Is there a report wherein I can see all the promotions offered?
With the introduction of the Offers, Discounts and Pricing Management Plugin Tagrain allows retailers like 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
These promotions are configured in the application to automatically apply when a certain condition is met. To obtain a snapshot of the promotions applied over a period, you must run a Promotion Report. The report once generated can be filtered based on the time specified.
Steps to generate a Promotion Report
Go to Home > Reports > Promotion Report. Upon clicking the Promotion Report, an exhaustive list of the promotions offered is auto populated. You may later choose to filter the report generated, based on Promotion, Promotion Count, Promotional Discount, Transaction Count, and Total Transaction Value.
To selectively filter the report, you need to perform the following steps:
Select the Store from the drop-down list.
Select the Promotion from the drop-down list.
Specify a Date Range from the calendar. You can either select a predefined option like Today, Yesterday, Last 7 Days, Last 15 Days, Current Month, Last Month OR select a Custom Range.
Click on the Search button.
Promotion Report for the specified fields is generated.
Printing the Promotion Report
Promotion Report can be printed using the Print button. Click the Print button to open the Print Preview page. Select the destination printer and specify the number of copies and pages to be printed. You can also configure more settings, if required. Click on the Print button to print the Promotion Report.
Exporting the Promotion Report
Promotion Report can be exported using the Export button. Click on the Export button and navigate to the location where you intend to save the Promotion Report. Click on the Save button to save the file. It is a .xls file and can be opened using Microsoft Excel or Google Sheets or any compatible spreadsheet processor.
Report Data
Promotion
This field displays the name of the promotion applied.
Promotion Count
This field displays the number of times the promotion was applied on the transaction. In the screenshot above, the Promotion Count for the Spend $1000, Save 10% is displayed as 6. This means that this promotion was applied six times on the transaction.
Promotional Discount
This field displays the total discount offered. In the screenshot above, the total promotional discount offered via the Spend $1000, Save 10% promotion was $279.50
Transaction Count
This field reflects the number of transactions that qualified for the promotion.
Total Transaction Value
This field displays the total value of the transaction. In the screenshot above, the total value of the transaction on which the Spend $1000, Save 10% promotion was applied is $2738.75
Purpose
The purpose of the Promotion Report is to analyze the total discount offered via promotions.
Suggested Readings
Promotions - Buy X for a Fixed Price
Promotion - Buy X and Save an Amount
Promotions - Spend X and Save an Amount
Offers, Discount, and Pricing Management Plugin Features
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