Effectively managing product prices and tax settings across various ordering platforms is integral to successful product management, and the Price Levels section within Product Management takes centre stage. Whether you're a seasoned user or new to the realm of fine-tuning pricing structures, understanding the nuances of Pricing & Tax configuration is crucial.

This guide serves as your comprehensive resource, providing insights and solutions tailored to the Pricing & Tax element within the Product Management module. Our goal is to simplify any uncertainties you may encounter, allowing you to fully harness the potential of this tool for configuring product prices and tax settings across different ordering platforms. 

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Frequently Asked Questions

Troubleshooting

Frequently Asked Questions

How Do Centegra Plus Price Levels & POS Price Levels Differ?

Within Centegra Plus, prices and tax rates for all products are stored against Price Levels. There are two types of price level that are available: 

• Centegra Plus Price Levels
• POS System Price Levels

Centegra Plus Price Levels

Centegra Plus price levels are created and maintained within Centegra Plus. They are completely independent of any POS system and are typically used to hold product prices and tax settings for use within remote sales integrations, menu management, back office ordering, and for RRP purposes.

Therefore, the management of prices and tax against Centegra Plus price levels is handled within Centegra Plus, as covered in This Article.

POS Price Levels

POS price levels are automatically created in Centegra Plus to represent price levels (or "order modes") that are available on the POS system. This process may vary per POS system, but typically the POS price levels in Centegra Plus display prices for reference only and cannot be edited within Centegra Plus. 

Therefore, the management of prices against POS price levels is handled within the POS system, and Centegra Plus inherits the changes. 

What Are RRP Price Levels?

An RRP (Recommended Retail Price) is the price at which a product is expected to be sold at. Any deviation from the RRP would be seen as a discount, but may not necessarily report as a discount within the Combo Sales & Discounts Report if no physical discount or deal has been triggered. 

Typically, a products RRP is based on the price at which the product should have been sold at on the sale price level. For example, if the sale is on the 'Take Out' price level, the RRP would be the products standard 'Take Out' price.

The price at which a product should be sold on the sale price level varies depending on the source of the pricing configuration, and so may be:

• From within a POS system.
• From within a remote sales platform for a remote sales integration.
• Against a Centegra Plus Price Level for a remote sales integration.

Whilst in most cases the above method is used, within Centegra Plus it is possible to override the RRP price level for sales to use. By assigning an RRP price level override, the RRP to use in sales is based on the price defined against a selected RRP price level instead of the price at which the product should have been sold at on the sale price level. 

For example example, if the sale is on the 'Take Out' price level, the RRP could be defined as the price against the 'Eat In' price level. 

Assigning An RRP Price Level Override

Company RRP Override

An RRP price level override set at company level will apply to all sales within the company. 

To set a companywide RRP price level override:

• Head to Company Settings > Company, and select the Global Settings tab. 
• Select the RRP price level override from the Default RRP Price Level list. 
• Select [SAVE COMPANY]. 

Site RRP Override

An RRP price level override set at site level will apply to all sales within a site. 

To set a site-specific RRP price level override: 

• Log into the relevant site. 
• Head to Company Settings > Site Setup > Site and select the Site Configuration tab. 
• Select the RRP price level override from the Default RRP Price Level list. 
• Select [SAVE SITE].

Price Level RRP Override

An RRP price level override set against a price level to impact only sales against that price level.

To set a price level RRP price level override:

• Head to Product Management > Price Setup > Price Levels and select [EDIT] against the price level.
• Select the RRP price level override from the Default RRP Price Level list. 
• Select [SAVE PRICE LEVEL]. 

Why Can't I Edit POS Prices, But I Can Edit POS Tax?

POS price levels are automatically created as part of the POS integration with Centegra Plus, and therefore prices associated with those products on those price levels are inherited from the POS system too when created and updated. This is why prices against POS price levels cannot be edited within Centegra Plus, and must be edited within the POS system. 

In some cases, the tax rate within the POS system cannot be obtained, and therefore a default tax rate is associated with the price against the POS price level within Centegra Plus. Whilst this has no impact on tax and sales reporting (as the tax is applied at the POS), some users may wish to edit the tax rate against the POS price level within Centegra Plus to reflect the tax rate defined within the POS system, hence why the option to edit the tax rate may be available. This is optional. 

Troubleshooting

POS Prices Are Not Updating In Centegra Plus.

POS system pricing should show against POS Price Levels within Centegra Plus, and should update within approximately an hour of changes be made within the POS system. 

If you notice that the POS prices have not updated within Centegra Plus, please Contact Centegra with examples of the affected products and prices.