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Applying Promotion in POS

Owned by Aparajita Basu Roy
Sept 14, 2022
3 min read

Promotions are the set of marketing tools used by manufacturers and retailers to boost the sales of their products or services. This article describes how to apply Promotions in POS defined and allocated from HO.  

Pre-requisites

  1. Promotion applicable items must present in store. 

  2. Promotions must be allocated and synced to POS.

Step-by-step guide

The steps are as follows:

  1. First you have to check that the promotions to be applied, are present in the store. Follow the steps below to see the promotions available in the store:
    1. Open POS > Back Office > HO Control > Promotion. 
    2. The Applicable Promotion window will open. You will get the list of promotions available to this store.
    3. Select a promotion to check the applicable conditions, assortment of items and discount values.
    4. Click on the View Assortments button to view the promotion applicable assortments, click on Applicable Items to check the items present in the promotion tagged assortments and click on View Item Promotions to check the applicable promotions on the items.

  2. Go to the POS module.

  3. Scan the items which are under promotion. You can edit the quantity of the items, if needed. 

  4. Click on Payment menu or press F8 key.

  5. You will see that the scanned items will be marked by any of three color.   for Benefit Item,   for Incomplete Buy and   for Benefit Missing. 

    The above promotion is - Buy any 3 unit from a particular assortment and get 50% discount on MRP. The promotion applicable on first (2 units) and second items (Benefit Item) but the promotion is not applicable in the third item (Incomplete buy). The total MRP of the First and second items is ₹5000 and get 50% discount on MRP. So the selling price of first (2 units) and second items is ₹2500. The MRP of the third item is ₹1000. The third item does not get any promotional benefit due to Incomplete Buy. Therefore the total payable amount of the customer is ₹2500 + ₹1000 = ₹3500.

    • Benefit Item: These items get the selected promotional benefit; in other words, promotions have been on these items . For example: Suppose there is a promotional offer - buy two and get a bill level or memo level discount of 30%. If you scan two items from the promotional buy assortment, then both the items will be marked by Light Green color as Benefit Item.

    • Incomplete Buy: The items which do not fulfill the promotional buy conditions in the quantities scanned in the current bill, although they are part of some promotional buy assortment. For example: Suppose there is a promotional offer of buy two shirt and get one shirt free. If you scan one shirt from the promotional buy assortment, then you cannot avail the benefit from the promotional get assortment. Then that selected shirt will be marked by Sky Blue color as Incomplete Buy.

    • Benefit Missing: If the items which are included in the promotion have been scanned but the item included as get condition (Benefit) has not been scanned in time of bill creation; then the items are highlighted in Peach color. For example: Suppose there is a promotional offer buy two shirt and get one shirt free. You scan only two shirt from the promotional buy assortment but do not scan the shirt which is from the promotional get assortment, then the buy items will be marked by Peach color as Benefit Missing.  
  6. Click on the Promotions button in the Accept Payment window to check the applicable promotion. 

  7. Make payment :

    1. Clicking on Payment menu, the Accept Payments window opens.

    2. A list of various modes of payment that has been assigned to this Store is shown.

    3. Now make the payment by selecting any of the MOPs.

    4. If you choose any other MOP except cash, then you need to fill in the following details.

    5. For example:

      1. If you choose the credit card, enter the amount beside it. Press Enter. 
      2. Enter Credit Card Details window opens.

      3. Enter the credit card details either by scanning it with the EDC or enter it manually.

        Important

        Note: You can also accept a credit note, a redemption token, a gift voucher, cash or a mobile wallet.

        Important

        Note: The e-wallets / mobile wallets have to be configured at the HO.

    6. Enter the amount for the desired MOP and press Enter.

  8. Click on Save button to save the bill.