Additional DSD Data: Deal Condition 

Definition

A DSD-specific agreement for a sales deal that has a limited period and is either in the form of free goods or a monetary rebate.

Use

You create a deal condition in the back-end system with the appropriate conditions (such as preferred customers). If a deal condition fulfills the conditions specified in the back-end system, the system takes the deal condition into account when preparing the deliveries for a tour and transfers the data to the mobile device. The mobile device calculates the granted deal condition for invoicing during the tour.

Drivers cannot create or change a deal condition on their mobile device. You make all the settings that affect a deal condition in the back-end system.

At the end of the tour, you transfer the rebates granted with the other tour data to the back end. The system includes all the tour data in the final settlement run, including the granted rebates.

You can display lists for the deal conditions and the resulting discounts and free goods discounts.

Structure

Header Data

You specify which general settings you want to be valid for a deal condition in the header data.

●      Name and description of the deal condition

●      Deal condition type

●      Validity period

●      Status

Assignments

You specify in the assignments which customers are entitled to a deal condition (inclusive assignment) and which are not (exclusive assignment).

A deal condition is transferred to the mobile device at the start of a tour only for customers who fulfill the assignments as follows:

●      “And” condition

The current delivery for the customer must fulfill the conditions specified in the deal condition for the following fields:

○       Sales organization

○       Distribution channel

○       Division

○       Plant

The system only considers the fields with entries for the deal condition.

●      “Or” condition

Any of the following data can serve as additional conditions:

○       Customer

○       Customer Groups

○       Higher-Level Customer

You have defined the following conditions:

■       Sales organization 001

■       Distribution channel 555

■       Customer 1234

■       Customer group 4321

This deal condition is only valid for customer 1234 of sales organization 001 and distribution channel 555, or for all customers in customer group 4321, sales organization 001, and distribution channel 555.

Conditions

Here you define which conditions must be fulfilled for a deal condition in a delivery, so that the mobile device applies a deal condition. You can use several variants of the conditions.

The following dependencies between material, merchandise category, and material group apply for the conditions:

■       If you have specified a material for a deal condition, you cannot additionally determine a merchandise category or material group.

■       If you have specified a merchandise category or material group for a deal condition, you cannot additionally determine a material.

For example, you can define the following conditions so that a deal condition is valid:

●      Which material can be in a delivery and what quantity of the material.

●      Which material must be contained in a delivery.

●      Whether a specific total sales quantity must be reached in a delivery across all materials specified in the deal condition.

For the total sales quantity, the system only considers materials whose target quantities are reached or exceeded in the delivery.

Result

You specify how you want the customer to benefit from the deal condition in the results:

●      You define the calculation base (fixed or proportional).

●      You define whether the customer receives the deal condition as free goods, or as a value or percentage discount.

●      You define whether or not the driver is free to choose or reject the deal condition proposed by the system (whether or not the deal condition is obligatory).

If a deal condition is obligatory and the delivery fulfills the criteria, the mobile device applies this deal condition automatically.

If a deal condition is not obligatory, the driver can activate the deal condition on the mobile device.

The system considers an active deal condition when creating the invoice.

Integration

The deal condition is part of the DSD process and can be used in connection with mobile devices.