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Phasing a Promoted Product

Key account managers can phase a promoted product if they want to allocate the aggregate cost, volume, and payment data for the product throughout the weeks in the shipment period for its promotion. Before you can phase a promoted product, you must phase the promoted category. For more information, see Phasing a Promoted Category.

When you phase a promoted product, you allocate to the product a percentage of the phasing result for the product's promoted category. This percentage is calculated as follows:

Est Baseline Volume field of Promoted Product divided by Est Baseline Volume field of Promoted Category

This percentage is applied to the phasing result for the promoted category to obtain the phasing result for the promoted product.

All the phasing result fields for a promoted category, except the Est Distribution Update Pct field, display when you phase a promoted product. The phasing result fields that are percentages display the same amounts for a promoted category and its promoted products.

To phase a promoted product

1. Navigate to the Promotions screen > Promotion List view.
2. In the Promotions list, drill down on the Name field hyperlink for the promotion that contains the promoted product.

   The Promoted Categories list appears, displaying the list of categories in the promotion.

3. In the Promoted Categories list, select the category that contains the promoted product that you want to phase.

   The promoted products appear in the Promoted Products list.

4. In the Promoted Products list, select a product that you want to phase.
5. Click Phase to phase the promoted product.
6. Click the Product field hyperlink for the product that you phased.
7. Click the Product Phasing view tab to display the result of the phasing.

Recalculating a Product's Phasing Result

When the phasing result for a promoted category is recalculated, any prior phasing result for the products in that category is deleted. If key account managers recalculate the phasing result for a promoted category, to see the current phasing result for promoted products in that category, they must recalculate the phasing result for those products. For more information, see Recalculating a Category's Phasing Result.

To recalculate the phasing result for a promoted product

1. Navigate to the Promotions screen > Promotion List view.
2. Drill down on the Promotion field hyperlink for a selected promotion.

   The Promoted Categories view appears.

3. In the Promoted Categories list, select the category that contains the promoted product for which you want to recalculate the phasing result.

   The promoted products appear in the Promoted Products list.

4. In the Promoted Products list, click the Product field hyperlink for the product for which you want to recalculate the phasing result.
5. Click the Product Phasing view tab to display the result of the previous phasing.
6. Click Recalculate to display the result of the phasing recalculation.