Siebel Consumer Sector Guide > Assortment Plans > End-User Procedures for Assortment Plans >

Adding or Removing an Account from a Planning Group

After you create a planning group, you associate accounts with it. Accounts can also be removed from the planning group.

To add an account to a planning group

1. Navigate to the Groups screen.
2. Drill down on the Name field hyperlink for a selected planning group.

   The Planning Group Accounts view appears.

3. In the Accounts list, click New.
4. In the Add Accounts dialog box, select one or more accounts to add to the planning group and click OK.

   All the accounts you added to the planning group appear in the Accounts list.

To remove an account from a planning group

1. Navigate to the Groups screen.
2. Drill down on the Name field hyperlink for a selected planning group.

   The Planning Group Accounts view appears.

3. In the Accounts list, select the account record you would like to remove.
4. Click Menu and select Delete Record.