Salespeople can now apply package financing settings to individual tags using a dedicated full-page template. This makes it easier to present financing options in a clear, focused format tailored to specific products, helping customers better understand available payment options and improving the overall sales experience.
SOP: Set Up and Print Full-Page Price Tags with Financing Details
Objective
This SOP explains how to configure pricing and tag settings so financing information appears on full-page product price tags. Following these steps ensures financing terms, rates, and pricing display correctly before printing.
Key Steps
1. Open the Price Tags and Pricing settings 0:21
Navigate to Settings.
Open Price Tags and Pricing.
Go to the General tab to access financing-related options.
2. Enable financing and enter financing details 0:21
Check Financing Available.
Enter the required financing information, including:
Financing terms
Number of months
Rate
Confirm the information is accurate before moving on.
3. Turn on price visibility if needed 0:38
If the tag should display pricing, check Show Prices.
Verify the price display setting matches the intended tag layout.
4. Update the Paper Price Tags template settings 0:55
Return to Paper Price Tags.
Click Customize.
Make sure Financing Available is checked in the template settings.
Click Save to apply the changes.
5. Print the updated price tag template 1:06
Click Print to generate the tag.
Review the second page of the output to confirm the financing template appears correctly.
Verify the financing information is shown at the bottom of the tag as expected.
Cautionary Notes
Ensure all financing terms, months, and rates are entered correctly before saving.
If Financing Available is not enabled in both the settings and template customization areas, the financing details may not appear on the printed tag.
Confirm Show Prices is enabled only when you want the price visible on the tag.
Always review the print preview/output before using the tags in production.
Tips for Efficiency
Save time by confirming all financing details are ready before opening the template settings.
Use the print preview to catch formatting issues before printing multiple tags.
Standardize financing terms and rates across products when possible to reduce repeated setup work.
Keep a checklist of required settings: Financing Available, Show Prices (if needed), and Customize > Financing Available.