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Function documentationDisplay Pallets in Trade Promotions Locate this document in the navigation structure

 

You can include display pallets in trade promotion planning so that you can offer discounts at the pallet level and also on the products and product categories included in the display unit.

Prerequisites

You have performed the following tasks:

  • Identified the item category group(s) that are display pallet-relevant in Customizing for Customer Relationship Management (CRM) by choosing   Trade Promotion Management   Basic Data   Products   Select Item Category Groups for Display Pallets  .

  • Defined a structured product in   Master Data   Products   that has items with an item category group defined as display-pallet relevant. This identifies the product as a display pallet.

  • Created a trade promotion type named “Display Pallet” with the category Trade Promotion and Deal, and set Pallet Scenario to True in Customizing for CRM by choosing   Marketing   Marketing Planning and Campaign Management   Basic Data   Define Types/Objectives/Tactics  

  • Defined the minimum level of the product hierarchy to explode to for long and short term trade promotions in Customizing for CRM by choosing   Trade Promotion Management   Basic Data   Products   Assign Product Hierarchies  

Features

  • The Product Planning Basis is restricted to Product and Product Category when a display pallet promotion type is selected.

  • A new planning profile group and corresponding planning profiles have been created so that you can plan for the display pallet or for the product categories that make up the display pallet.

  • Trade promotions that include display pallets cannot be combined with non display pallet products.

  • When you add a display pallet product to a trade promotion, it is automatically broken down into it's product categories based on the minimum level defined in customizing.

Activities

  • You can only edit the Products assignment block. Product categories are automatically populated from the display pallet structured product. If multiple pallets share the same product category, then the Quantity is the sum of each one of them.

  • In the Planning assignment block, you can plan for the products and product categories that make up the display pallet.