application of sales promotions in billing
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Application of Sales Promotions
in Billing
January2010
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Introduction
Sales promotions are applied to ease the billing process, increaseproductivity and billing accuracy
Sales promotions defined in Shoper 9 can be selectedautomatically or manually
The application of defined schemes are dependent on systemparameter settings
Sales promotion reports in Shoper 9
o catalogue based reports
o operational reports
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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 adiscount of 10% per shirt.
o Unconditional: These are straight forward schemes without any
conditionsExample: Get 10% discount on purchase of any item
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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
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System Parameters affecting Billing - 3
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 ActivateImmediately
o The Billing program will not include the newly created items under theexisting scheme and will not apply the scheme during billing on them.
If required, the user has to define a separate new scheme for the newlycreated items.
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System parameters affecting Billing - 4
General Discount ReasonConfiguration in Billing:
To enable the user toenter/select the reason forproviding the discount/offer.
Values:
o Value 1- Free Hand Text:Allows the user to enter thereason manually
o Value 2 Only LoadedCode Selected: The usercan select the predefined
reasonso Value 3 Both: The user
can either enter or select thereason
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System parameters affecting Billing - 5
Free Items Mandatory inBilling:Enables to configure thetreatment of FREE itemsgiven during billing in caseof Offers
For example: Buy 2 Shirts,Get 1 Shirt Free.Values:
o 0 - Free items arenot Mandatory
o 1 - Free items areMandatory
If this system parameter is
configured as 1 in the Auto
Mode, the user has to scan
the stock item that is offered
free.
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System parameters affecting Billing - 6
Apply Bill Level Discount first
Enables you to configure the applicability of item level and bill level discountsbased on business requirements.
Values:
o 0 Apply item level discount first and later the bill level discount
o 1 Apply bill level discount first and later the item level discount
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Discounts/Promotions/Schemes - Hotkey F6
F6-Display Discount - To Calculate / Display Discount/Promotions/Schemesduring Billing in Shoper 9
On clicking the F6 key, two tabs are displayed
o Item Level Promotional Details: Displays all the applicablediscounts/offers for the items scanned.
o Bill Level Promotional Details: The details of all discount/offer schemesdefined at the bill level are displayed for selection
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Behaviour of Hotkeys F7, F8 and F9
F7 Save Bill (Exact Cash)
o Performs the necessary calculations with respect to Discounts/Offers andthe bill is settled as Exact Cash
F8 Accept Payment
o Performs the necessary calculations with respect to Discounts/Offers andthe user is prompted to capture the payment information
F9 Display Bill
o Performs the necessary calculations in respect of Discounts/Offers and theuser 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.
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Billing Scenarios
The various scenarios where sales promotion schemes are applied inBilling are shown here
Item Level Bill Level
Conditional Unconditional
Auto Mode
Manl Mode
Auto Mode
Manl Mode
Auto Mode
Manl Mode
Auto Mode
Manl Mode
Conditional Unconditional
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Billing Scenarios - 2
Auto Mode +Conditional + ItemLevel
In this mode onclicking the F6 key,the billing programselects by default theappropriate discountat the line level anduser will not have theflexibility to changethe scheme
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Billing Scenarios - 3
Manual Mode +Unconditional + BillLevel
In this mode whenthe F6 key is clicked,the billing programselects by default theappropriate discountat the bill level andusers will have
flexibility to changethe scheme
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Catalogue Reports-Sales Promotions
SalesPromotions
To generate this
report,Go to Catalogue> Listings >SalesPromotions
The report is
generated basedon the optionsshown.
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Catalogue Reports-Sales Promotions
Sales PromotionsThe Sales Promotionsreport displays all detailsof the defined/cataloguedsales promotions schemes
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Operational Reports-Bill-wise Items
Bill-wise Items: Thisreport provides informationon discounts applied at bothBill level and Item levelsduring a period
The information is groupedon bill/customer.
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Operational Reports-Sales Promotions
Sales Promotions
To generate this report,
Go to Reports > MIS >Sales Promotions
The report is generatedbased on the optionsshown.
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Operational Reports-Sales Promotions
Sales Promotions:This report provides
information on item/bill level discount salesmade during a period.These include the Grossand Net Sales, Discountamount (item/bill level)and the count of billsraised.
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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 theCompany website
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Application of Sales Promotions in Billing
Questions & Answers
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Thank you