Overview

This article describes how to configure and use pricing rules within Heartland Restaurant. You can use pricing rules to set the POS to automatically change prices at certain dates and times, such as Happy Hours or holidays.

The features outlined in this article are supported in the following tiers:

• Complete

Configuration

Before configuring pricing rules with Heartland Restaurant, you should create tags, groups, sections, item/sizes, and attributes beforehand. These procedures assume these supporting records are already defined.

1. In the Admin Console’s Main Menu, click Account Menu, then click Pricing.
2. In the Pricing screen, click New.
3. In the Name box, enter a descriptive name for the pricing rule.
4. In the Short Identifier box, enter an abbreviated name for the pricing rule.
   If you do not enter a short identifier, the POS will use the initials of the rule’s full name. For instance, if the rule’s name is “Happy Hour”, the POS may use a short identifier of “HH”.
5. If you want the POS to apply the pricing rule after calculating taxes, select Apply Post Tax.
   If you select this option, the price rule will not reduce the ticket’s original tax amount.
6. If you only want the POS to apply the pricing rule to tickets created in one or more specific rooms, select Specific Room. 
7. In the Start Date box, select the date when the POS will apply the pricing rule.
   The Start Date is optional, and you should only select a date if the pricing should not take effect until a specific date. For example, the start date of a month-long promotion would be the first day of an upcoming month.
8. In the End Date box, select the date when the POS will apply the pricing rule. Input an End Date when the Pricing Rule will end.
   The End Date is optional, and you should only select a date if the pricing should end on a specific date. For example, the end date of a month-long promotion would be the last day of an upcoming month.

In the Schedule list, select a day of the week.
When you select a day, the program will display the Start Time and End Time boxes for that day. In these boxes, enter the times of the days when the price rule takes effect and when the price rule ends. If a daypart needs to span midnight, you should define two separate dayparts. For example, to cover a period from 9:00 PM to 1:00 AM, you should configure the first day as 9:00 PM to 11:59 PM, then configure the following day with 12:00 AM to 1:00 AM. 

Add as many days as necessary to define the rule’s schedule for an entire seven-day week.

In the Pricing list, select the type of pricing that this rule will apply.

In the Schedule area, select an appropriate menu category in the Select Menu Category list. You may select one of the following menu categories:

• Tag
• Group
• Section
• Item/Size
• Attribute

After you select a menu category, the program displays a list directly below the SelectMenu Category list, allowing you to select the specific set in that category (tag, group, and so on). For instance, if you select Tag in the Menu Category list, you can then select the specific menu tag in the Select a Tag list. Once the pricing rule is defined, the POS will apply the pricing rule to any menu items associated with this set.

If you select Size in the SelectMenu Category list, the program will also display the Size list, allowing you to specify a size. If you select a size in the Size box, the POS will only apply the pricing rule to ordered items that are of the specified size.

When you select a menu category, the program also displays the Select a Rule list, the Amount box, and the Affect Modifiers check box. In the Select a Rule list, select the type of price rule.

• If you select Force Price, the POS will supersede the item's normal price and charge a different price. Enter the forced price in the accompanying Amount
• If you select Dollar Adjust, the POS will modify the item's normal price by either adding or subtracting a specific dollar amount. Enter the adjustment amount in the Amount
• If you select Percentage Adjust, the POS will modify the item's normal price by either adding or subtracting a percentage of the original price. Enter the adjustment amount as a percentage in the Amount

If you want the pricing rule to apply to a main item’s modifiers, select the Affect Modifiers check box. This option is unavailable to rules using the Dollar Adjust option.

If a menu item is contained in more than one category, the POS will respect the item that is first on the list from top to bottom. For example, if an individual appetizer is set to be priced 10% off during happy hour, and the entire appetizers section is set to be $2.00 off each item, that specific appetizer contained in both would respect the 10% off rule because it is listed above the $2.00 rule.

1. If you want the price rule to apply to items ordered online, select the Available Online check box.
2. If you want the price rule to apply to items ordered in Kiosk or “Skip-the-Line” stations, select the In-Store E-Commerce check box.
3. If you want the price rule to apply to items ordered at multiple locations, select the Available Online check box.

Usage

Since the POS applies pricing rules automatically, little interaction is required by the merchant to ensure the rules are applied. When ordering items in the Heartland Restaurant POS, you will see the short identifiers appear on Groups, Sections, and Items that the pricing rule is set to apply to. The following examples use “HH” for Happy Hour.

Groups

When using the Group category, it will display the short identifier (“HH”) on the Menu Group buttons, along with sections and items.

Sections

When using the Sections category, it will display the short identifier on the Sections buttons, along with the items.

Items

When using the Items category, it will display the short identifier on the item’s button itself.

If using Sizes, the POS only displays the short identifier on the Size buttons, but not the item’s main button.