Setting up Groups and Specials

This document covers how to set up pricing where you don't have an accounting system connected to your Straightsell website via CatalogueLINK.

If you do have CatalogueLINK, please make all price changes in the accounting system.

Use Manage Groups to link your Buyers and Specials together – Create a group and add your buyers, then add your specials to that Group.
Special Start and End dates do not affect specials. You must control the special by adding or removing it from relevant groups.
If multiple specials are assigned to a Customer, the Customer will get the lowest applicable price on each product.
Always test your specials!

Adding Groups

In the Straightsell CMS, select Ecommerce – Manage Groups then click Add New Group
Add a descriptive name and description for your group and click Save

To add a Buyer to the group, Click View, Show all Available Buyers then use the Search function to find your Buyers before clicking Add in the Actions column

Next we need to create a special.

In the Straightsell CMS, select Ecommerce – Pricing & Specials
Click Add New Special and Give the Special a descriptive name and then choose the type of Special.

Note: When you click Save, you will be presented with more options to configure the special.

Set a fixed price or percent discount off each product individually via a text file
Step 1: Create a tab-delimited text file in Microsoft Excel with the following structure.
- Product Code: The Product code you wish to apply the discount against.
- Special Price: the whole number representing the percentage off the item.
- UseSpecificPrice: An unused but required field. Can be a 1 or 0.
- Note: UseSpecificPrice does not affect the special itself.
Example: Product code 100 gets $10, Product Code 110 gets $15.
Step 2: Create a Special with Product List as the Product Restriction Type. Select Fixed for Discount Method
Step 3: Click Upload, select your file and then it will populate the Products menu with your specials and their percentage discounted prices

Set a percent discount off individual products via a text file upload.
Example: Product code 100 gets 10% off, Product code 110 gets 15% off and so on.
Step 1: Create a tab-delimited text file in Microsoft Excel with the following structure.
- Product Code: The Product code you wish to apply the discount against.
- Special Price: the whole number representing the percentage off the item.
- UseSpecificPrice: An unused but required field. Can be a 1 or 0
Step2: Create a Special with ProductList as the Product Restriction Type. Select Percent for DiscountMethod.
Step3: Click Upload, select your file and then it will populate the Productsmenu with your specials and their percentage off values

Fixed price or percentage off a group of products based on a restriction value (Product code)
Note: When you select Manufacturer Name and click Save, you will be presented with more options to configure the special.
Example: Product codes with a 4 will be 10% less
Set a fixed price or percentage off discount on a particular category level (Category Level 1, 2, or 3)
Note: When you select Category Level 1, 2 or 3 with all require information and click Save, you will be presented with more options to configure the special
Example: 15% discount on products in the Equipment Rental Category Level 1 if 11 or more in cart

Set a fixed amount or percentage off discount on all products in a particular brand
Note: When you select Manufacturer Name with all require information and click Save, you will be presented with more options to configure the special
Example: All products under brand Straightsell will be a fixed price of $10.