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Club and campaign

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The document discusses various campaign and loyalty programs that can be implemented in the Retail Excel system, including campaigns based on invoice or item levels that offer discounts or free products based on spending thresholds. It also covers features of the loyalty module such as earning and redeeming reward points, loyalty card registration and maintenance, and integration with point of sale and backend sales systems. Reports on loyalty programs include card details, issuance, maintenance logs, reward point ledgers, and sales performance by card, item, or attribute.

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CLUB & CAMPAIGN IN RETAIL EXCEL
Retail Excel – Campaign (Promotions)
Campaign At Invoice Level   Buy Bills worth Rs. X, get Y% Discount on Bill Net Value Campaign: Buy Goods worth Rs X, you get Y % Discount on the Bill Net Value.
The impact of campaign on Billing
  Buy Bills worth Rs X, get Y Rs Discount on Bill Net Value Campaign: Buy Goods worth Rs X, you get Y Rs Discount on the Bill Net Value.
The impact of campaign on Billing
Buy Bills worth Rs X, get Y Qty of Z Item as Free   Campaign: Buy Goods worth Rs X, you get Y Quantity of Z Item as Free
The impact of campaign on Billing
Buy Bills worth Rs X, get Y Qty of any Item as Free from the defined Attribute Group   Campaign: Buy Goods worth Rs X, you get Y Quantity of Z Item as Free
The impact of campaign on Billing
The impact of campaign on Billing The Bill Net Value Rs 11000 is between Rs 10000 - 12000, the Campaign get 1 Qty of any Item from the Electrical Group is applied. Hence the customer can select any Item from the Electrical Group Items listed in the below screen.
The impact of campaign on Billing
Campaign At Item Level Buy X Item worth Rs Y, get Z% Discount on Item Net Value Campaign: Buy X Item worth Rs Y, enjoy Z % Discount on the Item Net Value
The impact of campaign on Billing
Buy X Item worth Rs Y, get Z Discount on Item Net Value Campaign: Buy X Item worth Rs Y, enjoy Rs Z Discount on the Item Net Value
The impact of campaign on Billing
Buy X Item worth Rs Y, get Z Item of W Qty as Free Campaign: Buy X Item worth Rs Y, take Z Item of W Qty Free
The impact of campaign on Billing
Buy X Item worth Rs Y, get any Item of Y Qty as Free from the Attribute Group Campaign: Buy X Item worth Rs Y, take any Item of W Qty Free belonging to a specific Group of Attributes
The impact of campaign on Billing
The impact of campaign on Billing Since the Net Value of the Item is Rs 4840 between Rs 4500 - 5000, the campaign get 1 qty of any Item from the Electrical Attribute Group is defined.   The customer can select any of the Items listed in the below screen
The impact of campaign on Billing
Buy X Qty of Y Item and get any Z% Discount on the Item Net Value Campaign: Buy X Qty of an Item and get Z % discount on the Item Net Value
The impact of campaign on Billing
Multiple Campaign at Invoice Level
Multiple Campaign at Invoice Level
Since Multiple Campaigns are defined for the same Date, the ORDER in which they should be applied on billing is captured as below.
The impact of campaign on Billing Case 1 : If the Bill Net Value is between Rs 1500 - 2000, then both the Campaigns defined will be applied. The Net Value of the Bill is Rs 1760. As per the campaign definition (Campaign 2) 75 Rs discount should be applied first and then the 2 % discount should be applied on the Reduced Net Value of the Bill. On Application of the Campaign 2 (i.e., 75 Rs Discount), the Net Value of the Bill reduces to Rs 1685 (i.e., Rs 1760 - 75)   On Application of the Campaign 1 (i.e., 2 % Discount), the Net Value of the Bill reduces to Rs 1651.3 (i.e., 2 % on 1685)   Hence a total discount on the Bill is Rs 108.7 (Rs 75 + 33.7)
The impact of campaign on Billing Case 2 : If the Bill Net Value is between Rs 1000 - 1500, only the Second Campaign i.e 2 % Discount will alone be applied. The Net Value of the Bill is Rs 1320. As per the campaign definition 2 % discount should be applied on the Bill Net Value.   Hence the customer has to pay only Rs 1293.6 (i.e., 2 % on 1320)
Multiple Campaign at Item Level
Multiple Campaign at Item Level
Since Multiple Campaigns are defined for the same Date, the ORDER in which they should be applied on billing is captured as below.
The impact of campaign on Billing Case 1 : If the Net Value of the Item 000000007 is between Rs 750 - 1000, then both the Campaigns defined will be applied. The Net Value of the Bill is Rs 880. As per the campaign definition 15 Rs discount and a Free GOLD COIN is applied on the Bill. Value Discount of Rs 15 is applied on the Item Net Value. The reduced Net Value after applying Campaign 1 is Rs 865. Since the Campaign 2 falls in the range 700 - 1400, the Free GOLD COIN is also given to the Customer. Hence the customer has to pay only Rs 865 (i.e., 880 - 15).
The impact of campaign on Billing Case 2 : If the Net Value of the Item 000000007 is between Rs 900 - 1400, then only the Free GOLD COIN is applicable for the Item. The Net Value of the Bill is Rs 1320. Hence only the Free GOLD COIN is applied.
Retail Excel – Loyalty Program
Retail Excel – Loyalty Module Features : Loyalty Card Type Excel General/Special offer Reward points formula Loyalty Card Registration Loyalty Card Maintenance Card Closure Card Re Instatement Card Renewal/Re Issuance Card Upgradation Transfer Points
Loyalty Card Type Excel
Special Offer Reward Points Formula
Loyalty Card flow
Loyalty Card Registration
Loyalty Card Registration flow
Card Maintenance - Closure
Card Maintenance – Re Instatement
Card Maintenance – Renewal/Re Issue
Card Maintenance – Card Upgrade
Card Maintenance – Transfer Points
Retail Excel – Loyalty Module … Functionalities Integrated with Point of Sale terminal Earn Reward points - based on card configuration Redeem Reward points – Separate tender type Adjust reward points (Sale Return/Cancel) Integrated with back end sales Earn Reward points - based on card configuration Adjust reward points (Sale Return/Cancel) Integrated Retail Excel security
Retail Excel – Loyalty Module … Functionalities General Reports Loyalty Card type report – Summarized/Detailed Card Issue Report – Summarized/Detailed Card Maintenance Log Reward Point Ledger – Summarized/Detailed MIS Card wise/ Item wise/Attribute wise sale report
Thank You Confidential © 2002 Polaris Retail Infotech Ltd. All rights reserved

More Related Content

Club and campaign

  • 1. CLUB & CAMPAIGN IN RETAIL EXCEL
  • 2. Retail Excel – Campaign (Promotions)
  • 3. Campaign At Invoice Level   Buy Bills worth Rs. X, get Y% Discount on Bill Net Value Campaign: Buy Goods worth Rs X, you get Y % Discount on the Bill Net Value.
  • 4. The impact of campaign on Billing
  • 5.   Buy Bills worth Rs X, get Y Rs Discount on Bill Net Value Campaign: Buy Goods worth Rs X, you get Y Rs Discount on the Bill Net Value.
  • 6. The impact of campaign on Billing
  • 7. Buy Bills worth Rs X, get Y Qty of Z Item as Free   Campaign: Buy Goods worth Rs X, you get Y Quantity of Z Item as Free
  • 8. The impact of campaign on Billing
  • 9. Buy Bills worth Rs X, get Y Qty of any Item as Free from the defined Attribute Group   Campaign: Buy Goods worth Rs X, you get Y Quantity of Z Item as Free
  • 10. The impact of campaign on Billing
  • 11. The impact of campaign on Billing The Bill Net Value Rs 11000 is between Rs 10000 - 12000, the Campaign get 1 Qty of any Item from the Electrical Group is applied. Hence the customer can select any Item from the Electrical Group Items listed in the below screen.
  • 12. The impact of campaign on Billing
  • 13. Campaign At Item Level Buy X Item worth Rs Y, get Z% Discount on Item Net Value Campaign: Buy X Item worth Rs Y, enjoy Z % Discount on the Item Net Value
  • 14. The impact of campaign on Billing
  • 15. Buy X Item worth Rs Y, get Z Discount on Item Net Value Campaign: Buy X Item worth Rs Y, enjoy Rs Z Discount on the Item Net Value
  • 16. The impact of campaign on Billing
  • 17. Buy X Item worth Rs Y, get Z Item of W Qty as Free Campaign: Buy X Item worth Rs Y, take Z Item of W Qty Free
  • 18. The impact of campaign on Billing
  • 19. Buy X Item worth Rs Y, get any Item of Y Qty as Free from the Attribute Group Campaign: Buy X Item worth Rs Y, take any Item of W Qty Free belonging to a specific Group of Attributes
  • 20. The impact of campaign on Billing
  • 21. The impact of campaign on Billing Since the Net Value of the Item is Rs 4840 between Rs 4500 - 5000, the campaign get 1 qty of any Item from the Electrical Attribute Group is defined.   The customer can select any of the Items listed in the below screen
  • 22. The impact of campaign on Billing
  • 23. Buy X Qty of Y Item and get any Z% Discount on the Item Net Value Campaign: Buy X Qty of an Item and get Z % discount on the Item Net Value
  • 24. The impact of campaign on Billing
  • 25. Multiple Campaign at Invoice Level
  • 26. Multiple Campaign at Invoice Level
  • 27. Since Multiple Campaigns are defined for the same Date, the ORDER in which they should be applied on billing is captured as below.
  • 28. The impact of campaign on Billing Case 1 : If the Bill Net Value is between Rs 1500 - 2000, then both the Campaigns defined will be applied. The Net Value of the Bill is Rs 1760. As per the campaign definition (Campaign 2) 75 Rs discount should be applied first and then the 2 % discount should be applied on the Reduced Net Value of the Bill. On Application of the Campaign 2 (i.e., 75 Rs Discount), the Net Value of the Bill reduces to Rs 1685 (i.e., Rs 1760 - 75)   On Application of the Campaign 1 (i.e., 2 % Discount), the Net Value of the Bill reduces to Rs 1651.3 (i.e., 2 % on 1685)   Hence a total discount on the Bill is Rs 108.7 (Rs 75 + 33.7)
  • 29. The impact of campaign on Billing Case 2 : If the Bill Net Value is between Rs 1000 - 1500, only the Second Campaign i.e 2 % Discount will alone be applied. The Net Value of the Bill is Rs 1320. As per the campaign definition 2 % discount should be applied on the Bill Net Value.   Hence the customer has to pay only Rs 1293.6 (i.e., 2 % on 1320)
  • 30. Multiple Campaign at Item Level
  • 31. Multiple Campaign at Item Level
  • 32. Since Multiple Campaigns are defined for the same Date, the ORDER in which they should be applied on billing is captured as below.
  • 33. The impact of campaign on Billing Case 1 : If the Net Value of the Item 000000007 is between Rs 750 - 1000, then both the Campaigns defined will be applied. The Net Value of the Bill is Rs 880. As per the campaign definition 15 Rs discount and a Free GOLD COIN is applied on the Bill. Value Discount of Rs 15 is applied on the Item Net Value. The reduced Net Value after applying Campaign 1 is Rs 865. Since the Campaign 2 falls in the range 700 - 1400, the Free GOLD COIN is also given to the Customer. Hence the customer has to pay only Rs 865 (i.e., 880 - 15).
  • 34. The impact of campaign on Billing Case 2 : If the Net Value of the Item 000000007 is between Rs 900 - 1400, then only the Free GOLD COIN is applicable for the Item. The Net Value of the Bill is Rs 1320. Hence only the Free GOLD COIN is applied.
  • 35. Retail Excel – Loyalty Program
  • 36. Retail Excel – Loyalty Module Features : Loyalty Card Type Excel General/Special offer Reward points formula Loyalty Card Registration Loyalty Card Maintenance Card Closure Card Re Instatement Card Renewal/Re Issuance Card Upgradation Transfer Points
  • 38. Special Offer Reward Points Formula
  • 43. Card Maintenance – Re Instatement
  • 44. Card Maintenance – Renewal/Re Issue
  • 46. Card Maintenance – Transfer Points
  • 47. Retail Excel – Loyalty Module … Functionalities Integrated with Point of Sale terminal Earn Reward points - based on card configuration Redeem Reward points – Separate tender type Adjust reward points (Sale Return/Cancel) Integrated with back end sales Earn Reward points - based on card configuration Adjust reward points (Sale Return/Cancel) Integrated Retail Excel security
  • 48. Retail Excel – Loyalty Module … Functionalities General Reports Loyalty Card type report – Summarized/Detailed Card Issue Report – Summarized/Detailed Card Maintenance Log Reward Point Ledger – Summarized/Detailed MIS Card wise/ Item wise/Attribute wise sale report
  • 49. Thank You Confidential © 2002 Polaris Retail Infotech Ltd. All rights reserved