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 Control Panel, 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, use the Search function to find your Buyers before clicking Add in the Actions column
Adding Specials
Next we need to create a special.
- In the Straightsell Control Panel, select Ecommerce – Pricing & Specials
- 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.
All Products
- Fixed price or percentage off all products in the catalogue
- Example: All products are repriced to $5
Fixed Price on a Product List
- 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 Percent 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
Percentage off on a Product List
- 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
Product Group
- 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 beginning with 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
Manufacturer Name
- 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.