Per Sizecode Discounts in Spaceman Shop

A 10% offer can run on your small units, 20% on vehicle storage, and your standard site discount can carry on covering everything else, all at the same time and without touching individual rentals.

Until now, Spaceman Shop could only use one automated discount per site. Every unit an Occupier looked at got the same offer. You can now assign a discount scheme to specific sizecodes, and Shop works out the right price for each sizecode on its own as the Occupier browses, reserves and pays.

You set all of this up in Spaceman Desktop. There is nothing to configure in Shop itself, and your existing discount schemes keep working exactly as they do today until you choose to use the new option.

How Spaceman Shop chooses a discount

When an Occupier looks at a unit, Shop works down this list and stops at the first match:

1. A discount scheme assigned directly to that unit's sizecode, if the scheme is active today.
2. Your site's default shop discount scheme, if you have one and it is active today.
3. No discount.

Only one scheme ever applies. Discounts are not added together. If a sizecode somehow ends up with more than one active assignment, Shop uses the scheme with the lowest Sort Order value on the Discount Scheme form.

Sizecode discounts apply to unit rental only. They change the price of the unit itself. Hire items, insurance and sale items are not affected by a sizecode assignment, whichever sizecode the Occupier has chosen.

Setting up a discount for specific sizecodes

Work through this on the site that owns the discount scheme. Discount schemes belong to a single site, so repeat it for each site that needs the offer.

Step 1. Open or create the discount scheme

Go to the Discount Scheme form and select the site, then the Initial Discount tab. Either pick an existing scheme from the list or create a new one with New.

Set the scheme up as you normally would: description, sort order, the discount amount or percentage, start and expiry dates, and the Shop Display Name. The Shop Display Name is the wording your Occupiers see next to the price, so make it something customer friendly.

Two things matter for sizecode discounts:

• The Discount Type must be All or Rental. Hire and Insurance types cannot be restricted to sizecodes.
• The scheme must not be your Default Scheme for Shop. A default scheme covers every sizecode by definition, so the two settings cannot be combined.

Step 2. Turn on sizecode restriction

With the scheme selected, click Enable Sizecodes in the Spaceman Shop Settings section.

The button changes to Disable Sizecodes, and a tick appears against the scheme in the SizeCodes Enabled column of the scheme list. From this point the scheme applies only to sizecodes you assign to it. It will not discount anything until you make at least one assignment.

The Default Scheme for Shop checkbox is greyed out while sizecode restriction is on.

Step 3. Assign the sizecodes

Click Sizecode Assignments. The Size Code Discount Assignments window opens, listing every sizecode that has a rate at this site.

The grid shows these columns:

To assign sizecodes:

1. Find the sizecodes you want. Type into the Search box and click Find, choosing By Sizecode or By Description first. You can also click any column heading to sort by it, which is the quickest way to group by price group or size.
2. Select the rows.
   • One row at a time: click the row, then press the space bar to select it. Repeat for each row you want.
   • A run of rows: hold Shift and click.
   • Everything listed: right click the grid and choose Select All.
   • Start again: right click and choose Clear Selection.
3. Click Assign Selected. Confirm the prompt, which tells you how many sizecodes you are about to assign. Spaceman then confirms how many were assigned.
4. Click Close when you are done.

Two checkboxes help you review what you have done:

• Assigned only narrows the list to sizecodes already on this scheme. It starts unticked so you see all your sizecodes when the window opens.
• Include disabled also shows sizecodes whose assignment has been switched off, so you can find and reinstate them.

To take a sizecode off the scheme, select it and click Disable Selected. The assignment is switched off rather than deleted, so you keep a record of it and can re-assign the sizecode later.

Checking the discount on a sizecode:

Once schemes are assigned, the quickest way to see what a given sizecode is getting is from the sizecode itself. Open the Sizecode form and go to the Assigned Discounts tab, which sits alongside Rates and Movements.

The tab shows one site at a time. Use the Site dropdown to switch. It opens on the site you are logged in to and lists every site where this sizecode has a rate, limited to the sites you have access to.

Rows shown in blue are your site's default shop scheme, not an assignment to this sizecode. A blue row means this sizecode has no discount of its own at this site and is falling back to the site default. As soon as you assign a scheme directly to the sizecode, the blue row disappears and the assigned scheme is listed instead.

This tab is a view only. You cannot edit a scheme or change which sizecodes it covers here. That is all done from the Discount Scheme form.

Turning a sizecodes discount off:

On the Assigned Discounts tab, choose the site and click Disable Discounts. Confirm the prompt and every active assignment on that sizecode at that site is switched off in one go.

This does not remove all discounting from the sizecode. It removes the sizecode's own assignments, which means the sizecode goes back to using your site's default shop discount if you have one. You will see the blue default row appear in the grid straight away. To stop that too, the sizecode would need to be excluded from the default scheme, which means not having a default shop scheme at that site.

The button is greyed out when there is nothing to disable, or when the selected site is read only for you.

To put an assignment back, go to the Discount Scheme form, select the scheme, click Sizecode Assignments, tick Include disabled to find the sizecode, select it and click Assign Selected.

Rules and limits

What your customers see in Spaceman Shop:

Nothing changes in the look of Shop. Your Occupiers see the same journey, with the correct discount for whatever they have chosen:

1. Browsing units. Each sizecode shows its own discounted price and its own offer wording, taken from the Shop Display Name of whichever scheme applies to it.
2. Choosing a unit. The discount follows the sizecode they pick, so switching from a small unit to a large one updates the offer as well as the price.
3. Basket. The basket prices the unit using the sizecode's own scheme, alongside any hire, insurance or sale items priced on the site default.
4. Booking and payment. The same scheme carries through, so the amount taken matches what was shown.

Because Occupiers see only one offer per unit, it is worth reading down your sizecode list in Shop after setting up a new scheme, to be sure the mix of sizecode offers and your site default reads the way you intend.

Troubleshooting: