Creating a Promotion 

Procedure

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       1.      On the Create Promotion: Initial Screen enter the promotion type and the promotion to be created.

You can enter a reference promotion. The data from the reference promotion is copied to the promotion you are entering.

Choose ENTER.

       2.      You go to Fast Entry. Enter the required header data of the promotion.

       3.      On the Fast entry screen, enter the article and sales unit and, if required, the promotional sales price and planned quantity for every item.

You can enter the sales price on this input screen, on the overview screen for price planning or on the details screen for the promotion article.

You can enter the planned quantity on this input screen, on the overview screen for quantity planning or on the details screen for the promotion article.

       4.      Choose Goto ® Header to go to the screen on which you can enter organizational data, the condition type groups for Purchasing and Sales and the related price activation indicator, the listing procedure, the allocation type, the promotion announcement type and the output determination procedure.

If you wish to clearly define responsibilities, you can assign organizational levels (purchasing organization, sales organization and distribution channel) to a promotion as an attribute for evaluation purposes.

You can enter a different purchasing organization, purchasing group, sales organization and distribution chain for every article in the article planning screen. You first must enter the articles concerned as individual items in the promotion, select them and go to the article planning screen by choosing Details.

You can also define whether you wish to block a promotion or a particular article for further processing and the period for which this block is valid. If you block a promotion, you also have to enter a blocking reason.

       5.      On the quantity planning screen, you can enter planned sales quantity and quantity to be allocated for every article.

To generate an allocation table using an allocation rule for the promotion in subsequent processing, you must enter the allocation quantity and the allocation rule.

       6.      On the price planning screen, you can enter the planned sales quantity, purchase price and sales price for every article.

       7.      On the logistics control screen, you can enter the order date and the ordering and delivery period.

       8.      On the themes screen, you can assign themes to the promotion, and on the Site Groups screen you can assign site groups and maintain site-group-specific data.

By assigning articles to specific themes, you can group together merchandise within a promotion.

       9.      On the Product Catalog screen, you can assign a promotion product catalog to the promotion.

You create the product catalog by entering a number and a name. You define the data for the product catalog variants.

You can include promotional articles in the product catalog and assign these a place in the catalog, as well as external documents, and text.

Return to the previous screen.

   10.      To enable you to define an assortment of merchandise specific for a promotion, you can manually create an assortment module. To do this, go to the Modules screen.

You also have to define the module type. This must always be a promotion or exclusion module. Assign a number to the module, and add the required articles to the module items.  

On the Promotion module overview, assign this module to a site group.

   11.      If you want to enter special conditions for the promotion, you can do this in the screens for purchase price conditions and sales price conditions.

To continue processing the promotion, you have to be in change mode. Choose Promotion ® Change.

   12.      Save your entries.

   13.      Go to the Promotion Subsequent Processing: Initial Screen.

You can carry out the following steps in any order. However, we recommend you carry them out in the order listed below, as otherwise a number of checks have to be repeated at each step.

   14.      Choose Supply source determination.

For each item, you can chooseSources of supply to have the system list all sources of supply, from which you can select one manually, or choose SS proposal to have the system propose a supply source.

You can go to a detailed view of the sites.

Save your data.

   15.      Choose Listing.

If you created manual promotion modules, select the promotion modules that you want to generate a listing for, and choose Listing.

If you have already created manual promotion modules, the system checks for consistency and a message appears. If you did not create promotion modules, a promotion module is generated automatically.

Save your data.

   16.      Choose Price Activation.

Before you activate prices, you must have maintained the purchase and sales prices for the promotion.

Select the items that you want to activate prices for and choose Activate. You can also activate prices for site groups. To do this, go to the Site groups screen.

You can maintain sales prices at site level or site group level. You can plan quantities at site level. You go to this screen by choosing Plant items.

An article can be activated more than once with different purchase and sales prices. You can also delete prices after they have been activated, and change validity periods.

An article that has already been activated is subject to the following restrictions:

§         It cannot be deleted or blocked

§         It cannot be assigned to any other module or theme.

   17.      Choose Announcement.

Choose the type of output that you want to send to the stores (notification, reminder, confirmation). On the screen that appears you can select the stores and articles that you want to create the output for.

The announcement type that is entered in the promotion basis data controls the output type that can be created in the promotion.

You can have the system display the announcement.

Save your data.

You can also send the promotion announcement by electronic means, in order to receive a (site-specific) reply.

   18.      Choose Allocation table.

Select the items for which you want to generate an allocation table, and generate the allocation table with an allocation rule (or with site quantities, if you want to generate the allocation table using individual quantities).

Save your data.

   19.      Choose Additionals.

Select the items that you want to assign an additional to and choose Additionals.

Save your data.

Notes and Remarks

To find out the current processing status of the promotion, choose Promotion ® Check. Select a level on the hierarchy that appears to obtain more information. You can only execute these functions in Change or Display mode on the Fast entry screen.

See also:

Defining a Higher-Level Promotion