Application of Sales Promotions
in Billing
January 2010
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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
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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
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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 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
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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% discount
o 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 Billing
program considers the following elements:
 Priority Number
 Date of Creation
 Time of Creation
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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 - 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
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System Parameters affecting Billing - 2
 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.
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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
o
o
o
In
In
In
In
Item Master Entry
Item Master Load
PT File Load
Goods Inwards
Values:
1- Activate Immediately
0 - Do not Activate Immediately
Example: Consider the situation where the Product Shirt of Brand X has 10
Styles 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.
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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 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.
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System parameters affecting Billing - 4
 General Discount Reason
Configuration in Billing:
To
enable
the
user
enter/select
the
reason
providing the discount/offer.
to
for
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
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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 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 discounts
based 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/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
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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 and
the bill is settled as Exact Cash
 F8 – Accept Payment
o Performs the necessary calculations with respect to Discounts/Offers and
the user is prompted to capture the payment information
 F9 – Display Bill
o 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.
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Billing Scenarios
 The various scenarios where sales promotion schemes are applied in
Billing are shown here
Item Level
Conditional
Bill Level
Unconditional
Conditional
Unconditional
Auto Mode
Auto Mode
Auto Mode
Auto Mode
Manl Mode
Manl Mode
Manl Mode
Manl Mode
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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
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Billing Scenarios - 2
 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
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Billing Scenarios - 3
 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
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Billing Scenarios - 4
 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.
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Catalogue Reports-Sales Promotions
 Sales
Promotions
To generate
report,
this
Go to Catalogue
> Listings >
Sales
Promotions
The
report
is
generated
based
on
the
options
shown.
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Catalogue Reports-Sales Promotions
 Sales Promotions
The
Sales
Promotions
report displays all details
of the defined/catalogued
sales promotions schemes
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Operational Reports-Bill-wise Items
 Bill Wise Item List
To generate this report,
Go to Reports > Sales
> Bill-wise Items
The report is generated
based on the options
shown.
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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.
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Operational Reports-Sales Promotions
 Sales Promotions
To generate this report,
Go to Reports > MIS >
Sales Promotions
The report is generated
based on the options
shown.
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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.
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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 the
Company website
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Application of Sales Promotions in Billing
Questions & Answers
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Thank you
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