INDEX
- Introduction
- Pre-Requisites
- Planning
- Linking Optional Rows with a Price List or Specific Price-List Rows
- User Cases
Introduction
Optional rows are useful to include the following options during the sale of a multipack linked with a price list:
- discounts
- extra charges
- sale of optional services
Pre-Requisites
In order to fully understand the instructions of this manual, a thorough understanding of the concept of multipack and multipack price list is required.
Planning
Optional rows can be selected only if required during the sale of a multipack. They can be linked to a whole price list or individual standard rows. To create optional rows (e.g. discounts, additional services, etc.) click on Planning -> Multipacks -> Multipack Price Lists -> Optional Rows -> Add.
Once you have clicked on Add you will have to specify:
- name: name of the optional row (e.g. 10% student discount, locker charge, nutrional plan)...
- price type:
- fixed: the amount added to or deducted from the standard price of the multipack will be fixed. For discounts, please insert a negative value e.g. -30£
- time: this option is useful to multiply the price according to the specified validity. Example: the picture below shows that by selecting this optional row, if the validity of the multipack is 3 months, an additional 30£ will be charged (10£ x 3 months).
- discount: percentage discount applied to the final price. Important: the discount value will have to be preceded by a minus, otherwise the system will add the percentage value to the final price rather than discount it!!! e.g.: -15%
- basic price: value/price of the optional row
- multipack: by linking a multipack to the optional row you will be able to sell it as optional addition to the main multipack (to find the multipack in the list you must go to the multipack's details and enable the corresponding option, see picture below).
Please note that the optional additional multipack will have the same expiry date as the main multipack! Examples:- main multipack = gym membership + additional multipack = fitness-class booking classes & personal-trainer booking
- main multipack = gym membership + additional multipack = free access to the spa
- main multipack = 20 fitness-class passes + additional multipack = 2 free guest passes to book 5 fitness classes
- main multipack = gym membership + additional multipack = fitness-class booking classes & personal-trainer booking
- E-Commerce sale: THIS OPTION IS CURRENTLY UNAVAILABLE
- selected by default: the optional row will be automatically selected during the sale procedure (therefore it won't be optional but mandatory)
- sell separately: this option will only be visible if the optional row corresponds to an additional multipack:
OPTION 1 |
The optional row will appear as a separate item in the receipt and in the payment window. This option can be useful for:
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OPTION 2 |
The price of the optional row will be included in the price of the multipack and only the final amount will be shown, both in the payment window and on the receipt. This means that the two multipacks will be considered as a single item. |
Linking Optional Rows with a Price List or Specific Price-List Rows
WARNING
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- HOW TO LINK OPTIONAL ROWS WITH A PRICE LIST:
- click on Multipack Price Lists
- click on the Detail button next to the price list the optional rows will be linked with
- select all the optional rows that will have to be displayed when a multipack linked with this price list is selected for sale. The selected optional rows will be visible after selecting any row of the price list
- click on OK to save and repeat the steps for other price lists (if required)
- HOW TO LINK OPTIONAL ROWS WITH SPECIFIC PRICE-LIST ROWS ONLY:
- click on Multipack Price Lists
- click on the Rows button next to the name of the price list
- click on the Detail button next to the row of the price list that will be linked with the optional rows
- click on Options
- select the optional rows that will only be available after selecting this price-list row during the sale of the corresponding multipack. Examples:
- only after selecting "20 gym passes" the optional row for guest passes will be displayed. Free Guest Passes will not be included if the other price list rows (5 gym passes and 10 gym passes) are selected
- lockers will cost 2£ a week if customers purchase 20 gym passes, 3£ a week if customers purchase 10 gym passes
- click on OK to save and repeat the procedure for other price list rows if required.
User Cases
Discount for New Clients |
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After the creation of the optional row, please assign it to all or some price lists, so that the receptionist will find this option no matter which price-list row is selected. |
Locker Surcharge Based on the Duration of the Multipack |
To include the optional surcharge for lockers every time a multipack is sold, it will be necessary to create optional rows and link them with all or some price lists. Example: the picture below shows that by selecting this optional row, if the validity of the multipack is 3 months, an additional 30£ will be charged (10£ x 3 months). If instead the price of lockers changes according to the type of multipack, it will be necessary to link each specific optional row with a specific row of the price list. Example:
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Guest Pass for Fitness Classes only for Customers who Buy 20 Passes |
Customers who buy 20 passes get a free guest pass for a friend/relative, who will be entitled to book 2 fitness classes. In this case the optional row has to be linked only with the price-list row that offers 20 passes. The optional row is in fact a multipack including 2 credits for fitness-class booking. The steps to configure this user case are described below:
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