Using OfficeSmart Catalogues to provide Discounts to selected Customers
OfficeSmart catalogues are a method of providing catalogue discounts to selected customers using discount profiles. Discount profiles will normally only allow flat percentage discounts, or will require you to set Trade Prices for all of your stock. Catalogues allow you to create more complex specials, but normally these specials apply to all customers/sales. OfficeSmart catalogues are a way of linking these two systems together.
To get started, you must first place customers in a special OfficeSmart discount profile. You can then create catalogue specials that only apply only to those customers.
The 'OfficeSmart' name is a legacy of how this system was first introduced to Retailer; OfficeSmart catalogues do not have anything to do with the OfficeSmart brand.
Creating an OfficeSmart Discount Profile
Click HERE to learn more about discount profiles.
To use OfficeSmart Catalogues, first you will need to create an OfficeSmart Discount Profile.
- Go to Setup -> Customer, then the Discount Profiles tab.
- Click Add to create a new discount profile. Set the Profile Code to be the next number sequentially (If this is the first profile, enter '1').
- In Description, enter OfficeSmart.
The upper/lower case and the spacing matters - no spaces in the Description. - Leave the Discount Percentage blank, and do not tick the remaining options.
- Click Save.
You will then need to assign this discount profile to the customers you wish to receive discounts. To learn how to do this, follow the steps HERE.
Creating OfficeSmart Catalogues
Click HERE to learn more about catalogue discounts.
When you are creating a new catalogue, tick the box marked OfficeSmart Customers Only. You can then add specials to the catalogue as you normally would.
For existing catalogues, you can select the catalogue, then hit Edit, then tick the OfficeSmart Customers Only box, then Save to make the specials in that catalogue exclusive to customers with this discount profile.
If you sync your catalogue specials to a Shopify website, note that OfficeSmart catalogues will not be synced.
Related Articles
Setting Up Catalogues For Promotions and Automatic Discounts
We have a video guide on setting up Catalogues in Retailer - ? Catalogues and Automatic Discounts Catalogues in Retailer allow the automatic discounting of items based on the discount type selected and meeting the criteria set. Examples of catalogue ...Multi-buy Customers Utility
Catalogues are a feature in the system that allows automatic discounting of products in a sale on the POS screen. One of the various types of discounts available is the Multibuy catalogue, which tracks a set of products that a customer purchases over ...Reports Based On Catalogues
Catalogue Listing Report This report is available from Setup -> Catalogues -> Preview. It will display a list of all of your catalogues. Select the ones you'd like to see the report on, and press OK. You will then see a report on the screen showing ...Automatic Discounting For Sales To Specific Customers
The customer discount profile section of the customer screen allows you to set up discount settings for individual customers. This is extremely useful for VIP customers or customers who are a part of a discount-based loyalty program. You can even set ...Stopped Customers by Run Report
This is for Newsagencies Only Generating the Report The Stopped Customers by Run report shows customers and their orders that have been stopped along with some details. It allows you to see these according to the runs that have been setup. On the top ...