FAQs - Offer Management

FAQs - Offer Management

FAQs

1. What is offer management?

An offer refers to a proposal to present something (cash discounts (or) providing any free items) to the customers as a part of the sale based on certain terms and conditions. With offer management, both the seller and the buyer are mutually benefited.

2. Brief the purpose of offer management in RPOS7.
You can create offer programs and schedule schemes like Happy hours selling, offers for first N customers, offer on bill amount, item type etc. on selling certain items, categories or group of items.
In certain cases, you can customize your own offer programs.

3. How many offer types are available in RPOS7?
There are seven basic offer types with certain conditions based on which the offer is given.

1. Disc%
2. Disc Amt
3. Free
4. Special price
5. Bill Disc%
6. Bill Disc Amt
7. Offer on Identified items form a group
3. What are offer families?
To know more, click here.

4.
What are offer families?

There are 5 main offer families as listed below.
1. Bill Offer
2. Category Offer

3. Item Offer
4. Group offer

5. Customized Offer

The seven offer types are grouped under these families making a total of 46 offers. Each offer has an unique purpose and you can choose the one that best suits for your needs.

5. Can I customize my own offer schemes other than the default types?
yes. You can customize the offers
based on the needs. To know more, click here.

6. How can I design the offers?

The instructions to create each type of offer is shown in detail in the respective pages. Click Creating offers to explore more on each offer.

7. How can I schedule certain offers?
Use the scheduler type to schedule your offers.
 The following options are available. You can s elect one or more.
  • Period - The offer is applicable for the specified period.
  • Happy days - Select the days on which the offer is provided.
  • Happy Hours - The offer is provided for the specified time.
  • First N customers - The offer is applicable for the number of customers specified.
  • Customer Type - Select the customer type. The offer is applicable for customers of a particular category.
  • Apply each item-wise - This type is applicable for certain offer types only.

8. Explain the option 'Apply each item-wise' in the scheduler type.

This type is applicable for the following offer types only.

  • Item - Disc%
  • Item - Disc Amt
  • Item - Free
  • Item - Spl Price

Use this schedule type to apply the same offer conditions for one or more (or all) items in the LOV. Follow the steps below.

  • Press CTRL+A to select all the items and press ENTER so that the selected items will be loaded in the screen.
  • Enter the offer condition for the first item. Place the cursor in the second row and press ENTER.
  • A confirmation message to apply the offer to all the items is displayed.
  • Click Yes and the offer condition will be applied to all the selected items. But, user has to enter the offer values for each items separately and manually.
9. I want to apply default offer for all bills for certain period. How will I proceed?
Use the Bill offer. For more information, click here.

10. Can I use the offers as customer specific?
Yes, You can use the offer specific to customers.

11. Can I customize the offers based on the customer type?
In the Scheduler type, select the option Customer type and select the customer category.
The customer type is created under Customer >> Master >> Customer Category Master.

12. Can I use multi-offers in the same time?
Yes, you can use multiple offers in the same time.

13. I have created multiple offers. I want to apply one offer for the bill?. How will I proceed?
In the billing screen, while invoking the tender the Offer LOV is displayed. Select the one of your choice.

14.
By Mistake I applied the wrong offer in the bill. How can I change the applied offer?
Invoke the tender again. The Offer LOV is displayed. Now, select the right offer and apply. The previously applied offer is replaced.

15
. How can I delete an offer?
Press F4 (Edit) key. Select the offer and delete the offer using Shift + F1 key.

16. Can I recover the deleted offers?
No. You need to create it again.

17. How will I use the Load Offer (F10) key?
If you have created more than one offer, you can view the list of created offers using Load offer key.

18. How offer management works in HQ integrated POS?
Please click the link below for more information
http://help.hq.gofrugal.com/Offer-Management.html

19. Explain the option 'Allow Offer span'

The Allow Offer Span is a read-only field. Press Y to select Yes and N to select No. By default, it displays Yes.
  • Yes - Offer 1 item free on selling 10 items, 2 items free on selling 20 items and 3 items free on selling 30 items.
  • No - Only 1 item is offered free irrespective of the quantity of the items sold. This means, on selling 10 items (or) 20 items (or) 30 items, only 1 item is offered free.
20. How can I hide a particular offer if I don't want to use it anymore?
Click Edit. Select the offer. In the status field, select the option as InActive.

21. Can I apply more than one offer for the same bill?
Yes, you can apply
more than one offer for the same bill.

22. Is there provision to apply offer with tax?
Enable the configuration Sales >> Billing >> Apply offer value with tax amount.


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