This article will explain:
- What a Price Level is
- How to create a new Price Level
- How to configure the Price Level to your needs
- How to edit multiple and individual prices in a Price Level
What is a Price Level?
Setting up multiple 'Price Levels' allows the same menu item to be sold at varied prices. Most commonly used for setting up account type or time period price changes. For example, Pick-up prices may be different to Delivery prices or Happy Hour Prices.
Price levels can also be used in conjunction with triggers to automatically activate the desired price level.
Step 1 - Create the New Price Level
- Navigate to the 'Price Level' Screen in OfficeMate
- Select the 'Add' icon from the right hand side of the screen
Step 2 - Configure the Price Level
- Name the Price Level
- Select 'Show on Receipt' to display the price level being selected on the customers Tax Invoice
- Select the Default price level if this is to become the primary price level. (This should be done with caution)
- Add a trigger if this price level should only be active under certain conditions (such as delivery orders or happy hour) by selecting the 'Add' icon and choosing from the list of triggers available.
Step 3 - Auto Fill the Price level
Using the 'Auto Fill' feature of the price level function provides the ability to add prices to the new price level referencing an existing price level.
- Select the desired price level to be referenced
- Select a dollar amount or percentage to be added or reduced if the price level should have different prices that the reference price level. For example, all prices in the new price level would be automatically entered 10% lower than the existing prices if the below rule was added
- Select a rule to apply:
- Update all prices including existing ones - Will apply the rule to all items
- Update only empty prices, skip existing ones - Will apply the rule to only items without a price (usually used for updating price levels, not creating new price levels, where new items have been added)
- Update only existing prices, skip empty ones - Will apply the rule only to items that already have a price (again, usually only used for updating price levels, not creating new price levels, but when the existing prices require to be updated, such as when doing a menu price rise)
4. Select the tick to save the changes
Step 4 - Updating the Prices
Once the new price level has been created, prices can be added by running the rule selected in the configuration page.
- Select the Update Prices icon from the right hand side of the screen
- Confirm that the rule is correct
- Select the 'OK' button to proceed
Step 5 - Manually Editing the Prices in the New Price Level
- In the navigation panel select 'Items'
- Select the 'Item Prices' tab from the top of the screen
- Review the prices
- Manually change the prices by selecting on the desired price and editing it (Note - there is no need to save in this screen)