BIR Accreditation - Promotions
In this article we are going to configure Senior Citizens Discount Promotion and Persons With Disability Discount Promotion. These special promotion types are created automatically to ensure that a specific discount of 20% is applied to all senior citizen customers and persons with disability customers on the total bill / invoice value, when such a customer is selected on the POS terminal. |
Introduction
BIR (Bureau of Internal Revenue) in the Philippines is the statutory body that certifies retail POS applications that can be used in the country. This government agency not only certifies POS applications but is also responsible for collecting internal revenue taxes and enforcing fines and penalties associated with them. You will be able to carry out your retail operations in the Philippines, only when your POS solution is BIR accredited. See: www.bir.gov.ph
There are some very specific features that a retail POS application must possess to qualify for being used by retailers in The Philippines.
When you create a new tenant, on the Tenant Registration Page there is a specific section that prompts you to select the Country and the Trading Currency. You need to select the Philippines as your country and Philippine Peso as your currency.
The BIR (Bureau of Internal Revenue) features are country specific and are applicable only in the Philippines. This means that these country specific features are activated only when you select the Philippines as your country and Philippine Peso as your currency.
Promotions
Tagrain allows you to define Promotions when you have purchased and activated the Offers Discount, and Pricing Management plugin. See: Offer, Discount, and Pricing Management Plugin Features. These promotions are configured to automatically apply when a certain condition is met. Currently the application allows you to define the following promotion types:
-- Buy X | Get Y
-- Buy X | For a fixed price
-- Buy X | Save an amount
-- Spend X | Save an amount
The steps to define these Promotions are covered in the respective articles.
When you flip the Enable BIR switch ON, the Offers, Discounts and Pricing Management plugin is activated and the following Promotions are automatically created:
-- PWD Citizen Discount
-- Senior Citizen Discount
BIR accreditation requires that all the Senior Citizens (SC) customers and Person With Disability (PWD) customers must be given a discount of 20% on the purchases made. This discount is offered using the PWD Citizen Discount Promotion and the Senior Citizen Discount Promotion. These promotions are of the Spend X | Save an amount, Promotion Type.
The procedure to define Promotions remains the same for all the promotion types except the Spend X | Save an amount Promotion
Spend X | Save an Amount Promotion
Tagrain, which is a BIR accredited POS solution, allows you to offer a specific percentage discount (at the transaction level) to Senior Citizens (SC) and Persons With Disability (PWD) using the Spend X | Save an amount, Promotion.
In the context of BIR, we will cover the steps to define and configure the Spend X | Save an Amount promotion.
Navigate to Home > Inventory > Promotions to open the Promotion List View Screen.
Click the Add Promotion button to open the Create Promotion Screen.
Select the Promotion Type as Spend X | Save an amount.
Specify a description for the Spend X | Save an amount promotion. For Example, you can specify Senior Citizen Discount 20% as your description.
Use the calendar icon to specify a date range you want this promotion to run at your store(s) and mark the promotion as active.
Flip the Is Active switch to ON to mark the promotion - Spend X | Save an amount as active. Inactive promotions do not apply on the POS terminal.
Select the store(s) where you want this Spend X | Save an amount promotion to run.
By default, a Promotion is applicable on all the stores
Specify the Customer Group on which this promotion would be applicable. For Example, you can specify Senior Citizen Customer Group. Specifying promotion to a customer group ensures that the promotion is applied only to those customers who are a part of that customer group.
Specify the Discount Type that would be applicable to the Customer Group selected in the previous step. For Example, you can specify Senior Citizen Discount.
The Discount Type field is enabled only when you have enabled BIR on the Global Settings page. This field allows you to offer specific promotional discounts to Senior Citizen (SC) and Person With Disability (PWD) customers.
You can select Senior Citizen (SC) Customer Group or Person With Disability (PWD) Customer Group from the Customer Group drop-down only if you have defined them. See: BIR Accreditation - Customer Groups
Flip the All Products switch to ON to ensure that the Spend X | Save an amount promotion applies to all the products in your store.
Specify the Amount to Spend as 1 in the Value field. Your customer would qualify for this promotion when he spends 1 Philippine peso or more.
Specify 20% as the Save percentage. This is the % that your customer would save i.e get as a discount.
The screenshot below depicts the configuration screen of a Spend X | Save an amount, Promotion.
For BIR accreditation, the application allows you to offer a specific percentage discount (at the transaction level) to Senior Citizens (SC) and Persons With Disability (PWD). You will notice an additional field called Discount Type for each of the 4 promotion types on the Promotions accordion.
Once you have defined the customer group for Senior Citizens (SC) and Persons With Disability (PWD) customers, you can select the appropriate customer group from the Customer Group drop-down. This will ensure that this promotion is applied only to the customers who are part of that customer group.
The screenshot below depicts the configuration screen of a Spend X | Save an amount Promotion.
Discount Type field is enabled only when you have enabled BIR on the Global Settings page. This field allows you to offer specific promotional discounts to Senior Citizen (SC) and Person With Disability (PWD) customers.
You can select Senior Citizen (SC) Customer Group or Person With Disability (PWD) Customer Group from the Customer Group drop-down if you have defined them. See: BIR Accreditation - Customer Groups
The PWD Citizen Discount and the Senior Citizen Discount is applied automatically when such a customer is selected on the POS terminal.
The screenshot below depicts a Senior Citizen (SC) Discount applied on the Web Register using the Senior Citizen Discount Promotion.
Sale Transaction Receipt
A sale transaction receipt is printed at the end of every sale / sale refund transaction. The receipt for a transaction where a Senior Citizen promotional discount was applied would be like the screenshot below.
A sample (consolidated) sales invoice / transaction receipt is pasted below for your reference.
Conclusion
In this article we have explained how to manage and configure the BIR specific settings related to Promotions. You will be able to carry out your retail operations in the Philippines, only when you implement these settings in your POS solution after it is BIR accredited.
Suggested Readings
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