by all possibilities.
Further documentation: CLOU-Mobile Server - Register Smart Swap Einstellungen
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