Promotions

Define Promotions and View them with Product – Region Combination

· User can define promotions for a particular product in a region.

· Promotions can be in the form of,

1. Discount (Price Off)

2. Item (Buy 1 Get 1 Free)

3. Event, etc.

Step 1: Define Promotions

· Go to Menu bar --> Forecast --> Masters --> Promotion Master.

· The user can add as many promotions based on requirements. (Max. 100)

· The user has to Add Attributes for each promotion type.

· Right-click on Promotion Type and select Show Attributes.

· There are 5 predefined Attributes. Here we use only 1 Attribute.

· Here the Attribute is Item, which means an Item will be given for Promotions. Same way, the user can add Price Off as a Promotions Attribute.

· Save the data once the Attributes are added.

Step 2: Promotion Mapping

· Go to Menu bar --> Forecast --> Masters --> Promotion Mapping.

· The screen appears with Product Tree at the left. The user can select the Products with Promotions to be added.

· Once the Products are selected, click on the Edit flag.

· The Promotions can be selected for specific Products with a tick in the check box.

Step 3: Product – Region Mapping

· Go to Menu bar --> Forecast --> Masters --> Product Region Mapping.

· Products and Region mapping should be done before going to Promotion Screen.

· Clear cache once all the changes are made.

Step 4: Promotions Screen

· Here user can define and view the Promotions with respect to date.

· Go to Menu bar --> Forecast --> Promotions.

· Select the Product and Region as defined in the Product Region Mapping.

· Tree panel has the options like Search, Multi-Select, and Description like in the Forecast Plan.

· Select the Promotions to be displayed.

· Product and Region Attributes work the same as in the Forecast Plan. Refer Forecast Plan Example.

· Click on the Show button to view the Promotions screen.

· The Promotions for the Products will be displayed. The user can select an appropriate bucket type like Daily, Weekly or Monthly. Here we consider the Daily bucket.

· Drag in the empty space from the date the promotions are to be added and stop at the end date.

· A tab appears that has details of promotions and dates. Enter the attribute depending on the Promotion. Add it.

· Promotions based on Product and Dates will be displayed.

· User can set the current filer as Default and Save it.