Putting Items on Sale

You can use the Pricing Wizard to set temporary selling prices for a group of items.

To set up a sale with the Pricing Wizard

1. From the Inventory menu, select Pricing Wizard. The Pricing Wizard screen appears.

2. Select Sale. The Begin Date and End Date fields become active.

3. Enter the dates when the sale will start and end.

4. From the Source Field drop-down for the first operation, select the field that the sale prices will be based on:

Last Cost
Next Cost
Base Price
Parts Price
Labor Price
Standard Cost
Price Level (Also select a price level from the drop-down list, and define whether to base the sale price on the parts or labor price for that level.)

5. From the Field to Update drop-down, select Sale Parts or Sale Labor.

6. Define whether the sale price will be calculated with a percentage or a fixed dollar amount:

For a percentage, select Percentage Change and type the percentage (with no decimals).
For a fixed dollar amount, select $ Amount Change and type the amount.

Note: For increases, use positive numbers. For decreases, use negative numbers (such as -2).

7. To end the prices of all sale items with the same amount after the decimal, select the Ending in Cents check box. Then type the cents amount as a whole number.

Example: By typing 99, the prices of all sale items would end in 99 cents ($5.99, $34.99, and $199.99).

8. If you’re putting both parts and labor on sale, repeat steps 4 through 7 for the second operation.

9. Click Inventory and look up the item or items you want to put on sale. For more information, see Looking Up Inventory Items.

10. Review the pending sale prices.

a. Click Print for Review. The Report Window opens and displays the Pricing Wizard Report.

b. Verify that the changes you want will be made.

c. Print the report if needed, and close the Report Window.

d. Make adjustments to the sale criteria and the selected items if needed, and print the report again.

11. To implement the sale prices, click Apply. A confirmation message appears.

12. Click Yes. A second message verifies the update has been completed.

13. Click OK.

When the sale goes into effect, the sale items will be highlighted in cyan on the Inventory List and they’ll be included on the Items on Sale Report.