Scheduled Sales

October 01, 2024October 01, 2024

Scheduling a sale is a great way to help plan marketing events and increase sales. With this module, you can automate a scheduled sale to make this easier than ever.

Before we dive into how a Scheduled Sale works, it is important to address a few important points:

  1. A Scheduled Sale simply updates the Sale Price of as many products as you select for the sale at the scheduled time. If there is an existing Sale Price, it will be replaced by the Scheduled Sale's sale price. Once the end date and time is reached, the Sale Price field will revert to whatever it was before the sale.
  2. If you have the separate Website Price and Website Sale Price fields enabled, the Scheduled Sale will respect that setting and you will have an option to select whether you want to update the Sale Price, the Website Sale Price, or both.

Please Note: If you do not have a Website Sale Price entered, the product will default to the Sale Price. This is important to remember as if you create a sale and select to only apply it to the Sale Price, if you have no Website Sale Price set it will default to the Sale Price on the web as well.

  1. If you add new items to the categories or departments involved in the sale, anything added after you have scheduled the sale will not be automatically updated, so you may want to re-create the scheduled sale after adding those items so that the new ones will get the sale pricing.

 

Setting Up a Scheduled Sale

  1. Click on Marketing.
  2. Click on Schedule Sale.
  3. Click New Sale on the top right.
  4. Enter the details of your sale (see below).

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Sale Details

   
1. Title - This is an internal sale title, your customers won't see it.
2. Update Price - If you have separate Website Pricing enabled, you can have the sale update Sale Price, Website Sale Price, or Both.
3. Start Date - The Start Date and time can be at any time in the future and can be set in 15 minute increments.
4. End Date - The End Date is optional and can be set for any date and time after the Start Date. Note: During high-volume events, such as Black Friday, there may be a delay in starting or ending your sale.
5. Discount Percent - Enter a Discount Percent, which will be calculated as a discount from the product Price.
6. Rounding - You can choose to Round your sale prices up or down so you can keep a uniform product price, (e.g. rounding down to the nearest $0.95 might result in a Sale Price of $9.95).
7. MAP Price - If you use MAP Pricing, keeping this box checked will ensure that none of your planned sale prices will go below their MAP amounts. This is on by default if you use MAP Pricing. ( Settings > Features > Pricing)
8. Sale Items - Choose what will be in the sale by selecting individual Products, any number of Categories, Departments, Vendors, or Manufacturers. 

Tip: If you want to run your sale for multiple areas, e.g. specific categories AND products, you can set up two simultaneous scheduled sales.

9. Saving - Click Schedule Sale if you're ready to save it, Save as Draft if you would like to finish it later, or Cancel if you no longer wish to set one up.

 

Sale Statuses

A Scheduled Sale can have a variety of statuses due to the date entered.

New - A sale is considered New only while creating it.

Draft - A sale is in a Draft state only when it has been saved as such.

Pending - A sale that has been scheduled, but that has not yet reached its start date is Pending.

Active - An Active sale is in between its start and end date and is currently running.

Completed - This sale has reached its end date, or it has been ended by opening the sale and clicking "End Sale" at any time it is active.

 

Ending a Sale

If you entered an end date when you scheduled your sale, it will automatically end once that date is reached. If you did not enter an end date, or need to end your sale early for any reason, you can do that by opening the scheduled sale and clicking the "End Sale" button.

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