Price Change Type

The following program description deals with:

• Remarks on the Program Function
• Remarks on the Input Fields
• Use the Index to find the required field description.

---

Remarks on the Program Function

The price change type is defined in this program, i.e. the user defines whether this is to be a price discount or a markup, whether the price change is totalizer-dependent, etc. The user cannot  yet define whether it is a value or percentage price change (see field Price change %.

A more detailed description of the price change type and a link to terminal types can be completed with program Price change parameter. The appropriate keys should be created in program Key if a manual price change is to be carried out. Totalizer-dependent percent changes are handled with Price change %.

Note:

• An example of discount and VAT calculation in the MICROS Retail OSCAR POS program can be found in the description Discount and VAT on items and departments.
• The prices of such items only can be modified during the booking and these must be created accordingly (window: Item; sub-window: Sale; parameter: Price change perm.).
• A short description of the whole price change procedure can be found under Price changes.
• A description of the markups/markdowns automatically booked for a payment type finalisation can be found under Automatic markdown.

---

Remarks on the Input Fields

This paragraph will provide a short overview over the options available for updating these Basic Data.

Just like in almost any other program:

• The Input Mask may be different in your MICROS Retail OSCAR POS program depending on the set-up of the application. In some cases some Data Fields may be missing.
• Some input fields may contain default values or defined selection options; these cannot be updated.
• The input mask contains some fields that require an entry and others in which entries are optional.
• If the data record is updated via multi-page input masks, go to the Dialog Window by clicking on the appropriate buttons with <Mouse key 1>.
• The same procedure applies to call up another update program from this program.
• In some cases you may find that so-called "Switches" which - depending on the default - can be activated or deactivated with <Mouse key 1>. Activated switches are identified by their dark color, deactivated switches are lighter-colored.

---

Company

Permitted input range: numeric, 1 - 9999

Select the number of the company to which the price change type is to be assigned.

---

Markup/markdown no.

Permitted input range: numeric, 1 - 9999

This is the number of the price change type to be administered in the system.

To add a new record, enter an unused number in this Key Field.

For changes or deletions, the records can be retrieved by entering the numbers here. If you do not know the number, you can also select the data record via the Search Function.

Note:

• The program Customer accesses the markup/markdown no.. This allows for very varied discounting options. An example can be found under Customer group.
• A short description for update and booking of a customer discount can be found under Creation and booking of a customer discount.
• More details can also be found under Creation and cashing in of bonus points.
• Programming of an automatic markup is described under Automatic markup and the price change procedure as a whole is described under Price change procedure.

---

Designation

Permitted input range: alphanumeric, max 20 characters

Enter the name of the price change type. The description is arbitrary, but should be eloquent.

---

Category

Field with fixed preset selection options

Select the desired price change type by clicking the button. Via this field, the actual price change type is defined.

The following categories are set in the system:

• Discount
• Surcharge
  An example of an automatic markup can be found under Creation of an automatic markup.
• Skonto
• Customer Bonus Discount
  Bonus points: Creation and cash in describes which settings are necessary in this and other programs when a customer bonus discount is assigned.

---

VAT

Permitted input range: numeric, 1 - 99

If several items are booked within a receipt itemisation it often happens that these items are linked to various VAT rates. If a differentiation by VAT is to be made for the value of the price changes, no entries should be made here. Instead button Reassignment (= standard setting) should be activated. If only one VAT is to be the basis for price changes, enter the code of the VAT rate here. The VAT is updated in window VAT.

Note:

• A VAT rate should always be entered if a ST discount has been created and this cannot be reassigned.
• Always enter a VAT rate if the markup/markdown is to be assigned automatically and therefore the payment mode is to be directly linked from an entry in window Payment type.
• If the markups/markdowns are to be independent of VAT, a VAT rate of 0 % can be entered.

---

Totalizer

Permitted input range: numeric, 0 - 99

Parametering totalizer = "0" and the deactivated button Totalizer dep mean that no price changes can be made.

1. No price change can be made.

• Leave default value "0" unchanged.

1. All (discountable) items – independent of the totalizer – are to be discounted.

• No entry is required in this field.
• Do not activate button Totalizer dep.
• Do not activate button Price change %.
• The prices of all items are changed with this parametering.

2. Only the items of one specific totalizer are to be discounted.

• Enter the required totalizer no. here.
• Activate button Totalizer dep.
• Do not activate button Price change %.
• With this parametering only the items which match the totalizer no. entered here and in the window Item or Department, sub-window in each case: Sale.
• Note:
• Entry of a totalizer for a department only affects direct department bookings and not items which belong to this department.
  When a new item is created, any existing totalizer entry for the linked department will be automatically included.

3. Graduated discounts (totalizer-dependent/totalizer independent) are to be created.

• Leave the default "0" unchanged.
• Further handling is described under Create totalizer-dependent graduated discounts or Create totalizer-INdependent graduated discounts.

---

Disc.text group

Entry range permitted: numeric, 0 - 99999

Enter the no. of the text group in which the texts for price changes have been stored. The text should be stored in program Parameter -> Misc.Params.-> Text group under text group 9020 type "Price change type" in the system.

Select the text which is to be linked to this price change type.

Note:
If a discount text group is linked to the price change the text will be stored in the Price change position of the appropriate transaction.

---

Text

Entry range permitted: numeric, 0 - 99999

Enter the no. of  the text from the text group which is to be linked to this price change type. The text should be stored in program Parameter -> Misc.Params.-> Text group under text group 9020 type "Price change type" in the system.

Note:
If a discount text group is linked to the price change the text will be stored in the Price change position of the appropriate transaction.

---

Net calculation

Button active: Price changes are calculated on the basis of the net price.
Button deactivated: Price changes are calculated on the basis of the gross price.

Note:
When this option is activated for discount/markup on items, the net price is always used as the basis for calculation. With an item discount of 10 % on one item which is priced at Euro 10,- the new price of Euro 9,- is calculated. With a further item discount of 10 % on the same article the price of Euro 9,- will be used as the basis for the new calculation, i.e. 0,90 Cent will be granted as an additional discount on this item. The new price would then be Euro 8,10. If this option is not activated, the new price for this item would be Euro 8,-.

---

Totalizer dependent

Warning!
For menu items the option "Menu Totalizer" must be activated to ensure that totalizer-dependent discounts for menu items are included.

Button active

• Activate this button if only the prices of items which are linked to a specific totalizer are to be changed. The prerequisite for this is that the Totalizer entered under Totalizer matches the totalizer entered during the Item or Department update.
• Also activate this button if Totalizer-dependent graduated discounts are to be created. The prerequisite here is that the button Price change % has been activated. Entries under Price change parameter have no effect.

Button deactivated

• Deactivate this switch always if the price changes are not to be linked to a totalizer (totalizer no. = 0) and for Totalizer-INdependent graduated discounts.

Note:

If a number is entered under totalizer and if this switch has not been activated, the prices of all discountable items will be changed.

---

Reassignment

Please note that a price change (markup/markdown) and the associated reassignment only take place if the items are also discountable (parameter Price change perm. in Item).

Button active:

• Price changes in the reports are reassigned article by article and change the prices of the item positions (position value).

Button deactivated:

• Price changes in the reports are not reassigned article by article and do not change any prices of item positions (position value).

Example:

• The basis for the calculation of a ST price change is always the position value.
• If a price change with reassignment is booked, the position values change.
• If a price change without reassignment is booked, the position values do not change.

If a further ST price change is booked after a price change, the calculation is once again based on the position value of all item positions in a receipt for which price change is permitted.

---

Automatic

No implication at present.
The procedure is as follows if an automatic markup/markdown is to be assigned when a receipt is finalised with a payment type. Enter the no. of the price change in the appropriate Payment type in field Markup/Markdown no. The price change is automatically booked after release via the payment type. An example can be found under Automatic markup for payment by  cheque.

---

Use promot type

Button activated: This price change type can only be used for promotions of the type Transaction discount and On request discount.
Button deactivated: This price change type can not be used for promotions of the type Transaction discount and On request discount.

Note:

To use this kind of Price change type in promotions, a promotion type of Transaction discount or from type On request discount shoudl be set up (see Promotions).

---

Exclude promotion items

Button activated: This Price change type cannot be linked to a Promotion.
Button deactivated: This Price change type can be linked to a Promotion.

---

Price change %

Button active: The entries in the table with totalizer-dependent graduated discounts which are accessible via Button: Price change % are activated.
Button deactivated: The entries in window Price change parameter are activated.

Totalizer-(in)dependent percentage price changes can be made in the form of graduated discounts. The prerequisite here is that

1. this button is active,
2. and button Totalizer-dep. is always set if graduated discounts are to be created in the Price change %  table for more than one totalizer. This procedure is described under Create totalizer-dependent graduated discounts.

When this button is active,

• the applicable percent rates are created via Price change % ,
• any entries in sub-window Price change parameter will be ignored.

---

Supervisor lock

Button active: The price change assumes that there is a supervisor lock position
Button deactivated: The supervisor lock position is not required for price change.

An attempt to carry out a price change in supervisor lock position in spite of an active button is rejected by the application with message "Only for supervisor".

---

Rounding

Button active: The discount amount calculated by the system (and not the amount of the discounted items) is rounded according to the parametering in Payment type.

Note:

• Rounding of the discount amount is always sensible when working with rounded item prices and when the total is to be without decimal places after discounting.

Button deactivated: There will be no rounding of the discount amount.

---

Menu Totalizer

Button active: Additional prices of menu items are included in the reassignment of totalizer-dependent discounts.
Button deactivated: Additional prices of menu items are not included in the reassignment of totalizer-dependent discounts.

Activate this option if the menu components have been created with Additional price and if these are to be taken into account during reassignment of totalizer-dependent discounts.

The prerequisite here is that Totalizers entered under Totalizer match the totalizer entered in Item or Department update and that the options Reassignment and Totalizer dep. have been activated for this price change type.

This should also be activated if Totalizer-dependent graduated discounts are to be created.

---

Add.text

Button activated: A text group can be linked to this price change type.
Button deactivated: No text group can be linked to this price change type.

Note:
If a discount text group is to be linked to the price change the text in the Price change position of the appropriate transaction will be stored.

---

Index

• Add.text
• Automatic
• Button: Price ch. %
• Category
• Company
• Descriptor
• Disc.text group
• Exclude promotion items
• Markup/Markdown No.
• Menu Totalizer
• Net calculation
• Price change %
• Reassignment
• Rounding
• Supervisor lock
• Text
• Totalizer
• Totalizer dep.
• Use Promottyp
• VAT

---

MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin