Manually Defining Collateral Pieces
All collateral pieces must be registered within Oracle Sales and Marketing giving each piece a unique, identifying number. Your system administrator makes the decision whether your collateral pieces are assigned a number by the system, or by your input. Each piece is registered through the Collateral window. That is how it shows up in the list of values. You cannot order a collateral piece through the system that is not registered through Oracle Sales and Marketing.
1. From the Navigator, choose Mailings -> Collateral.
2. Use the Collateral window to enter new collateral items and link a piece of collateral to a kit or category.
3. To view a list of all collateral items, choose the list of values.
4. To register a new piece of collateral, enter information in the following fields:
Code: Indicates the unique identifying code for that collateral item. Your system administrator has set this to be system-assigned or user-assigned. If your code is system generated, supply all other information; then, when you save the record, the system generated code number appears.
Name: Indicates the title of the collateral item.
Description: Contains a short abstract of the collateral contents.
Inventory Item check box: Indicates whether the collateral piece is also defined in Oracle Inventory. If it is, then you enter the inventory item number in the Item field and Oracle Sales and Marketing defaults some of the remaining fields from information out of Oracle Inventory.
Status: Indicates the availability of a collateral item. If your site does not want to update this field, your system administrator may choose to set the Status field to Unknown.
Quantity on Hand: Updates manually.
Costs: Applicable if there is an actual cost or chargeback associated with the collateral piece. Your site maintains this information.
Responses: Lets you record promotional information about a collateral piece, such as the number of responses you expect to receive as a result of the collateral piece. The actual field is incremented when there is a response, such as:
- The collateral item is part of a promotion and the promotion code is entered within the Interaction window.
- The collateral item is tied to a script and script answers are committed.
Country: Lets you specify a country. Select a country from the list of values.
Language: Indicates the language in which the collateral is printed.
5. If appropriate, choose either of the following buttons to add more information about the collateral:
- The Kit Items button takes you to the Kits window where you can bundle collateral into a named package.
- The Categories button lets you add the new collateral item to your existing collateral categories. Collateral categories let you group collateral pieces regarding a given campaign or product. Conversely, you can use the collateral categories feature to search for all collateral pieces that describe a given product or service.
Attention: You need to set up collateral categories first to add collateral items to the categories. To set up a new collateral category, choose Setup -> Promotions -> Collateral Categories.
For more information on collateral setup issues, see the Oracle Sales and Marketing Implementation Guide.
6. Choose Save on the toolbar to add the defined collateral pieces to the database.
To manually define collateral pieces: