BIR Accreditation - Promotions

BIR Accreditation - Promotions



In this article 

There are some very specific features that the POS application should have for it to be used by retailers in The Philippines. 


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. 


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



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 steps to define these Promotions are covered in the respective articles. 


Please Note - The procedure to define Promotions remains the same for all the promotion types except the Spend X | Save an amount Promotion







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

Tagrain - BIR (Bureau of Internal Revenue) Accreditation for The Philippines

BIR Accreditation - Global Settings

BIR Accreditation - Store and POS Settings

BIR Accreditation - Customer Groups

BIR Accreditation - Receipt Format


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