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| title | How To: Add / Create a new Assortment Definition |
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Pre-requisites
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Step-by-step guide
The steps are as follows:
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- Click on the Copy Assortment button. The Advanced Search window appears.
- Select the assortment you want to copy from the list.
- 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. - Once done, click on OK.
- 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).
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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.
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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 | ||
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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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| title | Edit or Modify Assorments |
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Pre-requisites
- 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.
Sales is the ultimate goal of Retail. Even a fantastic product has no effect if the sales force, promoting it, is not motivated enough. A common way of keeping your sales force motivated to sell is to provide salesman incentive. 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.
Step-by-step guide
The
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- Go to Retail Management > Incentive > Assortment Definition.
- The Assortment module opens.
- 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.
- Assortment window will open.
- All the data will be populate in respective fields.
- Modify the records you want to.
- Click on the Save & Close button to save the modified data.
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| title | Edit or Modify |
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Pre-requisites
- 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.
Step-by-step guide
The steps are as follows:
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process is divided in the following steps:
Creating, Editing & Deleting Assortment
Allocating & Approving Assortment and Edit Priority & Incentive Details
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