Trade Promotion Planning with Mobile
Sales
Purpose
You use this process to create a trade promotion and plan how it is expected to help meet your sales targets. Using information from the quantity planning process, you determine the products, sales area, price details, and validity dates of the trade promotion.
Prerequisites
You have made all the Customizing settings for offline key figure planning. For more information, see SAP Solution Manager.
Procedure
...
1. Create deal in the marketing calendar (CRM Mobile Client)
2. Create trade promotion from deal (CRM Mobile Client)
You create the trade promotion on the mobile client. You can either create the trade promotion as an independent business object or use the deal master as a template for the trade promotion.
Enter the details for the trade promotion, including its objectives, assigned planning customer, product planning basis, and validity dates. Based on the product planning basis, you assign products and product categories/groups to the trade promotion.
3. Release trade promotion (CRM Mobile Client)
After you have entered the attributes of the trade promotion, set the status of the trade promotion to released.
4. Plan Volumes and Trade Spends (CRM Mobile Client)
You maintain trade spends and plan volumes of the trade promotion so that you can determine its impact on meeting your annual sales targets.
5. Synchronize data (CRM Mobile Client)
To load your trade promotion and planning data to CRM Enterprise, synchronize the mobile client with the server. This also makes the trade promotion data available to sales team members.
6. System replicates data (CRM Server)
7. System receives data (SAP NetWeaver BI)
The system receives your planning data.
8. System generates conditions (CRM Server)
During synchronization, CRM Enterprise generates conditions for the trade promotion, based on the trade spends you have entered. These conditions are visible on the mobile client.
More Information
Processing Campaigns
and Trade Promotions