Allocation Maintenance 

Purpose

You follow this process to allocate promotional products to the business partners and contact persons targeted by a campaign or trade promotion.

You can also allocate promotional products to target group members who are planning customers of a trade promotion.

To create a target group based on a planning customer, select the Generate T.G. button in the details of the trade promotion.

Prerequisites

There is a campaign or trade promotion with the status released.

You have assigned one or more products and one or more target groups to the campaign or trade promotion.

Process Flow

...

       1.      In the Marketing/Allocation Maintenance tile set, create a new allocation header on the Allocation tile.

       2.      On the Allocation Products tile, assign products to the allocation header by entering the product ID, quantity to be allocated, and base unit of measurement for each product.

If the Deselect Flag has been set for a product when it was assigned to the campaign or trade promotion, you will not be able to include it in the allocations.

       3.      On the Allocation Target Groups tile, enter the target groups you want to assign to the campaign or trade promotion.

       4.      On the Allocation tile, choose Generate.

Result

The individual allocations appear on the Allocation Items tile.

You can make changes to the allocation header at any time until you release it. After you have made any changes, choose Update to apply these changes to the actual allocations.

Once you have finished updating release the allocation header. You can now no longer make any changes to the allocation header or to the quantities allocated.