Wiki source code of AKCIJOS NUSTATYMO TAISYKLĖS

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Administrator 21.1 1 {{toc/}}
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Administrator 82.1 3 StockM has 2 promotion modules: Promo and Promo2. Standard, a Promo module is installed with the STOCKM STD module. Meanwhile, module Promo2 is designed for companies that are more likely to use the promotion feature, requiring **deeper pricing and inventory analytics.**
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Administrator 82.1 5 Promo2 is an additional optional module and has an extra cost. This module is activated only for the whole STOCKM program.
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Administrator 82.1 7 Only one of the modules can be used at the same time: Promo or PROMO2.
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Administrator 82.1 9 == Promotion module PROMO ==
Administrator 31.1 10
Administrator 82.1 11 === **Creating new promotion and setting rules.** ===
Administrator 30.1 12
Administrator 82.1 13 Promo module is designed to manage short-term promotions with a strictly defined date.
Administrator 30.1 14
Administrator 82.1 15 [[image:49_Promotion.png]]
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Administrator 82.1 19 For the items, for which a promotion is being planned, you have to set promotions: STOCK-M -> „Other“ -> „Promotions“ -> click „NEW“.
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Administrator 82.1 21 [[image:50_NewPromo.png]]
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Administrator 82.1 24 * Promo quantity (PQ) is managed in promotions. PQ for the start of the promotion period is either entered manually or calculated according to the average sales for selected period, then it is recalculated before each order, if there is a conversion delay (the size/amount can be specified in the description of the promotion).
25 * In promotions you can specify an additional Promo display Qty., called „Safety quantity“ (SQ) – size, managed only during promotions, entered manually and doesn‘t change during all promo validity period.
26 * PQ and SQ are involved into standard formula for ordered quantity.
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Administrator 82.1 28 ~1. **__General data__**. In the new opened promotion window enter the "head" information (information, set in the "head" will be applied to all items):
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Administrator 82.1 30 1) Name (name of the promo must be unique);
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Administrator 82.1 32 2) Start date, when the promo has to start **//(!!! The date must be today and newer)//**;
Administrator 1.1 33
Administrator 82.1 34 3) First delivery till (if needed). When the supplier is unable (there is no sufficient time), within the last delivery before the promo starts, to deliver goods to all warehouses it is possible to specify an additional date: "First delivery till", which indicates date till when the first order should be delivered.
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Administrator 82.1 36 This date can be set manually by the user. The date can't be later than the start date of the promotion and earlier than today. If this date will not be specified, the goods will be delivered before the start date of the promotion:
Administrator 1.1 37
Administrator 82.1 38 * if "First delivery till" checkbox is selected, the field for entering date is visible;
39 * if „First delivery till“ checkbox is not selected – the field for entering date is not visible.
Administrator 1.1 40
Administrator 82.1 41 Primary PQ calculates and records automatically by itself for the last order, which arrives till the specified date (before the first delivery or the start date of the promotion).
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Administrator 82.1 43 4) Merfis. Merfis can be entered in the promotion:
Administrator 1.1 44
Administrator 82.1 45 * By default it is written/entered 0 (in the new or copied promotion 0);
46 * Field for editing is blocked with the start of actions;
47 * Merfis is added to the main promo quantity (PQ) and to the PQ, which is recalculated with every order in the promotion.
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Administrator 82.1 49 5) Calculation/entering of the primary promo quantity (PQ) (active action is marked by dot):
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Administrator 82.1 52 [[image:51pav.png]]
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Administrator 82.1 54 * Quantity is entered manually – mark, if you want to assign PQ for every item, which is participating in promotion.
55 * Calculate according to average sales – mark, if you want to calculate PQ according to average specified period sales, for all items, which are participating in promotion.
Administrator 1.1 56
Administrator 82.1 57 6) Conversion delay (in days) - PQ conversion delay i.e. Promo quantity will not be recalculated for a specified number of days from the start of the promotion.
Administrator 1.1 58
Administrator 82.1 59 [[image:52_CalculationInDays.png]]
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Administrator 82.1 61 7) End date – promotion ends that day.
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Administrator 82.1 63 8) Notes – enter the desired information.
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Administrator 82.1 66 2.**__ Promotion data.__**
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Administrator 82.1 68 [[image:53_NewPromotion.png]]
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Administrator 82.1 70 When you set up the rules for the promotion, you need to determine the list of items, for which promotion will be applied:
Administrator 1.1 71
Administrator 82.1 72 //1 Way.//
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Administrator 82.1 74 * Click the button "Add SKU" at the top of the promotion data window → Filter: Specific Item, etc. → put the check marks next to the goods/items, for which the rules will apply → click "Add items to promotion".
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Administrator 82.1 76 * If you want to involve all items, put the check mark at the top of the window, then all items will be marked.
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Administrator 82.1 78 * Selected items appear in the "Promotions" window. In this window you can open product graphic by clicking on the icon [[image:ikona2.PNG]].
Administrator 1.1 79
Administrator 82.1 80 * If it is noted that the PQ is entered manually - don't forget to fill in PQ values.
81 * Click „Create“.
Administrator 1.1 82
Administrator 82.1 83 //2 Way//.
Administrator 1.1 84
Administrator 82.1 85 * It is possible to involve items to the promotion with excel table help. Download items upload template through the button [[image:ikona3.PNG]] and in the saved excel document fill in ONLY „WHITE“ COLUMNS (Warehouse/shop code‘ SKU code).
Administrator 1.1 86
Administrator 82.1 87 If you need to determine PQ for each item (check mark „Quantity entered manually), then fill in PQ and Promo display Qty columns.
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Administrator 82.1 89 If you don‘t need to fill in PQ and Promo display Qty columns, leave them empty.
Administrator 1.1 90
Administrator 82.1 91 * Upload filled table to the Promotion data window by clicking the button „Upload file“.
Administrator 1.1 92
Administrator 82.1 93 The system checks if the table is filled in correctly. If there is an error in the table - the system opens a message, which shows in which row of the table is an error;
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Administrator 82.1 95 If everything is filled in correctly, the table is uploaded into STOCK-M and the items provided in the table (and their parameters) will appear in the "Promotions" window (in the promotion window you will see such an amount of PQ and Promo display qty, which you filled in the table).
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Administrator 82.1 97 * Click „Create“.
Administrator 1.1 98
Administrator 82.1 99 (((
100 [[image:54_NewPromo.png]]
101 )))
Administrator 1.1 102
Administrator 82.1 103 (((
104
Administrator 1.1 105
Administrator 82.1 106 //** If you need to enter a lot of data, when creating a promotion for a customer who has a lot of warehouses, they can be uploaded / imported via a form / template (import data by level of warehouses)**//
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Administrator 82.1 109 * Need to download uploading form:
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Administrator 82.1 111 [[image:export2.png]]
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Administrator 82.1 113 * To fill in the fields and upload the file:
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Administrator 82.1 115 [[image:69_table.png]]
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117
Administrator 82.1 118 === **Correcting promotion rules and items.** ===
Administrator 1.1 119
Administrator 82.1 120 If you want to correct promotion rule, items: STOCK-M -> „Other“ -> „Promotions“ -> click [[image:pencil.png]] .
Administrator 1.1 121
Administrator 82.1 122 ~1. No corrections are restricted, while the promotion didn't start. Before the start of the promotion you can change:
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Administrator 82.1 124 1) Start date, but the date must be newer than today;
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Administrator 82.1 126 2) First delivery to date;
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Administrator 82.1 128 3) Change the values for the PQ calculation formula and the selected items PQ and Promo Display Qty values, if it is marked that quantity is entered manually.
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Administrator 82.1 130 * If it is marked that quantity is entered manually, then you can change the values for PQ and Promo display qty by by uploading data through the form. When you download the form, it will be filled in with all items in the promotion (if the promotion was saved). In the table you saved, change the PQ and Promo display qty values. Then import the table into STOCK-M, click "Upload File", select the table where you made the corrections.
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Administrator 82.1 132 (((
133 4) End date, but the date must be newer than today and newer than promotion start date;
134 )))
Administrator 1.1 135
Administrator 82.1 136 5) To insert new item, which will participate in the promotion. For the newly inserted item is valid the same start date, end date, actions, as for the other items, which participate in this promotion:
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Administrator 82.1 138 * You can insert a new item in the STOCK-M promotion window. In the table, where items are assigned for the promotion, select "Add SKU" → select the item, which you want to insert → click "Add item to promotion". Selected item will appear in the general list of items, which participate in promotion. Find the newly inserted item and enter the PQ and the Promo display qty for it (if it is set that the quantity is entered manually. If the quantity is not entered manually, then the PQ formula will be valid);
Administrator 1.1 139
Administrator 82.1 140 * You can upload a new item to the promotion. You can save the list of items, which are in the promotion, into excel by clicking „Download XLSX (upload form)“ in the export menu item. Enter the item you want to insert at the bottom of the Excel table list and fill in the "White columns". Upload the Excel table back into promotion by clicking "Upload File".
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Administrator 82.1 142 * NOTE: in the adjusted promotions window will be uploaded additional items, which were described in the inserted excel table.
Administrator 1.1 143
Administrator 82.1 144 6) Remove the item from the promotion. Mark the item in the promotion window, which you want to remove and click [[image:RemoveItems.png]]. 
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Administrator 82.1 146 If you want to remove all promotion – mark all the items, click [[image:RemoveItems.png]] , all items, which participate in the promotion, will be removed.
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Administrator 82.1 148 2. When the promotion starts, you can‘t change:
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Administrator 82.1 150 Can‘t change the „head“.
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Administrator 82.1 152 3. When the promotion starts, you can change:
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Administrator 82.1 154 1) You can add the item.
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Administrator 82.1 156 2) You can remove items during the promotion period.
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Administrator 82.1 158 3) You can remove all promotion.
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Administrator 82.1 160 4) You can put forward the end date, but the date must be newer than today and not later than promotion end date.
Administrator 1.1 161
Administrator 82.1 162 4. When you make changes, it is necessary to save it, by clicking the button [[image:save.png]].
Administrator 1.1 163
Administrator 82.1 164 5. Item, for which the promotion has started, is highlighted by violet color (In the Inventory window, inside the order).
Administrator 1.1 165
Administrator 82.1 166 === **Creating new promotion based on old promotion.** ===
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Administrator 82.1 168 If you need to set a promotion for items, for which the promotion has happened in the past or is happening now, you can create such promotion by using previous/existing promotion.
Administrator 1.1 169
Administrator 82.1 170 ~1. When you open promotion window near the promotion, which you want to copy, click the icon ... The system will create a new promotion (you will see the title of the old promotion in the name of promotion + the date of today) and items will be inserted to this promotion automatically, which participated in the previous promotion.
Administrator 1.1 171
Administrator 82.1 172 2. Fill again the "head" of promotion. Insert or remove items, if it is necessary, and click "Save".
Administrator 1.1 173
Administrator 82.1 174 === **Additional information.** ===
Administrator 1.1 175
Administrator 82.1 176 • PQ is displayed in the SKU graph, the value is visible from the start of the actions to the end of the actions. A separate line is drawn. The mouse over it shows how many pcs there are PQ. The Promo display / Safety Quantity (DQ) is displayed together with the Safety Buffer - when the mouse is over the gray buffer, the values ​​of the Safety Buffer and the Promo display / Safety Quantity are displayed separately.
Administrator 1.1 177
Administrator 82.1 178 • The start and the end of the promotion is showed in the SKU graph (start is with a green vertical line, end is with red vertical line).
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Administrator 82.1 180 • The buffer in the promotions is valued so:
Administrator 1.1 181
Administrator 82.1 182 ~1. The buffer doesn‘t participate while calculating primary PQ.
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Administrator 82.1 184 2. The buffer doesn‘t participate while recalculating PQ in the promotion. PQ is recalculated in the promotion by evaluating sales from the beginning of the promotion.
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Administrator 82.1 186 3. In the ordered quantity formula, when the item participates in the promotion:
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Administrator 82.1 188 - When PQ>BUF, PQ involved into the order, buffer is ignored,
Administrator 1.1 189
Administrator 82.1 190 - When PQ<=, the BUF is involved into the order, PQ is ignored.
Administrator 1.1 191
Administrator 82.1 192 Entering the primary PQ manually, you don‘t need to evaluate the buffer.
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Administrator 82.1 194 • PQ and DQ after the promotion is set to zero.
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Administrator 82.1 196 • The buffer is locked for all promotion period.
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Administrator 82.1 198 • During the promotion, orders are formed till the PQ or top of buffer, depends on which value is bigger.
Administrator 1.1 199
Administrator 82.1 200 • Promotional items in StockM are highlighted in violet color in all windows, where the SKU is visible (from start to finish).
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Administrator 82.1 202 • Overlapping promotions are showed in system warnings.
Administrator 1.1 203
Administrator 82.1 204 • The promotion start actions always occurs for the last order before the promotion.
205 )))
Administrator 1.1 206
Administrator 82.1 207 == Promotion module PROMO2 ==
Administrator 1.1 208
Administrator 82.1 209 **Promo2 is an additional optional module and has an extra cost. This module is activated only for the whole STOCKM program.**
Administrator 1.1 210
Administrator 82.1 211 === Functions of promotion module PROMO2 ===
Administrator 1.1 212
Administrator 82.1 213 Promotion module Promo2 :
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Administrator 82.1 215 • Information on promotions can be brought from the customer\'s accounting;
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Administrator 82.1 217 • Promotions can be brought up in StockM directly (goods can be entered separately or a list of items via a template);
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Administrator 82.1 219 • Each item is managed separately;
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Administrator 82.1 221 • The system will perform the promotion if it is marked as active;
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Administrator 82.1 223 • The status of the item changes to DTA at the beginning of the promotion (if the SKU was DTO, NM or NA at the beginning of the promotion will be changed to DTA)
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Administrator 82.1 225 • You can specify the status after the promotion ends. When the promotion expires or is terminated, the status will be restored to the one specified
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Administrator 82.1 227 • The promotion quantity (PQ) managed in the promotion, for which one of the 4 algorithms can be selected for calculation:
Administrator 79.1 228
Administrator 82.1 229 * Manual setting- is specified manually;
230 * According to the average sales from the specified period;
231 * According to the last promotion:
Administrator 79.1 232
Administrator 82.1 233 * Coefficient by old promotion - the average sales of the last promotion are multiplied by this coefficient.
234 * Coefficient by date - in this case, when the program does not find the former promotions in the history, the calculation takes place by multiplying the average sales by a coefficient.
Administrator 31.1 235
Administrator 82.1 236 * According to the previous discounted promotions. The program looks for the former last promotion based on the specified discount percentage/-5%. After finding a match, the sales of the former promotion are used. If the last promotion is not found, sales will take from the specified period.
Administrator 44.1 237
Administrator 82.1 238 * If no such promotion is found, the system PQ calculates on the basis of previous promotions (according to the last campaign).
239 * Coefficient by date – in the case of non-finding of promotions, the calculation shall take place by multiplying the average sales by a coefficient.
240 * both the initial and the recalculated Promotion quantity can be limited by the max buffer
241 * it is possible to specify the end date of the Promo display quantity - until when the Promo display quantity will be valid
242 * after the start of the promotion, Promo display quantity and Expiration date of display Qty. can be changed;
Administrator 44.1 243
Administrator 82.1 244 • Overlapping / Intersecting promotions can be managed. Multiple promotions can be applied to the same item at the same time. In this case, promotion, which ends later, will remain active in the system, and PQ will be an amount of the both promotions. Overlapping promotions are shown in the system warnings;
Administrator 44.1 245
Administrator 82.1 246 * There is a possibility to copy a promotion from another item, in which case all the assigned terms of the former promotion are copied. After copying, the conditions can be changed because each promotional item is managed separately in the PROMO2 module.
247 * Inactive promotions are shown in the system warnings. Inactive promotions for which action is taken sooner than after 3 days must be approved or removed.
Administrator 44.1 248
Administrator 82.1 249 Additional functions have been made in the PROMO2 module:
Administrator 44.1 250
Administrator 82.1 251 * when several promotions are held at the same time, Promo display quantities are summed up (so far has been taken a bigger amount of display quantity).
252 * promotions can be restarted (only those that have already started and have not yet ended):
Administrator 44.1 253
Administrator 82.1 254 o  Changes of promotion parameters can be made by clicking a new  column [[image:http://wiki.stockm.info/bin/download/NAUJIENOS/WebHome/20210225_1.png?rev=1.1||alt="20210225_1.png"]] icon with arrows;
Administrator 44.1 255
Administrator 82.1 256 o The „RESTART SELECTED“ button allows you to restart more than one selected promotion;
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Administrator 82.1 258 o After the promotion is restarted, the marked promotion is closed, end actions are performed and the reason for the end is assigned – „//__Restarted“__//. 
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Administrator 82.1 260 "RESTARTED ON {DATA}" is added to the promotion "Promo ID". At the same time, a new promotion is created with the changed parameters;
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Administrator 82.1 262 o In the promotion window, in the column RESTARTED, it is possible to see whether the promotion has been restarted.
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Administrator 82.1 264 [[image:image-20211119163430-1.png||height="198" width="325"]]
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Administrator 82.1 266 The Promo2 module has the standard function for the promotion module:
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Administrator 82.1 268 • Additional exposure quantity may be indicated in the promotion, the quantity is being managed only through promotions, entered manually and unchanged throughout the lifetime of the promotion;
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Administrator 82.1 270 • The buffer is not involved in the calculation of the initial promotional quantity;
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Administrator 82.1 272 • Buffer is being frozen for the whole promotion period
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Administrator 82.1 274 • The quantity to be ordered formula when the item participates in the promotion:
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Administrator 82.1 276 * When the PQ > buffer, in the order is included PQ, the buffer is ignored;
277 * When PQ < = buffer, in the order is included buffer, the PQ is ignored.
Administrator 44.1 278
Administrator 82.1 279 • PQ is recalculated in the promotion taking into account sales from the start of the promotion;
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Administrator 82.1 281 • You can specify a Murphy in the promotion. By default, 0 is entered. With the start of actions when the campaign starts, the edit field is blocked. Murphy is attached to the original PQ and to the PQ, recalculated with each order;
Administrator 44.1 282
Administrator 82.1 283 • PQ is showed in the product graph from the start to the end of the campaign action. A separate line is drawn. The mouse over it shows how many pcs there are PQ. The Promo display / Safety Quantity (DQ) is displayed together with the Safety Buffer - when the mouse is over the gray buffer, the values ​​of the Safety Buffer and the Promo display / Safety Quantity are displayed separately.
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Administrator 82.1 285 • The initial PQ is counted and recorded for the last order that has to arrive before the specified date (before the first delivery or until the start date of the promotion);
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Administrator 82.1 287 • While the promotion is not started (actions have not begun), you can change settings, parameters , algorithm;
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Administrator 82.1 289 • There is a possibility to specify the first order to be delivered by the date. If no date is specified, the items will be delivered before the campaign start date.
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Administrator 82.1 291 • In StockM, the promotional items are highlighted with a lilac color (from the beginning of the promotion to the end) in all the windows where the item is visible;
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Administrator 82.1 293 • The item chart shows the start and end of the promotion (starting with a green vertical line, ending with a red vertical line);
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Administrator 82.1 295 • You can remove an item from the promotion;
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Administrator 82.1 297 • You can specify end actions: make all OUT mover, make all CLN mover.
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Administrator 82.1 299 When removing an item from a promotion while the promotion is still active, the OUT and CLN marks are not applied (marks are assigned company-wide and the item can only be removed from a specific warehouse).
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Administrator 82.1 302 === **Creating new Promotion in the PROMO2 module and setting rules.** ===
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Administrator 82.1 304 When promotion is set manually, enter the items: StockM-> "Other"-> "PROMOTIONS"-> "NEW"
Administrator 44.1 305
Administrator 82.1 306 [[image:1.JPG]]
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Administrator 82.1 309 In the window that opens, fill in the fields:
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Administrator 82.1 311 **~1. General data.**
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Administrator 82.1 313 * Promo ID-the name of the promotion must be unique;
314 * Active-promotion can be active or not. The system will carry out the promotion if it is marked as active;
315 * Start date-date of start of promotion;
316 * First delivery - till date- in case the supplier is not able to deliver the goods with the last shipment to all depar__t__ments/warehouses till the start of the promotion, specify the delivery date until when the first order must be delivered. The initial PQ is counted and recorded for the last order that is to arrive before the specified date (before the first delivery or until the start date of the promotion);
317 * PQ recalculation delay (in days) – the specified number of days from the start of the promotion will not be recalculated in the promotional quantity.
318 * Discount – Campaign discount percentage;
319 * Murphy –  a percentage of Murphy can be entered in the promotion;
320 * Introduction/Calculation of initial promotional quantity (PQ) – Select one of the 4 algorithms for calculating the promotional quantity (PQ):
Administrator 53.1 321
Administrator 82.1 322 * 0 (Set quantity manualy) – Specify manually;
323 * 1 (Calc by average sales)-from the specified period;
324 * 2 (Calc by last promo average sales)-by the last promotion;
Administrator 53.1 325
Administrator 82.1 326 * Coefficient by old promotions - the calculated average sales of the last promotion is multiplied by this coefficient;
327 * Coefficient by date – in the case of non-finding of former promotions, the calculation will take place by multiplying the average sales by a coefficient.
Administrator 53.1 328
Administrator 82.1 329 * 3 (by last discounted promo average sales) – the program searches for the specified discount percentage (/-5% of the last promotion). Uses sales of the found promotion. When the last promotion is not found, it takes sales from the specified period;
Administrator 53.1 330
Administrator 82.1 331 * If no such promotion is found, the system will calculate the ' PQ ' on the basis of the previous promotions (according to the last promotion);
332 * Coefficient by date – in the case of non-finding of former promotions, the calculation takes place by multiplying the average sales by a coefficient;
Administrator 61.1 333
Administrator 82.1 334 * End Date. The end date of the promotion PROMO2 it is possible to change both: by uploading the promotion during data exchange and in StockM. It is not allowed to specify a date earlier than the current day.
335 * Limitation to max. buffer - if this check box is enabled, then the promotion quantity, both initial and recalculated, will be limited by the max buffer. By default, this value is unlimited;
336 * SKU status at the end - when a promotion ends or is terminated, the status will revert to the one listed in this column;
337 * The validity of the Promo display quantity - the date until which the display quantity is valid. By default, the value of this variable = the end date of the promotion.
338 ** If this date is earlier than the start of the promotion, the display quantity of promotion will not be valid.
339 ** If this date is later the end of the promotion, the display quantity will be valid during the entire promotion
340 ** If this date is left blank, the display quantity will be valid during the entire promotion.
341 * Pextra 1 – additional information (field name can be renamed);
342 * Pextra 2 – additional information (field name can be renamed).
Administrator 61.1 343
Administrator 82.1 344 [[image:PROMO2_new.png]]
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346
Administrator 82.1 347 **2. List of items in the promotion.**
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Administrator 82.1 349 After you specify the promotion general data, indicate the items that will be present in the promotion:
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351
Administrator 82.1 352 [[image:3.JPG]]
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354
Administrator 82.1 355 1. //Method.//
356
357 * Click the button "Add SKU" → Filter: Specific Item, etc. → put the check marks next to the items, for which the promotion rules will apply → click "Add items to promotion".
358
359 * If you want to add all items, put the check mark at the top of the window, then all items will be marked.
360
361 * Selected items appear in the "Promotions" window--.--
362
363 * If it is noted that the PQ is entered manually - don't forget to fill in PQ values.
364 * Click „Create“.
365
366 // 2. Method.//
367
368 * You can add items to a promotion with excel table help. Download the item upload template using the button[[image:image-20200302163334-1.png]] -> Download XLSX (order form) and in a saved Excel document fill ONLY YELLOW COLUMNS (SKU code; Warehouse code). If you need to set the promotion quantity (PQ) for each item, the "0 (Set quantity manually)" check box is selected, and then fill in the columns: the quantity of the promotion; promotion display quantity. If you do not need to fill in the promotion quantity and promotion display quantity columns, leave them blank.
369 * Load the filled table in the campaign data window by pressing the "Upload file" button. If everything is filled in correctly, the table is uploaded to StockM, and the items provided in the table will appear in the "Promotions" window “List of SKU”.
370 * Click "Create".
371
372 After the promotion is created, the items are visible in the "Promotions" window:
373
374 [[image:4.JPG]]
375
376 === **PROMO2 rules, editing of the items.** ===
377
378
379
380 To edit promo settings and items: STOCK-M → "Other" → "promotions"
381
382
383 * The Promotion will take place if the promotion is marked as active.
384 * All amendments are available until the promotion has begun. You can change up to the start of the promotion:
385
386 * Activity;
387 * Promo ID (name of the promotion);
388 * Start date;
389 * First delivery to... Date;
390 * The delay in the recalculation (in days);
391 * The discount percentage;
392 * The percentage of Murphy;
393 * The algorithm and the initial PQ calculation algorithm;
394 * The end date;
395 * Limitation to max. buffer;
396 * SKU status at the end;
397 * The validity of the Promo display quantity;
398 * PExtra 1 (PASTABA1);
399 * PExtra 2 (PASTABA2);
400 * The quantity of the promotion (PQ), if it is marked that quantity is filled in manually;
401 * The promotional display level if it is marked that quantity is filled in manually;
402
403 If there is a mark that the quantity is entered by hand, you can change the values for the PQ and the promotional display quantity by uploading the data using the form. When the form is downloaded, it will be filled in with all the items in the promotion (if the promotion has been saved). In the saved table, change the values for the PQ and promotional display quantity. Import the table into StockM: Click "Upload File" and select the table where you made corrections.
404
405
406 * Insert a new item to participate in the promotion. You can copy a promotion from another item, in which case all the assigned terms of the promotion. After copying, the conditions can be changed because in the PROMO2 module, the promotional items are managed individually.
407 * Remove the item from the promotion. In the Promotion window, select the item you want to remove and click "Delete selected".
408
409 * The start-up actions of the campaign always are accomplished for the last order before the promotion start.
410 * When the promotion starts, you can change:
411
412 * An item can be added;
413 * An item can be removed;
414 * You can set the earlier end date, but the date must be later than today but not later than the end date of the promotion;
415
416 * The buffer in the promotions is valued as follow:
417
418 * The buffer is not involved in the calculation of the primary PQ;
419 * The buffer is frozen over the whole promotional period;
420 * The buffer does not participate in recalculation of the PQ in the promotion. PQ in the promotion is recalculated evaluating sales from the start of the promotion;
421
422 * During the promotion, orders are formed up to the top of the PQ or buffer value, depending on which value is higher:
423
424 * When the PQ > buffer, PQ is included in the order, the buffer is ignored;
425 * When the PQ < = buffer, the buffer is included in the order, the PQ is ignored.
426
427 * After the end of the promotion, the PQ and the promotional display quantity are set to zero.
428
429 == „Cannibal“ group items ==
430
431 "Cannibals" are the items that "eat" sales of each other during the promotion. The "Cannibals" items are managed in the same way as other items in StockM. They have their own buffer in a specific warehouse/store/branch. However, in order to manage such items during a promotion automatically, you must combine them into a group:
432
433 create item group: StockM -> Other -> SKU group -> New
434
435 [[image:creat.PNG]]
436
437
438 • Specify the name of the group;
439
440 • Place a check mark to make the group active;
441
442 • Enter the "eaten sales" coefficient (<1). The coefficient shows how much the quantity ordered will decrease for an item that is not participating in the promotion:
443
444 ○ 0 – indicates that there is no „cannibalism“;
445
446 ○ 1 – cannibalism 100 %, that means if there are 2 products in a group and there is a promotion organized for one item, it takes away („eat“) all sales of the other product;
447
448 ○ For example 0,5. If sales increase by 10 units, entering a coefficient of 0,5 means that sales of the item not participating in the promotion decreases by 5 units (50 %).
449
450 • Specify group type „Cannibal“
451
452 [[image:group.PNG]]
453
454 • Assign a SKU group to the items that "eat" sales of each other (enter items into a group).
455
456 Press [[image:image-20200324165637-1.png]], in order you could specify groups for the items;
457
458 [[image:skugroup.PNG]]
459
460 In the SKU Group window, you'll see how many items are combined into a group.
461
462 [[image:sku in group.PNG]]
463
464 • When the group is described and is active, the actions will take place automatically during the promotion. The promotion quantity (PQ) is managed in the promotions. All actions will begin when the promotion is activated:
465
466 ○ If at least one item enters in the promotion, orders will be reduced for the other items in that group;
467
468 ○ During order formation PQ is calculated for the promotional item and for the items dot not participating in the promotion according to the indicated coefficient (negative PQ is calculated for non-promotional items);
469
470 Negative PQ is calculated daily during data exchange for all non-promotional items belonging to those groups which have active promotional items. If the group no longer contains promotional items, the PQ value becomes zero automatically.
471
472 ○ At the end of the promotion orders will recover, that means orders will be formed as it was before the promotion, according to the indicated buffer.
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