promotion form roi supplier guide v02 · benefits of this new promotion proposal form • helps us...
TRANSCRIPT
ROI Promotion Proposal Form
Supplier Guide
December 2016
Benefits of this new Promotion Proposal Form • Helps us meet our requirement for written agreements and document retention as outlined
in the ROI Grocery Regulations
• The Promotion Proposal Form is used across all categories
• Simplifies the process for promotion set up
• Reduces the risk of incorrect or missing data
Hints and Tips • Please ensure all detail is populated on the Form from left to right
• If detail is missed when populating any columns the form will not calculate appropriate margins & forecast information
• If copy & pasting information from another sheet, please use paste “Special Values” for maintaining the format calculations on the sheet
• Do Not insert additional formulas on any cell within the sheet
Things to bear in mind
Cells with Drop Down indicators
Select the drop down icons to review and select information. If you find something missing, then please contact Tesco Bengaluru team.
Reference cell as shown above
* Do not copy and paste information on these cells
Formula driven Columns
Highlighted in light yellow, these cells will automatically calculate the info.
Reference cell as shown above
Completing the details of the form
On the left top corner of the sheet you will find the basic details of the promotion. Use the below
guidelines to populate these cells:
• Promotion Cycle (Drop Down box) - An event during which a promotion activity is carried out. Please select an event from drop down list.
• Department (Drop Down box) - Tesco National Feature promotion event's name .Please select fthe department from drop down eg: Bakery, Provisions…
• Category (Drop Down box) - Product range/category. Please select category name from drop down Tesco Buyer (Drop Down box) - the Buyer who is required to review the proposal.
• Supplier Name – Type in your company name
• Tesco Supplier No. - Tesco registered supplier account number. Should not exceed 5 digits.
• Supplier Email – Type in your email address.
• Supplier Currency (Drop Down box) - Select from drop down either EURO or GBP
A B
Column A- Promo Start Date (DD/MM/YYYY)
• Enter the start date of the promotion
Column B- Promo End Date (DD/MM/YYYY)
• Enter the end date of the promotion
Column C- Proposed Feature space/Display
• Please type in the promotion shelf, Example- "Main ends "or "shelf "
Column D- TPNB
• Enter the Tesco product number (TPNB) of the product to be promoted.
C D
E F
Column E- Orderable TPNB
(Only applicable for In store Bakery / Some Counter Lines)
• Please use this cell if you are proposing In-Store Bakery or Counter products
Column F- TPND
• This is the Tesco product number for the traded unit/case. This code is used by
depots/supply chain and is also a 9 digit number, which can be found on order/delivery
notes.
Column G- Case Size
• Enter how many SKU/units are in each case that you will be supplying to Tesco during the
promotion period
Column H- Contents Qty./Pack Size (In Store Bakery Specific)
• Please use this cell if you are proposing In-Store Bakery or Counter products. Enter the SKU/Product’s net weight or size, Example 250g, 2/3pack etc.
G H
I J
Column I - Product Description
• Produce package description. Enter the description of the SKU/Product
Column J - EAN (European Article Number)
• Barcodes. Enter the 13 digit /8 digit barcode of the product which is being promoted. If a
product is sold loose then enter PLU number
Column K - OCC (Outer Case Code)
• Enter the 14 digit barcodes of the case which is being supplied during the promotion
Column L - Price Marked Pack (Yes/No)
• Select from drop down if the product is price marked
K L
M N
Column M - Offer Type
• Select from drop down standard types of offers proposed– i.e. Price Cut, Meal Deal, Any Qty for a Price (e.g. Buy 2 for 5.00) & Cheapest Free X for Y (e.g. Buy 3 for the price of 2)
Column N - ROI Offer Description
• This is the description of the offer you want to appear on the POS in store. The description must be clear for our customers Eg: Half Price, Save 33%, Any 2 for €4.00 etc.
Column O - Offer Units /trigger
• No. of SKU/Products the customer should select to avail the offer. Example: If offer is Save
33% then it's 1. Buy 2 for 5.00 then it’s 2
Column P - ROI Promo Offer Price
• Enter the proposed promotional price. Example if it’s 2 for 5.00 – then offer price is 5.00
O P
Q R
Column Q - Manufacturers Recommended Retail Selling Price "Was“
• Enter the Recommended Retail selling price of the SKU/Product ( per unit) when it is not on
any promotion
Column R - Manufacturers Recommended Retail Selling Price "Now“
• This information populates automatically - do not overwrite
Column S - VAT % (Note: There are differences between UK & ROI Vat Rate)
• Enter the VAT rate applicable for this product, this allows for the margin to be calculated
correctly. (Note: There are differences between UK & ROI Vat Rate)
Column U- Cost Buy in Start date (Specific for Reduce Cost Buy In) (DD/MM/YYYY)
• Enter the date from which the promotional cost is applicable in Tesco system. Kindly note – Cost change could be made on Sunday only according as per Tesco’s systems
S U
V W
Column V- Cost Buy Out End date (Specific for Reduce Cost Buy out) (DD/MM/YYYY)
• Enter the date from which the promotional cost should be reverted to Standard Cost in
Tesco system. Kindly note – Cost change could be made on Sunday only according as per Tesco’s systems
Column W- Std. Basic Cost "per case/kg"
• Enter the Standard price of the SKU/Product per case, in supplier currency
Column X- Standard "Off Invoice "value
Enter the as is Invoice bonus ( per case) of the Product - if any. If not please enter "0"
Column Y- Current Long Term Rebate value
• Enter the as is Rebate (LTA) value per case of the Product - if any. If not please enter "0"
Column Z- Goods in Depot Retro Per Case (Bill Back)
• Enter the Retro value ( billed back per case delivered ) of the Product - if any. If not please enter "0"
AA AB AC AD
X Z Y
Column AA- ROI Excise Duty (BWS Only)
• Excise duty charges - BWS only Bond - if any. If not please enter "0"
Column AB- Cash Settlement Discount value
• Enter the as is Cash Settlement Discount value ( per case) of the Product if applicable.
Kindly enter the value in number and not percentage. If not please enter "0"
Column AC & AD- Std. Net Cost & Standard Margin %
• This information populates automatically - do not overwrite
Column AE- Funding Method
• It's the type of Funding provided for the promotion. Select funding type from the dropdown
box.
Column AF- Promotion Basic Case Cost "per case or per kg"
• Enter Basic “case cost” proposed during promotion. If there is a case cost reduction then
enter the reduced case cost in this field for admin to apply in systems. Do not use this
column for your own calculations
AE AF
AG AH AI
Column AG- Promotional off invoice discount
• Enter the invoice bonus proposed during promotion period. If none.. Then enter “0” in the
cell
Column AH- Multi save Supplier Funding %
• If the offer is percentage funded, then enter this detail ex: 40%, 60% etc. Enter the values
in number example - 40%=40
Column AI- Retro per unit/Trigger
• Enter Per unit Retro details (information used for billing). Please Note: For Trigger/Multi
buy Promotions (Any X quantity for X price)/(Cheapest Free X for Y) enter the fund amount
of respective trigger
Column AJ to AM –
• This information populates automatically - do not overwrite
Help or Support
AK AJ AM AL
If you require any assistance or have any issues in populating the Form please contact your relevant Admin Team in Tesco Bengaluru (Generic Email Account) for support
Generic Email Accounts for the ROI Tesco Commercial Admin
Produce, Roicommercial [email protected]
Bakery, Roicommercial [email protected]
Convenience, Roicommercial [email protected]
Roicommercial Dairy [email protected]
MFP, Roicommercial [email protected]
BWS, Roicommercial [email protected]
Impulse, Roicommercial [email protected]
Grocery, Roicommercial [email protected]
Household, Roicommercial [email protected]
H&B, Roicommercial Roicommercial.H&[email protected]
Nonfood, Roicommercial [email protected]