We have a video guide on setting up Catalogues in Retailer - 🎬 Catalogues and Automatic Discounts

Adding a Catalogue

1. On the top menu bar of Retailer, click on Setup -> Catalogues.
   
2. Click on the Add button in the upper section of the screen.
3. In Catalogue, enter the name of the catalogue.
4. Choose a Start Date and End Date for this catalogue.
5. You can also optionally choose a Start Time and End Time for this catalogue to operate each day.
   NOTE: Times must be entered in 24-hour format (eg. 1:00pm is 13:00).
6. Manual Stop is used to stop the catalogue from being active from the moment you tick it. This overrides the date/time settings.
   If this is ticked, the catalogue is set as being inactive and will not operate until it is unticked again.
7. Once all of the details are correct, click on Save.
   

If a catalogue is set to Not Active, but you want to start it immediately, you can double-click on the words Not Active and it will activate immediately.

Adding Items to a Catalogue

1. Click on the Add Item button in the lower section of the screen.
2. In Catalogue, select the catalogue for this item to appear in.
3. In Discount Type, select the type of discount you wish to apply (briefly explained below, and more thoroughly in the following sections):
• Stock Item – specific per-item discount.
• Department – discount for an entire department.
• Category – discount for a specific category within a department.
• Linked Item – special price for buying specific items together in the same sale.
• Qty Range – enter a discount price for a specific quantity (eg. photocopies).
• Mix and Match – group items together for a specific discount price.
• Special Dept & Cat Discounts – allows customers to:
• Buy anything from a particular department/category over a set dollar value and get a percentage off any department/category.
• Buy anything from a particular department/category over a set dollar value and get a free specific stock item.
• Multi-Buy - Allows customers to:
  
• Buy a set number of items over a specific time frame and get the last one free. eg. Buy 10 items over 10 weeks and get the 11th item free.
4. Once all of the details are correct, click on Save.
   

Report

Discount Types

Stock Item

This allows you to discount a given quantity of a particular stock item by a certain percentage. You can also discount by a set amount, (eg. $2 off), or discount to a set price (eg. buy 3 for $20).

1. Scan the barcode/PLU or press [Enter] to select the stock item you want to discount. Alternatively, click Add Items button to add a group of items that match a criteria within Advanced Stock Search using utility similar to Stock Manager. For how to use advanced stock search, click HERE.
2. Enter the Quantity required to be sold before the discount will be applied.
3. Enter the Discount %, Discount Price or Discount Amount.
4. Press Save. Then select the desired option to continue:
• Add different stock items using the same discount.
• Add a different stock item (with a different discount setting).
• Add this item again with a different quantity.
• Finish (Do not add any more stock). 

If you have a Shopify webstore, the weblink can be set up so that stock item discounts are applied to items on your website as well. Click HERE to learn more.

Department

This can be easily used for storewide discounts, by simply adding every Department to this catalogue with the same discount.

1. In Description, select the department you wish to discount.
2. Enter the Discount % you wish to use.
3. Press Save.
   

Category

Similar to Department above, except that the discount is applied to stock within a category of a department, not the department itself.

1. In Description, select the category you wish to discount.
2. Enter the Discount % you wish to use on the category.
3. Press Save.
   

Linked Item

Linked items allow you to link two or more different stock items together and sell them for a discounted price. The discount will only apply on those specific items.

1. Enter the PLU/barcode of the full-price item or press [Enter] to select it from the list. Alternatively, click Add Items button to add items to catalogue in bulk using utility similar to Stock Manager.
2. Type in the Discount Price you wish to charge, when a customer buys one of each item in the list.
3. Tick the Free Item box, to make the first item on the left (not in the list on the right) free here. Be sure not to enter a Discount Price before this, otherwise it will discount the other items to this price as well. If that's unintentional and you only wish to have the first item free, you may need to start this setup again.
   
4. You can also click an item in the right list and click Delete Item to remove it from the link.
5. Click Save.
   

Quantity Range

This function allows you to enter a discounted price for a specific quantity of an item (eg. photocopies).

1. Enter a barcode/PLU for the item or press [Enter] to select from a list. Alternatively, click Add Items button to add a group of items that match a criteria within Advanced Stock Search using utility similar to Stock Manager.
2. Select a Quantity From and a Quantity To.
3. Then choose a Discount % for each item or choose a Discount Price for each item.
4. Press Save. Then select an option from the screen that appears:
• Add a different stock item.
• Add the same item with a different quantity.
• Finish.
  

To add more quantities, select the second option, then enter 10 to 49 for the quantities, etc.

This facility is used when a quantity is selected in Point of Sale (eg. a customer has done 23 photocopies). So you would enter a quantity of 23, then select your photocopying item. The system then works out that the copies are charged at $0.20 each, and makes the total of the sale $4.60.

Mix & Match

You can group specific items together for a certain discount price, if a given quantity of an item is purchased (eg. any combination of 3 chocolate bars for $2.00).

1. Click the Add Items button. A screen similar to Stock Manager will open.
   
1. You scan use the Search button to add a group of items that match a criteria using Advanced Stock Search
   
2. Once all discount items are added, click Ok in the bottom left corner
   
2. In Quantity, enter the number of items required to be purchased in order to receive the discount. 
3. The Discount Price is the total price for all of the items selected in the chosen quantity.
4. Click Save.

When you want to add more items to the mix & match later, make sure you edit an existing item that is already set up (not add a new one).

If a customer buys any combination of these items, they will receive the discount when they reach the specified quantity.

Special Department & Category Discount

This method allows customers to buy anything from a given department or category over a set dollar value, and receive a percentage discount on a selected department or category.

It can also be set up so that a customer can buy anything from a given department or category over a set dollar value and receive a percentage discount on a selected stock item.

1. In Discount Level, select how the discount will be based on.
2. In Dept/Cat Name, select the department or category that the sales must be in to be eligible for the discount.
3. In Value Of Items in Sales Greater Than, enter the amount of sales in the department or category before the discount is applied.
4. In Special Type, select what you want to discount.
• For a department/category, choose the department/category and the percentage discount you want.
• For a stock item, enter the barcode/PLU or press [Enter] and set the discount price or select it to be free.
5. Press Save.
6. Press OK.
   

Multi-Buy

This discount type allows customers to accrue a number of sales from particular suppliers, departments, categories or stock items and then redeem a discount or free item after an amount is met.

Multi-buy discounts require sales to be made to a customer account so that it can be tracked.

1. In Description, type in a description of the discount.
2. In Accrual Qty, enter in the quantity that the customer needs to purchase before getting a redemption item.
3. In Redeem Qty, enter in the quantity of items that the customer can redeem once they reach the accrual quantity.
4. In Purchased Within __ Days, enter in the number of days that the accrual items will need to be purchased by.
   

   If you want to make sure this only applies on a single transaction (won't apply discount if accrual items are purchased a different day or transaction), set the number of days to 0.
5. In Redemption Type, select the method in which redemption items will be discounted.
6. In Redemption Value, enter in the amount based on the redemption type.
   NOTE: For free items, use a 100% discount percentage.
7. To set up accrual items:
• In Item Type, select the type of item (Department/Category/Supplier/Stock Item) from the drop-down box.
• In the next field, enter or select the department/category/supplier/stock item.
  For stock items, you can click Add List to add a group of items that match a criteria within Advanced Stock Search.
• Click Add.
• Repeat for other items.
8. To set up redemption items:
1. Click on the Multi-Buy Redemption Items tab.
2. If you want to apply the discount for the same items as the accrual items, click on the Copy from Accrual Items button.
   Otherwise, follow the same steps as adding accrual items.
9. Click Save.