TMS Price List Process – Cleantie

A well-designed and properly set up price list menu improves the POS efficiency dramatically, reduces staff training time, maximizes productivity, and your bottom line.

I will show you how to create Price List Schedules, Services, departments, and items that help the Point of Success.

TMS price list consists of the following categories: Schedules -> Services -> Departments -> Items. The item defines the work and price. For example Jacket – Regular $8.8

TMS database is built with pre-configured price list template during the initial account setup process by CSI. For example, Dry Cleaning price list template is completely different from the Laundromat, Alteration, or Shoe Repair price list.

Schedule Price List

Schedule is the top level of our price list hierarchy. Use the schedule to control different price list, setup total invoices to be printed, and enable/disable tag/label printing. In addition, the schedule is used to control the following options: Due Date, VAT inclusive option, Pre-pay, Partial pay, pre-Pay discount, and much more.

To make changes to the schedule price list, select Management from the main menu. Select System , Select schedule -> Select your price list (e.g Retail Price list)

You may make changes, create new price list or copy price list.

TMS offers multiple pricing features. Multiple pricing refers to the practice of offering more than one price for the same service.

You may charge different prices based on the type of customer, delivery service offerings, payment terms, Hotel, or Wholesale pricing.

To make a new price list using the existing price list, select Schedule, Select Copy From Schedule option, Select Copy Schedule From, Enter Schedule’s name (For example VIP Price List), Press Save. Once new schedule is created, you may use the Change Price tool to increase or decrease the price for new schedule.

To setup customer with a specific price list, go to the customer profile, Click on Price Schedule option. Select the price list from the drop-down menu.

Customer's default price list is shown on the top of the Checkin screen. Please note, the default price list can be changed on demand during the Checkin process.

Service category

Service category is used to group the departments. Use the service tab if you like to change the days required, tax option, merchandise option, tracking tag, production capacity, max allowed discount or the priority order.

Merchandise option is used to sell merchandise items, like bags, detergents etc. Don't set this option for other services like Dry clean, Laundry, Shoe repair etc.

Capacity or Capacity$ option is used to set production capacity for a service. User will receive an alert during due-date selection in checkin process which indicates the potential production limit.

Split Same Item: This option is used to split the same items into different lines in invoice. This option is mostly used for alteration service and garment tracking system.

To assign an icon, browse C:\CSI\TMS\ICONS folder and add the name like following sample: .\\ICONS\\Laundry1.jpg

Department category

Department category is used to group the items, for example, Dry Clean Pants. Use the Department tab if you like to change the icon or the priority order.

To Add new departments, go to Management -> System -> Departments/Items -> Select Update Department -> Select New Department. For example enter Active-wear

To assign an icon, browse C:\CSI\TMS\ICONS folder and add the name like following sample: .\\ICONS\\jogging1.jpg

Item category

Item category is used to describe the work and price. Use the Item tab if you like to change item description or group it under a different department.

To Add new items, follow steps below:

Go to Management -> System -> Scroll to desired Department (e.g Active-wear)
Select Add New Items
Enter Item Description for example Swimsuits, Leggings, Yoga pants
Select Add item
After Item is added, make sure to select proper price list (e.g retail price)
From service menu, select Laundry option.
Enter the price, and enter Add price.
Repeat the above process for each item to you like to add.

To update items, follow steps below:

Go to Management -> System -> Scroll to Departments/Items, select desired department, for example Active-wear
Select Update Items. Select the item, make changes to description, price etc.
Press Save.

Upcharge

Price lists are essential for services because each item entered on an invoice must have a price. Each price list contains a basic list of information and one or more optional pricing lines, called upcharge. When using upcharge, you can set up price adjustments. Upcharges can adjust net price either up or down, could be fixed price or percentage of the base price.

To use the upcharge during check-in process, select upcharge from Details screen.

To Enable Upcharge

Go to Management -> System -> Schedule -> Select Price List
Enable Upcharge

To Disable Upchare

Management -> System -> Departments/Items -> Select Update Items
Select the item, Go to Price List For this item -> Select the item
Scroll to right, Check mark 'Dis Upcharge' option.

To add Upcharge:

Go to Management -> System -> Upcharge.
Enter Upcharge Name
Select All Items, or Select desired Service/Department/item
Enter fixed $value or Percentage %value of the upcharge
Select Add Upcharge

To update Upcharge:

Select the upcharge,
Make changes
Press Save Upcharge.

Specials

A consumer sales Specials promotion entices customers to use your business's service. A Special typically lasts for a set amount of time and has a specific and are used to achieve a specific purpose, such as increasing income, market share or unveiling a new product.

Special pricing is used to offer consumers a lower price for a period of time or to use your service. For example, a dry cleaner may offer a laundry shirt that normally costs $4.00 at a price of $2.99 during the promotional period.

TMS offers Specials feature that can be set on particular item for a specific period. To add Specials, follow steps below:

Go to Management -> System -> Specials
Select Schedule -> Service -> Department ->Item
Enter Special price
Enter the Effective and Expiry Date.

Specials promotion item is shown in Red color during check in process.

Promotion

Promotion Feature is not supported anymore due to complexity of the process.