How Deal Pricing Works

Deal price lists are valid for specific customer price groups or all registered customers and members.
You can assign starting and ending dates to them and a validation schedule to control, down to time of day, when the prices are valid.
You can use Min. Quantity and Max. Quantity settings to give offers on deals such as 2 for 1.

How Customer Price Group/All Registered Customer settings work

Deal price list lines found valid for the Store

If the POS transaction has a price group registered (this price group comes from the Sales Type price group), the system picks valid lines (for the deal in question) that are assigned to this customer price group.

If any lines are found, these are the only lines valid for deal pricing.
If no lines are found (or the the POS transaction did not have any price group), the system picks valid lines that are assigned to the highest priority store price group.
If found, these are the only lines valid for deal pricing.
If not found, the system picks valid lines that are assigned to the next highest priority store price group, and so on until lines are found for a price group or no lines are found.

The set of lines found in this search are used to find deal prices for the deal lines in the transaction.

Deal price list lines found valid for a member or customer

When the POS transaction has a registered member or customer, the system combines the lines specific to the member and customer with the lines that are valid for the store.

First, the system picks valid lines (for the deal in question) that are registered for All Registered Customers.
If the POS transaction's member has a customer price group or the transaction's customer has a customer price group, the system picks valid lines that are registered to these customer price groups.
The system then picks lines that are valid for the store (see above).

The set of lines found in these three searches are used to find deal prices for the deal lines in the transaction.

Deal price list lines applied to find price for the deal

If the system finds valid deal price lists lines, these lines are applied to the deal lines in the transaction (for the deal in question) and may update the price of existing deal lines. The line that was just added may receive a deal price list line price or the Deal card price, depending on Min. Quantity and Max. Quantity restrictions.

If more than one deal price list line is valid for a deal, the lines are applied in the order of lowest price to highest. It is recommended to create a simple deal price list price structure. If no lines are found, the deal receives the Deal card's deal price.

If a deal price list line cannot be applied to more deal lines (because of min. and max. quantity restrictions), but there are still lines left that have not received a deal price list line price, the system applies the next deal price list line, and so on until all deal price list lines have been applied or all deal lines have received a deal price list line price.

Note:

If a deal line is voided, the system recalculates the prices of the deal in the transaction.
If a member or customer is added or removed, the system recalculates the prices of all deals in the transaction.

How the Min. and Max Quantity restrictions work

Min. Quantity restrictions only

The deal price list line is valid, if the quantity of the deal on the line in the transaction is at least equal to Min. Quantity. If valid, the price is valid for each instance of the deal in the transaction.

Example: The default deal price of a deal is 10. A deal price list line for the deal has Min. Quantity 3 and deal price 5. The price becomes valid when the deal is added to the transaction for the third time and changes the price of each line with the deal in the transaction to 5.
Another deal price list line exists with price 4 and Min. Quantity 5. The price becomes valid when the deal is added to the transaction for the fifth time and changes the price of each line with the deal to 4. Every subsequent addition of the deal also receives the price 4.

Max. Quantity restrictions only

The deal price list line is valid for any transaction with the deal. The price applies to a maximum number of deals in the transaction defined by the Max. Quantity. A deal price list line with Max. Quantity 1 is only applied to the first deal added.

Example: The default deal price of a deal is 10. A deal price list line for the deal has Max. Quantity 1 and deal price 4.
Another deal price list line has Max. Quantity 3 and price 5. When the deal is added the first time, it receives the price 4 (the deal price list line with the lowest price controls the price).
When the second, third and fourth deals are added, they receive the price 5. When the fifth deal is added, the lines do not apply anymore as maximum quantity has been reached for both.

Both Min. Quantity and Max. Quantity restrictions

By restricting both minimum and maximum quantity, you can for example create 2 for 1 deal offers.

Example 1: The default deal price of a deal is 10. A deal price list line for the deal has Min. Quantity 2, Max. Quantity 2, and deal price 5. The deal price list line is not valid when the first deal is added, so it receives the price 10.
When the second deal is added, the deal price list line is valid and the price of both deal lines is changed to 5.
When the third deal is added, the minimum quantity is not sufficient (the first two lines are already set with price 5). It receives the price 10.
When the fourth deal is added, the minimum quantity is sufficient and the price of deal number 3 and 4 is changed to 5.

Example 2: The default deal price of a deal is 10. A 2-for-1 deal price list line for the deal has Min. Quantity 2, Max. Quantity 2, and deal price 5. Another deal price list line has no quantity restrictions and the deal price 8. The 2-for-1 deal price list line is not valid when the first deal is added. The second line is valid, so it receives the price 8.
When the second deal is added, the 2-for-1 deal price is valid and the price of both deal lines is changed to 5.
When the third deal is added, the minimum quantity is not sufficient for the 2-for-1 line (the first two lines are already set with price 5). The second line is valid, so the deal line receives the price 8.
When the fourth deal is added, the minimum quantity is sufficient for the 2-for-1 line, and the price of deal number 3 and 4 is changed to 5.