Sales Promotions in Shoper 9 January 2010 Tally

Sales Promotions in Shoper 9 January 2010 © Tally Solutions Pvt. Ltd. All Rights Reserved 1

Objectives q Sales Promotion – Definition q Existing schemes in the market q Overview of schemes offered by Shoper 9 q Sales Promotion Features q Important Configurations q Sales Promotions in Billing q Limitations of the feature in Shoper 9 © Tally Solutions Pvt. Ltd. All Rights Reserved 2

Sales Promotion A Sales Promotion is an activity in the retail business aimed at: q Increasing market share and sales income q Retaining customers q Improving business profitability q Providing goods at competitive prices © Tally Solutions Pvt. Ltd. All Rights Reserved 3

Existing Schemes in the Market Examples of schemes in the market: q Buy any merchandise, get 10% discount q Buy a shirt at a discount of 20% q Buy 3 trousers for Rs. 999 only q Buy 2 T-shirts and get the 3 rd one at 50% discount q Buy 2 shirts, get 1 Shirt free; Buy 3 shirts, get 2 shirts free; … q Buy Goods for Rs. 5000, get 15% discount © Tally Solutions Pvt. Ltd. All Rights Reserved 4

Overview of Schemes Offered by Shoper 9 © Tally Solutions Pvt. Ltd. All Rights Reserved 5

Shoper 9 Sales Promotion Features q Sales promotions can be defined based on: o Item classification (Product, Brand, Style, Shade & Size) o Stock Number o Selected or All items o 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 © Tally Solutions Pvt. Ltd. All Rights Reserved 6

Shoper 9 Sales Promotion Features q Define Sales Promotions at the head office as well as POS locations q Send sales promotions details from head office to POS locations through the synchronisation process q Easy to define and operate q Facility to copy an existing scheme for use q Editing/changing of defined schemes disallowed q Importing of schemes from an external source, like MS Excel file in. xls or CSV format q Prioritise schemes for use in billing q Activate expired schemes, also extend existing ones q Apply schemes automatically or manually in billing © Tally Solutions Pvt. Ltd. All Rights Reserved 7

Shoper 9 Sales Promotion Features q 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) q Generate reports on Sales Promotions o Bill wise Sales o Discount Given o Sales Promotions © Tally Solutions Pvt. Ltd. All Rights Reserved 8

Sales Promotion Definition Process q Definition is similar in Shoper 9 HO and Shoper 9 POS q In Shoper 9 HO, the showrooms where promotions are applicable can be selected Note: This presentation describes the process of Sales Promotion definition in Shoper 9 HO. © Tally Solutions Pvt. Ltd. All Rights Reserved 9

Sales Promotion Definition Options q New: Define new Sales Promotion q View/Manage: To View/Manage the definitions © Tally Solutions Pvt. Ltd. All Rights Reserved 10

Defining a Sales Promotion - Showroom details q Showroom details tab is available only in Shoper 9 HO q The Showroom details tab contains the necessary options to define sales promotions for its POS locations q The head office selects the applicable showroom(s) for executing the promotion © Tally Solutions Pvt. Ltd. All Rights Reserved 11

Defining a Sales Promotion - Showroom details Sales Promotions can be defined for: q Specific location type q Specific geographical locations q Specific showroom © Tally Solutions Pvt. Ltd. All Rights Reserved 12

Defining a Sales Promotion - Promotional schemes Sales Promotion Code/description: Prefix & Code: Identify the defined promotion. Default value is system generated but can be configured to manually provide a value. © Tally Solutions Pvt. Ltd. All Rights Reserved 13

Defining a Sales Promotion - Promotional schemes q Copy from: To copy a sales promotion defined previously for use/changes q Import from File: Allows user to import the sales promotion definition details from an Excel/CSV file q Description: Enter the description of the Scheme/ Offer. For example: Monsoon Josh © Tally Solutions Pvt. Ltd. All Rights Reserved 14

Defining a Sales Promotion - Promotional schemes q Validity: Select the period of validity of the scheme q Happy hours: Define the time of applicability. For example: Scheme is applicable only between 06: 00 PM - 09: 00 PM q Days: Select the days of the week on which it is applicable. For example: Scheme is applicable only on Saturday and Sunday/All days © Tally Solutions Pvt. Ltd. All Rights Reserved 15

Defining a Sales Promotion - Promotional schemes Customer Selection: Select customers for whom this scheme is applicable: © Tally Solutions Pvt. Ltd. All Rights Reserved q All Customers q Customer Price Group q Customer Code q Customer Classification 16

Defining a Sales Promotion - Promotional schemes Scheme Details: Select scheme options: q Definition type: q q © Tally Solutions Pvt. Ltd. All Rights Reserved o Discount/Offer Definition level: o Item Level/Bill Level Fixed/Variable Discount type: o Percentage/Amount o Buy X At Discounted Rate o Buy X Get At Y Value o Buy X Get Discount On [X+1] o Last Piece Discount Priority number 17

Defining a Sales Promotion - Promotional schemes Discount based on Item rate/value: q Discount based on item’s Rate/Values are, o Rate Equal To o Rate Above [>] o Rate Upto [<] o Rate Range o Value Equal To o Value Above [>] o Value Upto [<] o Value Range © Tally Solutions Pvt. Ltd. All Rights Reserved 18

Defining a Sales Promotion - Promotional schemes Discount based on item quantity: q Discount is based on quantity of items billed Apply Discount on: q Lowest/Highest priced item o Lowest: Discount is on the lowest priced item o Highest: Discount is on the highest priced item © Tally Solutions Pvt. Ltd. All Rights Reserved 19

Defining a Sales Promotion - Promotional schemes Scheme Details: Select scheme options: q Definition type: o Offer q Definition level: o Item Level q Fixed q Offer type: o Percentage/Amount q Offer based on item rate/value o Rate Equal To o Rate Above [>] o Rate Upto [<] o Rate Range © Tally Solutions Pvt. Ltd. All Rights Reserved 20

Defining a Sales Promotion - Item details The options allow the user to select items for the scheme which can be defined based on: q Item Classification q Stock Number q All Items The items can also be loaded from a text file. Selected items are displayed in the grid. The user can include/exclude items during selection. Items selection can be based on classifications, such as Style, Size, etc. © Tally Solutions Pvt. Ltd. All Rights Reserved 21

Defining a Sales Promotion - Discount details q Selected Item Details: Items covered under the sales promotion scheme are displayed q Discount entered in terms of: A grid to enter the discount details. For e. g. , for a Percentage/Amount discount type, enter the discount percentage or amount and max discounts allowed. © Tally Solutions Pvt. Ltd. All Rights Reserved 22

Sales Promotion - View/Manage q View: Option to view scheme details q Manage: Various options to manage defined schemes o Activate Sales Promotion(s) o De-Activate Sales Promotion(s) o Change Applicable Period for Sales Promotion(s) o Archive Sales Promotion(s) o Change Priority for Sales Promotion o Edit Showroom Details © Tally Solutions Pvt. Ltd. All Rights Reserved 23

Important Configurations q Modes of applying sales promotion in billing: There are two modes to configure the application of sales promotion in billing as per business requirements, o Auto Mode: The appropriate scheme is applied automatically by Shoper 9 to the items in the bill. o Manual Mode: A flexible way for the user to select the appropriate scheme as per business requirements. q Free Items Mandatory in Billing: A choice provided to the user to include/exclude FREE items in bill. q 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. © Tally Solutions Pvt. Ltd. All Rights Reserved 24

Sales Promotions in Billing q A case of application of sales promo scheme in billing o Buy Shirts of Brand X, Get 15% discount on each Shirt (Fixed Discount) q In the billing screen the fixed discount is selected by default and cannot be edited by the user © Tally Solutions Pvt. Ltd. All Rights Reserved 25

Sales Promotions in Billing q Buy shirts of Brand X, get 15% discount on each shirt subject to a maximum discount of 20% (a Variable Discount) q A variable discount can be edited to the maximum limit allowed in the billing screen © Tally Solutions Pvt. Ltd. All Rights Reserved 26

Sales Promotions in Billing q Buy Goods worth Rs. 1000/-, get 10% discount (Fixed Discount) q On selection of F 6, the system calculates the appropriate bill level discount © Tally Solutions Pvt. Ltd. All Rights Reserved 27

Sales Promotions in Billing q Buy 2 Trousers of Brand Y, get 1 Trouser of the same brand FREE q On clicking F 6, the user can view the appropriate sales promotions defined, for selection © Tally Solutions Pvt. Ltd. All Rights Reserved 28

Limitations of the feature in Shoper 9 Sales Promotions defined in Shoper 9 have certain limitations. q Using Shoper 9, a user will not be able to define, a free scheme at Bill Level (Bill Level Offer) like: o Buy goods worth Rs. 5, 000/-, Get a Travel Bag Free © Tally Solutions Pvt. Ltd. All Rights Reserved 29

Further References For more information on Sales Promotions in Shoper 9, refer: q Shoper 9 POS/HO CHM q Sales Promotions in Shoper 9. PDF in Partner Portal in the Company website © Tally Solutions Pvt. Ltd. All Rights Reserved 30

Sales Promotion in Shoper 9 Questions & Answers © Tally Solutions Pvt. Ltd. All Rights Reserved 31

Thank you © Tally Solutions Pvt. Ltd. All Rights Reserved 32