Promotion and Discount Module: Comprehensive Scoping Document
1. Overview – This document outlines the scope for a Promotion and Discount Module designed for a food app. The module aims to provide robust and flexible promotional tools to the app admin while offering an engaging and rewarding experience to the users (parents).
2. Admin Side Functionality
2.1 Promo Code Management – Tools for promocode lifecycle management
Creation: Ability to add new promo codes with customizable options.
Viewing: Access a comprehensive list of all active and past promo codes.
Editing: Modify details of existing promo codes.
Deletion: Remove outdated or unused promo codes.
2.2 Promo Code Attributes – Creating customizable promocodes
Name: Descriptive identifier for internal tracking.
Unique Code: Alphanumeric identifier for each promo.
Discount Type: Flat rate, meal, notes or percentage discount options.
Flat amount
% of order
Order X meal and get Y % of discount
Free meal (Numbers of free meal)
Discount Value: Numeric value representing the discount.
Validity:
Start and end dates for each promo code.
Number of usage ( 1 or 1000….)
Allow user to use same promo code
School board / Schools selection
User will choose school board or schools
If user choose school board we’ll have single selection of school board from list
If user chooses schools then user can choose multiple schools form list
Promotion Sponsor code (Nutrition group): User will enter Nutrition group (Text field)
2.3 Application Rules and Restrictions – Guidelines and limitations for promocode usage
Single Use Per Order: Limit of one promo code application per order.
Users can enter only a single code while purchasing a meal.
Cross-User Applicability: Same promo code usage across different users.
Additional Restrictions: Customizable constraints like minimum order value.
2.4 Communication and Reporting – Communication channels and analytics for promocode usage
Manual and Automated Emails: Options for direct communication with users.
At the moment manual only
School list
List of parents – check some or all – send email ( this will send email to specific set of user about promo code)
Reporting Tools: Detailed analytics on promo code usage and impact.
List of promo codes
Number of times used ( / out of available times if applicable)
Start date / end date
Status (Active / in active)
Search by promocode
Filter by
Type of promocode
Each meal details
Separate reporting to get information on discounts for purchases in specific date range ( This week, Past week, Past Month or custom date range) by Province, City, School, Region , Nutrition Group, School Board.
Promotion Sponsor code – Name. (Text Field)
3. Parent Side (User Interface)
Promo Code Usage
Checkout Integration: Field for promo code entry during order placement.
Real-time Validation and Feedback: Immediate confirmation or error messaging.
Discount Visualization (User friendly interface for applying promocodes): Display of applied discounts before order finalization.
User Notifications and History View
Application Confirmation: Alerts for successful promo code application.
Promo Code History: Access to past promo code usage and benefits.
4. Enhanced Promotional Features (covered in Discount Type)
4.1 Advanced Promo Code Options – Varied promotional options to enhance user engagements
Tiered and Volume-Based Discounts: Automatic discounts based on order frequency or quantity.
Free Meal Promotions: Special promo codes for complimentary meals.
Dynamic and Personalized Tailored Promotions to enhance user preferences
Event-Triggered Offers: Promotions linked to specific user actions or events.
Personalized Promo Codes: Tailored discounts based on user behavior and preferences.
5. Technical Requirements and Integration
5.1 System Compatibility and Integration
Seamless integration with existing order management and payment systems.
5.2 Enhanced Analytics and User Experience – Detailed analytics for reporting promotional impact (covered in Reporting Tools)
Comprehensive tracking of promotional effectiveness.
Optimized user interface for a smooth promotional experience.
5.3 Security and Compliance
Robust security protocols to prevent fraud and misuse.
Adherence to data protection and privacy regulations.
6. Customized Promotion Programs
6.1Tailored Promotions (covered in Promo Code Attributes validity)
Objective: Create a versatile and dynamic promotional system capable of handling various target groups such as schools, events, charities, etc.
Design Requirements:
Flexible Promotion Templates: Templates should be adaptable for different target groups with customizable fields.
Group-Specific Criteria: Incorporate options to define promotions based on group characteristics like school/size level or location, event type, etc.
Visual Customization: Design tools for branding and visual tailoring of promotions to align with target group aesthetics.
6.2 Promotion Program Development ( not in the scope at the moment)
Objective: Develop promotion program seamlessly integrated with email marketing to effectively communicate offers and updates.
Design Requirements:
Email Marketing Integration: Interface with email marketing internal requirements to be automated.
Automated Campaign Triggers: Set up triggers based on user actions or calendar events for automated email sending.
Template: Tools for creating email templates that can be customized for various promotions.
Performance Analytics: Dashboard for tracking the performance of email campaigns in real-time.
6.3 Targeted Marketing and Data Mining ( not in the scope at the moment)
Objective: Enable admins to conduct targeted marketing efforts and data mining promotions for effective segmentation and personalization.
Design Requirements:
User Segmentation Tools: Features to segment users based on their behavior, order history, preferences, etc.
Data Mining Capabilities: Tools to analyze user data and extract meaningful patterns for targeted promotions.
7.0 Financial Reporting
Objective: This section is focusing on the integration with the central financial system for accurate tracking and reporting of promotional discounts.
7.1 Financial System Integration
Integration with Central Financial System: Ensure that all promotional discounts are accurately reflected in the central financial system for financial tracking and reporting.
Vendor – it won’t affect anything ( same exact way)
Schools -it won’t affect anything ( same exact way , add additional information like FFG promo – Promotion Sponsor code).
Mike will provide reference Xls
Discount Tracking and Reporting: Implement a mechanism to track discounts applied through promotions and reflect them in the financial reports.
Real-time Data Synchronization: Ensure real-time or scheduled synchronization of promotional discount data with the central financial system.
7.2 Detailed Discount Reporting
Breakdown of Discounts: Financial reports should include a detailed section on discounts, showing the total amount discounted, number of transactions involved, and the impact on net revenue. (covered in Integration with Central Financial System)
Promotional Performance Metrics: Tools to analyze the financial impact of different promotional campaigns, assessing their ROI and effectiveness.
7.3 Vendor Report Integration ( not in the scope at the moment)
Vendor-specific Discount Data: Include information on how discounts have affected individual vendor sales and revenue in vendor reports.
Promotion Utilization Data: Provide data on the frequency and impact of promotion usage for each vendor.
7.4 School Report Integration ( not in the scope at the moment)
School-specific Reporting: Customizable reports showing the utilization of promotions in school-related orders and their impact.
Impact Analysis Tools: Analyze the effect of promotions on school-related orders, focusing on metrics like increased order frequency or average order value.
7.5 System Compatibility and Data Integrity
API Development for Integration: Develop APIs for seamless data exchange between the promotion module and the financial system.
Data Integrity and Accuracy: Ensure the accuracy and consistency of financial data across systems.
7.6 User Interface for Financial Reporting (Covered in Reporting Tools)
Customizable Dashboards: Develop customizable dashboards for different stakeholders (finance team, vendors, schools) with relevant data visualization.
Real-time Financial Data Access: Enable access to updated financial data in real-time.
Posted On: August 02, 2024 11:52 UTC
Category: Full Stack Development
Skills:Desktop Application, Software Debugging, Java, SQL, JavaScript, API, Mobile App Development, Android App Development
Country: Canada
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