This document provides a comprehensive overview of the Unit Groups and Selling Units features within the HirePOS system. Understanding these functionalities is essential for effectively managing pricing and discounts for your inventory items.

Unit Groups are integral to the Autocalc feature in HirePOS, offering advanced functionality for managing pricing variations. By establishing different units within a group, you can create pricing tiers that cater to your customers' needs.

For instance, you can configure units such as Day (Gold), Day (Silver), Day (Bronze), Week (Gold), Week (Silver), and Week (Bronze) within three distinct pricing groups: Gold, Silver, and Bronze. These units would be set up in addition to a "retail" Day and Week unit that is not part of a group.

1. Go to Setup > Item Related > Selling Units.

2. Click a selling unit to edit, or otherwise add a new selling unit.

3. Click the Other tab in the selling unit details screen and enter the group name, e.g. "Gold". Avoid using any spaces of punctuation characters.

In the item setup "Rates/Prices" tab, there would be 8 unit rate/price rows, i.e. the two retail Day and Week units, and again for each of the groups.

The Autocalc feature in HirePOS automatically chooses the most appropriate selling unit and quantity of units when adding items to Invoices and adjusts the quantity of units accordingly when the hire dates are changed.

When an item is first added to an Invoice, Autocalc only chooses from units that are not in a unit group, i.e. the retail unit. Except when the customer has a discount group. For example, if the customer is in the "Gold" discount group then Autocalc will only choose from selling units in the Gold group, unless no Gold rates/prices have been set up for the item. In this case the retail unit will be chosen.

When utilising Unit Groups, the Autocalc feature automatically adjusts the selling unit based on the hire period. For example, if an item is initially booked with a Day-A unit and is later extended, the Autocalc feature will seamlessly switch it to the Week-A unit within the same group.

If you have established selling unit groups, you can assign customers to specific "Discount Unit Groups" to facilitate customised pricing. This feature is particularly beneficial for managing pricing tiers or providing special rates to targeted customer segments.

By assigning a customer to a selling unit group, any item priced within that group will automatically apply to the customer's transactions, ensuring accurate pricing and discounts are consistently maintained.

1. Go to Setup > Customers.

2. Search a customer and click to edit.

3. Click the Discounts tab.

4. Select a group from the Discount Unit Group dropdown.

5. Click the Save Changes button located at the bottom right.

• Reports > Customers & Quotes > Discounts by Customer
  Lists all customers with discounts set up at any level.

• Reports > Sales > Customer Discounts by Date
  Lists discounts that have been given over a date range.