PROMOTION SALES REPORT (BILL WISE)
A Promotion Sales Report (Bill Wise) is a report typically used in retail, sales, or marketing contexts to track and analyze the sales of products during promotional campaigns. It is generated at the bill level, meaning it provides detailed information on each individual transaction (or bill) that was influenced by the promotion.
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
- Export
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
- Promotion Eligibility: Ensure only eligible transactions are included.
- Discount Application: Correctly apply and calculate promotion discounts.
- Multiple Discounts: Apply promotions in the correct order if combined.
- Promotion Period: Only include sales within the promotion dates.
- Refunds/Cancellations: Adjust for returns and cancellations.
- Promotion Type Identification: Clearly mark promotion types in the report.
- Net Sales Calculation: Report net sales after discounts but before taxes.
- Exclusions: Exclude non-promotional products from the report.
- Gifts with Purchase: Track free gifts separately from the sale.
- Granular and Aggregate Reporting: Provide both detailed and summary data.
- Taxes and Fees: Separate sales taxes and fees from promotional discounts.
- Customer Segmentation: Report promotions by customer group.
- Payment Methods: Capture the payment method used.
- Multi-Item Transactions: Apply promotions only to eligible items.
- Fraud Prevention: Prevent abuse of promotions and excessive discounting.
- Adjustments: Track manual adjustments to promotions or sales.
User Interface
Step 1 : Select ‘Promotion Sales Report (Bill Wise)’ in Menu -> Sales reports > Promotion report > Promotion Sales Report (Bill Wise) or Search Promotion Sales Report (Bill Wise).
Step 2 : Select the date range and vendor to open the Promotion Sales Report (Bill Wise).
Step 3 : To view a preview of the Promotion Sales Report (Bill Wise) in Jaldi.
Name : In a Promotion Sales Report (Bill Wise), the Promotion Name refers to the specific title or identifier for each promotional activity. It helps to clearly identify and distinguish between different promotions that are run by the business.
From Value : In the context of a Promotion Sales Report (Bill Wise), the “from value” typically refers to the original price or value of an item or transaction before any promotional discounts or offers are applied.
To Value : In the context of a Promotion Sales Report (Bill Wise), the “to value” refers to the final sale price or the net value of a product or transaction after any promotions, discounts, or offers have been applied.
Start Date : The Start Date is essential for businesses to measure the effectiveness of each promotion, compare performance across different time periods, and ensure proper alignment with marketing strategies and sales targets.
End Date : The End Date helps businesses analyze the effectiveness of the promotion, assess its impact on sales, and determine whether the timing of the promotion aligns with customer behavior or business goals.
Promotion Mode : The Promotion Mode helps businesses understand the type of promotional tactic used and allows for performance tracking across different modes to evaluate which methods are most effective in driving sales and customer engagement.
Bill Promotion mode : In a Promotion Sales Report (Bill Wise), the “Bill Promotion Mode” refers to the type or method through which a promotion is applied to a sale or transaction.
Vendor : In a Promotion Sales Report (Bill Wise), the Vendor column identifies the supplier or business partner responsible for the products or services involved in the promotion.
Brand : The Brand information is typically displayed alongside other key details such as Promotion Name, Discount Type, and Sales Metrics.
Item Code : In a Promotion Sales Report (Bill Wise), the “Item Code” (or Product Code) refers to a unique identifier for each product or service involved in a sale.
Product Name : In a Promotion Sales Report, the Product Name column displays the specific name of the product(s) included in the promotion.
MRP : In a Promotion Sales Report, the MRP (Maximum Retail Price) column shows the original, full retail price of the product before any discounts or promotions are applied
Promotion Price : In a Promotion Sales Report, the Promotion Price column displays the discounted price of a product during the promotional period.
Discount : In a Promotion Sales Report, the Discount column indicates the value or percentage of the reduction applied to the product’s price as part of the promotion.
Free Item : In a Promotion Sales Report, the Free Item column indicates any product(s) that are offered at no charge as part of a promotional offer, such as “Buy One, Get One Free” (BOGO) or other free-item deals.
Department : In a Promotion Sales Report (Bill Wise), the “Department” refers to the specific category or section of the business to which a product belongs. Departments are often used to group related products for reporting, inventory management, and financial analysis.
Category : The category field provides a way to group products within a broader department or product line and is useful for tracking and analyzing sales performance at a more granular level.
Sub-Category : The sub-category helps break down sales data into even more granular segments, which is useful for detailed analysis, inventory management, and targeted promotional strategies.
Free Item MRP : Tracking the Free Item MRP is important for businesses to calculate the total cost of the promotion, assess its impact on profitability, and determine the value of the free products given away.
Landed Cost : In a Promotion Sales Report, the Landed Cost column reflects the total cost incurred by the business for acquiring a product, including the purchase price, shipping, handling, taxes, and any other associated costs that bring the product to the store or warehouse.
Sold Quantity : In a Promotion Sales Report, the Sold Quantity column indicates the actual number of units sold during the promotion.
Free claim by MRP : If you purchase an item above its MRP, you may be entitled to a refund or compensation for the excess amount, which is sometimes called a “free claim” in promotional or refund schemes.
Free claim by Net Cost : If a company or policy allows for a free claim based on net cost, they might provide you with a refund or reimbursement equal to the amount you actually paid for the item or service, excluding any additional charges or fees.