Sage X 3 Retail Promotion Engine Nicholas Bowen

Sage X 3 Retail – Promotion Engine Nicholas Bowen 1/27/2016

Promotion Setup & Architecture

Promotion Setup & Architecture Promotions are setup at Head Office on the Promotion setup screen in the Administration Module. Promotions get distributed to stores when the Synchronization process is run at Head Office. Retail outlets only store the promotions that are relevant to their location. Old promotions are removed at store level when the send/receive runs if they fall outside of the current date range Head Office Synchronization Web Service Send / Receive Sage Business Partner Conference 2016 Promo Setup @Sage. Group. ZA | #Sage. BPCon Back Office 2020 -09 -16

Promotion Filtering

Promotion Filtering Date Range • Start Date: This is the date that the promotion will start taking affect in the stores • End Date: This is the date that the promotion will end and no longer be active in the stores • Promotions where the End Date is less than the current date will be removed from the store during the send/receive process Branch Filter • The user can select which branch/store the current promotion will be available at, the promotion can be set to be available at all stores Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Filtering Customer Filter • No Filtering: Promo applies to all customers • Customer Group: Promo applies to a specific customer category • Customer: Promo applies to a specific customer • Loyalty Customer: Promo applies to a specific loyalty customer “Pensioner / Staff” Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types

Promotion Types Birthday Promo • Allows the user to setup a promotion whereby a customer will get a certain percentage discount for either the Month or the Day of birth of the customer Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types Range Based Promotion • Cheapest Item: Get the cheapest item in a range of items for free with the discount proportioned against all the qualifying items • Free Item: Get a specific item for free when buying a range of items • Amount: Get a specific amount discount when buying a range of items • Percentage: Get a specific percentage discount when buying a range of items Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types Total Sale • Free Item: If your sale total is above a certain threshold you qualify for a free item • By Percentage: If your sale total is above a certain threshold you qualify for percentage discount on a specific item Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types Item No • Percentage: Get a percentage discount on a specific item • Amount: Get an amount based discount on a specific item Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types Category • Amount: An amount based discount on a specific product category • Percentage: A percentage based discount on a specific product category Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types Optional Fields • Amount : Get an amount based discount on an item based on the product Stat Group • Percentage: Get a percentage based discount on an item based on the product Stat Group • Cheapest Item: Get the cheapest item for free proportioned across the qualifying items on the sale based on the product Stat Group • Free item: Get an item for free based on the product Stat Group • Set price: Get items at a set price based on the product Stat Group Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Types Target Price • Amount: Forces an item to be sold at a specific amount Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Promotion Engine Algorithm

Promotion Engine Algorithm The Promotion Engine Algorithm is optimized to allow for the best basket prices in the customers favor. In order to achieve this we needed to implement an algorithm that would solve the Traveling Salesman problem. The Bees Algorithm solves this problem and allows us to always give the best deal to the customer regardless of how many different promo permutations can apply to the basket of goods. Sage Business Partner Conference 2016 “The Bees Algorithm is a swarm based optimisation algorithm that mimics the food foraging behaviour of honey bees. ” @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Where to from here?

Where to from here? Planned enhancements: • Chain based promo grouping • Enhanced wizard based promotion setup screen • Web service API for Promotion setup from external applications • Additional promo types and permutations Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -16

Demo

Q&A

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