RULES OF PROMOTION DETERMINATION

Creating new promotion and setting rules.

Promo module is designed to manage short-term promotions with a strictly defined date.

For the items, for which a promotion is being planned, you have to set promotions: STOCK-M -> „Other“ -> „Promotions“ -> click „NEW“.

  • 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).
  • 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.
  • PQ and SQ are involved into standard formula for ordered quantity.

    1. General data. In the new opened promotion window enter the "head" information (information, set in the "head" will be applied to all items):

    1) Name (name of the promo must be unique);

    2) Start date, when the promo has to start (!!! The date must be today and newer);

    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.

       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:

  • if "First delivery till" checkbox is selected, the field for entering date is visible;
  • if „First delivery till“ checkbox is not selected – the field for entering date is not visible.

         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).

    4) Merfis. Merfis can be entered in the promotion:

  • By default it is written/entered 0 (in the new or copied promotion 0);
  • Field for editing is blocked with the start of actions;
  • Merfis is added to the main promo quantity (PQ) and to the PQ, which is recalculated with every order in the promotion.

    5) Calculation/entering of the primary promo quantity (PQ) (active action is marked by dot):

  • Quantity is entered manually – mark, if you want to assign PQ for every item, which is participating in promotion.
  • 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.

    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.

     7) End date – promotion ends that day.

     8) Notes – enter the desired information.

2. Promotion data.

When you set up the rules for the promotion, you need to determine the list of items, for which promotion will be applied:

1 Way.

  • 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".
  • If you want to involve all items, put the check mark at the top of the window, then all items will be marked. 
  • Selected items appear in the "Promotions" window. In this window you can open product graphic by clicking on the icon .
  • If it is noted that the PQ is entered manually - don't forget to fill in PQ values.
  • Click „Create“.

2 Way.

  • It is possible to involve items to the promotion with excel table help. Download items upload template through the button  and in the saved excel document fill in ONLY „WHITE“ COLUMNS (Warehouse/shop code‘ SKU code).

                 If you need to determine PQ for each item (check mark „Quantity entered manually), then fill in PQ and Promo display Qty columns.

                 If you don‘t need to fill in PQ and Promo display Qty columns, leave them empty.

  • Upload filled table to the Promotion data window by clicking the button „Upload file“.

        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;

        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).

  • Click „Create“.

      

        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)

  •  Need to download uploading form:

      

  • To fill in the fields and upload the file:

      

Correcting promotion rules and items.

If you want to correct promotion rule, items: STOCK-M -> „Other“ -> „Promotions“ -> click .

1. No corrections are restricted, while the promotion didn't start. Before the start of the promotion you can change:

    1) Start date, but the date must be newer than today;

    2) First delivery to date;

    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.

  • 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.

    4) End date, but the date must be newer than today and newer than promotion start date;

    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:

  • 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);
  • 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".
  • NOTE: in the adjusted promotions window will be uploaded additional items, which were described in the inserted excel table.

    6) Remove the item from the promotion. Mark the item in the promotion window, which you want to remove and click .  

If you want to remove all promotion – mark all the items, click , all items, which participate in the promotion, will be removed.

2. When the promotion starts, you can‘t change:

    Can‘t change the „head“.

3. When the promotion starts, you can change:

    1) You can add the item.

    2) You can remove items during the promotion period.

    3) You can remove all promotion.

    4) You can put forward the end date, but the date must be newer than today and not later than promotion end date.

4. When you make changes, it is necessary to save it, by clicking the button .

5. Item, for which the promotion has started, is highlighted by violet color (In the Inventory window, inside the order).

Creating new promotion based on old promotion.

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.

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.

2.  Fill again the "head" of promotion. Insert or remove items, if it is necessary, and click "Save".

Additional information.

• PQ is displayed in the SKU graph, the value is visible from the start of the actions to the end of the actions. Displayed amount PQ + DQ. Draw by a separate line - by taking on it shows different values (how many PQ and how many DQ).

• 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).

• The buffer in the promotions is valued so:

    1. The buffer doesn‘t participate while calculating primary PQ.

    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.

    3. In the ordered quantity formula, when the item participates in the promotion:

        - When PQ>BUF, PQ involved into the order, buffer is ignored,

        - When PQ<=, the BUF is involved into the order, PQ is ignored.

    Entering the primary PQ manually, you don‘t need to evaluate the buffer.

• PQ and DQ after the promotion is set to zero.

• The buffer is locked for all promotion period.

• During the promotion, orders are formed till the PQ or top of buffer, depends on which value is bigger.

• Promotional items in StockM are highlighted in violet color in all windows, where the SKU is visible (from start to finish).

• Overlapping promotions are showed in system warnings.

• The promotion start actions always occurs for the last  order before the promotion.

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Created by Administrator on 2019/12/11 15:09
Translated into en by Administrator on 2019/12/12 10:42
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