© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Application of Sales Promotions in Billing January 2010

© Tally Solutions Pvt. Ltd. All Rights Reserved 1

Application of Sales Promotions in Billing

January 2010


Objectives

Introduction

Variants of Sales Promotion

Importance of Priority

System parameters affecting Billing

Discounts/Promotions/Schemes - Hotkey F6

Behaviour of Hotkeys F7, F8 and F9

Billing scenarios

Catalogue Reports - Sales Promotions

Operational Reports – Bill-wise Items & Sales Promotions


Introduction

Sales promotions are applied to ease the billing process, increase productivity and billing accuracy

Sales promotions defined in Shoper 9 can be selected automatically or manually

The application of defined schemes are dependent on system parameter settings

Sales promotion reports in Shoper 9 o catalogue based reports o operational reports


Variants of Sales Promotion

Sales promotions can be classified as:

o Conditional: These sales promotions are defined with condition(s) to be applied during billing

Example: Buy 3 shirts of Brand A of Rs.1000/- MRP each, at a discount of 10% per shirt.

o Unconditional: These are straight forward schemes without any conditions

Example: Get 10% discount on purchase of any item


Priority of Sales Promotions

If more than one scheme is in force for an item, the Billing program applies the appropriate scheme based on its Priority

For example: o Buy 2 Shirts of Brand A, Get 10% discounto Buy 2 Shirts of Brand A, at a value of Rs. 499/-

In the above scenario when 2 shirts of Brand A are purchased, the Billingprogram considers the following elements:

Priority Number Date of Creation Time of Creation


System parameters affecting Billing

Mode of Sales Promotion Applicability in Billing

Auto Selection of Discount Code During Item Entry

If Sales Promotions are Applicable to New Items Created, Activate Immediately

General Discount Reason Configuration in Billing

Free Items Mandatory in Billing

Apply Bill Level Discount first


System Parameters affecting Billing - 1

Mode of Sales Promotion Applicability in Billing: To configure the mode of applying schemes during billing as per business requirements

Values: o 1 - Auto Mode - appropriate schemes are applied automatically during

billing without user intervention o 2 – Manual - appropriate schemes are selected by default and users

have the flexibility of changing the schemes as per business requirements



Auto Selection of Discount Code During Item Entry: In the Manual Mode, the Billing Program will display the most appropriate scheme to be applied

A choice exists for the user to select or not select any other available scheme at all.


System Parameters affecting Billing - 3 If Sales Promotions are Applicable to New Items Created, Activate

Immediately : To enable the inclusion of newly created stock items under existing sales promotions. The points of inclusion are:

o In Item Master Entryo In Item Master Loado In PT File Loado In Goods Inwards

Values: 1- Activate Immediately0 - Do not Activate Immediately

Example: Consider the situation where the Product Shirt of Brand X has 10Styles under it. A scheme is defined for the period 1 Feb 2010 to 15 Feb

2010, for all the Styles. On 5 Feb 2010, the user created 3 more Styles for the same product and brand combination through any one of the above mentioned points.



Contd…

If this system parameter is configured as 1, i.e., Activate Immediately

o The Billing program will include the newly created items under the existing scheme and apply it during billing for these new items

If this system parameter is configured as 0, i.e., Do not Activate Immediately

o The Billing program will not include the newly created items under the existing scheme and will not apply the scheme during billing on them.

If required, the user has to define a separate new scheme for the newly created items.


System parameters affecting Billing - 4

General Discount Reason Configuration in Billing:

To enable the user to enter/select the reason for providing the discount/offer.

Values:

o Value 1- Free Hand Text: Allows the user to enter the reason manually

o Value 2 – Only Loaded Code Selected: The user can select the predefined reasons

o Value 3 – Both: The user can either enter or select the reason


System parameters affecting Billing - 5 Free Items Mandatory in

Billing: Enables to configure the treatment of FREE items given during billing in case of Offers

For example: Buy 2 Shirts,Get 1 Shirt Free.Values:

o 0 - Free items are not Mandatory

o 1 - Free items are Mandatory

If this system parameter isconfigured as 1 in the AutoMode, the user has to scan the stock item that is offeredfree.


System parameters affecting Billing - 6

Apply Bill Level Discount first

Enables you to configure the applicability of item level and bill level discounts based on business requirements.

Values:

o 0 – Apply item level discount first and later the bill level discounto 1 – Apply bill level discount first and later the item level discount


Discounts/Promotions/Schemes - Hotkey F6

F6-Display Discount - To Calculate / Display Discount/Promotions/Schemes during Billing in Shoper 9

On clicking the F6 key, two tabs are displayed

o Item Level Promotional Details: Displays all the applicable discounts/offers for the items scanned.

o Bill Level Promotional Details: The details of all discount/offer schemes defined at the bill level are displayed for selection


Behaviour of Hotkeys F7, F8 and F9

F7 – Save Bill (Exact Cash)o Performs the necessary calculations with respect to Discounts/Offers and

the bill is settled as Exact Cash

F8 – Accept Paymento Performs the necessary calculations with respect to Discounts/Offers and

the user is prompted to capture the payment information

F9 – Display Billo Performs the necessary calculations in respect of Discounts/Offers and the

user is prompted to perform any other activity related to billing

In the above scenarios, the Billing program performs the F6 function automatically to facilitate the user to bill correctly and smoothly.


Billing Scenarios

The various scenarios where sales promotion schemes are applied in Billing are shown here

Item Level Item Level Bill Level Bill Level

ConditionalConditional UnconditionalUnconditional

Auto ModeAuto Mode

Manl ModeManl Mode

Auto ModeAuto Mode

Manl ModeManl Mode

Auto ModeAuto Mode

Manl ModeManl Mode

Auto ModeAuto Mode

Manl ModeManl Mode

ConditionalConditional UnconditionalUnconditional


Billing Scenarios - 1

Auto Mode + Unconditional + Item Level

In this mode the billing program selects by default the appropriate discount at the line level and the user will not have the flexibility to change the scheme



Auto Mode + Conditional + Item Level

In this mode on clicking the F6 key, the billing program selects by default the appropriate discount at the line level and user will not have the flexibility to change the scheme



Manual Mode + Unconditional + Bill Level

In this mode when the F6 key is clicked, the billing program selects by default the appropriate discount at the bill level and users will have flexibility to change the scheme



Manual Mode + Conditional + Bill Level

In this mode when the F6 key is clicked, the billing program by default selects the appropriate discount at the bill level and users will have flexibility to change the scheme.


Catalogue Reports-Sales Promotions

Sales Promotions

To generate this report,

Go to Catalogue > Listings > Sales Promotions

The report is generated based on the options shown.


Catalogue Reports-Sales Promotions

Sales Promotions

The Sales Promotions report displays all details of the defined/catalogued sales promotions schemes


Operational Reports-Bill-wise Items

Bill Wise Item List


Go to Reports > Sales > Bill-wise Items



Operational Reports-Bill-wise Items

Bill-wise Items: This report provides information on discounts applied at both Bill level and Item levels during a period

The information is grouped on bill/customer.


Operational Reports-Sales Promotions

Sales Promotions


Go to Reports > MIS > Sales Promotions



Operational Reports-Sales Promotions

Sales Promotions: This report provides information on item /bill level discount sales made during a period. These include the Gross and Net Sales, Discount amount (item/bill level) and the count of bills raised.


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 Company website


Application of Sales Promotions in Billing

Questions & Answers


Thank you

Documents

© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Application of Sales Promotions in Billing January 2010