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What is Allocation?
Allocation is the assignment of a promotion to any store by specifying its validity details.
| View file |
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| name | Allocation of Promotion.mp4 |
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| height | 250 |
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What is the need of allocating a promotion?
At the time of creation of Assortment or Promotion no mention of date and validity time is made to allow the same assortments and promotions to be used multiple times.
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A view of the entire allocation page -
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- The users' role must have access to the Allocate app operation in the Allocation feature in Admin - Security - User - Role through throughPOS Manager Retail Management - Promotion - Manage to Allocate entries.
- The users' role must have access to the De-allocate app operation in the Allocation feature in Admin - Security - User - Role through Retail Management POS Manager- Promotion - Manage to De-allocate entries.
- The users' role must have access to the Edit Timeframe app operation in the Allocation feature in Admin - Security - User - Role through Retail Management POS Manager - Promotion - Manage to Edit Timeframe entries.
- The users' role must have access to the Edit Priority app operation in the Allocation feature in Admin - Security - User - Role through Retail Management POS Manager- Promotion - Manage to Edit Priority entries.
- The users' role must have access to the Approve app operation in the Allocation feature in Admin - Security - User - Role through Retail Management POS Manager - Promotion - Manage to Approve entries.
- The users' role must have access to the Closure app operation in the Allocation feature in Admin - Security - User - Role through Retail Management POS Manager - Promotion - Manage to Closure entries.
- The users' role must have access to the Block for Sync app operation in the Allocation feature in Admin - Security - User - Role through POS Manager Retail Management - Promotion - Manage to Block for Sync entries.
- The users' role must have access to the Unblock for Sync app operation in the Allocation feature in Admin - Security - User - Role through Retail Management POS Manager- Promotion - Manage to Unblock for Sync entries.
- Promotions must be already defined.
- Valid managed sites must exist.
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| title | How Allocation works in Ginesys? |
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Only the Head Office can allocate promotion to other stores through Promo Allocation module. By clicking on the Allocate button, multiple promotions can be allocated to multiple sites simultaneously. The following picture shows that now time-frames can be assigned (1), allocations auto approved (2), one set of allocation done and form left open for further allocations(3) and allocation done and form closed (4). 
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| title | How To: Advance Allocate |
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The Advance Allocate option in the Actions Button, opens the form so that Promotions can be allocated individual Site Wise or Sites can be allocated individual Promotion Wise. 
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| title | How To: Use Site wise Allocation |
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In case of Site wise allocation, the user needs to select a site from the list on the left hand side of the screen and all the created Promotions which exist, are displayed. 
The Promotion Count shows the total number of promotions allocated to each site, on clicking the hyperlink of the promotion count, it opens the list of promotions allocated at that site as shown above. 
Promotion allocation list view only shows active promotions by default. However, if users wish to include expired or closed promotions in the active data list, they can tick the appropriate check-boxes to view the required data. |
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| title | How To: Use Allocated List |
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Allocated List The Allocated list displays the following fields: - Promotion Name
- Priority - the Priority assigned to the promotion at the site
- Status - whether the promotion is approved or unapproved
- Starting From and Till - the date at which the promotion will start and end at the site
- Activation Type - the number of times the promotion will be run in a day
- Start Time and End Time - the time at which the promotion will start and end at the site when the promotion is of the activation type
Hourly - Show expired promotions - Check box prompt to include expired promotions in list
- Show closed promotions - Check box prompt to include closed promotions in list
In case of Promotion wise allocation, the user needs to select a promotion from the list on the left hand side of the screen and the non-extinct Sites, are displayed. 
Allocation can be made for a full day or for specific hours. At the specified date and time promotion will become automatically active, provided it has been approved and Synced to the store. |
| Expand |
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| title | How To: Use Advanced Column Level Filter |
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Advanced column level filter based on data types has been provided in Promotion Allocation - Now the users can view the Promotion Allocation data by filtering each column based on the data type they display. For example – - Filters applicable for numerical data are –
- Greater than (>)
- Less than (<)
- Equal to (=)
- Filters applicable for calendar data (like dates) are –
- After <user selected date>
- Before <user selected date>
- On <user selected date>
- Filters applicable for character fields (like promotion name) are –
- Exact match <user selected string of characters>
- Contains <user selected string of characters>
- Filters applicable for fixed data set will display applicable value for respective column. For example, column for Activation Type will display fixed values as below –
- Approved
- Unapproved
- Closed
- Blocked Sync
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| title | How To: Use Action Drop-down List |
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The Action list in the Allocation form displays the activities that can be performed on allocated promotions. The following actions are available on the list
| Actions | Explanations |
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Acts on selections from the entire set of Promotions to be allocated - Actions can be performed either Site wise or Promotion wise; selecting any of these actions opens a pop-up window where the Promotions and their allocated sites are displayed. | | Edit Priority | Priority is the order of resolution of promotions when more than one is applicable at a site. This status of a promotion can be edited from here. | | Edit Timeframe | Timeframe is the validity period of a promotion. This always has to be greater than or equal to the system date at the time of creation or modification. Note: Time From must always be less than Time To. | | De-Allocate | A promotion may be removed from a site after being allocated to it. This removes it from the list of promotions relative to that site but it still may exist in list for other sites. | | Approve | An allocation of a promotion needs to Approved for it to take effect. Note: After approval the promotion stays in the blocked state i.e. that is it will not be synced automatically. Approved promotions have to be Unblocked for Sync. | | Closure | A promotion may be Closed (i.e. its Timeframe may be shortened before its validity expires) for some reason. | | Block for Sync | HO users may block a promotion for sync to allow Sample Testing before making the promotion available to the allocated sites. | | Unblock for Sync | HO users may unblock a promotion for sync to after Sample Testing making the promotion available to the allocated sites. | | Acts on individually selected promotions | | View Promotion | All the dimensions of the promotions can be seen from here | | Acts on the entire set of promotions | | Export Excel | All details of allocated promotions can be exported to Excel from here |
| Tip |
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| title | Important information |
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| Note: The Select All feature is only available in the following actions - - Approval
- Block for Sync
- Unblock for Sync
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| title | Some examples of Allocation |
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Suppose a user has 3 sites Site A, Site B, and Site C. He has created some promotions ( Promo 1, Promo 2, Promo 3, and Promo 4) which he wishes to run at the aforementioned sites. The promotions are defined as : Promo 1 - On buying any 3 items from Assortment Shirts; customer gets a 50% discount on a pair of jeans from Assortment Jeans. Promo 2 - On buying any 2 items from Assortment Toys; customer gets a 50% discount on a third item from Assortment Toys. Promo 3 - On buying 2 pairs of items from Assortment Ladies-Lowers; customer gets a kurti free (100% discount) from Assortment Ladies-Uppers. Promo 4 - On buying 2 items from Assortment Children's Books; customer gets a 10% discount on Assortment Stationery. Now let us consider some scenarios through which he may allocate these promotions to those sites (stores).
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| | Site A is a big store and has all kinds of items on display | Promo 1, Promo 2, Promo 3 and Promo 4 | | Site B is a toy store where he wishes to generate more interest in customers | Promo 2 | | Site C is a store where only apparels are sold and festival shopping is about to start | Promo 1 and Promo 3 | | | Promo 1 can be allocated to stores where there are apparel sections | Site A and Site C | | Promo 2 can be allocated to stores with Toys section | Site A and Site B | Promo 3 can be allocated to stores with Ladies apparel section | Site A and Site C | | Promo 4 can only be allocated to store with Books and Stationery section | Site A |
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To go back to the main page click on the link : How To: Manage Promotion in Ginesys Retail
