Application of Sales Promotions in Billing

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Tally Solutions Pvt. Ltd. All Rights Reserved 1

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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10/29 Tally Solutions Pvt. Ltd. All Rights Reserved 10

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.



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




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.




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



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



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.



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



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.



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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Application of Sales Promotions in Billing

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