Managing Allocation of Promotions to Stores

1. The users' role must have access to the Allocate app operation in the Allocation feature in Admin - Security - User - Role through POS Manager - Promotion - Manage to Allocate entries.
2. The users' role must have access to the De-allocate app operation in the Allocation feature in Admin - Security - User - Role through POS Manager- Promotion - Manage to De-allocate entries.
3. The users' role must have access to the Edit Timeframe app operation in the Allocation feature in Admin - Security - User - Role through POS Manager - Promotion - Manage to Edit Timeframe entries.
4. The users' role must have access to the Edit Priority app operation in the Allocation feature in Admin - Security - User - Role through POS Manager- Promotion - Manage to Edit Priority entries.
5. The users' role must have access to the Approve app operation in the Allocation feature in Admin - Security - User - Role through POS Manager - Promotion - Manage to Approve entries.
6. The users' role must have access to the Closure app operation in the Allocation feature in Admin - Security - User - Role through POS Manager - Promotion - Manage to Closure entries.
7. 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 - Promotion - Manage to Block for Sync entries.
8. The users' role must have access to the Unblock for Sync app operation in the Allocation feature in Admin - Security - User - Role through POS Manager- Promotion - Manage to Unblock for Sync entries.
9. Promotions must be already defined.
10. Valid managed sites must exist.

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).

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.

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.

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.

Advanced column level filter

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 –

1. Filters applicable for numerical data are –
   1. Greater than (>)
   2. Less than (<)
   3. Equal to (=)
2. Filters applicable for calendar data (like dates) are – 
   1. After <user selected date>
   2. Before <user selected date>
   3. On <user selected date>
3. Filters applicable for character fields (like promotion name) are – 
   1. Exact match <user selected string of characters>
   2. Contains <user selected string of characters>
4. 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 – 
   1. Approved
   2. Unapproved
   3. Closed 
   4. Blocked Sync 

Action Drop-down list

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

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).