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).

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

    7. Add more items in the similar process.

    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.

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

Pre-requisites

1. 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.

Pre-requisites

1. 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 this transaction? if you want to proceed, click Yes, or else click No.
5. If you select Yes, then a message - ... Document successfully deleted . - will be displayed.
6. If you select No, then you will be directed back to the Assortment module.

Pre-requisites

1. 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 3 steps -
   1. Step 1: Select Assortment Name from given list. You can select more than one from both lists.
   2. Step 2: Site Name has to be selected from given list. You can select more than one from both lists.
   3. Step 3: Start Date and Till Date field have to be given as present date or future date.
3. Value of Basis field can be chosen from two option - Percentage , Amount. The default value of Basis field is Percentage. 
4. Factor field only accepts number.
5. Now click on Apply.
6. Once done, click on Allocate or Allocate & Close or Close.
   1.  If you click on Allocate then the assortment will be allocated to the Site but the window remains open.
   2.  If you click on Allocate & Close then the assortment will be allocated to the Site and window will be closed automatically.
   3.  If you click on Close then the assortment will not be allocated to the Site and window will be closed automatically.

Pre-requisites

1. 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 and allocated.

Step-by-step guide

The steps are as follows:

1. Go to Retail Management > Incentive > Assortment Allocation.
2. The Assortment module opens.
3. Click Approve option from the Action button.
4. Select the Assortment Name from Assortment Name list. In the Site Name section only Unapproved site will be seen only against the selected Assortment. Then select Site(s) which you want to approve. 
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.

Pre-requisites

1. 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 De-Allocate option from the Action button.
4. Select the Assortment Name from Assortment Name list. In the Site Name section only Unapproved site will be seen only against the selected Assortment. Then select Site(s) which you want to De-Allocate. 
5. once done, click on De-Allocate or De-Allocate & Close or Cancel.  

               If you click on De-Allocate then the assortment will be deallocated from the Site but the window remains open.

               If you click on De-Allocate & Close then the assortment will be deallocated from the Site and window will be closed automatically.

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

Pre-requisites

1. 1. The users' role must have access to the Assortment feature by enabling Edit Priority 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 Edit Priority option from the Action button.
4. Select the Assortment Name from Assortment Name list. In the Site Name section all sites will be seen only against the selected Assortment . Then you change the priority by drag and drop. 
5. once done, click on Save or Save & Close or Cancel.  

               If you click on Save then the changes will be saved but the window remains open.

               If you click on Save & Close then the changes will be saved and window will be closed automatically.

               If you click on Cancel then the changes will be saved and window will be closed automatically.

Pre-requisites

1. 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 .

Step-by-step guide

The steps are as follows:

1. Go to Retail Management > Incentive > Assortment Allocation.
2. The Assortment module opens.
3. Click Edit Incentive Details option from the Action button.
4. Select the Assortment Name from Assortment Name list. In the Site Name section all sites will be seen only against the selected Assortment .Then select Site(s) for which you want to modify the incentive details. 
5. A new Section will be seen where you can modify your Incentive details. Then click on apply.
6. once done, click on Save or Save & Close or Cancel. 

               If you click on Save then the changes will be saved but the window remains open.

               If you click on Save & Close then the changes will be saved and window will be closed automatically.

               If you click on Cancel then the changes will be saved and window will be closed automatically.

Pre-requisites

1. 1. The users' role must have access to the Assortment feature by enabling Closure 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 Closure option from the Action button.
4. Select the Assortment Name from Assortment Name list. In the Site Name section all sites will be seen only against the selected Assortment .Then select Site(s) .
5. once done, click on Closure or Closure & Close or Cancel. 

               If you click on Closure then the changes will be saved but the window remains open.

               If you click on Closure & Close then the changes will be saved and window will be closed automatically.

               If you click on Cancel then the changes will be saved and window will be closed automatically.