How To: Creating a Package on the Fly (Split Sale) (TW, DD)

Overview

This tutorial describes how to create a package on the fly (also known as a Split Sale).

Video

Step-by-Step

Creating a Package on the Fly

Scenario: A customer comes in to your store and explains that one of your competitors is offering a group of products for $1650.00. He asks if your company can give him a better deal, and you decide to offer him the exact same group of products for $1600.00.

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  1. In POS Entry, enter the Header and Customer Information for the transaction using the standard TW or DD entry procedures.

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  1. On the Detail Tab, click the Start Package button.
    • You can also enter any item with a ‘PKS’ Product Type (including the ‘On the Fly Package Item’) and the system will recognize it as a package.

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  1. A new window opens asking you to enter the package price. Enter the total price for all items included in the package and press Enter.
    NOTE: If you start a package by entering the item in the Item Number field instead of clicking the Start Package button, the Package Price box does not appear. You will need to specify the price of the package in the Each/Extension field (or accept the pre-prompted price from Inventory Master Inq/Maint) and click Accept.

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  1. If the ‘On the Fly Package Item’ is set up, it appears below. You will also notice a blue “balloon” in the Item Number field showing the price of the package. As you add items to the package, this balloon will keep track of the items and their prices.

  1. In the Item Number field, enter the first item in the package.
    • You can include Inventory and Non-Inventory items.

  1. Enter the rest of the item information using the standard TW or DD entry procedures.
    • Since this item is part of a package, you cannot modify the price.

  1. Click Accept to add the item to the package.

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  1. Repeat steps 5-7 until you are finished adding items to the package.

  1. Click the Stop Package button.
    NOTE: After you finalize the contents of a package with the Stop Package button, the amounts in the Each column, the Extension column and the Footer block are updated.
    NOTE: If the ‘Allow to Sell PKS Item Below MinPrc’ (Field 77) preference is set to ‘N’ in Trans Entry Pre-Prompt (02-18-01) and the Package Price is below the total minimum selling price of all detail lines in the package, the following prompt displays:

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    Click the ‘Increase Package Price’ button and the ‘Package Price’ window opens to enter a higher price.

    Click the ‘Override’ button to ignore the warning. If the ‘Ask for Min-Sell Auth#’ preference in Branch File Maintenance (30-02-02) is checked, you will need to enter a Mark Down Code before proceeding.

  1. Enter any additional items to the transaction; you can add multiple packages to a transaction, if desired.

  1. Click Done to move to the Tender Entry box to enter payment information.

  1. Complete the transaction using the standard TW or DD transaction procedures.
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