sales promotions in shoper 9 | access to tally | tally web interface | tally services
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Sales Promotions in Shoper 9
January 2010
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Objectives
Sales Promotion Definition
Existing schemes in the market
Overview of schemes offered by Shoper 9
Sales Promotion Features
Important Configurations
Sales Promotions in Billing
Limitations of the feature in Shoper 9
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Sales Promotion
A Sales Promotion is an activity in the retail business aimed at:
Increasing market share and sales income
Retaining customers
Improving business profitability
Providing goods at competitive prices
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Existing Schemes in the Market
Examples of schemes in the market:
Buy any merchandise, get 10% discount
Buy a shirt at a discount of 20%
Buy 3 trousers for Rs.999 only
Buy 2 T-shirts and get the 3rd one at 50% discount
Buy 2 shirts, get 1 Shirt free; Buy 3 shirts, get 2 shirts free;
Buy Goods for Rs.5000, get 15% discount
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Overview of Schemes Offered by Shoper 9
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Shoper 9 Sales Promotion Features
Sales promotions can be defined based on:
o Item classification(Product, Brand, Style, Shade & Size)
o Stock Number
o
Selected or All itemso A combination of items
o Happy hours
o Select period or days/all days
o Select customers/all customers/customer price groups
o Highest or Lowest valued items
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Shoper 9 Sales Promotion Features
Define Sales Promotions at the head office as well as POS locations
Send sales promotions details from head office to POS locations
through the synchronisation process
Easy to define and operate Facility to copy an existing scheme for use
Editing/changing of defined schemes disallowed
Importing of schemes from an external source, like MS Excel file
in .xls or CSV format Prioritise schemes for use in billing
Activate expired schemes, also extend existing ones
Apply schemes automatically or manually in billing
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Shoper 9 Sales Promotion Features
Options to manage Sales Promotions available in Shoper 9 HO & Shoper 9 POS
o Activate Sales Promotions
o Deactivate Sales Promotions
o Change applicable period for Sales Promotions
o Archive Sales Promotions
o Change Priority of Sales Promotions
o Change showrooms where Sales Promotions are applicable (only in HO)
Generate reports on Sales Promotions
o Bill wise Saleso Discount Given
o Sales Promotions
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Sales Promotion Definition Process
Definition is similar in Shoper 9 HO and Shoper 9 POS
In Shoper 9 HO, the showrooms where promotions are applicable can beselected
Note: This presentation describes the process of Sales Promotion definition in
Shoper 9 HO.
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Sales Promotion Definition Options
New:
Define new Sales Promotion
View/Manage:
To View/Manage the definitions
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Defining a Sales Promotion - Showroom details
Showroom details tab isavailable only in Shoper 9 HO
The Showroom details tabcontains the necessary optionsto define sales promotions forits POS locations
The head office selects theapplicable showroom(s) forexecuting the promotion
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Defining a Sales Promotion - Showroom details
Sales Promotions can be definedfor:
Specific location type
Specific geographical locations
Specific showroom
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Defining a Sales Promotion - Promotional schemes
Prefix & Code:Identify the defined promotion.
Default value is system generatedbut can be configured tomanually provide a value.
Sales Promotion Code/description:
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Defining a Sales Promotion - Promotional schemes
Copy from: To copy a salespromotion defined previouslyfor use/changes
Import from File:Allows userto import the sales promotiondefinition details from anExcel/CSV file
Description: Enter thedescription of the Scheme/Offer.
For example: Monsoon Josh
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Defining a Sales Promotion - Promotional schemes
Validity: Select the period ofvalidity of the scheme
Happy hours: Define the timeof applicability.
For example: Scheme isapplicable only between 06:00PM - 09:00 PM
Days: Select the days of theweek on which it is applicable.
For example: Scheme isapplicable only on Saturdayand Sunday/All days
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Defining a Sales Promotion - Promotional schemes
Customer Selection: Selectcustomers for whom this schemeis applicable:
All Customers
Customer Price Group
Customer Code
Customer Classification
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Defining a Sales Promotion - Promotional schemes
Scheme Details:
Select scheme options: Definition type:
o Discount/Offer Definition level:
o Item Level/Bill Level
Fixed/Variable
Discount type:
o Percentage/Amount
o Buy X At Discounted
Rateo Buy X Get At Y Value
o Buy X Get Discount On[X+1]
o Last Piece Discount
Priority number
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Defining a Sales Promotion - Promotional schemes
Discount based on itemsRate/Value. Values are,
o Rate Equal To
o Rate Above [>]
o Rate Upto []
o
Value Upto [
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Defining a Sales Promotion - Promotional schemes
Discount is based on quantity ofitems billed
Apply Discount on:
Lowest/Highest priced item
o Lowest: Discount is on thelowest priced item
o Highest: Discount is on thehighest priced item
Discount based on item quantity:
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Defining a Sales Promotion - Promotional schemes
Scheme Details:
Select scheme options:
Definition type:
o Offer
Definition level:
o Item Level Fixed
Offer type:
o Percentage/Amount
Offer based on itemrate/value
o Rate Equal To
o Rate Above [>]
o Rate Upto [
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Defining a Sales Promotion - Item details
The options allow the user toselect items for the schemewhich can be defined based on:
Item Classification
Stock Number
All Items
The items can also be loadedfrom a text file. Selected itemsare displayed in the grid. The
user can include/exclude itemsduring selection. Items selectioncan be based on classifications,such as Style, Size, etc.
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Defining a Sales Promotion - Discount details
Selected Item Details:Items covered under the salespromotion scheme are
displayed
Discount entered in termsof: A grid to enter thediscount details. For e.g., fora Percentage/Amount discount
type, enter the discountpercentage or amount andmax discounts allowed.
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Sales Promotion - View/Manage
View:
Option to view scheme details
Manage:
Various options to managedefined schemes
o Activate SalesPromotion(s)
o De-Activate SalesPromotion(s)
o Change Applicable Periodfor Sales Promotion(s)o Archive Sales Promotion(s)o Change Priority for Sales
Promotiono Edit Showroom Details
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Important Configurations
Modes of applying sales promotion in billing:
There are two modes to configure the application of sales promotion inbilling as per business requirements,
o Auto Mode: The appropriate scheme is applied automatically byShoper 9 to the items in the bill.
o Manual Mode:A flexible way for the user to select the appropriatescheme as per business requirements.
Free Items Mandatory in Billing:
A choice provided to the user to include/exclude FREE items in bill.
Auto Generate Sales Promotion Code:
A choice to select the method of generating code for the sales promotion,which can be automatic or manual numbering.
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Sales Promotions in Billing
A case of application of salespromo scheme in billing
o Buy Shirts of Brand X,Get 15% discount on
each Shirt (FixedDiscount)
In the billing screen the fixeddiscount is selected by
default and cannot be editedby the user
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Sales Promotions in Billing
Buy shirts of Brand X, get
15% discount on each shirtsubject to a maximumdiscount of 20% (a Variable
Discount)
A variable discount can beedited to the maximumlimit allowed in the billing
screen
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Sales Promotions in Billing
Buy Goods worth Rs. 1000/-,get 10% discount (Fixed
Discount)
On selection of F6, thesystem calculates theappropriate bill level discount
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Sales Promotions in Billing
Buy 2 Trousers of Brand Y,get 1 Trouser of the same
brand FREE
On clicking F6, the usercan view the appropriatesales promotions defined,for selection
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Limitations of the feature in Shoper 9
Sales Promotions defined in Shoper 9 have certain limitations.
Using Shoper 9, a user will not be able to define, a free scheme at BillLevel (Bill Level Offer) like:
o Buy goods worth Rs. 5,000/-, Get a Travel Bag Free
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Further References
For more information on Sales Promotions in Shoper 9, refer:
Shoper 9 POS/HO CHM
Sales Promotions in Shoper 9.PDF in Partner Portal in the Companywebsite
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Sales Promotion in Shoper 9
Questions & Answers
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