Creating a Promotion
Use
You use this process to create promotion(s) for specific location/products. You can create multiple promotions for one location/product, and one promotion can have multiple location/products.
Prerequisites
You have created a
promotion profile
and
promotion parameters
for the location/product.
Process Flow
Within the SNC browser, choose
Promotions
→
Create Promotion
. The screen is divided into four sections:
Selection
Selection List
Promotion Items
Promotion Data
Selection
You use the
Selection
area to find location/product(s) for which you want to plan a promotion. The following selection criteria are available to help you find the location/product(s) that you want:
Ship-To Location
Product
SNC Planner
You can further refine your search by using
Advanced Selection.
Once you have entered your search criteria, choose
Go
.
Selection List
The system finds the appropriate location/product(s) and displays them in the
Selection List
.
You choose the items that you want by selecting the appropriate checkbox in the leftmost column, and then choosing the
Select
button.
Promotion Items
The system copies the items that you selected in the
Selection List
into
Promotion Items.
Optionally, you can manually add more location/products by using
Insert Line
.
You enter the total promotion quantity or percentage of baseline quantity for each item. If you enter both
total
and
percentage
, the
percentage
overrides the
total
. In the latter case, the system calculates the promotion total by multiplying the baseline forecast by the percentage you enter.
The following buttons are available to assist you:
Promotion Item Buttons
Button |
Use |
|---|---|
Insert Line |
Use to manually add a location/product to your promotion items |
Delete Lines |
Removes any selected items |
Select All / Deselect All |
Selects or deselects all items for the promotion |
Copy Total / % |
Copies the total or percentage that you entered to the other promotion items |
Check Item |
Checks that all product/location combinations are valid |
Clear All |
Removes all items from the promotion |
Promotion Data
Once you have added all of your location/products for the promotion, you enter the following data, and then select
Create Promotion
.
Field |
Required/Optional |
Use |
|---|---|---|
Promotion ID |
Required |
User-defined field identifying a specific promotion |
Description |
Optional |
Field that describes the promotion |
Customer Promotion ID |
Optional |
Customer defined name for the promotion |
Optional (Defaults to
|
Field that groups attributes of common promotion behaviors |
|
First Arrival at DC |
Optional/ Required |
Date is optional if one of the following other dates has been specified: End Arrival at DC First ship to stores End ship to stores |
End Arrival at DC |
Optional/ Required |
Date is optional if one of the following other dates has been specified: First Arrival at DC First ship to stores End ship to stores |
First ship to stores |
Optional/ Required |
Date is optional if one of the following other dates has been specified: First Arrival at DC End Arrival at DC End ship to stores |
End ship to stores |
Optional/ Required |
Date is optional if one of the following other dates has been specified: First DC Arrival First ship to stores EndDCArrival |
Copy from Promotion ID |
Optional |
Existing promotion whose location/product parameters and totals you can copy and save under a new
|
The four dates--
First Arrival at DC, End Arrival at DC, First ship to stores,
and
End ship to stores--
define the dates on which you deliver product to the customer’s distribution center and the time period over which you deliver product to the customer’s stores.
You must specify at leastoneof these dates. The other dates can be calculated using the offset profile assigned to the location / product. For more information, see
Key Dates for Promotion
s
Result
Your promotion is created. You can begin to track data for this promotion.