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Pricing Updates

Genius Portal 4-Dot Menu Data Management Ordering Settings Pricing Pricing Updates

Use Pricing Updates to perform the following:

Function

Description

Edit Price

Change product price

Set Site-Specific Pricing

Define product price that is specific to one or more sites

Edit Pricing Rules

Define product pricing rules when certain conditions are met, such as time period or order source.

Edit Child-Item Pricing Rules

Define pricing rules for child items

Import Pricing

Import product pricing

Export Pricing

Export product pricing

Edit Price

To change the price of a product or modifier:

  1. (Optional) From the upper-right of the Pricing Updates homepage, select Select Sites to filter the product list by site.

  2. From the product list on the Pricing Updates homepage, select the product.

  3. From the Actions dropdown, select Edit Price.

  4. From the Edit Price window, type the new price of the product.

  5. Select Done.

  6. From the upper-right of the Pricing Updates homepage, select Save Changes.

    -OR-

    From the Save Changes dropdown, select Add Changes to Package.

    Sugerencia

    To quickly update a product price: In the New Price field on the Pricing Updates homepage, type the new price of the product.

To clear the new price for a product or modifier:

  1. From the product list on the Pricing Updates homepage, select the product.

  2. From the Actions dropdown, select Clear Set Price.

Set Site-Specific Pricing

To define a price for a product or modifier that is specific to one or more sites:

  1. From the product list on the Pricing Updates homepage, select the product.

  2. From the 3-dot menu on the right of the product row, select Set Site Specific Pricing.

  3. From the View and Edit Price form, type the price for each listed site.

    -OR-

    In the All Sites row, type the price for all listed sites.

  4. Select Save.

  5. From the upper-right of the Pricing Updates homepage, select Save Changes.

    -OR-

    From the Save Changes dropdown, select Add Changes to Package.

Edit Pricing Rules

To specify how a product is priced when certain conditions are met:

  1. From the product list on the Pricing Updates homepage, select the product.

  2. From the 3-dot menu on the right of the product row, select Edit Pricing Rules.

  3. From the Pricing Rules window, select Add Pricing Rule.

  4. From the Pricing Rule window, define the product pricing rule.

General Pricing Rule Settings

From the General page of Pricing Rule, define the following:

Setting

Description

Name

Name for price rule

Tax Inclusive

  • Toggle Yes if all applicable taxes are already included in the price.

  • Toggle No to apply tax to the product price.

Price Adjustment

Select the preferred price adjustment option:

  • Replace - Replace standard price with Adjustment Value

  • Amount - Adjust standard price by amount specified in Adjustment Value

  • Percentage - Adjust standard price by percentage specified in Adjustment Value

Adjustment Value

Value by which standard price is replaced or adjusted

Roll-Up Price

Select method to roll up child price into its parent price:

  • Do Not Roll Up - Do NOT roll up price.

  • Roll Up After Tax - Roll up price AFTER applying tax.

  • Roll Up Before Tax - Roll up price BEFORE applying tax.

Roll Up Parent Pricing

From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.

Option

Description

Do Not Roll Up

Do NOT roll up the price to the parent product price.

Roll Up After Tax

Roll up the price to the parent product price AFTER tax is applied.

Roll Up Before Tax

Roll up the price to the parent product price BEFORE tax is applied.

Order Source Conditions

From the Order Sources page of the Pricing Rule form, define order source conditions for the pricing rule.

From the Order Sources dropdown, select the preferred option:

  • All Order Sources - Pricing rule is NOT restricted by order source.

  • Only the Following - Only apply pricing rule to specific order sources. Select Add Order Sources to select the order sources eligible for the rule.

Time Period Conditions

From the Time Periods page of the Pricing Rule form, identify time periods eligible for the pricing rule.

From the Time Periods dropdown, select the preferred option:

  • All Time Periods - Pricing rule is not restricted by time period.

  • Only the Following - Only apply pricing rule during specific time periods. Select Add Time Periods to select the time periods eligible for the rule.

Nota

If an order is entered during one time period and tendered in another, the product pricing for the time period when the order was entered is used.

Price Point Conditions

From the Price Points page of the Pricing Rule form, identify price points eligible for the pricing rule.

From the Price Points dropdown, select the preferred option:

  • All Price Points - Pricing rule is not restricted by price point.

  • Only the Following -Only apply pricing rule to specific price points. Select Add Price Points to select the price points eligible for the rule.

Destination Conditions

From the Destinations page of the Pricing Rule form, define destination conditions for the pricing rule.

From the Destinations dropdown, select the preferred option:

  • All Destinations - Pricing rule is NOT restricted by destination.

  • Only the Following - Only apply pricing rule to specific destinations. Select Add Order Destinations to select the destinations eligible for the rule.

Save Pricing Rule

  1. From the lower-right of the Pricing Rule form, select Add Pricing Rules.

    • The pricing rule is added to the rules list.

    • Select and drag the control to the left of each rule to sort the list by highest-to-lowest priority (where the rule at the top has highest priority).

  2. From the lower-right of the Pricing Rules form, select Done.

  3. From the upper-right of the Pricing Updates homepage, select Save Changes.

    -OR-

    From the Save Changes dropdown, select Add Changes to Package.

Edit Child-Item Pricing Rules

Genius Portal 4-Dot Menu Data Management Ordering Settings Pricing Pricing Updates

To define a child item pricing rule for a product:

  1. From the product list on the Pricing Updates homepage, select the product.

  2. From the 3-dot menu on the product row, select Edit Child-Item Pricing Rules.

  3. From the Child-Item Pricing Rules window, select Add Child-Item Product Pricing Rule.

  4. From the Child-Item Pricing Rule form, define the pricing rule.

    child_item_pricing_rule.png

General Pricing Rule Settings

From the General page of Child-Item Pricing Rule, define the following:

Setting

Description

Set Name

Name for price rule

Tax Inclusive

  • Toggle Yes if all applicable taxes are already included in the price.

  • Toggle No to apply tax to the product price.

Roll-Up Price

See Roll-Up Child Price

Quantity Based

See Quantity-Based Pricing

Price Adjustment

Select the preferred price adjustment option:

  • Replace - Replace standard price with Adjustment Value

  • Amount - Adjust standard price by amount specified in Adjustment Value

  • Percentage - Adjust standard price by percentage specified in Adjustment Value

Adjustment Value

Value by which standard price is replaced or adjusted

Roll-Up Child Price

From the General page of Child-Item Pricing Rule, define the following:

Setting

Description

Roll-Up Price

Select method to roll up child price into its parent price:

  • Do Not Roll Up - Do NOT roll up price.

  • Roll Up After Tax - Roll up price AFTER applying tax.

  • Roll Up Before Tax - Roll up price BEFORE applying tax.

Use Alternative Item Price

Toggle On to use price of another item when rolling up price.

The price of the alternative item is rolled up into the parent price.

The price difference between the child item and the alternative item is displayed as the child item price.

Select Alternative Item

Select the alternative item used to determine the roll up price.

Quantity-Based Pricing

Importante

Quantity-Based Pricing Rules may not be supported by your delivery service provider.

The following describes how to set up a pricing rule that is determined by the quantity of the product ordered at the POS.

From the General page of Child-Item Pricing Rule, define the following:

Setting

Description

Quantity Based

Enable Quantity-Based Pricing

Associated Children

Identify other products eligible for the pricing rule when ordered as a child item.

Child Products

Select specific products that are eligible for the pricing rule.

Child Tag(s)

Select product tags for the pricing rule. Every product associated with the selected tags is eligible for the rule.

Pricing by Quantity

Select Add Range to define a new pricing by quantity range. Define the following:

Start

Lowest product quantity in range

End

Highest product quantity in range

Price Adjustment

Select the preferred price adjustment option:

  • Replace - Replace standard price with specified value

  • Amount - Adjust standard price by specified value

  • Percentage - Adjust standard price by specified percentage

Value

Value by which standard price is replaced or adjusted

Parent Items (Tags)

From the Parent Items (Tags) page of Child-Item Pricing Rule, identify the parent items that invoke this child-item pricing rule:

  1. From the Parent Items (Tags) page, select Add Product Tags.

  2. From Add Product Tags, select the applicable product tags.

    Every product associated with the selected tags is an eligible parent item. When the product is a child of any of these items, the child item pricing rule is applied.

  3. From the lower-right of the window, select Add Product Tags.

Parent Items (Products)

From the Parent Items (Products) page of Child-Item Pricing Rule, identify the parent items that invoke this child-item pricing rule:

  1. From the Parent Items (Products) page, select Add Products.

  2. From the Add Products window, select the applicable products.

    When the product is ordered as a child of any of the selected products, the child item pricing rule is applied.

  3. From the lower-right of the window, select Add Products.

Order Source Conditions

From the Order Sources page of the Pricing Rule form, define order source conditions for the pricing rule.

From the Order Sources dropdown, select the preferred option:

  • All Order Sources - Pricing rule is NOT restricted by order source.

  • Only the Following - Only apply pricing rule to specific order sources. Select Add Order Sources to select the order sources eligible for the rule.

Price Point Conditions

From the Price Points page of the Pricing Rule form, identify price points eligible for the pricing rule.

From the Price Points dropdown, select the preferred option:

  • All Price Points - Pricing rule is not restricted by price point.

  • Only the Following -Only apply pricing rule to specific price points. Select Add Price Points to select the price points eligible for the rule.

Destination Conditions

From the Destinations page of the Pricing Rule form, define destination conditions for the pricing rule.

From the Destinations dropdown, select the preferred option:

  • All Destinations - Pricing rule is NOT restricted by destination.

  • Only the Following - Only apply pricing rule to specific destinations. Select Add Order Destinations to select the destinations eligible for the rule.

Save Pricing Rule

  1. From the lower-right of the Pricing Rule form, select Add Pricing Rules.

    • The pricing rule is added to the rules list.

    • Select and drag the control to the left of each rule to sort the list by highest-to-lowest priority (where the rule at the top has highest priority).

  2. From the lower-right of the Pricing Rules form, select Done.

  3. From the upper-right of the Pricing Updates homepage, select Save Changes.

    -OR-

    From the Save Changes dropdown, select Add Changes to Package.