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An incentive is an object, item of value, or desired action or event that spurs an employee to do more of whatever was encouraged by the employer through the chosen incentive. Through Ginesys, organizations can inspire their sales force to sell more by incentivizing their sales plan. Assortments are created and allocated with definite percentage of incentives for each assortment.



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titleHow To: Add / Create a new Assortment Definition

Pre-requisites

  1. The users' role must have access to the Assortment feature by enabling Add app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.

  2. The items must be present in the Item master.

Step-by-step guide

The steps are as follows:

  1. Go to Retail Management > Incentive > Assortment Definition. The Assortments module opens.

  2. Click on the Add button. The Assortments window opens.

  3. Fill in the details especially those marked as Mandatory like Assortment Name etc.
  4. In some cases, you might need to use the same assortments that are already part of some promotion or coupon. You can do so using the Copy Assortment button.
    To copy Assortment, follow the steps below:

    1. Click on the Copy Assortment button. The Advanced Search window appears.
    2. Select the assortment you want to copy from the list.
    3. Select the copy criteria from the Copy criteria from option.
      If you want to copy only the list of items included in the assortment, then select Include list option.
      If you want to copy only the list of items excluded from the assortment, then select Exclude list option.
      If you want to copy both the lists, then select Both option.
    4. Once done, click on OK.
    5. A dialog box appears asking you how you want to proceed with the copying.
      If you want to copy the list after the items that are already added, then click on the Append button.
      If you want to delete the items that are already added and add new items, then click on the Overwrite button.

   5. You can also select the items manually, under the Assortment to Include tab from available options(Select, Scan, Import).

Info

While Assortment to Include tab contains items that will be part of the promotion, Assortment to Exclude tab contains items that will not be part of the promotion.

    6. Add items by selecting the Division, Section, Department etc, from the drop-down list.

    7. Add more items in the similar process.

Info

Note: Minimum one item must be added in an assortment. 

    8. If you want to exclude certain items from the promotion, then add those items in the Assortment to Exclude tab in the same process.

Tip
titleImportant

This tab will not be available in case of Benefit Value assortment.

    9. Once done, click on the Save button followed by the Close button.

...

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titleEdit or Modify Assorments

Pre-requisites

    1. The users' role must have access to the Assortment feature by enabling Edit app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.
    2. The Assortment must be already created.

Step-by-step guide

The steps are as follows:

  1. Go to Retail Management > Incentive > Assortment Definition.
  2. The Assortment module opens.
  3. Click the Assortment you want to modify and select the edit option from the Action button or  Double click on the Assortment directly to open it.
  4. Assortment window will open. 
  5. All the data will be populate in respective fields.
  6. Modify the records you want to.
  7. Click on the Save & Close button to save the modified data.


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titleEdit or ModifyDelete Assortment

Pre-requisites

    1. The users' role must have access to the Assortment feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.
    2. The Assortment must be already created

Step-by-step guide

The steps are as follows:

  1. Go to Retail Management > Incentive > Assortment Definition.
  2. The Assortment module opens.
  3. Click the Assortment you want to modify and select the Delete option from the Action button.
  4. A confirmation window will appear with the message -  ...Are you sure you want to delete current Recordthis transaction? If  if you want to proceed, click Yes, or else click No.
  5. If you select Yes, then a message - Set No ... Document successfully deleted . - will be displayed.
  6. If you select No, then you will be directed back to the Assortment module.


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titleAssortment Allocation

Pre-requisites

    1. The users' role must have access to the Assortment feature by enabling Assortment Allocation operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Allocation.
    2. The Assortment and site must be already created.

Step-by-step guide

The steps are as follows:

  1. Go to Retail Management > Incentive > Assortment Allocation.
  2. The Allocate Assortment window opens. There are Three steps.
  3. Step 1: Select Assortment Name from given list. You can select more than one from both lists.
  4. Step 2: Site Name has to be selected from given list. You can select more than one from both lists.
  5. Step 3: Start Date and Till Date field have to be given as present date or future date.

                       Value of Basis field can be chosen from two option - Percentage , Amount. The default value of Basis field is Percentage.

                       Factor field only accepts number.

       6. Now click on Apply.

       7. Once done, click on Allocate or Allocate & Close or Close.

               If you click on Allocate then the assortment will be allocated to the Site but the window remains open.

               If you click on Allocate & Close then the assortment will be allocated to the Site and window will be closed automatically.

               If you click on close then the assortment will not be allocated to the Site and window will be closed automatically.


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titleApprove Assortment

Pre-requisites

    1. The users' role must have access to the Assortment feature by enabling Approve app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.
    2. The Assortment must be already created.

Step-by-step guide

The steps are as follows:

  1. Go to Retail Management > Incentive > Assortment Allocation.
  2. The Assortment module opens.
  3. Click the Assortment you want to Approve and select the Approve option from the Action button.
  4. Select the Assortment Name from Assortment Name list. In the Site Name only Unapproved site will be seen only against the selected Assortment. Then select Site(s) which you want to be approved. 
  5. once done, click on Approve or Approve & Close or Cancel.  

               If you click on approve then the assortment will be approved to the Site but the window remains open.

               If you click on Approved & Close then the assortment will be approved to the Site and window will be closed automatically.

               If you click on Cancel then the assortment will not be approved to the Site and window will be closed automatically.


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titleDe-Allocate Assortment

Pre-requisites

    1. The users' role must have access to the Assortment feature by enabling De-Allocate app operation for the feature in Admin - Security - User - Role through Retail Management - Incentive - Assortment Definition.
    2. The Assortment must be already created and Un-Approved.

Step-by-step guide

The steps are as follows:

  1. Go to Retail Management > Incentive > Assortment Allocation.
  2. The Assortment module opens.
  3. Click the Assortment you want to Approve and select the Approve option from the Action button.
  4. Select the Assortment Name from Assortment Name list. In the Site Name only Unapproved site will be seen only against the selected Assortment. Then select Site(s) which you want to be approved. 
  5. once done, click on Approve or Approve & Close or Cancel.  

               If you click on approve then the assortment will be approved to the Site but the window remains open.

               If you click on Approved & Close then the assortment will be approved to the Site and window will be closed automatically.

               If you click on Cancel then the assortment will not be approved to the Site and window will be closed automatically.